IPGP
IPG PHOTONICS CORP
$114.65
+3.11%
$4.9B
No data for this timeframe.
Vol
Market Cap$4.9B
Cap SizeMid Cap
Analyst ConsensusBuy (69%)
Inst. Holders50 funds
Inst. Value$2.5B
Inst. Activity12 buys / 11 sells
Insider Activity0B / 8S
Insider Net $-$1.8M
Reddit Sentiment55° Neutral
SEC Reports8
Recent Activity
Jun 11, 2026
SEC
Q3 2025 13F filing cluster for IPGP shows a split pattern: Morgan Stanley (+$25.2M) and Citadel (+$10.4M) added meaningf
INST-CLUSTER — Impact 5/10
Jun 5, 2026
Insider
Gitin Mark Milton surrendered for taxes 4,641 shares
CEO @ $107.37 ($498.3K)
May 25, 2026
dark_pool
Dark Pool: IPGP — 0.5M shares, 15,919 trades
Week starting 2026-05-25. Total ATS volume: 483,105 shares across 15,919 trades.
May 22, 2026
Insider
Mammen Timothy PV sold 7,263 shares
SVP, Chief Financial Officer @ $119.60 ($868.7K)
May 14, 2026
Insider
Desmond Jeanmarie F. sold 1,690 shares
Director @ $105.58 ($178.4K)
May 5, 2026
SEC
IPG Photonics filed a DEFA14A (additional definitive proxy soliciting materials) on May 5, 2026. The filing appears to b
DEFA14A — Impact 4/10
May 5, 2026
SEC
IPG Photonics reported Q1 2026 revenue of $265.5M (+17% YoY), above the $256.9M consensus, but GAAP EPS of $0.04 missed
8-K — Impact 6/10
Inst.
Invesco Ltd. — DOUBLED
586,917 shares ($67.3M)
Price Targets
$130.50
+13.8% upside
Buy
Current $114.65
Low $92.50
Median $125.00
High $160.00
7 analysts
$92.50
$160.00
Analyst Ratings
5Strong Buy
6Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 6, 2026 | Stifel | MAINTAIN | Buy → Buy |
| May 6, 2026 | Needham | UPGRADE | Hold → Buy |
| Feb 13, 2026 | Stifel | MAINTAIN | Buy → Buy |
| Feb 13, 2026 | Raymond James | DOWNGRADE | Strong Buy → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.39 ▼ -9.3% | $0.36 — $0.48 | 30% YoY | 7 |
| Next Q | $0.43 ▼ -9.6% | $0.33 — $0.71 | 24% YoY | 7 |
| Current FY | $1.62 ▼ -9.4% | $1.42 — $2.22 | 14% YoY | 7 |
| Next FY | $2.31 ▼ -11.3% | $1.94 — $3.50 | 43% YoY | 7 |
Latest Reports
MIXED
INST-CLUSTER
5/10
Q3 2025 13F filing cluster for IPGP shows a split pattern: Morgan Stanley (+$25.2M) and Citadel (+$10.4M) added meaningf
Jun 11, 2026
NEUTRAL
DEFA14A
4/10
IPG Photonics filed a DEFA14A (additional definitive proxy soliciting materials) on May 5, 2026. The filing appears to b
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| First Eagle Investment Management, | $526.4M | — |
| BlackRock, Inc. | $310.9M | — |
| DIMENSIONAL FUND ADVISORS LP | $194.9M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $187.9M | — |
| LAZARD ASSET MANAGEMENT LLC | $157.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Gitin Mark | F | $498.3K |
| May 22, 2026 | Mammen Timothy | SELL | $868.7K |
| May 14, 2026 | Desmond Jeanmarie | SELL | $178.4K |
| May 12, 2026 | Agnes Tang | A | $0.00 |
| May 12, 2026 | Samartsev Igor | A | $0.00 |
Reddit Sentiment
55°▲
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $2.5B total value (22,049,943 shares) as of 2026-Q1. Top holders: First, BlackRock,, DIMENSIONAL. Net buying activity: 12 institutions added/increased vs 11 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management, LLC | 4,593,349 | $526.4M | 20.8% | — |
