Latest news with #IPGP
Yahoo
02-08-2025
- Business
- Yahoo
IPGP Set to Report Q2 Earnings: What's in Store for the Stock?
IPG Photonics IPGP is scheduled to release second-quarter 2025 results on Aug. the to-be-reported quarter, IPGP expects non-GAAP earnings to be between a loss of 5 cents and earnings of 25 cents per share. Revenues are anticipated between $210 million and $240 million, indicating a roughly $15 million negative impact from shipment delays due to higher Zacks Consensus Estimate for second-quarter earnings is pegged at 10 cents per share, unchanged over the past 30 days, indicating a 77.78% year-over-year decline. The consensus mark for revenues is pegged at $224.1 million, indicating a year-over-year decrease of 13.02%.IPGP has a mixed earnings surprise history. It missed the Zacks Consensus Estimate in two of the trailing four quarters and beat in the remaining two, resulting in an average surprise of 25.49%. IPG Photonics Corporation Price and EPS Surprise IPG Photonics Corporation price-eps-surprise | IPG Photonics Corporation Quote In terms of share price movement, since first-quarter 2025 results (May 6), IPGP shares have jumped 24.8%, outperforming the broader Zacks Computer and Technology sector's appreciation of 13.7% and the Zacks Laser Systems and Components industry's return of 21.8%. Let us see how things have shaped up for the upcoming announcement. Key Factors to Consider for IPG Photonics' Q2 Earnings IPG Photonics is expected to have faced revenue headwinds in the second quarter of 2025 due to shipment delays caused by newly imposed tariffs. Profitability is likely to have come under pressure as tariffs are expected to have negatively impacted gross margins by 150 to 200 basis points. Combined with elevated operating expenses ($86-$88 million) from ongoing investments in strategic areas, this is likely to have negatively impacted the bottom-line figure in the to-be-reported welding business saw signs of stabilization with share gains in e-mobility in the first quarter of 2025. Cutting business saw order increase in Japan, Europe, and North America markets, which began to stabilize. Cleaning and some other materials processing applications businesses are benefiting from the cleanLASER acquisition and continuing growth in additive manufacturing. These trends are expected to have continued in the second quarter of momentum in medical (Urology end-market), micromachining and advanced applications bodes well for IPGP's to-be-reported quarter results. Newly launched micromachining is expected to have driven top-line growth in this market Photonics' expanding partner base that includes the likes of AkzoNobel is noteworthy. The companies are collaborating to apply laser technology to cure powder coatings. A strong partner base bodes well for IPGP's near-term prospects. What Our Model Says According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the exact case has an Earnings ESP of 0.00% and a Zacks Rank #2 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Stocks to Consider Here are a few companies worth considering, as our model indicates that these possess the right combination of factors to exceed earnings expectations in their upcoming releases:Arista Networks ANET has an Earnings ESP of +0.96% and sports a Zacks Rank of #1 at present. You can see the complete list of today's Zacks #1 Rank stocks Networks shares have appreciated 67.8% year to date. Arista Networks is set to report its second-quarter 2025 results on Aug. BMBL presently has an Earnings ESP of +37.01% and a Zacks Rank #1. Bumble shares have plunged 12.4% year to date. Bumble is scheduled to report its second-quarter 2025 results on Aug. Inc. MKSI currently has an Earnings ESP of +1.33% and a Zacks Rank # shares are up 45.8% year to date. MKS is set to report its second-quarter 2025 results on Aug. 6. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MKS Inc. (MKSI) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report IPG Photonics Corporation (IPGP) : Free Stock Analysis Report Bumble Inc. (BMBL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
LeMonde
30-07-2025
- Science
- LeMonde
How is the strength of an earthquake measured?
