IPGP Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $84.05
Capitalizzazione di Mercato (MRQ) $3.57B
P/E (TTM) 131.3
EPS (TTM) $0.64
Ricavi (TTM) $1.07B
ROE (TTM) 1.3%
Intervallo 52 sett. $69–$150

IPGP Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
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Informazioni su IPG Photonics Corporation - Common Stock Panoramica della società da Wikipedia

05 · wikidata

IPG Photonics Corporation is an American manufacturer of fiber lasers. IPG Photonics developed and commercialized optical fiber lasers, which are used in a variety of applications including materials processing, medical applications and telecommunications. IPG has manufacturing facilities in the United States, Germany, and Italy.

IPG was founded in 1990 by Valentin P. Gapontsev, IPG's Executive Chairman and former chief executive officer, and Igor Samartsev, IPG's Chief Technology Officer.

IPG also develops and manufactures fiber amplifiers, diode lasers and several complementary products used with its lasers, such as optical delivery cables, fiber couplers, and beam switches. Its products are sold globally and primarily used for materials processing, advanced technologies, telecommunications, and medical applications.

The company is headquartered in Marlborough, Massachusetts, with more than 25 facilities around the world.

History

IPG was founded in 1990 in Russia by physicist Valentin Gapontsev.

Building on previous demonstrations to improve the efficiencies of fiber lasers, in 1990, Valentin Gapontsev and Igor Samartsev first proposed using fiber laser technology to produce a high power laser beam, demonstrating 2W CW Er doped fiber lasers at 1.54μm and a 5W laser in 1991. Using a side-pumping technique, Gapontsev and Samartsev's unique fiber laser architecture enabled many semiconductor laser diodes to pump through one single-mode fiber.

This created a high power, near infrared (1064-1070nm) laser, with single mode beam quality. This discovery also resulted in high power optical amplifiers. Optical amplifiers convert a small light signal into a powerful beam, often a thousand times brighter, but otherwise identical to the original signal. In 2018, these amplifiers were used in telecommunications and Internet networks to transmit data over optical fiber and free space.

NTO IRE-Polus

In December 1991, Gapontsev and Alexander Shestakov founded NTO IRE-Polus. The company was based in Fryazino, Russia. Shestakov left the company in 1994. Gapontsev started using the acronym IPG to refer to his company. It stood for IRE-Polus Group.

In 1993, IPG won a contract with Italtel, a large Italian telecommunications carrier. IPG developed a 200 mW erbium doped amplifier for Italtel, which became IPG's first marketable product. IPG then developed erbium fiber amplifiers using a new pump design and fiber solution. In order to introduce the technology to the market, Italtel convinced Gapontsev to transfer component production to Italy. This became IPG's first European subsidiary.

In 1994, Daimler Benz Aerospace (DBA), a German company, hired IPG to create a laser-based obstacle warning system for a helicopter. DBA funded IPG's development of a new fiber laser based solution. IPG opened a manufacturing and research facility in Berlin to develop the transmitter. A year later, IPG opened a facility near Frankfurt.

In 1996, IPG launched industrial-quality, diffraction-limited (single mode) 10-W fiber lasers. IPG continued developing new products and selling them to customers in Japan, the United States, and Europe.

In 2024, IPG sold its entire interest in IRE-Polus. The sale completed IPG's exit from all facilities in Russia following Russia's invasion of Ukraine.

US subsidiary

In 1998, IPG established the IPG Photonics Corporation headquartered in Oxford, Massachusetts.

By 2000, IPG was a $52 million company. Its customers included Alcatel, Fujitsu, Lucent, Siemens, and Marconi (Reltec). During this time, IPG started developing its multi-kilowatt diode-pumped fiber lasers.

In 2000, IPG introduced a 100-W diffraction-limited fiber laser using its multi-fiber side-coupling technology. In comparison, the conventional diode-pumped solid-state lasers (DPSSLs) on the market used diode bars as the pump source, with each bar typically producing 40 W of power.

By the end of 2000, capital spending by telecommunications providers was reduced and IPG revenue from communications applications declined. IPG invested much of its remaining capital in the development of: (1) high-power industrial fiber lasers; (2) mass production lines; and (3) semiconductor pump laser diode technology. IPG pursued raising the maximum wattage of fiber laser technology.

Between 2002 and 2003, IPG developed multi-kW industrial class fiber lasers. This was accomplished by combining the output beams of several 100-W fiber lasers.