| 2 | BlackRock, Inc. | 2,713,341 | $310.9M | 12.3% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,701,269 | $194.9M | 7.7% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,639,991 | $187.9M | 7.4% | — |
| 5 | LAZARD ASSET MANAGEMENT LLC | 1,374,460 | $157.5M | 6.2% | — |
| 6 | Sumitomo Mitsui Trust Group, Inc. | 1,350,328 | $154.7M | 6.1% | — |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1,138,725 | $130.5M | 5.2% | — |
| 8 | Neuberger Berman Group LLC | 844,398 | $96.5M | 3.8% | — |
| 9 | STATE STREET CORP | 819,259 | $93.9M | 3.7% | — |
| 10 | M&G Plc | 596,812 | $68.6M | 2.7% | — |
| 11 | MORGAN STANLEY | 592,686 | $67.9M | 2.7% | ADD +69.6% |
| 12 | Invesco Ltd. | 586,917 | $67.3M | 2.7% | DOUBLED +103.4% |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 551,992 | $63.3M | 2.5% | DOUBLED +483.1% |
| 14 | Allianz Asset Management GmbH | 352,665 | $40.4M | 1.6% | ADD +38.5% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 324,182 | $37.1M | 1.5% | — |
| 16 | BAILLIE GIFFORD & CO | 269,355 | $30.9M | 1.2% | TRIM -29.9% |
| 17 | BANK OF AMERICA CORP /DE/ | 258,600 | $29.6M | 1.2% | — |
| 18 | EXCHANGE TRADED CONCEPTS, LLC | 215,794 | $24.7M | 1.0% | — |
| 19 | SEI INVESTMENTS CO | 192,688 | $22.1M | 0.9% | DOUBLED +445.9% |
| 20 | RAYMOND JAMES FINANCIAL INC | 187,046 | $21.4M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | DOUBLED | 288,507 | 586,917 | +103.4% | $67.3M | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | DOUBLED | 94,670 | 551,992 | +483.1% | $63.3M | 2026-Q1 |
| Allianz Asset Management GmbH | ADD | 254,566 | 352,665 | +38.5% | $40.4M | 2026-Q1 |
| BAILLIE GIFFORD & CO | TRIM | 383,984 | 269,355 | -29.9% | $30.9M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 35,296 | 192,688 | +445.9% | $22.1M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | NEW | — | 130,492 | — | $15.0M | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP | TRIM | 151,148 | 97,092 | -35.8% | $11.1M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 31,300 | 85,700 | +173.8% | $9.8M | 2026-Q1 |
| Retirement Systems of Alabama | TRIM | 213,798 | 79,319 | -62.9% | $9.1M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 322 | 24,759 | +7589.1% | $2.8M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | TRIM | 34,610 | 25,413 | -26.6% | $2.7M | 2026-Q1 |
| STRS OHIO | DOUBLED | 591 | 21,391 | +3519.5% | $2.5M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 17,916 | 12,380 | -30.9% | $1.4M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 19,797 | 11,424 | -42.3% | $1.3M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 18,104 | 10,149 | -43.9% | $1.2M | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 17,387 | 8,720 | -49.8% | $999.2K | 2026-Q1 |
| Atria Investments, Inc | ADD | 4,420 | 6,255 | +41.5% | $716.8K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 552 | 4,631 | +738.9% | $530.7K | 2026-Q1 |
| Asset Management One Co., Ltd. | ADD | 2,012 | 2,532 | +25.8% | $290.1K | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 2,823 | 1,844 | -34.7% | $211.3K | 2026-Q1 |
| FEDERATED HERMES, INC. | TRIM | 2,111 | 1,014 | -52.0% | $116.2K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 339 | 441 | +30.1% | $50.5K | 2026-Q1 |
| NORGES BANK | EXIT | 176,632 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 107,084 | 288,507 | +169.4% | $20.7M | 2025-Q4 |
