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IPGPIPG Photonics CorporationSell5.1·$78.00+2.01%

IPG Photonics (IPGP) Q2 2026 earnings — TrendMatrix coverage

BEAT+49.3% vs estimateEPS $0.58 vs $0.39 estCurrent verdict Sell 5.1/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.58
Estimate
$0.39
Surprise
+49.3%
Revenue (period 2026-06-30)
$278.6M
Score today
5.1/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

IPG Photonics (IPGP) beat the $0.39 estimate with diluted EPS of $0.58 — a large 49.3% upside surprise.

Current read · as of 2026-09-06

Where TrendMatrix's rating stands now

TrendMatrix currently rates IPGP Sell at 5.1/10; no pre/post engine snapshot brackets this report.

3 of the last 4 quarters beat the estimate; this quarter's +49.3% surprise compares with a +51.6% four-quarter average. Next scheduled report: 2026-11-03.

What supports the rating

  • Strong earnings beat streak (3/4)
  • Strong growth profile

What argues against it

  • Concentration risk — Product: materials processing (86.0%)
  • Concentration risk — Supplier: single manufacturing facility for diodes
  • V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$78.00
Price target
$109.81
Stop
$72.54
Upside to target
+40.8%
Reward-to-risk
3.7:1

The stock trades at 120.0× trailing but 34.1× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-06 — shown for context, not personalized investment advice.

Technology context

IPGP at TrendMatrix's latest read

Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.

Industry
Semiconductor Equipment & Materials
Market cap
$3.32B
P/E (fwd)
34.1
P/E (ttm)
120.0
52-week range
$69.41$155.82
Off 52-week high
49.9%
RSI (14)
32
Volume vs avg
0.59×
Score today
5.1/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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