In 2006, IPG raised more than $90 million, net of proceeds, in an initial public offering. The company continued to expand, opening offices near Detroit, Michigan in 2006, Beijing, China in 2007, and its Silicon Valley Technology Center in San Jose, California in 2010.

Beginning in 2010, the company introduced its first quasi-continuous wave (QCW) lasers into the market.

IPG's Oxford facility was expanded to include a new production facility in 2013.

In 2017, worldwide IPG revenue grew to $1.4 billion, a 40% increase over the previous year. In 2018 the company was added to the S&P 500 stock market index.

In late 2018, IPG acquired Genesis Systems, a robotic integration company.

IPG announced the release of the LightWELD 1500, a handheld laser welding system, late in 2020.

In 2021, Valentin Gapontsev stepped down as chief executive officer, retaining a position as Executive Chairman of the company. Then, Eugene Scherbakov succeeded Dr. Gapontsev as IPG's CEO. On April 30, 2024, Mark M. Gitin was appointed as the current chief executive officer.

Canadian Subsidiary

In late 2017, IPG announced the acquisition of Laser Depth Dynamics, a provider of an optical coherence tomography-based in-process quality monitoring and control solutions for laser-based welding applications. The subsidiary operates as IPG Photonics (Canada) Inc. and is located in Kingston, Ontario.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreIndustrials industriaElectrical Equipment dipendenti4.840 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$1.00B
2016-12-31 → 2025-12-31
EPS$0.73
2016-12-31 → 2025-12-31
Flusso di cassa libero·
2016-12-31 → 2024-12-31
Margine netto2.6%
2016-12-31 → 2024-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni IPGP media 5 anni Mediana dei peer Verdetto
P/E (TTM) 131.3media 5 anni ≈36.2 ≈36.2 45.7 Sopravvalutato
P/S (TTM) 3.3media 5 anni ≈4.2 ≈4.2 1.8 Sopravvalutato
P/B (MRQ) 1.7media 5 anni ≈2.3 ≈2.3 3.3 Sottovalutato
Prezzo / FCF (TTM) 171.9media 5 anni ≈33.1 ≈33.1 · ·
Prezzo / Flusso di cassa (TTM) 37.1media 5 anni ≈19.1 ≈19.1 13.4 Sopravvalutato
Prezzo / Valore contabile tangibile (MRQ) 1.7media 5 anni ≈2.1 ≈2.1 · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media -9.7%
Prossimo report Nov 02, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Ago 3, 2026 $0.12 $0.39 -69.0%
31 Marzo 2026 $0.04 $0.28 -85.6%
31 Dicembre 2025 $0.31 $0.20 52.7%
30 Settembre 2025 $0.18 $0.14 31.1%
30 Giugno 2025 $0.16 $0.09 70.0%
31 Marzo 2025 $0.09 $0.21 -57.5%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 16
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue $1.00B$977M$1.29B$1.43B$1.46B$1.20B$1.31B$1.46B$1.41B$1.01B$901M$770M
Cost of Revenue $622M$639M$746M$874M$764M$662M$708M$660M$612M$454M$409M$353M
Gross Profit $381M$338M$542M$555M$696M$539M$606M$800M$797M$552M$492M$417M
R&D Expense $117M$110M$99M$116M$140M$127M$130M$123M$101M$79M$63M$53M
SG&A Expense $143M$124M$126M$131M$126M$110M$108M$102M$81M$66M$57M$55M
Operating Expenses $368M$546M$310M$386M$329M$340M$372M$277M$246M$188M$150M$133M
Operating Income $13M$-208M$232M$170M$368M$199M$234M$523M$551M$364M$342M$284M
Other Non-op $2M$899.0K$1M$1M$437.0K$763.0K$345.0K$2M$22.0K$948.0K$-125.0K$793.0K
Pretax Income $45M$-162M$275M$183M$366M$206M$248M$534M$552M$367M$342M$284M
Income Tax $14M$20M$56M$73M$89M$45M$68M$130M$204M$106M$100M$84M
Net Income $31M$-182M$219M$110M$278M$160M$180M$404M$348M$261M$242M$200M