| Allianz Asset Management GmbH | ADD | 200,138 | 254,566 | +27.2% | $18.2M | 2025-Q4 |
15 unique insiders with 36 transactions. Net insider value: -$1.8M ($0.00 bought, $1.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Gitin Mark Milton | CEO | TAX W/H | 4,641 | $107.37 | $498.3K |
| May 22, 2026 | Mammen Timothy PV | SVP, Chief Financial Officer | SELL | 7,263 | $119.60 | $868.7K |
| May 14, 2026 | Desmond Jeanmarie F. | Director | SELL | 1,690 | $105.58 | $178.4K |
| May 12, 2026 | Agnes Tang | Director | AWARD | 2,436 | — | — |
| May 12, 2026 | Samartsev Igor | SVP, Chief Scientist | AWARD | 2,436 | — | — |
| May 12, 2026 | Meurice Eric | Director | AWARD | 2,436 | — | — |
| May 12, 2026 | Desmond Jeanmarie F. | Director | AWARD | 2,436 | — | — |
| May 12, 2026 | Dougherty Greg | Director | AWARD | 2,436 | — | — |
| May 12, 2026 | PEELER JOHN R | Director | AWARD | 2,436 | — | — |
| May 12, 2026 | KENNEDY KOLLEEN T | Director | AWARD | 2,436 | — | — |
| Mar 17, 2026 | Buttarazzi Mary E. | VP, Corp Controller and CAO | SELL | 500 | $116.22 | $58.1K |
| Mar 1, 2026 | Ness Trevor | SVP, Chief Revenue Officer | TAX W/H | 3,402 | $131.57 | $447.6K |
| Mar 1, 2026 | Buttarazzi Mary E. | VP, Corp Controller and CAO | TAX W/H | 435 | $131.57 | $57.2K |
| Mar 1, 2026 | Samartsev Igor | SVP, Chief Scientist | TAX W/H | 836 | $131.57 | $110.0K |
| Mar 1, 2026 | Lopresti Angelo P | SVP, Secretary & Gen Counsel | TAX W/H | 3,848 | $131.57 | $506.3K |
| Mar 1, 2026 | SCHERBAKOV EUGENE A | Director | TAX W/H | 7,237 | $131.57 | $952.2K |
| Mar 1, 2026 | Mammen Timothy PV | SVP, Chief Financial Officer | TAX W/H | 4,310 | $131.57 | $567.1K |
| Mar 1, 2026 | Gitin Mark Milton | CEO | TAX W/H | 7,603 | $131.57 | $1.0M |
| Feb 24, 2026 | IP FIBRE DEVICES LTD | 10%+ Owner | SELL | 100 | $135.28 | $13.5K |
| Feb 24, 2026 | SCHERBAKOV EUGENE A | Director | SELL | 200 | $135.72 | $27.1K |
| Feb 23, 2026 | IP FIBRE DEVICES LTD | 10%+ Owner | SELL | 4,241 | $131.41 | $557.3K |
| Feb 20, 2026 | IP FIBRE DEVICES LTD | 10%+ Owner | SELL | 500 | $128.79 | $64.4K |
| Feb 18, 2026 | Buttarazzi Mary E. | VP, Corp Controller and CAO | AWARD | 1,789 | — | — |
| Feb 18, 2026 | Ness Trevor | SVP, Chief Revenue Officer | AWARD | 4,621 | — | — |
| Feb 18, 2026 | Mammen Timothy PV | SVP, Chief Financial Officer | AWARD | 6,146 | — | — |
| Feb 18, 2026 | Bucher Paulus | SVP, Global Operations | AWARD | 2,531 | — | — |
| Feb 18, 2026 | Samartsev Igor | SVP, Chief Scientist | AWARD | 1,688 | — | — |
| Feb 18, 2026 | Lopresti Angelo P | SVP, Secretary & Gen Counsel | AWARD | 4,465 | — | — |
| Feb 18, 2026 | Gitin Mark Milton | CEO | AWARD | 19,887 | — | — |
| Feb 17, 2026 | Samartsev Igor | SVP, Chief Scientist | EXERCISE | 3,363 | $81.89 | $275.4K |
| Feb 13, 2026 | SCHERBAKOV EUGENE A | Director | TAX W/H | 5,727 | $153.91 | $881.4K |
| Feb 13, 2026 | SCHERBAKOV EUGENE A | Director | EXERCISE | 7,592 | $81.89 | $621.7K |
| Feb 12, 2026 | Lopresti Angelo P | SVP, Secretary & Gen Counsel | EXERCISE | 5,861 | $81.89 | $480.0K |
| Feb 12, 2026 | Lopresti Angelo P | SVP, Secretary & Gen Counsel | TAX W/H | 4,022 | $150.25 | $604.3K |