How do we measure the strength of earthquakes like the one that occurred off the coast of Russia's Kamchatka Peninsula on Tuesday, July 29? The earthquake was recorded as having a magnitude of 8.8, which made it the most powerful earthquake in the region in nearly 73 years. To understand this phenomenon, two distinct concepts exist, which complement each other: Magnitude measures the strength of an earthquake in terms of the energy it releases, allowing different earthquakes to be compared with each other. Intensity quantifies the effects an earthquake has at the Earth's surface level, including its impacts on buildings and infrastructure. Magnitude Magnitude is a dimensionless quantity specific to each earthquake, unlike intensity, which, for the same earthquake, varies depending on the measured location. An earthquake occurs when a rupture occurs between two tectonic plates: the two blocks slide past each other, moving along the fault line. The energy thus released spreads in the form of seismic waves, which can travel across hundreds of kilometers, moving at speeds of several kilometers per second before eventually fading away. In 1935, the American seismologist Charles Richter (1900-1985), who studied earthquakes in California, developed an equation based on the amplitude of seismograph recordings and using a logarithmic scale to quantify the scale of earthquakes. This became the well-known Richter scale, which has not been in use since the 1960s. "Because his approach was rather imprecise, seismologists gradually defined a magnitude scale based on the physical quantity of energy released by an earthquake, called the 'seismic moment,'" said Jean-Paul Montagner, emeritus professor of seismology at the Paris-Cité University and the Institute of Earth Physics of Paris (IPGP). The seismic moment is "the product of the area that ruptured, the displacement between the two blocks, and a final parameter that depends on the physical properties" of the location. The seismic moment, noted as M 0, is expressed in newton-meters (Nm). To ensure consistency between the old Richter scale and the new method, which is based on measurable physical quantities, "the seismic moment was calibrated to match the Richter magnitude so that, for typical earthquakes, there is no difference between the moment magnitude and the Richter magnitude." In practice, there is a formula that converts the seismic moment (M 0) to the "moment magnitude" (M w, which is a dimensionless quantity). "For example, a magnitude 7 earthquake corresponds to a rupture of 50 kilometers, with a displacement of about 1 meter, over a duration of roughly 15 seconds," said Montagner. This correspondence works well up to magnitude 7, but "not at all for the large earthquakes." On this logarithmic scale, the amount of energy released increases by a factor of 30 with each step up the scale, for example, from 6 to 7. Intensity: A measure of the earthquake's effects Unlike magnitude, which is a physical quantity that characterizes an earthquake and can be measured instantly, an earthquake's intensity corresponds to the effects it produces at the surface level in a given location: the same earthquake can, therefore, have several different intensities depending on the area measured. Intensity is, notably, measured on the Mercalli scale, which records an earthquake's effects on buildings and infrastructure. Partner service Learn French with Gymglish Thanks to a daily lesson, an original story and a personalized correction, in 15 minutes per day. This scale spans from levels I to XII, with each step describing the earthquake's perceived and material consequences in a given region. The first level corresponds to tremors that are not felt, or barely felt, while level XII, the highest, means that almost all of the infrastructure in an area is damaged or destroyed. For example, the 1960 Agadir earthquake was a magnitude 5.9 event, weaker than the earthquake that struck Morocco overnight on September 8, 2023 (magnitude 6.8), but it caused considerable damage: 12,000 deaths, 25,000 injuries and the destruction of the entire city. This discrepancy is explained by the fact that the Agadir earthquake's epicenter was located directly beneath the city, at a depth of just 10 kilometers, whereas the more recent earthquake's epicenter was located farther from densely populated areas (70 kilometers away from Marrakech) and at a greater depth (18.5 kilometers underground). The intensity scale, therefore, not only depends on the earthquake's magnitude and the depth of its epicenter, but also on the local geological structure. According to the United States Geological Survey (USGS), Tuesday's earthquake reached an intensity of VIII at its epicenter, which was located off the coast of Russia's Kamchatka Peninsula. Waves rising between 1 and 3 meters above tide level are likely to sweep across the entire Pacific region, from Japan to Costa Rica, and they could strike many archipelagos, such as French Polynesia, Guam, or Hawaii.
