IPG Photonics (0J86) Share Price & Analysis
0J86 Stock Chart & Stats
- Day’s Range
- $67.85 - $74.70
- 52-Week Range
- $67.85 - $155.00
- Previous Close
- $74.69
- Volume
- N/A
- Average Volume (3M)
- 167
- Market Cap
- $3.17B
- Enterprise Value
- $2.44B
- Total Cash (Recent Filing)
- $925.99M
- Total Debt (Recent Filing)
- $16.21M
- Price to Earnings (P/E)
- 73.0
- Beta
- 0.97
- Next Earnings
- Feb 16, 2027 (Est.)
- EPS Estimate
- 0.45
- Last Dividend Ex-Date
- Mar 15, 2022
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Sustained Revenue Growth
Four consecutive quarters of double-digit revenue growth indicate improving demand and execution across the portfolio rather than a single-period rebound. Continued expansion in industrial and advanced applications can strengthen scale, support investment, and improve IPG’s competitive position over the next several quarters.
Technology-led Market Expansion
Qualification with top-tier wafer-equipment manufacturers creates a meaningful route into advanced semiconductor applications, while differentiated laser capabilities support adoption beyond traditional cutting. Design wins and manufacturing readiness can broaden the revenue mix and increase the durability of growth.
Conservative Balance Sheet
An essentially debt-free balance sheet and substantial equity cushion reduce financial risk through manufacturing cycles and preserve flexibility for capacity investment, acquisitions, or other strategic initiatives. Strong liquidity also gives IPG greater ability to sustain research and commercial expansion without relying heavily on external financing.
Bears Say
Compressed Profitability
Although earnings have recovered, current margins remain well below historical levels, limiting the amount of revenue that converts into profit. Persistently lower profitability could constrain internal reinvestment and leave results more sensitive to product mix, utilization, pricing, and operating-cost pressures.
Weak Cash Conversion
Positive operating and free cash flow are encouraging, but the weak conversion of accounting earnings into cash reduces funding capacity for growth and capital allocation. Until conversion improves toward stronger historical levels, cash generation remains a less dependable support for investments, acquisitions, and shareholder returns.
Limited Cutting Growth
The lack of meaningful near-term growth in cutting limits contribution from one of the company’s established applications and places greater reliance on newer markets to drive expansion. This raises execution pressure on welding, additive manufacturing, medical, defense, and semiconductor initiatives.
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IPG Photonics Stock Smart Score
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.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Mark Milton Gitin
- Employees
- 4,840
- Website
- www.ipgphotonics.com
- Address
- 377 Simarano Drive, Marlborough, MA, 01752, US
IPG Photonics (0J86) Earnings & Revenues
0J86 Company Deck
0J86 Earnings Call
Earnings Call SentimentPositive
The call was strongly positive overall. Revenue increased 15% year over year for the fourth consecutive quarter of double-digit growth, Advanced Solutions grew 33%, semiconductor revenue more than doubled, bookings remained solid, margins exceeded guidance, and the company reported a strong cash position with no debt. The main challenges were moderation in China battery capacity additions, a year-over-year decline in European revenue, lumpy defense timing, limited cutting growth, inflationary pressures, and the absence of tariff-refund benefits in fourth-quarter guidance.
View all GB:0J86 earnings summaries0J86 Net sales Breakdown
- 89.54% Materials processing
- 5.56% Medical procedures
- 4.32% Advanced applications
- 0.58% Communications
0J86 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 2 | 5 | 15 |
| Technical Analysis | 2 | 5 | 3 |
| Moving Averages | 0 | 0 | 12 |