| Feb 2, 2026 | Meurice Eric | Director | EXERCISE | 750 | $87.87 | $65.9K |
| Feb 2, 2026 | Meurice Eric | Director | SELL | 750 | $95.00 | $71.3K |
8 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 2 mixed, 5 neutral. Avg impact: 4.0/10.
MIXED
INST-CLUSTER
5/10
Q3 2025 13F filing cluster for IPGP shows a split pattern: Morgan Stanley (+$25.2M) and Citadel (+$1
Jun 11, 2026
NEUTRAL
DEFA14A
4/10
IPG Photonics filed a DEFA14A (additional definitive proxy soliciting materials) on May 5, 2026. The
May 5, 2026
MIXED
8-K
6/10
IPG Photonics reported Q1 2026 revenue of $265.5M (+17% YoY), above the $256.9M consensus, but GAAP
May 5, 2026
NEUTRAL
PRESS-RELEASE
3/10
IPG Photonics announced it will release Q1 2026 financial results on May 5, 2026, with a conference
Apr 21, 2026
NEUTRAL
DEFA14A
2/10
IPG Photonics Corp filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting
Apr 1, 2026
NEUTRAL
CLUSTER
2/10
An insider at IPG Photonics surrendered 836 shares to cover tax obligations related to a stock award
Mar 3, 2026
NEUTRAL
8-K
4/10
IPG Photonics announced that a German court ruled its adjustable mode beam (AMB) lasers infringed a
Feb 25, 2026
BEARISH
CLUSTER
6/10
A cluster of insider selling has occurred at IPGP over the past week, with four transactions totalin
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (69% buy). Based on 16 analysts: 5 strong buy, 6 buy, 4 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$130.50 mean target
+13.8% upside
Buy (3.00)
$92.50 Low
$160.00 High
| Metric | Value |
|---|---|
| Current Price | $114.65 |
| Target Low | $92.50 |
| Target Mean | $130.50 |
| Target Median | $125.00 |
| Target High | $160.00 |
| # Analysts | 7 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.39 | $0.36 | $0.48 | 29.5% | -9.3% | 0↑ 4↓ | $0.3B | 11.7% | 7 |
| Next Q 2026-09-30 |
$0.43 | $0.33 | $0.71 | 23.7% | -9.6% | 0↑ 4↓ | $0.3B | 10.3% | 7 |
| Current FY 2026-12-31 |
$1.62 | $1.42 | $2.22 | 14.0% | -9.4% | 0↑ 7↓ | $1.1B | 10.9% | 7 |
| Next FY 2027-12-31 |
$2.31 | $1.94 | $3.50 | 42.8% | -11.3% | 0↑ 6↓ | $1.2B | 9.1% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.389 | |
| 7d ago | $0.389 | |
| 30d ago | $0.429 | -0.040 |
| 60d ago | $0.427 | -0.039 |
| 90d ago | $0.427 | -0.039 |
5 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 6, 2026 | Stifel | MAINTAIN | Buy | Buy |
| May 6, 2026 | Needham | UPGRADE | Hold | Buy |
| Feb 13, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Raymond James | DOWNGRADE | Strong Buy | Outperform |
| Feb 3, 2026 | Roth Capital | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 4 | 1 | 0 | 69% | |
| May 1, 2026 | 5 | 5 | 5 | 1 | 0 | 63% | |
| Apr 1, 2026 | 5 | 5 | 5 | 1 | 0 | 63% | |
| Mar 1, 2026 | 5 | 5 | 5 | 1 | 0 | 63% | |
| Feb 1, 2026 | 6 | 4 | 6 | 1 | 0 | 59% | |
| Jan 1, 2026 | 6 | 4 | 6 | 1 | 0 | 59% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
55°
Neutral
Bearish
Neutral
Bullish
7 mentions
3 bullish
2 bearish
7 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 12, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 30, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
May 25, 2026
dark_pool
Dark Pool: IPGP — 0.5M shares, 15,919 trades
Week starting 2026-05-25. Total ATS volume: 483,105 shares across 15,919 trades.
