Mar. 18 at 2:42 PM
$IPGP $QQQ $VOO $NVDA $LITE
I like IPGP!
IPG Photonics (IPGP) could be a good buy now because it sits at the intersection of strong momentum, improving fundamentals, and a structurally growing end‑market backdrop. The stock has surged roughly 40–50% in the past month after a solid Q4 2025 beat, with 17% year‑over‑year revenue growth and nearly 50% EPS growth, signaling a clear cyclical inflection in industrial and specialty laser demand. IPGP is debt‑free with over
$800 million in cash, giving it strong balance‑sheet flexibility to fund R&D in growth niches like medical, micromachining, and defense lasers, while still trading at a high but growth‑justified P/E multiple. Analysts broadly lean positive, with 12‑month price targets averaging around the mid‑
$140S to mid‑
$160S, implying mid‑teens to mid‑20s upside.
