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IPG Photonics: Another Victim Of The Trade War

August 18th, 2019 · Comments Off on IPG Photonics: Another Victim Of The Trade War

Despite a strong sequential recovery, revenues are still down from last year as trade uncertainty and currency movements lead to price erosion bite. After the quarter, things have taken a turn for the worse again on escalating trade tensions and it’s difficult to see this ending anytime soon. However, the underlying health of the company […]

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Is IPG Photonics Still A Buy?

July 6th, 2018 · Comments Off on Is IPG Photonics Still A Buy?

We think the shares are due for a technical rebound as they’ve sold off 15%+ and hit support levels. The company is still growing revenues fast, and cash flows even much faster. But revenue growth is going to slow down, so we don’t see much in the way of further multiple expansion. Source: Is IPG […]

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IPG Photonics Is Cutting It

December 21st, 2017 · Comments Off on IPG Photonics Is Cutting It

IPG Photonics has had a tremendous year so far. There are a number of secular tailwinds which will ensure solid growth for the foreseeable future. However, we don’t expect much margin expansion anymore, nor much valuation multiple expansion. Still we can see 30% upside for the shares. Source: IPG Photonics Is Cutting It – IPG […]

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