EPS (Basic) $0.73$-4.09$4.64$2.17$5.21$3.00$3.40$7.55$6.50$4.91$4.60$3.85
EPS (Diluted) $0.73$-4.09$4.63$2.16$5.16$2.97$3.35$7.38$6.36$4.85$4.53$3.79
Shares (Basic) 42,345,00044,336,00047,154,00050,761,00053,410,00053,186,00053,061,00053,522,00053,495,00053,068,00052,676,00052,104,000
Shares (Diluted) 42,650,00044,336,00047,320,00050,925,00053,930,00053,785,00053,839,00054,726,00054,699,00053,797,00053,427,00052,824,000
EBITDA ·$-147M·$260M$464M$293M$330M$604M$616M$416M$384M$319M
Stato Patrimoniale 29
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents $404M$620M$515M$698M$709M$876M$680M$544M$910M$624M$583M$522M
Short-term Investments $436M$310M$663M$479M$805M$515M$503M$500M$206M$207M$107M$0
Receivables $182M$171M$219M$211M$262M$264M$238M$256M$237M$156M$150M$143M
Inventory $313M$285M$454M$509M$461M$365M$381M$404M$308M$239M$204M$171M
Prepaid Expense $46M$27M$38M$47M$73M$58M$56M$58M$48M$41M$26M$21M
Current Assets $1.42B$1.43B$1.91B$1.99B$2.35B$2.15B$1.90B$1.81B$1.75B$1.30B$1.10B$894M
PP&E (Net) $638M$588M$602M$581M$635M$598M$601M$543M$460M$379M$289M$275M
PP&E (Gross) $1.27B$1.16B$1.16B$1.09B$1.18B$1.09B$1.01B$879M$744M$607M$475M$439M
Accum. Depreciation $636M$574M$554M$508M$547M$488M$409M$336M$284M$227M$187M$164M
Goodwill $72M$67M$39M$38M$39M$41M$82M$101M$56M$20M$505.0K$455.0K
Intangibles $50M$55M$26M$34M$53M$62M$74M$87M$51M$29M$12M$9M
Other Non-current Assets $41M$32M$28M$29M$49M$43M$45M$19M$19M$19M$20M$27M
Total Assets $2.42B$2.29B$2.70B$2.74B$3.17B$2.94B$2.73B$2.57B$2.37B$1.79B$1.45B$1.21B
Accounts Payable $39M$35M$29M$46M$56M$26M$27M$36M$35M$28M$26M$17M
Accrued Liabilities $185M$152M$181M$203M$231M$177M$150M$155M$144M$102M$76M$64M
Current Liabilities $234M$205M$215M$275M$313M$215M$192M$246M$199M$158M$142M$122M
Capital Leases $12M$13M$14M$17M$19M$18M$20M·····
Deferred Tax $9M$14M$2M$1M$2M···$21M···
Other Non-current Liabilities ·········$36M$33M$23M
Total Liabilities $296M$265M$284M$358M$423M$342M$328M$368M$345M$232M$193M$164M
Long-term Debt ···$16M$34M$38M$42M$45M$45M$41M$20M$33M
Total Debt ···$16M$34M$38M$42M$45M$49M$41M$20M$33M
Common Stock $6.0K$6.0K$6.0K$6.0K$6.0K$6.0K$5.0K$5.0K$5.0K$5.0K$5.0K$5.0K
Retained Earnings $2.64B$2.61B$2.80B$2.58B$2.47B$2.19B$2.03B$1.85B$1.44B$1.09B$833M$591M
Treasury Stock $1.56B$1.51B$1.16B$938M$439M$304M$266M$225M$49M$9M$0·
AOCI $-38M$-119M$-213M$-205M$-190M$-146M$-147M$-163M$-77M$-179M$-181M$-112M
Stockholders' Equity $2.13B$2.02B$2.42B$2.39B$2.75B$2.59B$2.40B$2.21B$2.02B$1.56B$1.26B$1.05B
Liabilities + Equity $2.42B$2.29B$2.70B$2.74B$3.17B$2.94B$2.73B$2.57B$2.37B$1.79B$1.45B$1.21B
Shares Outstanding 42,127,06742,548,56146,320,67148,138,25753,010,26553,427,23453,010,87552,941,60753,629,43953,251,80552,883,90252,369,688
Flusso di cassa 17
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A $67M$61M$70M$91M$96M$95M$96M$80M$65M$51M$42M$36M
Stock-based Comp $43M$37M$40M$38M$38M$35M$33M$28M$23M$22M$19M$15M
Deferred Tax $-14M$-26M$-14M$-28M$-7M$-13M$-15M$-5M$23M$-13M$-7M$-1M
Amort. of Intangibles $10M$6M$8M$10M$12M$12M$13M$8M$6M$4M$2M$2M
Restructuring $601.0K$0$-288.0K$10M·$506.0K$2M·····
Other Non-cash ·$357M·$1M$-16M$9M$29M$-114M$-53M$-29M$-40M$-70M
Operating Cash Flow $75M$248M$296M$213M$390M$285M$324M$393M$405M$298M$263M$180M
CapEx $79M$99M$110M$110M$123M$88M$134M$160M$127M$127M$70M$89M
Investing Cash Flow $-265M$209M$-238M$297M$-416M$-100M$-140M$-563M$-171M$-274M$-182M$-90M
Debt Issued ······$0$0$28M$24M$0$0
