IPG Photonics Corporation ($IPGP) Stock Forecast: Down 7.1% Today

What is IPG Photonics Corporation?

IPG Photonics (NASDAQ: IPGP) is a leading manufacturer of high-performance fiber lasers and amplifiers for various industries. The company has shown strong financial performance and strategic diversification efforts.

Why is IPG Photonics Corporation going down?

IPGP stock is down 7.1% on Feb 17, 2026 17:45

• Despite recent positive developments, IPG Photonics saw a decline in its stock price today.
• Analysts at Bernstein SocGen Group raised the price target for the company and highlighted its growth plans for 2026, which were expected to benefit the stock.
• However, concerns about profit-taking after a successful year and a decrease in adjusted gross margin in the Q4 earnings report may have led to the market's negative reaction.
• Investors might have been wary of the stock's high valuation and the challenges ahead in maintaining double-digit operating margins by 2027.

IPGP Price Chart

IPGP Technical Analysis

IPGP News

Bernstein raises IPG Photonics stock price target on recovery outlook

Bernstein SocGen Group has increased its price target for IPG Photonics (NASDAQ:IPGP) to $162 from $100, maintaining an Outperform rating due to a strong cyclical recovery and structural improvements. The improved outlook is supported by accelerating recovery in the global fiber amplifier sector and diversification into high-growth businesses, with expectations for double-digit operating margins by 2027. Despite a 100% rally year-to-date and a premium valuation, the firm remains constructive on the stock, citing strong Q4 2025 results and an early upcycle in global fiber amplifier demand.

https://www.investing.com/news/analyst-ratings/bernstein-raises-ipg-photonics-stock-price-target-on-recovery-outlook-93CH-4508824

IPG Photonics outlines growth in medical, micromachining, and defense for 2026 amid 17% revenue surge and strategic diversification

IPG Photonics outlines a strategic growth plan for 2026, focusing on significant expansion in the medical, micromachining, and defense sectors. This diversification comes alongside a projected 17% revenue increase. The company is actively moving beyond its traditional heavy industry focus to tap into higher-growth, higher-margin specialized markets.

https://www.msn.com/en-us/money/companies/ipg-photonics-outlines-growth-in-medical-micromachining-and-defense-for-2026-amid-17-revenue-surge-and-strategic-diversification/ar-AA1WerjV?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1

IPG Photonics Stock Hits 52-Week High After Strong Quarter

IPG Photonics (IPGP) stock soared after reporting strong fourth-quarter results that surpassed Wall Street expectations, pushing its shares to a new 52-week high. The company reported adjusted earnings of 46 cents per share and net sales of $274.47 million, driven by growth in materials processing, medical, and advanced applications. Despite a decline in adjusted gross margin due to higher costs, the company's CEO expressed optimism for continued revenue growth, citing strategic initiatives and rising demand in additive manufacturing and battery production.

https://www.sahmcapital.com/news/content/ipg-photonics-stock-hits-52-week-high-after-strong-quarter-2026-02-12

IPG Photonics Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up

IPG Photonics (IPGP) reported strong fourth-quarter 2025 results, with adjusted earnings of 46 cents per share beating estimates by 21 cents and revenues of $274.4 million increasing 17% year-over-year. The company's shares jumped significantly following the announcement, reflecting robust demand in industrial, medical, and advanced applications across various regions. IPG Photonics also provided positive guidance for the first quarter of 2026 and currently holds a Zacks Rank #1 (Strong Buy).

https://www.tradingview.com/news/zacks:83057e82b094b:0-ipg-photonics-q4-earnings-beat-estimates-revenues-rise-y-y-shares-up/

IPG Photonics Corporation (NASDAQ:IPGP) Q4 2025 Earnings Call Transcript

IPG Photonics Corporation (NASDAQ:IPGP) reported strong Q4 2025 earnings, beating expectations with revenue up 17% year-over-year, driven by industrial demand stabilization and growth in medical and advanced applications. The company saw its first full-year revenue growth since 2021 and made significant progress expanding beyond materials processing, particularly in medical and directed energy with the launch of the Crossbow laser defense system. IPG Photonics is focused on strategic initiatives to strengthen core industrial applications and penetrate new non-industrial high-growth markets, maintaining a strong balance sheet and balanced capital allocation.

