Latest news with #IPGPhotonics
Yahoo
06-08-2025
- Business
- Yahoo
Earnings To Watch: Nova (NVMI) Reports Q2 Results Tomorrow
Semiconductor quality control company Nova (NASDAQ:NVMI) will be reporting earnings this Thursday before the bell. Here's what to look for. Nova beat analysts' revenue expectations by 1.2% last quarter, reporting revenues of $213.4 million, up 50.5% year on year. It was a strong quarter for the company, with an impressive beat of analysts' adjusted operating income estimates and a solid beat of analysts' EPS estimates. Is Nova a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Nova's revenue to grow 37% year on year to $214.9 million, improving from the 27.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.06 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Nova has a history of exceeding Wall Street's expectations, beating revenue estimates every single time over the past two years by 3% on average. Looking at Nova's peers in the semiconductor manufacturing segment, some have already reported their Q2 results, giving us a hint as to what we can expect. IPG Photonics's revenues decreased 2.7% year on year, beating analysts' expectations by 9.4%, and Amkor reported revenues up 3.4%, topping estimates by 6.3%. Amkor traded up 18.1% following the results. Read our full analysis of IPG Photonics's results here and Amkor's results here. Investors in the semiconductor manufacturing segment have had steady hands going into earnings, with share prices flat over the last month. Nova is down 8% during the same time and is heading into earnings with an average analyst price target of $274 (compared to the current share price of $263.49). Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-08-2025
- Business
- Yahoo
IPG Photonics (IPGP) To Report Earnings Tomorrow: Here Is What To Expect
Fiber laser manufacturer IPG Photonics (NASDAQ:IPGP) will be reporting earnings this Tuesday morning. Here's what investors should know. IPG Photonics beat analysts' revenue expectations by 1.2% last quarter, reporting revenues of $227.8 million, down 9.6% year on year. It was a strong quarter for the company, with an impressive beat of analysts' EPS estimates and a solid beat of analysts' adjusted operating income estimates. Is IPG Photonics a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting IPG Photonics's revenue to decline 11% year on year to $229.2 million, improving from the 24.2% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.14 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. IPG Photonics has missed Wall Street's revenue estimates four times over the last two years. Looking at IPG Photonics's peers in the semiconductor manufacturing segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Amkor delivered year-on-year revenue growth of 3.4%, beating analysts' expectations by 6.3%, and Lam Research reported revenues up 33.6%, topping estimates by 3.3%. Amkor traded up 18.1% following the results while Lam Research was down 4.3%. Read our full analysis of Amkor's results here and Lam Research's results here. Investors in the semiconductor manufacturing segment have had fairly steady hands going into earnings, with share prices down 1.5% on average over the last month. IPG Photonics is up 3.3% during the same time and is heading into earnings with an average analyst price target of $68 (compared to the current share price of $73.70). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. 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.
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
Yahoo
29-06-2025
- Business
- Yahoo
The Top 5 Analyst Questions From IPG Photonics's Q1 Earnings Call
IPG Photonics' first quarter was met with a negative market reaction, reflecting concerns over declining sales and margin compression. Management pointed to stabilization in core business lines and highlighted 'early traction in key areas that are central to our strategy,' according to CEO Mark Gitin. Notable factors behind the results included continued weakness in mature cutting applications, partially offset by growth in medical and advanced applications and the contribution from the cleanLASER acquisition. Gitin acknowledged lower demand in traditional materials processing, while CFO Tim Mammen cited sequential improvement in bookings, especially in e-mobility and micromachining. 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: $0.31 vs analyst estimates of $0.22 (40.9% beat) Revenue Guidance for Q2 CY2025 is $225 million at the midpoint, below analyst estimates of $239.9 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 Inventory Days Outstanding: 190, up from 180 in the previous quarter Market Capitalization: $2.88 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Ruben Roy (Stifel) asked about the drivers of strong bookings and growth in China's e-mobility sector. CEO Mark Gitin cited 'adjustable mode beam lasers and integrated scanning systems' as key differentiators in that market. Jim Ricchiuti (Needham & Company) questioned the expected timing of medical and micromachining product contributions. Gitin stated that the new urology system will see limited impact later this year with greater revenue contribution in 2026. Michael Feniger (Bank of America) inquired about the tariff's effect on cost structure and competitive dynamics. CFO Tim Mammen explained that near-term gross margin impacts should decline as manufacturing shifts away from high-tariff regions. Scott Graham (Seaport Research Partners) sought clarification on manufacturing optimization and how moving production away from China will affect costs. Gitin responded that IPG's global footprint allows for flexible realignment, minimizing tariff exposure with only minor increases in certain input costs. Keith Housum (Northcoast Research) probed the sustainability and composition of the book-to-bill ratio. Mammen indicated that medical orders have longer cycles, with most other segments remaining on short delivery timelines. In the coming quarters, the StockStory team will monitor (1) the pace of tariff mitigation and supply chain reconfiguration, (2) revenue traction from new medical and micromachining products, and (3) stabilization or recovery in core cutting and welding applications. Execution on these priorities will be important in determining whether IPG can return to growth and margin expansion. IPG Photonics currently trades at $68.84, up from $63.12 just before the earnings. Is there an opportunity in the stock?See for yourself 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 Growth Stocks for this month. 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 Kadant (+351% five-year return). Find your next big winner with StockStory today.
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.