Yahoo
15-07-2025
- Business
- Yahoo
1 Semiconductor Stock to Keep an Eye On and 2 to Turn Down
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. This theme has led to decent stock price performance as the industry's six-month gain of 4.5% has nearly mirrored the S&P 500. Regardless of these results, investors must exercise caution as the rapid pace of innovation can easily turn today's winners into tomorrow's losers. Taking that into account, here is one resilient semiconductor stock at the top of our wish list and two we're swiping left on. Market Cap: $15.28 billion Sporting most major chip manufacturers as its customers, Teradyne (NASDAQ:TER) is a US-based supplier of automated test equipment for semiconductors as well as other technologies and devices. Why Does TER Fall Short? Sales trends were unexciting over the last five years as its 3% annual growth was below the typical semiconductor company Estimated sales growth of 2.6% for the next 12 months is soft and implies weaker demand Efficiency has decreased over the last five years as its operating margin fell by 7.9 percentage points Teradyne's stock price of $95.94 implies a valuation ratio of 26.4x forward P/E. To fully understand why you should be careful with TER, check out our full research report (it's free). Market Cap: $3.16 billion Both a designer and manufacturer of its products, IPG Photonics (NASDAQ:IPGP) is a provider of high-performance fiber lasers used for cutting, welding, and processing raw materials. Why Is IPGP Risky? Annual sales declines of 5.3% for the past five years show its products and services struggled to connect with the market during this cycle Operating profits fell over the last five years as its sales dropped and it struggled to adjust its fixed costs Performance over the past five years shows each sale was less profitable as its earnings per share dropped by 20.8% annually, worse than its revenue At $75 per share, IPG Photonics trades at 46x forward P/E. Check out our free in-depth research report to learn more about why IPGP doesn't pass our bar. Market Cap: $62.52 billion Moving away from a low margin storage device management chips in one of the biggest semiconductor business model pivots of the past decade, Marvell Technology (NASDAQ: MRVL) is a fabless designer of special purpose data processing and networking chips used by data centers, communications carriers, enterprises, and autos. Why Does MRVL Stand Out? Annual revenue growth of 18.9% over the last five years was superb and indicates its market share increased during this cycle Market share is on track to rise over the next 12 months as its 31.8% projected revenue growth implies demand will accelerate from its two-year trend Additional sales over the last five years increased its profitability as the 23.5% annual growth in its earnings per share outpaced its revenue Marvell Technology is trading at $72.60 per share, or 24.4x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Business Insider
27-05-2025
- Business
- Business Insider
Bernstein Keeps Their Hold Rating on IPG Photonics (IPGP)
Bernstein analyst Jay Huang maintained a Hold rating on IPG Photonics (IPGP – Research Report) on May 22 and set a price target of $75.00. The company's shares closed last Friday at $64.60. Confident Investing Starts Here: Huang covers the Technology sector, focusing on stocks such as Cognex, Keyence, and IPG Photonics. According to TipRanks, Huang has an average return of 0.1% and a 45.95% success rate on recommended stocks. In addition to Bernstein, IPG Photonics also received a Hold from Needham's James Ricchiuti in a report issued on May 7. However, on the same day, Bank of America Securities reiterated a Sell rating on IPG Photonics (NASDAQ: IPGP). Based on IPG Photonics' latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $227.79 million and a net profit of $3.76 million. In comparison, last year the company earned a revenue of $252.01 million and had a net profit of $24.1 million Based on the recent corporate insider activity of 29 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of IPGP in relation to earlier this year. Earlier this month, Eugene Shcherbakov, a Director at IPGP sold 8,500.00 shares for a total of $558,366.40.
Yahoo
20-05-2025
- Business
- Yahoo
IPGP Q1 Earnings Call: Tariff Headwinds, Product Diversification, and Bookings Momentum
Fiber laser manufacturer IPG Photonics (NASDAQ:IPGP) reported revenue ahead of Wall Street's expectations in Q1 CY2025, but sales fell by 9.6% year on year to $227.8 million. On the other hand, next quarter's revenue guidance of $225 million was less impressive, coming in 1.3% below analysts' estimates. Its non-GAAP profit of $0.34 per share was 56.3% above analysts' consensus estimates. Is now the time to buy IPGP? Find out in our full research report (it's free). Revenue: $227.8 million vs analyst estimates of $225.1 million (9.6% year-on-year decline, 1.2% beat) Adjusted EPS: $0.34 vs analyst estimates of $0.22 (56.3% beat) Adjusted EBITDA: $17.17 million vs analyst estimates of $23.42 million (7.5% margin, 26.7% miss) Revenue Guidance for Q2 CY2025 is $225 million at the midpoint, below analyst estimates of $227.9 million Adjusted EPS guidance for Q2 CY2025 is $0.10 at the midpoint, below analyst estimates of $0.33 EBITDA guidance for Q2 CY2025 is $23.5 million at the midpoint, below analyst estimates of $28.07 million Operating Margin: 0.8%, down from 7.6% in the same quarter last year Free Cash Flow was -$11.37 million, down from $26.54 million in the same quarter last year Inventory Days Outstanding: 190, up