Net Debt Issued ·$0·$-18M$-4M$-4M$-4M$-4M$8M$21M$-13M$-2M
Stock Repurchased $53M$344M$223M$500M$135M$38M$41M$176M$40M$9M$0$0
Net Stock Activity ·$-344M·$-500M$-135M$-38M$-41M$-176M$-40M$-9M··
Financing Cash Flow $-54M$-340M$-236M$-515M$-125M$-10M$-37M$-167M$-3M$27M$-2M$12M
Net Change in Cash $-216M$105M$-184M$-11M$-169M$196M$139M$-366M$286M$41M$60M$73M
Taxes Paid $57M$41M$63M$113M$63M$86M$117M$113M$156M$127M$91M$74M
Free Cash Flow ·$149M·$103M$267M$198M$190M$233M$279M$165M$186M$92M
Redditività 8
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin ·34.6%·38.9%47.7%44.9%46.1%54.8%56.6%54.9%54.6%54.1%
Operating Margin ·-21.3%·11.9%25.2%16.5%17.8%35.9%39.1%36.2%38.0%36.9%
Net Margin ·-18.6%·7.7%19.1%13.3%13.7%27.7%24.7%25.9%26.9%26.0%
Pretax Margin ·-16.6%·12.8%25.1%17.1%18.9%36.6%39.2%36.4%37.9%37.0%
EBITDA Margin ·-15.0%·18.2%31.8%24.4%25.1%41.3%43.7%41.3%42.7%41.5%
ROA ·-7.3%·3.7%9.1%5.6%6.8%16.4%16.7%16.1%18.2%17.6%
ROE ·-8.8%·4.3%10.4%6.4%7.8%19.1%19.4%18.5%21.0%20.3%
ROIC ·-11.5%·4.3%10.0%5.9%6.9%17.6%16.8%16.2%18.9%18.5%
Liquidità e Solvibilità 4
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio ·7.0·7.27.510.09.97.38.88.27.77.3
Quick Ratio ·5.4·5.15.77.77.45.36.86.25.85.4
Debt / Equity ···0.00.00.00.00.00.00.00.00.0
LT Debt / Equity ···0.00.00.00.00.00.00.00.00.0
Efficienza 3
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover ·0.4·0.50.50.40.50.60.70.60.70.7
Inventory Turnover ·1.7·1.81.91.81.81.92.22.12.22.1
Receivables Turnover ·5.0·6.05.54.85.35.97.26.66.16.2
Per Azione 5
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share ·$47.58·$49.55$51.81$48.53$45.31$41.66$37.71$29.25$23.82$19.98
Revenue / Share ·$22.04·$28.07$27.09$22.32$24.42$26.68$25.76$18.70$16.87$14.57
Cash Flow / Share ·$5.59·$4.18$7.23$5.31$6.01$7.19$7.41$5.43$4.80$3.41
Cash / Share ·$14.57·$14.50$13.38$16.40$12.83$10.28$16.97$11.72$11.02$9.97
EPS (TTM) $0.73$-4.09$4.63$2.16$5.16$2.97$3.35$7.38$6.36$4.85$4.53$3.79
Tassi di Crescita 9
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 2.7%-24.1%-9.9%-2.1%21.7%·······
Revenue CAGR 3Y -11.1%-12.6%2.4%·········
Revenue CAGR 5Y -3.5%···········
EPS YoY ··114.3%-58.1%73.7%·······
EPS CAGR 3Y -30.3%·16.0%·········
EPS CAGR 5Y -24.5%···········
Net Income YoY ··99.1%-60.5%74.5%·······
Net Income CAGR 3Y -34.4%·11.1%·········
Net Income CAGR 5Y -27.9%···········
Valutazione (TTM) 14
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM $1.00B$977M$1.29B$1.43B$1.46B$1.20B$1.31B$1.46B$1.41B$1.01B$901M$770M
Net Income TTM $31M$-182M$219M$110M$278M$160M$180M$404M$348M$261M$242M$200M
Market Cap ·$3.09B·$4.56B$9.13B$11.96B$7.68B$6.00B$11.48B$5.26B$4.72B$3.92B
Enterprise Value ···$3.40B$7.64B$10.60B$6.54B$5.00B$10.42B$4.47B$4.05B$3.43B
P/E 98.1-17.823.443.833.475.443.315.433.720.419.719.8
P/S ·3.2·3.26.210.05.84.18.25.25.25.1
P/B ·1.5·1.93.34.63.22.75.73.43.73.7
P / Tangible Book 1.51.62.12.03.44.8······
P / Cash Flow ·12.5·21.423.441.923.715.228.318.018.421.8
P / FCF ·20.7·44.534.260.540.425.741.231.825.342.9
EV / EBITDA ···13.116.536.219.88.316.910.710.510.8
EV / FCF ···33.128.753.734.421.537.427.021.737.5
EV / Revenue ···2.45.28.85.03.47.44.44.54.5
Earnings Yield 1.0%-5.6%4.3%2.3%3.0%1.3%2.3%6.5%3.0%4.9%5.1%5.1%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $1.00B $977M $1.29B $1.43B $1.46B
Margine Lordo % · 34.6% · 38.9% 47.7%
Margine Operativo % · -21.3% · 11.9% 25.2%
Utile netto $31M $-182M $219M $110M $278M
EPS Diluito $0.73 $-4.09 $4.63 $2.16 $5.16

