SecBot SecBot

IPGP

IPG PHOTONICS CORP
Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0001111928 Semiconductors
$72.81 +1.74 (+2.45%)
Oct 26 4:00 PM ET · prev $71.07
Market cap
$3.0B
Mid cap
Consensus
Buy
71% Buy or better · 17 analysts
Median target
$125.00
+72% · range $78.00–152.00
Next earnings
Nov 3
in 8 days · EPS est. $0.49
1 year
−16.4%
from $87.12 · Oct 27
30 days
−5.7%
from $77.23
52-week range
$69.41–153.91
−53% from high · low Oct 22
Avg volume 20D
378.8K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$23.2M
1 buyer · 7 sellers · since May 12
New fund stakes
1
Q2 2026 13F · 0 exits
Filing reports
16
analyzed by SecBot
SecBot read MIXED 6 reports · 90 days
Balance 1 bearish · 2 bullish · 2 mixed · 1 neutral oldest → newest, height = score
Avg score ·High conf. 3/6 ·Next Earnings date, Nov 3, 2026
Strongest BULLISH Three asset managers added to their IPGP positions in Q3 2026, with Assenagon Asset Management nearly…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    1 insider bought $199.4K at an average $73.58. 7 insiders sold $23.4M.

  • InstitutionsMIXED

    Q2 2026: 31 added (1 new), 21 trimmed or exited. Largest new: Clear Street Group $12.0M.

  • AnalystsBULLISH

    12 of 17 rate it Buy or better. Every target is above the price.

  • EstimatesRISING

    Current-quarter EPS estimate $0.387 → $0.491 over 90 days. 1 up, 0 down in 30 days.

  • TrendDOWNTREND

    5% below its 50-day average. New closing low $69.41 on Oct 22.

Who's buying

13F· Q2 2026
1
new positions
0
exits
$12.0M
in new stakes
FundMoveSharesValue
First Eagle Investment Management, LLCTRIM3,338,881$391.7M
VICTORY CAPITAL MANAGEMENT INCDOUBLED1,315,485$154.3M
MORGAN STANLEYTRIM431,648$50.6M
CITADEL ADVISORS LLCDOUBLED377,794$44.3M
EXCHANGE TRADED CONCEPTS, LLCADD304,496$35.7M
Legal & General Group PlcADD299,293$35.1M
AMERIPRISE FINANCIAL INCDOUBLED221,931$26.0M
FULLER & THALER ASSET MANAGEMENT, INC.TRIM179,328$21.0M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

17 analysts
Buy 71% rate it Buy or better
Strong Buy5Buy7Hold4Sell1Strong Sell0
12-month targets · 7 analysts

Price is below the lowest target. Median implies +72%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Aug 11, 2026Citigroup
MAINTAIN
MAINTAINBuy
Jul 17, 2026Needham
MAINTAIN
MAINTAINBuy
May 6, 2026Citigroup
MAINTAIN
MAINTAINBuy
May 6, 2026Stifel
MAINTAIN
MAINTAINBuy
May 6, 2026Needham
UPGRADE
UPGRADEBuy

Insider ledger

Form 4
$199.4K
bought · 1 insider
$23.4M
sold · 7 insiders
−1.0%
vs their $73.58 cost
DateInsiderTypeValue
Oct 2, 2026
IP FIBRE DEVICES LTD
10%+ Owner
SELL$472.2K
Oct 2, 2026
IP FIBRE DEVICES LTD
10%+ Owner
SELL$843.3K
Oct 2, 2026
SCHERBAKOV EUGENE A
Director
SELL$260.0K
Sep 2, 2026
Valentin Gapontsev Trust I
10%+ Owner
SELL$347.3K
Sep 2, 2026
Valentin Gapontsev Trust I
10%+ Owner
SELL$359.5K
Sep 1, 2026
Valentin Gapontsev Trust I
10%+ Owner
SELL$1.4M
Aug 26, 2026
PEELER JOHN R
Director
BUY$113.0K
Aug 26, 2026
PEELER JOHN R
Director
BUY$86.4K

Earnings setup

Estimates
Nov 3
reports in 8 days
$0.49
EPS estimate, this quarter
+27%
estimate change, 90 days
1↑ 0↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.49$0.43–$0.58+3.3%$283.3M
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 15, 2026 SEC
Three asset managers added to their IPGP positions in Q3 2026, with Assenagon Asset Management nearly doubling its…
INST-CLUSTER — Impact 4/10
Oct 5, 2026 Other
IPG Defense to Display CROSSBOW™ High-Energy Laser Systems at Land Forces 2026 in Perth
MARLBOROUGH, Mass., Oct. 05, 2026 (GLOBE NEWSWIRE) -- IPG Photonics today announced that from Octobe
Oct 2, 2026 Insider
IP FIBRE DEVICES LTD sold 5,485 shares
10%+ Owner @ $86.09 ($472.2K)
Oct 2, 2026 Insider
IP FIBRE DEVICES LTD sold 9,876 shares
10%+ Owner @ $85.39 ($843.3K)
Oct 2, 2026 Insider
SCHERBAKOV EUGENE A sold 3,048 shares
Director @ $85.30 ($260.0K)
Sep 23, 2026 SEC
The U.S. Court of International Trade denied IPG Photonics' motion for judgment on the agency record, sustaining…
COURT-RULING — Impact 5/10
Sep 23, 2026 Event
IPG Photonics Corporation v. United States
Court ruling (cit) — Docket: 1:25-cv-00212
Sep 3, 2026 SEC
A mixed insider cluster at IPGP shows Director John R. Peeler buying $113K worth of shares while the Valentin…
CLUSTER — Impact 2/10
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 3, 2026
Earnings date
IPGP Q3 2026 Earnings Scheduled — 2026-11-03
Recent
Oct 5, 2026
Press release
IPG Defense to Display CROSSBOW™ High-Energy Laser Systems at Land Forces 2026 in Perth
MARLBOROUGH, Mass., Oct. 05, 2026 (GLOBE NEWSWIRE) -- IPG Photonics today announced that from October 6 th though October 8 th , 2026, IPG Defense…
Sep 23, 2026
Enforcement
IPG Photonics Corporation v. United States
Court ruling (cit) — Docket: 1:25-cv-00212
Aug 4, 2026
Earnings
IPG Photonics Announces Second Quarter 2026 Financial Results
Improving Industrial Demand and Continued Focus on Strategic Initiatives Drive Results
Aug 4, 2026
Earnings date
IPGP Q2 2026 Earnings Scheduled — 2026-08-04
Jul 16, 2026
M&A
IPG Photonics Announces Binding Offer to Acquire Lumibird Medical, Expanding IPG’s Medical Laser Growth Platform
Creates a Scaled Medical Laser Platform, Accelerating IPG’s Strategic Expansion in Advanced Solutions

SecBot reports

16 filings · 1 press release · 3 bullish · 2 bearish · 4 mixed · 7 neutral
All IPGP filing & press-release reports (17)