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Ipg Photonics (DE:IPF)
NASDAQ:IPF

IPG Photonics (IPF) Price & Analysis

2 Followers

IPF Stock Chart & Stats

€101.60
-€0.42(-0.58%)
At close: 4:00 PM EST
€101.60
-€0.42(-0.58%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthSubstantial cash and virtually no debt provide durable financial flexibility to fund CapEx, R&D, facility buildouts, and absorb demand timing. This strong liquidity cushion reduces solvency risk and supports multi-quarter execution of backlog and strategic initiatives.
Strong Bookings / BacklogA sustained book-to-bill >1 signals persistent end-market demand and multi-quarter revenue visibility. Robust bookings let management plan capacity, smooth production, and convert backlog into predictable revenue, supporting durable top-line recovery and better fixed-cost absorption.
Move Up The Value Chain / Product MixA rising share of emerging products and systems reflects successful product diversification and higher-value offerings. Moving from components to integrated systems and growth in medical/semiconductor markets diversifies cyclicality and can support structural margin and competitive differentiation.
Bears Say
Negative Free Cash FlowConsecutive recent negative free cash flow indicates cash conversion strains from reinvestment, working capital or timing. Even with strong cash reserves, persistent negative FCF limits capital return optionality and pressures funding for growth without drawing on the balance sheet.
Tariff-Related Margin HeadwindsA persistent ~150bp tariff drag, plus underabsorbed manufacturing costs and freight uncertainties, creates structural margin pressure. Restoring prior margins will require sustained pricing, cost reduction, or higher volume absorption, which may take multiple quarters to realize.
Profitability Reset / Low ReturnsMargins and returns on equity remain well below prior peaks despite a strong capital base. The firm's current ability to translate assets and equity into durable earnings is impaired, implying shareholder returns rely on sustained demand improvement or efficiency gains.

IPG Photonics News

IPF FAQ

What was Ipg Photonics’s price range in the past 12 months?
Ipg Photonics lowest stock price was €60.16 and its highest was €129.15 in the past 12 months.
    What is Ipg Photonics’s market cap?
    Ipg Photonics’s market cap is €3.90B.
      When is Ipg Photonics’s upcoming earnings report date?
      Ipg Photonics’s upcoming earnings report date is Aug 04, 2026 which is in 28 days.
        How were Ipg Photonics’s earnings last quarter?
        Ipg Photonics released its earnings results on May 05, 2026. The company reported €0.035 earnings per share for the quarter, missing the consensus estimate of €0.237 by -€0.202.
          Is Ipg Photonics overvalued?
          According to Wall Street analysts Ipg Photonics’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Ipg Photonics pay dividends?
            Ipg Photonics does not currently pay dividends.
            What is Ipg Photonics’s EPS estimate?
            Ipg Photonics’s EPS estimate is 0.32.
              How many shares outstanding does Ipg Photonics have?
              Ipg Photonics has 42,443,615 shares outstanding.
                What happened to Ipg Photonics’s price movement after its last earnings report?
                Ipg Photonics reported an EPS of €0.035 in its last earnings report, missing expectations of €0.237. Following the earnings report the stock price went up 1.923%.
                  Which hedge fund is a major shareholder of Ipg Photonics?
                  Currently, no hedge funds are holding shares in DE:IPF
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Ipg Photonics

                    Established in 1990 and headquartered in Oxford, Massachusetts, IPG Photonics Corporation is a leading global developer and manufacturer of high-performance fiber, diode, and hybrid fiber-solid state lasers, along with fiber amplifiers. These advanced laser systems are primarily utilized across a wide range of materials processing applications worldwide. The company's extensive product portfolio encompasses a diverse array of laser types, including hybrid fiber-solid state lasers (offering green and UV wavelengths), fiber-pigtailed packaged diodes, fiber-coupled direct diode systems, high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization/single-frequency models. Complementing these are essential accessories such as high-power optical fiber delivery cables, couplers, beam switches, chillers, and scanners. IPG Photonics also offers a comprehensive range of fiber amplifiers, including erbium-doped, Raman, ytterbium, and thulium specialty types, alongside broadband light sources, which are crucial for integrated communication systems and broadband networks. Furthermore, the company develops integrated laser systems for specialized tasks, such as 2D compact flat sheet cutting, multi-axis operations, precision welding (e.g., the welding seam stepper and picker), and other high-precision or bespoke laser applications. It extends its offerings to optical transceiver and transponder modules, critical for interconnecting electronic equipment like Ethernet switches, IP routers, and DWDM/SONET/SDH optical transport modules within telecommunications, cable multi-system operator, and data center networking environments. Beyond materials processing, IPG Photonics' innovative lasers and amplifiers find diverse utility in communications, medical technology, and various other cutting-edge fields. The company markets its products to a broad customer base, including original equipment manufacturers (OEMs), system integrators, and direct end-users, leveraging its dedicated direct sales force alongside a global network of independent sales representatives and distributors.

                    IPG Photonics (IPF) Earnings & Revenues

                    IPF Company Deck

                    IPF Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlights solid demand momentum and strong year-over-year revenue growth (+17% to $265M), marked improvements in industrial solutions (+21% YoY) and regional strength (North America +27% YoY, Asia +14% YoY). Adjusted profitability metrics outperformed guidance midpoints (adjusted EPS $0.29, adjusted EBITDA $35M), the balance sheet remains strong with $813M cash and no debt, and strategic wins (e.g., $10M Lockheed Crossbow order) and traction in medical and semiconductor markets underline the growth story. Key headwinds include a GAAP operating loss impacted by a $13.5M one-time settlement, persistent tariff pressure (~150 bps headwind to gross margin), underabsorbed costs and a moderate OpEx increase planned to fund growth, and some sequential weakness in Advanced Solutions and certain regions. On balance, positive operational momentum, strong bookings/backlog and a healthy balance sheet outweigh the near-term margin and timing challenges.View all DE:IPF earnings summaries

                    IPF Net sales Breakdown

                    89.54%89.54%5.56%4.32%0.58%
                    89.54% Materials processing
                    5.56% Medical procedures
                    4.32% Advanced applications
                    0.58% Communications
                    tipranks

                    IPF Stock 12 Month Forecast

                    Average Price Target

                    €114.98
                    ▲(13.17% Upside)
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<span style=\"color:#912767\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Sell</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#912767","enabled":true,"symbol":"circle"}},{"y":64.58,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":68.88,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n        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5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":67.46,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":61.12,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n       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