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NASDAQ · Technology

IPG Photonics Corp IPGP

IPG Photonics Corporation develops, manufactures, and sells fiber lasers, fiber amplifiers, diode lasers, and laser-based systems used in materials processing, medical, and advanced applications. The company offers laser products, including hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; and high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers, as well as other versions.

Sources StockAnalysis company profile stockanalysis.com
Semiconductors

Company profile

Business mix

  • The company offers laser products, including hybrid fiber-solid state lasers with green and ultraviolet wavelengths.
  • It also provides complementary products, such as optical fiber delivery cables, fiber couplers, beam switches, optical processing heads, process measuring and monitoring technologies, and in-line sensors and chillers.
  • In addition, the company offers LightWELD, a handheld laser welding system; 2D compact flat sheet cutter systems; high precision laser systems for medical technology industry.
  • The company sells and markets its products to original equipment manufacturers, system integrators, and end users through direct sales force, as well as through agreements with independent sales representatives and distributors.

Current key questions

  • Can demand for the company's products and platforms keep growing within semiconductor equipment & materials?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 158 FCF -0.3% Buyback 1.9%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 0.7% $526.4M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $13.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +2.7% +118,590 / 4,474,759
First Eagle legacy Jean-Marie Eveillard 2 filing periods
13F 2025-12-31 Filed 2026-02-04
Minor increase Shares 0.3% 13F value change -$33.1M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 2.4% 13F value change +$205.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 4,474,759 Last 2 periods +118,590 (+2.7%) Total shares 4,593,349 Value $526.4M

Recent mentions

No public mentions.