Proprietari istituzionali (13F) 384 filer · $3.7B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 384
Valore detenuto $3.7B
Nuove posizioni 68
Posizioni chiuse 43
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
68 (-25 vs trimestre precedente) 43 (+13 vs trimestre precedente) 144 (+35 vs trimestre precedente) 98 (+10 vs trimestre precedente) +1.8M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
First Eagle Investment Management, LLC $391.717.575 3.338.881 10,51% Azioni
BlackRock, Inc. $334.429.309 2.850.574 8,97% Azioni
VANGUARD GROUP INC $200.626.565 2.802.047 5,38% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $193.117.167 1.646.072 5,18% Azioni
DIMENSIONAL FUND ADVISORS LP $187.717.128 1.600.237 5,03% Azioni
LAZARD ASSET MANAGEMENT LLC $167.501.870 1.427.735 4,49% Azioni
Sumitomo Mitsui Trust Group, Inc. $159.803.332 1.362.115 4,29% Azioni
VICTORY CAPITAL MANAGEMENT INC $145.439.844 1.239.685 3,90% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $135.070.633 1.151.301 3,62% Azioni
NEUBERGER BERMAN GROUP LLC $114.077.347 976.974 3,06% Azioni
STATE STREET CORP $106.677.551 909.287 2,86% Azioni
WESTWOOD HOLDINGS GROUP INC $105.768.790 901.541 2,84% Azioni
M&G PLC $69.783.597 596.441 1,87% Azioni
DISCIPLINED GROWTH INVESTORS INC /MN $62.277.386 530.833 1,67% Azioni
GEODE CAPITAL MANAGEMENT, LLC $60.068.292 511.870 1,61% Azioni
SEGALL BRYANT & HAMILL, LLC $58.520.389 498.810 1,57% Azioni
MORGAN STANLEY $50.641.066 431.648 1,36% Azioni
AQR CAPITAL MANAGEMENT LLC $50.577.622 448.582 1,36% Azioni
Invesco Ltd. $46.943.252 400.130 1,26% Azioni
CITADEL ADVISORS LLC $44.322.792 377.794 1,19% Azioni
Allianz Asset Management GmbH $39.624.713 337.749 1,06% Azioni
EMERALD ADVISERS, LLC $38.328.561 326.701 1,03% Azioni
EXCHANGE TRADED CONCEPTS, LLC $35.723.470 304.496 0,96% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $35.236.006 300.341 0,94% Azioni
Legal & General Group Plc $35.113.055 299.293 0,94% Azioni
NEXT CENTURY GROWTH INVESTORS LLC $31.764.624 270.752 0,85% Azioni
BANK OF AMERICA CORP /DE/ $31.577.617 269.158 0,85% Azioni
Pacific Heights Asset Management LLC $26.397.000 225.000 0,71% Azioni
AMERIPRISE FINANCIAL INC $26.036.945 221.931 0,70% Azioni
NORGES BANK $25.226.264 215.021 0,68% Azioni
NORTHERN TRUST CORP $24.958.656 212.740 0,67% Azioni
EMERALD MUTUAL FUND ADVISERS TRUST $24.730.000 210.791 0,66% Azioni
AMERICAN CAPITAL MANAGEMENT INC $23.215.516 197.882 0,62% Azioni
SEI INVESTMENTS CO $23.137.310 197.217 0,62% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $21.038.758 179.328 0,56% Azioni
S SQUARED TECHNOLOGY, LLC $19.817.225 168.916 0,53% Azioni
RAYMOND JAMES FINANCIAL INC $19.574.256 166.845 0,52% Azioni
VANGUARD FIDUCIARY TRUST CO $18.886.760 160.985 0,51% Azioni
ROYCE & ASSOCIATES LP $18.871.274 160.853 0,51% Azioni
BAILLIE GIFFORD & CO $18.829.743 160.499 0,50% Azioni
GOLDMAN SACHS GROUP INC $18.774.341 160.027 0,50% Azioni
SYSTEMATIC FINANCIAL MANAGEMENT LP $17.955.513 153.046 0,48% Azioni
Bank of New York Mellon Corp $17.512.071 149.268 0,47% Azioni
RENAISSANCE TECHNOLOGIES LLC $14.336.504 122.200 0,38% Azioni
Quantinno Capital Management LP $12.123.731 103.339 0,33% Azioni
BRANDES INVESTMENT PARTNERS, LP $12.109.653 103.219 0,32% Azioni
Clear Street Group Inc. $12.029.993 102.540 0,32% Azioni
UBS Group AG $11.928.276 101.673 0,32% Azioni
Hodges Capital Management Inc. $11.674.279 99.508 0,31% Azioni
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI $11.251.457 95.904 0,30% Azioni