May 18, 2026
dark_pool
Dark Pool: IPGP — 0.8M shares, 24,682 trades
Week starting 2026-05-18. Total ATS volume: 820,540 shares across 24,682 trades.
May 11, 2026
dark_pool
Dark Pool: IPGP — 0.5M shares, 22,439 trades
Week starting 2026-05-11. Total ATS volume: 532,685 shares across 22,439 trades.
May 5, 2026
earnings
IPG Photonics Announces First Quarter 2026 Financial Results
<p align="center"> <em>Strong Start to the Year on Growing Demand and Continued Focus on Execution of Strategic Initiatives</em></p>
May 5, 2026
earnings_calendar
IPGP Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: IPGP — 1.7M shares, 31,999 trades
Week starting 2026-05-04. Total ATS volume: 1,691,674 shares across 31,999 trades.
Apr 27, 2026
dark_pool
Dark Pool: IPGP — 0.6M shares, 19,305 trades
Week starting 2026-04-27. Total ATS volume: 635,612 shares across 19,305 trades.
Apr 21, 2026
earnings
IPG Photonics to Announce First Quarter 2026 Financial Results on May 5
<p align="justify">MARLBOROUGH, Mass., April 21, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=Ip3wpEtCwL7qoOpUUFFx2C
Apr 20, 2026
dark_pool
Dark Pool: IPGP — 0.8M shares, 21,809 trades
Week starting 2026-04-20. Total ATS volume: 768,486 shares across 21,809 trades.
Apr 13, 2026
dark_pool
Dark Pool: IPGP — 0.6M shares, 17,121 trades
Week starting 2026-04-13. Total ATS volume: 570,274 shares across 17,121 trades.
Apr 6, 2026
dark_pool
Dark Pool: IPGP — 0.4M shares, 18,822 trades
Week starting 2026-04-06. Total ATS volume: 435,735 shares across 18,822 trades.
Mar 30, 2026
dark_pool
Dark Pool: IPGP — 0.3M shares, 10,695 trades
Week starting 2026-03-30. Total ATS volume: 290,560 shares across 10,695 trades.
Mar 23, 2026
other
IPG Defense to Participate at 2026 AUSA Global Force Symposium & Exposition in Huntsville Alabama
<p>MARLBOROUGH, Mass., March 23, 2026 (GLOBE NEWSWIRE) -- IPG Photonics today announced that IPG Defense will exhibit at AUSA Global Force Symposium
Mar 23, 2026
dark_pool
Dark Pool: IPGP — 0.4M shares, 16,783 trades
Week starting 2026-03-23. Total ATS volume: 403,648 shares across 16,783 trades.
Mar 16, 2026
other
IPG Photonics Announces Ruling in Unified Patent Court
<p align="justify">MARLBOROUGH, Mass., March 16, 2026 (GLOBE NEWSWIRE) -- IPG Photonics Corporation (NASDAQ: IPGP), the global leader in fiber laser