IPG Photonics (IPGP) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.58
- Estimate
- $0.39
- Surprise
- +49.3%
- Revenue (period 2026-06-30)
- $278.6M
- Score today
- 5.3/10
Revenue source: xbrl.
How the report landed
IPG Photonics (IPGP) beat the $0.39 estimate with diluted EPS of $0.58 — a large 49.3% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates IPGP Sell at 5.3/10; 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.
The levels TrendMatrix's engine tracks
- Current price
- $79.99
- Price target
- $109.81
- Stop
- $74.39
- Upside to target
- +37.3%
- Reward-to-risk
- 2.8:1
The stock trades at 123.1× trailing but 35.0× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.
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
- $3.40B
- P/E (fwd)
- 35.0
- P/E (ttm)
- 123.1
- 52-week range
- $69.41–$155.82
- Off 52-week high
- 48.7%
- RSI (14)
- 67
- Volume vs avg
- 0.53×
- Score today
- 5.3/10