Mostra tutti i 384 proprietari istituzionali →

Attivisti e proprietari del 5%+ 3 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Valentin Gapontsev Trust I, Lopresti Angelo P, IQ EQ Trust Company, U.S., LLC, Shcherbakov Eugene A ×2 depositi 28 Luglio 2026 34,30% Modifica · SEC
The Valentin Gapontsev Trust I, Angelo P. Lopresti, individually and as trustee of The Valentin Gapontsev Trust I, IQ EQ Trust Company, U.S., LLC, solely as trustee of The Valentin Gapontsev Trust I, Eugene Scherbakov, individually and as trustee of The Valentin Gapontsev Trust I ×7 depositi 04 Gennaio 2024 · Deposito iniziale · SEC
Dr. Eugene Scherbakov 01 Novembre 2021 · Deposito iniziale · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 42 insider · 12 dirigenti · 29 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Mark Milton Gitin CEO 05 Giugno 2026 F 87.232 0 0 $0
Timothy Pv Mammen SVP, Chief Financial Officer 22 Maggio 2026 S 76.438 0 2 $-1.195.098
George H Buabbud Vice-President, Telecom 14 Febbraio 2013 M 56.820 0 0 $0
Felix I Stukalin SVP, Chief Operating Officer 01 Marzo 2023 F 36.316 0 0 $0
Lopresti Angelo P SVP, Secretary & Gen Counsel 29 Giugno 2026 S 59.841 0 5 $-623.885
Mary E. Buttarazzi VP, Corp Controller and CAO 17 Marzo 2026 S 4.749 0 1 $-58.110
Trevor Ness SVP, Chief Revenue Officer 01 Marzo 2026 F 38.425 0 4 $-273.028
Thomas J Burgomaster Chief Accounting Officer 01 Marzo 2025 F 11.566 0 0 $0
Alexander Ovtchinnikov SVP, Chief Technology Officer 01 Marzo 2024 F 74.360 0 0 $0
Igor Samartsev SVP, Chief Technology Officer 11 Giugno 2021 G 132.700 0 0 $0
William H Shiner VP, Industrial Products 12 Novembre 2012 F 24.474 0 0 $0
Denis Gapontsev Vice President 06 Agosto 2008 S 1.586.666 0 0 $0
John R Peeler Direttore 26 Agosto 2026 P 20.886 2 0 $199.400
Shcherbakov Eugene A Direttore 31 Luglio 2026 S 48.210 0 22 $-1.520.392
Tang Agnes Direttore 22 Giugno 2026 S 9.588 0 5 $-322.441
Jeanmarie F. Desmond Direttore 14 Maggio 2026 S 10.486 0 1 $-178.430
Kolleen T Kennedy Direttore 12 Maggio 2026 A 11.513 0 0 $0
Eric Meurice Direttore 12 Maggio 2026 A 25.239 0 4 $-274.926
Greg Dougherty Direttore 12 Maggio 2026 A 18.334 0 0 $0
Gregory R Beecher Direttore 12 Maggio 2026 A 12.216 0 0 $0
Michael C Child Direttore 18 Giugno 2024 A 68.625 0 0 $0
Thomas J Seifert Direttore 24 Maggio 2022 A 8.946 0 0 $0
Catherine P Lego Direttore 06 Novembre 2020 M 10.786 0 0 $0
Henry E Gauthier Direttore 30 Maggio 2019 A 17.051 0 0 $0
William S Hurley Direttore 11 Maggio 2018 M 11.005 0 0 $0
Robert A Blair Direttore 13 Maggio 2015 M 23.738 0 0 $0
William F Krupke Direttore 19 Febbraio 2014 A 12.800 0 0 $0
Michael R Kampfe Direttore 05 Giugno 2012 A 1.000 0 0 $0
John H Dalton Direttore 30 Marzo 2011 S 39.624 0 0 $0
TA EXECUTIVES FUND LLC Direttore 23 Luglio 2007 S 27.814 0 0 $0
TA ASSOCIATES AP IV LP Direttore 23 Luglio 2007 S 712.480 0 0 $0
TA ASSOCIATES VIII LLC Direttore 23 Luglio 2007 S 769.386 0 0 $0
