$IPGP

A Stocktwits poll found retail traders favored Lumentum (34%) over Applied Optoelectronics (32%) and Coherent (31%), with IPG Photonics at 3%. The article links AI data-center demand for optical connectivity to these firms. It cites Lumentum Q4 expectations of $987.7M revenue and $2.97 EPS, AAOI Q2 revenue $191.9M and adjusted $0.06 EPS, and IPG Q2 results of $0.58 EPS on $278.6M revenue.

IPG Photonics (IPGP) reported Q2 2026 sales of $278.58M versus $250.72M a year earlier. Net income fell to $5.24M from $6.61M, and diluted EPS from continuing operations was $0.12 versus $0.16. The article cites a fair value narrative of $130.50 versus a $90.23 close and notes a high P/E of 139.3x.

IPG Photonics (IPGP) shares rose 7.9% after the company reported mixed Q2 results and issued stronger-than-expected guidance. Revenue rose 11.1% to $278.6M, missing estimates, while adjusted EPS nearly doubled to $0.58. For Q3, IPG guided $280M revenue and $0.45 adjusted EPS at the midpoint.

IP FIBRE DEVICES LTD sold 30,313 shares of IPG PHOTONICS CORP (IPGP) at an average of $95.74 ($95.18–$98.71, $2.90M total) across 5 trades over 2026-08-04 to 2026-08-05 under a Rule 10b5-1 trading plan.

IPG Photonics (IPGP) reported Q2 GAAP gross margin of 40.4% and adjusted gross margin of 40.7%, with GAAP diluted EPS of $0.12 and adjusted diluted EPS of $0.58. Management cited battery-manufacturing wins, additive manufacturing growth, and semiconductor momentum, plus CROSSBOW shipments for Lockheed Martin. IPG agreed to acquire Lumibird Medical, expected to close Q4 2026. Q3 revenue guidance is $265M to $295M.

IP FIBRE DEVICES LTD sold 27,000 shares of IPG PHOTONICS CORP (IPGP) at an average of $85.81 ($85.76–$88.59, $2.32M total) across 4 trades on 2026-07-31 under a Rule 10b5-1 trading plan.

IPG Photonics (NASDAQ: IPGP) shares rose about 3.5% after the company reported Q2 adjusted EPS of $0.58, above the $0.39 analyst estimate, and revenue of $278.6 million, up 11.1% year over year and in line with forecasts. IPG projected Q3 revenue around $280 million, slightly above consensus.

IPG Photonics (NASDAQ:IPGP) reported Q2 CY2026 revenue of $278.6 million, up 11.1% year on year and in line with Wall Street estimates, and non-GAAP EPS of $0.58, 49.3% above consensus. The company guided Q3 revenue to about $280 million, about 1.2% above estimates. Shares rose about 10% to $95.96.

IPG Photonics (NASDAQ: IPGP) reported Q2 2026 revenue of $279.0 million, up 11% year over year, with Industrial Solutions up 16% and Advanced Solutions down 9%. GAAP gross margin was 40.4% and adjusted gross margin 40.7%. Adjusted EPS was $0.58. For Q3 2026, it guides revenue $265-$295 million and adjusted EPS $0.30-$0.60.

IPG PHOTONICS CORP (IPGP) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ipgp06302026exhibit991.htm EX-99.1 Document Exhibit 99.1 IPG PHOTONICS ANNOUNCES SECOND QUARTER 2026 FINANCIAL RESULTS Improving Industrial Demand and Continued Focus on Strategic Initiatives Drive Results Managing Costs and Driving Gross Margin Improvement MARLBOROUGH,