https://www.insidermonkey.com/blog/ipg-photonics-corporation-nasdaqipgp-q4-2025-earnings-call-transcript-1695326/

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IPG Photonics Corporation Price History

06.01.2026 - IPGP Stock was up 8.1%

• Despite notable insider selling, institutional ownership stands at 93.79%, reflecting robust confidence in the company's future outlook.
• Positive investor sentiment is fueled by expectations of robust earnings growth and increased revenue for the quarter ending in December 2025, supported by a Zacks Rank #1 and a positive Earnings ESP of +15.08%.
• The stock reached a new 52-week high at $102.21, indicating strong momentum and investor interest driven by solid financial performance, particularly in sectors like electric vehicle welding and additive manufacturing.
• IPG Photonics' strategic diversification efforts, such as establishing a new facility for its Defense unit, have also played a role in the stock's upward trajectory, despite concerns about its high P/E ratio.

13.01.2026 - IPGP Stock was up 15.1%

• IPG Photonics experienced a strong bullish movement today, with its stock price surging by 34.86%.
• The bullish trend can be attributed to a combination of factors, including better-than-expected Q4 earnings, new product innovations, and strategic market moves.
• The company's expansion into new markets, such as defense and medical sectors with cutting-edge laser systems, along with positive financial results and revenue growth, have instilled confidence in investors and analysts.
• Despite facing challenges like decreased gross margins and revenue decline in the past year, IPG Photonics' focus on strategic initiatives and strong demand have propelled its stock to new heights, reaching a 52-week high.

12.01.2026 - IPGP Stock was up 37.3%

• IPG Photonics shares surged by 18.2% after reporting better-than-expected Q4 earnings, with EPS exceeding estimates and revenue hitting $274.47 million.
• Despite facing challenges like decreased gross margin due to higher product costs and tariffs, the company's strategic initiatives and revenue growth of 17% in Q4 2025 drove investor confidence.
• The announcement of a new $100 million share repurchase program and positive management outlook contributed to the stock hitting a 52-week high, despite concerns about overbought levels and declining revenue.
• The market's reaction indicates that investors are optimistic about IPG Photonics' ability to navigate uncertainties from trade policies and economic conditions, as reflected in the bullish movement of the stock.

12.01.2026 - IPGP Stock was up 29.2%

• IPG Photonics announced strong Q4 earnings, with a 6.5% year-over-year revenue increase and adjusted earnings surpassing expectations.
• The company's focus on defense markets, including the development of counter-drone laser technology, is attracting investor interest and may drive future growth.
• Despite concerns about industrial demand and exposure to China, IPGP's solid margins and technological expertise are keeping Wall Street cautiously hopeful, with a neutral to moderately positive view on the stock.
• Increased institutional investments by Allianz Asset Management GmbH and significant growth in Old West Investment Management LLC's stake indicate ongoing investor confidence in IPG Photonics' long-term potential, despite recent insider selling activities.

03.01.2026 - IPGP Stock was up 8.3%

• IPGP stock surged by 27% over the last three months, reaching a 52-week high, despite concerns over revenue growth and a high price-to-sales ratio.
• Investor optimism seems to be the driving force behind the stock's rise, possibly fueled by expectations of future improvements and the company's strong balance sheet.
• Factors contributing to the bullish movement include demand for welding applications in electric vehicles and batteries, as well as strategic initiatives like the establishment of the IPG Defense unit.
• The upcoming announcement of IPG Photonics' fourth-quarter 2025 financial results may also be influencing investor sentiment positively, leading to the recent price surge.

