The declining trend in IPG Photonics' ROCE is worrying, suggesting the company may be under margin pressure from competition. If these trends don't improve, other investment opportunities may be worth considering.
Teradyne's stock up 18.5% post-results. Nova's stock up 31.6% after beating analyst estimates. Despite weak quarters, IPG Photonics and Marvell Technology's stocks are up 19.5% and 17.5% respectively. Applied Materials' stock down 2.2% despite strong quarter.
Due to its expected high future growth, investors might have justified IPG Photonics high P/E ratio and are arguably willing to pay more for the stock. Therefore, a near-term significant drop in the share price seems unlikely.
IPG Photonics' current share price might be factoring in its potential for future growth, given it's trading above industry price multiples. Potential investors may need to monitor the stock for possible upsides despite the high price.
Investor attitudes toward IPG Photonics appear increasingly negative, leading to dropping share prices. Clear growth indicators may be needed to reassure wary investors and stabilize the share price.
IPG Photonics' dwindling returns and stagnant capital employed in the past five years may signify a mature business with little growth potential. The depreciating investment value makes it potentially unattractive for investors.
John Peeler affirms Kennedy's industry experience as vital for IPG's medical sales growth. CEO Eugene Scherbakov envisions her value creation track record contributing to IPG's strategy, particularly in the medical field.
IPG光電股票討論區
2006年上市,主要做光學元件業務,全球化市場,當前價格87.02。
5年來僅2021年有過大幅業績提升,營收波動中萎縮,營業利潤5年中僅2021和2023年增長,總體萎縮,淨利潤總體萎縮。
目前市盈率18.8,即使按2021年2.8億利潤高點計算市盈率也達到14.4,對於增長失速的公司估值缺乏吸引力。
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