$IPGP Stock Update

IPGP chart 7-7-15


  • Down 14% over last month
  • Current indicators look good
  • No major negative news
  • I recommend we HOLD


  • Analyst recommendation 1.8
  • PEG 0.59
  • EPS next 5Y 35%
  • Performance     month: -14%, quarter -10%, 6 month 15%, year 25%




  • solid company in a strong industry (Laser-System/Components)
  • solid earnings estimate revision activity over the past month, suggesting analysts are becoming a bit more bullish on the firm’s prospects in both the short and long term
  • over the past month, current quarter estimates have risen from $1.11 per share to $1.12 per share, while current year estimates have risen from $4.44 per share to $4.49 per share


Recent executive statements:

  • “We continued to see good traction out of metal cutting. We are actively pursuing various new applications within that market.”
  • “Another area that continues to grow for us is the use of fiber laser for additive manufacturing.”
  • “Our vertically integrated business model, manufacturing scale, extensive IP portfolio, and drive to be the industry’s greatest innovator provide high barriers to effectively compete with us.”
  • “Strategically, it’s extremely important to continue to maintain a healthy and strong cash position with a view to deploying that for acquisitions.”
  • “There is a very real impetus in China to transition from being a low-cost manufacturing region to being a very advanced manufacturing region in a similar manner to what’s been achieved by other countries in Asia. So that drive benefits laser sales in general.”

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