06.00.2026 - IPGP Stock was up 5.4%

• IPG Photonics (IPGP) demonstrated a robust Q3 performance driven by various factors like gaining new business, high industrial demand, and the rise in battery manufacturing, pleasing investors and sparking a bullish market response.
• The company's success in the semiconductor industry, particularly in the battery domain, underlines its growth trajectory and positive future profit forecasts, in spite of challenges such as tariffs and competitive pricing.
• Despite a recent stock downturn in the past quarter, the optimistic earnings report and outlook for IPG Photonics (IPGP) suggest a potential shift in investor sentiment, reflecting the company's strengthening fundamentals and market positioning.

22.00.2026 - IPGP Stock was up 7.0%

• Despite significant insider selling by major shareholders and directors, IPG Photonics experienced a strong bullish movement, with shares trading up by about 8.5%.
• The market seems to be focusing more on the company's technological advancements and its integral role in industrial automation rather than insider selling activities.
• Analysts' "Moderate Buy" consensus rating and the company's strong financial performance, beating Q3 earnings estimates, likely contributed to the positive market sentiment.
• IPG Photonics' position as a critical player in the automation and EV manufacturing sectors, along with high institutional ownership and positive analyst outlook, may have overshadowed concerns related to insider selling, driving the bullish market movement.

12.11.2025 - IPGP Stock was down 5.4%

• Conflicting analyst ratings and a recent insider sell-off may have influenced investor uncertainty and selling pressure on the company's stock.
• Strong Q3 results exceeding EPS and revenue expectations, attributed to demand in key sectors, were overshadowed by insider selling activity, raising investor concerns.
• The company's stock underperformed compared to competitors, compounded by positive financial results from a different company, likely contributing to diminished investor sentiment towards the technology company today.

17.01.2026 - IPGP Stock was down 7.1%

• Despite recent positive developments, IPG Photonics saw a decline in its stock price today.
• Analysts at Bernstein SocGen Group raised the price target for the company and highlighted its growth plans for 2026, which were expected to benefit the stock.
• However, concerns about profit-taking after a successful year and a decrease in adjusted gross margin in the Q4 earnings report may have led to the market's negative reaction.
• Investors might have been wary of the stock's high valuation and the challenges ahead in maintaining double-digit operating margins by 2027.

17.01.2026 - IPGP Stock was down 7.1%

• Despite positive developments in various sectors and strong financial performance, IPG Photonics' stock faced a bearish movement.
• Profit-taking by investors after reaching a 52-week high post the strong fourth-quarter results could have contributed to the market's negative response.
• The stock's decline was not mitigated by the announcement of a share repurchase program and a positive outlook for future performance.
• The overall market conditions or sector rotation might have impacted investor sentiment towards high-growth technology stocks like IPG Photonics, influencing the bearish movement.

21.00.2026 - IPGP Stock was up 6.0%

• Despite an uptick in short interest, suggesting some negative sentiment, IPG Photonics experienced a significant bullish movement today.
• The rise in institutional ownership from Pacific Heights Asset Management LLC and the company's Q3 earnings report surpassing expectations played a role in the stock's upward trend.
• Selling of shares by key stakeholders like Valentin Gapontsev Trust I did not hinder investor interest, with the stock price continuing to climb and showcasing confidence in the company's future.
• Analysts' collective "Moderate Buy" stance and price targets exceeding the current trading value further fueled IPGP's positive momentum, highlighting potential for future growth.

06.01.2026 - IPGP Stock was up 5.0%

• IPG Photonics (IPGP) stock experienced a strong bullish movement recently.
• The positive trend can be attributed to the anticipation of the company reporting increased earnings and revenues for the quarter ended December 2025, with analysts expecting significant year-over-year growth in both metrics.
• The stock also reached a new 52-week high, demonstrating a 42.4% increase over the past year, driven by strong momentum, robust financial health, and diversification efforts into new business units.
• Despite a director selling company shares, the overall market sentiment remains positive, with analysts maintaining a "Moderate Buy" rating and a consensus price target above the current trading price, indicating confidence in IPG Photonics' future performance.