IPG Photonics(US:IPGP) ZACKS·2026-02-05 16:06Core Viewpoint - The market anticipates IPG Photonics (IPGP) will report a year-over-year increase in earnings driven by higher revenues for the quarter ending December 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate for IPG's quarterly earnings is $0.25 per share, reflecting a year-over-year increase of +38.9%. Revenues are projected to be $246.37 million, which is a 5.1% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.71%, indicating a reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +15.08% for IPG, suggesting analysts have become more optimistic about the company's earnings prospects. Additionally, IPG holds a Zacks Rank of 1, indicating a strong likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, IPG exceeded the expected earnings of $0.16 per share by delivering $0.35, resulting in a surprise of +118.75%. Over the past four quarters, the company has beaten consensus EPS estimates three times [12][13]. Conclusion - IPG is positioned as a strong candidate for an earnings beat, but investors should consider other factors that may influence stock performance beyond earnings results [16].