IPG PhotonicsIPGP
About: IPG Photonics Corp is a vertically integrated developer and manufacturer of high-performance fiber lasers, fiber amplifiers, and diode lasers, which are used in diverse applications in the manufacturing, automotive, industrial, aerospace, semiconductor, and consumer end markets. The company operates in one segment which involves the design, development, production and distribution of fiber lasers, laser and non-laser systems, fiber amplifiers, and related optical components. A large majority of the firm's revenue is derived from materials processing applications for fiber lasers, including cutting and welding, marking and engraving, and micro-processing. The company generates a majority of its revenue from North America and also has its presence in China, Japan, Germany, and other markets.
Employees: 4,740
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
22% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 36
2.67% more ownership
Funds ownership: 56.61% [Q3] → 59.29% (+2.67%) [Q4]
1% more funds holding
Funds holding: 273 [Q3] → 276 (+3) [Q4]
1% less capital invested
Capital invested by funds: $1.86B [Q3] → $1.85B (-$11.3M) [Q4]
2% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 97
50% less call options, than puts
Call options by funds: $1.33M | Put options by funds: $2.67M
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
CL King Thomas Hayes 33% 1-year accuracy 1 / 3 met price target | 46%upside $76 | Buy Upgraded | 18 Mar 2025 |
Citigroup Jamie Wang 100% 1-year accuracy 2 / 2 met price target | 15%upside $60 | Sell Maintained | 18 Feb 2025 |
Stifel Ruben Roy 15% 1-year accuracy 4 / 26 met price target | 64%upside $85 | Buy Maintained | 12 Feb 2025 |
Financial journalist opinion