from 180 in the previous quarter Market Capitalization: $2.83 billion IPG Photonics' first quarter was driven by stabilization in core markets and initial success in newer applications such as medical lasers and micromachining. CEO Dr. Mark Gitin noted, 'Bookings improved sequentially and book-to-bill was the strongest we've seen in more than two years,' citing growth in e-mobility applications in China, medical customer wins, and the cleanLASER acquisition as contributors to performance. While traditional materials processing segments, like cutting, remained challenged, areas such as cleaning and additive manufacturing showed resilience. Looking ahead, management pointed to recently imposed tariffs as a key headwind, indicating that these measures are delaying approximately $15 million in shipments for the next quarter. Dr. Gitin explained that these delays are not cancellations but reflect ongoing optimization of the company's global manufacturing footprint to offset tariff exposure. CFO Tim Mammen added that the company expects to substantially reduce the margin impact of tariffs by the end of the year through supply chain adjustments and selective pricing actions. IPG Photonics' management provided detailed context on the business environment, highlighting both stabilization in legacy markets and traction in emerging growth areas. The quarter's outperformance versus Wall Street revenue expectations was underpinned by strategic wins in medical and advanced applications, while tariff-related delays and higher operating expenses weighed on forward guidance. Bookings Momentum: Sequential improvement in bookings and a book-to-bill ratio above 1 signaled strengthening demand, particularly in e-mobility in China and medical applications in the U.S. Management emphasized that these gains are beginning to offset weakness in traditional cutting markets. Medical and Micromachining Growth: The addition of a new urology customer and the launch of a new micromachining product nearly doubled revenue in those areas, with management highlighting the significant long-term growth opportunity in both markets. Tariff Impact and Supply Chain Response: Recently imposed tariffs are causing shipment delays but not cancellations. Management is leveraging its flexible global manufacturing base to shift production and minimize cost impacts, aiming to resolve most delays by the third quarter. Product and Application Diversification: The cleanLASER acquisition and partnership with AkzoNobel to apply laser technology to powder coatings are expanding IPG's addressable markets, targeting applications beyond traditional materials processing. Operating Expense Increase: Investments in R&D, compensation, and benefits drove operating expenses higher. Management views these as necessary to support strategic initiatives, with expectations that operating leverage will improve as revenue from new programs scales. Management's outlook for the next quarter remains cautious due to tariff-related disruptions, but the company is focused on mitigating these effects through supply chain adjustments and product mix expansion. Tariff Mitigation Strategy: Management is optimizing manufacturing locations and supplier sourcing to reduce tariff exposure, aiming to restore margins by the end of the year. Expansion of Growth Applications: Continued investment in medical, micromachining, and advanced applications is expected to drive future revenue diversification, with new product launches planned for later this year. Ongoing Macroeconomic Uncertainty: Management acknowledged persistent uncertainty in core industrial end markets, particularly in traditional cutting and welding, and is monitoring recovery trends and inventory normalization closely. Ruben Roy (Stifel): Asked about the strength of bookings growth by geography and application; management attributed gains to e-mobility in China, medical in the U.S., and normalization in Japan. Jim Ricchiuti (Needham & Company): Inquired about the AkzoNobel partnership and medical business timing; Dr. Gitin stated powder coating applications are in early stages, while new medical systems will meaningfully contribute in 2026. Michael Feniger (Bank of America): Sought clarity on tariff impacts and pricing strategy; management explained cost increases are temporary and mitigated by shifting production and selective pricing. Scott Graham (Seaport Research Partners): Questioned manufacturing footprint changes and competitive dynamics; management detailed moving production away from tariff-affected regions and emphasized differentiation outside China's cutting segment. Keith Housum (Northcoast Research): Asked about the book-to-bill ratio and duration of backlog; CFO Tim Mammen explained medical orders have longer lead times, while most other areas remain short-cycle. In coming quarters, the StockStory team will closely monitor (1) the company's progress in resolving tariff-related shipment delays and restoring margin levels, (2) the continued growth and customer adoption of new medical and micromachining products, and (3) evidence of stabilization or renewed growth in core cutting and welding applications. The effectiveness of supply chain adjustments and execution on strategic partnerships, such as with AkzoNobel, will also be important indicators of future performance. IPG Photonics currently trades at a forward P/E ratio of 41.2×. In the wake of earnings, is it a buy or sell? Find out in our free research report. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. 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