IPG Photonics

IPG Photonics is a developer and manufacturer of a line of fiber lasers, fiber amplifiers and diode lasers that are used in various applications, primarily in materials processing. The company designs and manufactures a range of optical fiber-based lasers and amplifiers. The company also makes packaged diodes, direct diode lasers, laser systems and communications components and systems. A majority of the company's products are designed to be used as general-purpose energy or light sources.
  • TickerIPGP
  • ISINUS44980X1090
  • ExchangeNASDAQ Stock Market
  • SectorElectronic & Electrical Equipment
  • CountryUnited States
Valens Research

IPGP - Embedded Expectations Analysis - 2021 03 24

IPG Photonics Corporation (IPGP:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 34.5x Uniform P/E. At these levels, the market is pricing in bullish expectations in Uniform ROA, but management may have concerns about pulsed laser sales, R&D investments in fiber laser technology, and the impact of production delays Specifically, management may lack confidence in their ability to improve order growth in emerging markets, secure long-term opportunities for lasers in the electric vehicle battery market, and sustain revenue growth, particularly fo...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Valens Research

IPGP - Embedded Expectations Analysis - 2021 03 24

IPG Photonics Corporation (IPGP:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 34.5x Uniform P/E. At these levels, the market is pricing in bullish expectations in Uniform ROA, but management may have concerns about pulsed laser sales, R&D investments in fiber laser technology, and the impact of production delays Specifically, management may lack confidence in their ability to improve order growth in emerging markets, secure long-term opportunities for lasers in the electric vehicle battery market, and sustain revenue growth, particularly fo...

Valens Research

Valens Equity Insights and Inflections - 2020 11 03

MCO currently trades at a historical high relative to Uniform earnings, with a 26.1x Uniform P/E (Fwd V/E'). At these levels, the market is pricing in expectations for Uniform ROA to expand from 54% in 2019 to 68% in 2024, accompanied by 4% Uniform asset growth going forward. Meanwhile, analysts have less bullish expectations, projecting Uniform ROA to improve to just 58% levels through 2021, accompanied by 1% Uniform asset growth. However, management appears concerned about sales, credit ratings, and Moody's Analytics. Current valuations appear to be pricing in overly bullish expectations for...

Valens Research

IPGP - Embedded Expectations Analysis - 2020 10 28

IPG Photonics Corporation (IPGP:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 37.8x Uniform P/E. At these levels, the market is pricing in bullish expectations in Uniform ROA, but management may have concerns about urology application sales, demand, and handheld laser welding Specifically, management may lack confidence in their ability to maintain soft tissue medical treatments development and improve urology application sales. In addition, they may have concerns about the sustainability of industrial demand recovery signs in China and the sta...

MarketLine Department

Jenoptik AG - Strategy, SWOT and Corporate Finance Report

Summary Jenoptik AG - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Jenoptik AG (Jenoptik) develops integrated photonics products. The company's product portfolio comprises semiconductor materials, diode lasers, laser machines, industrial metrology instruments, power supply and drive systems. It also provides camera modules, aviation systems, optics and optical ...

Valens Research

Valens Equity Insights and Inflections - 2020 07 21

WGO currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with an 18.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 26% in 2019 to 18% in 2024, accompanied by 3% Uniform asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to drop to 12% levels in 2020, amidst coronavirus-driven headwinds, before recovering to just 21% in 2021, accompanied by 9% Uniform asset growth as a result of the firm's acquisition of Newmar Corp. That said, management is confident about their acquisit...

For IPG PHOTONICS, the environment deterioration entails a downgrade to Neutral

IPG PHOTONICS (US), a company active in the Electronic Equipment industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 4 stars out of 4, as well as the stock market behaviour of the title as moderately risky. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date December 8, 2020, the closing price was USD 215.66 and its expected value was estimated at USD 195.97.

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