TA ASSOCIATES IX LLC Direttore 23 Luglio 2007 S 1.647.767 0 0 $0
TA INVESTORS LLC Direttore 23 Luglio 2007 S 48.333 0 0 $0
TA / ATLANTIC & PACIFIC IV LP Direttore 23 Luglio 2007 S 712.480 0 0 $0
TA IX LP Direttore 23 Luglio 2007 S 1.647.767 0 0 $0
TA ADVENT VIII LP Direttore 23 Luglio 2007 S 769.386 0 0 $0
TA ASSOCIATES INC Direttore 23 Luglio 2007 S 3.205.780 0 0 $0
Valentin Gapontsev Trust I Proprietario del 10% 02 Settembre 2026 S 6.642.886 0 56 $-37.470.027
Paulus Bucher · 08 Agosto 2026 F 6.053 0 0 $0
IP FIBRE DEVICES LTD · 05 Agosto 2026 S 6.405.989 0 54 $-40.932.605
Valentin P Gapontsev · 17 Novembre 2020 S 298.638 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 57 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
ROBO · EXCHANGE TRADED CONCEPTS TRUST 1,33% 311.929 NS 31 Luglio 2026 N-PORT
AMOM · Exchange Listed Funds Trust 0,70% 1.964 NS 31 Luglio 2026 N-PORT
QQQS · Invesco Exchange-Traded Fund Trust … 0,58% 1.577 SH 02 Ottobre 2026 Giornaliero
IVOV · VANGUARD ADMIRAL FUNDS 0,17% 21.868 SH 19 Agosto 2026 Giornaliero
NUSC · Nushares ETF Trust 0,17% 25.517 NS 31 Luglio 2026 N-PORT
TRFM · ETF Series Solutions 0,15% 4.325 NS 31 Luglio 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,14% 44.485 SH 02 Ottobre 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,12% 200.986 NS 31 Luglio 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,09% 968 NS 31 Luglio 2026 N-PORT
DFSV · Dimensional ETF Trust 0,09% 88.479 NS 31 Luglio 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,08% 23.821 NS 31 Luglio 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,08% 336.872 SH 19 Agosto 2026 Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS 0,08% 41.084 SH 19 Agosto 2026 Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,08% 6.522 NS 31 Luglio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,08% 142.003 NS 31 Luglio 2026 N-PORT
SMDX · Tidal Trust III 0,07% 1.102 NS 31 Luglio 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,07% 6.456 SH 02 Ottobre 2026 Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust … 0,07% 3.213 SH 02 Ottobre 2026 Giornaliero
ISCG · iShares Trust 0,06% 7.745 SH 11 Settembre 2026 Giornaliero
PTMC · Pacer Funds Trust 0,06% 2.802 NS 31 Luglio 2026 N-PORT
ESML · iShares Trust 0,05% 19.118 SH 11 Settembre 2026 Giornaliero
MIDU · Direxion Shares ETF Trust 0,05% 374 NS 31 Luglio 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,05% 7.436 NS 31 Luglio 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,05% 6.970 SH 02 Ottobre 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,04% 583.689 SH 19 Agosto 2026 Giornaliero
VGT · VANGUARD WORLD FUND 0,04% 636.949 SH 19 Agosto 2026 Giornaliero
IGPT · Invesco Exchange-Traded Fund Trust 0,04% 6.798 SH 02 Ottobre 2026 Giornaliero
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 3.715 NS 31 Luglio 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0,03% 80.608 NS 31 Luglio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,03% 292.092 SH 19 Agosto 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,03% 1.836 NS 31 Luglio 2026 N-PORT
SMMD · iShares Trust 0,03% 13.645 SH 11 Settembre 2026 Giornaliero
IWS · iShares Trust 0,02% 39.493 SH 11 Settembre 2026 Giornaliero
WSML · iShares Trust 0,02% 1.629 SH 11 Settembre 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,02% 91.194 NS 31 Luglio 2026 N-PORT
IWR · iShares Trust 0,01% 105.426 SH 11 Settembre 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,01% 4.763 NS 31 Luglio 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 15.502 SH 19 Agosto 2026 Giornaliero
IYW · iShares Trust 0,01% 31.776 SH 11 Settembre 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,01% 2.653 NS 31 Luglio 2026 N-PORT
IGM · iShares Trust 0,01% 11.970 SH 11 Settembre 2026 Giornaliero
DFAU · Dimensional ETF Trust 0,01% 10.616 NS 31 Luglio 2026 N-PORT
IUSV · iShares Trust 0,01% 21.265 SH 11 Settembre 2026 Giornaliero
IWD · iShares Trust 0,01% 56.963 SH 11 Settembre 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,00% 9.260 NS 31 Luglio 2026 N-PORT
IWB · iShares Trust 0,00% 17.235 SH 11 Settembre 2026 Giornaliero
ITOT · iShares Trust 0,00% 32.907 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,00% 6.796 SH 11 Settembre 2026 Giornaliero
TILT · FlexShares Trust 0,00% 474 NS 31 Luglio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 807.733 SH 19 Agosto 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 21.137 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,00% 4.107 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 2.131 SH 19 Agosto 2026 Giornaliero
IJH · iShares Trust · 893.579 SH 11 Settembre 2026 Giornaliero
IJJ · iShares Trust · 129.916 SH 21 Agosto 2026 Giornaliero
XJH · iShares Trust · 3.512 SH 08 Settembre 2026 Giornaliero
ISCB · iShares Trust · 1.099 SH 11 Settembre 2026 Giornaliero

IPGP Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 17 analisti COMPRA
Target mediano $125.00 +48,7%
5 29,4% Acquisto forte
7 41,2% Compra
4 23,5% Mantieni
1 5,9% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

7 analisti · 2026-10-03

Target medio $124.14 +47,7%

Ora Prezzo attuale $84.05
Basso$78.00 Media$124.14 Alto$152.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
IPGP · 98.1 2.7% · · ·
FLEX $23.94B 28.1 8.1% 3.1% 17.3% 9.2%
JBL $22.02B 34.6 3.2% 2.2% 40.4% 8.9%
TTMI $7.36B 42.4 19.0% 6.1% 10.4% 20.7%
SANM $6.09B 25.6 7.4% 3.0% 9.9% 8.8%
PLXS $3.84B 22.9 1.8% 4.3% 12.3% 10.1%
BHE $1.53B 62.9 0.11% 0.93% 2.2% 10.2%
CTS $1.23B 19.6 5.2% 12.1% 11.8% 38.4%
KE $614M 22.7 -3.7% 1.9% 4.8% 8.2%
FWDI $2.20B -1.0 -9.0% -918.1% -22.7% 28.5%

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23

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26

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Fonte: SEC 10-Q depositato Ago 4, 2026