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IPGP

IPG PHOTONICS CORP
93.99post−$0.08 (−0.09%)at close +$0.00 (+0.00%)
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as of 19:59:58 UTCnext report Nov 2 · 89d
Earnings Room‹ back to IPGP

The report

reported · awaiting the session that absorbs it
Aug 4before the opennext Nov 2
Reported yesterday, before the openThe market priced ±14.7% into it; the session that absorbs it hasn't closed yet

The reaction

Loading the session…

Expected movement · next report

market-implied · at the Aug 4 close
±13.3%is what the chain prices for the next report itself, with the ordinary drift of the days around it taken out. Not a view we hold.

The full straddle prices ±25.7% over the 108 days to expiry; the rest of that is everyday movement, which the chain prices at 60% annualized. Priced this far out it is a provisional reading, and it firms up as the report approaches.

expiry Nov 20 · first after the reportATM strike 95straddle 28.45ATM IV 70% vs 67% at Jan 15× 0.85 straddle-to-rangespot 93.99

Blast radius

2 linked · N-PORT + EDGAR

If IPGP moves ±25.7% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.

Positioning

5 expiries · as of the Aug 3 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
▲ +0%
140
Aug 21
18d
634
▲ +0%
▲ +0%
17
Sep 18
46d
13
▲ +30%
▲ +0%
392
Oct 16
74d
517
▼ −1%
▲ +0%
57
Nov 20
109d
66
▲ +0%
▲ +0%
178
Jan 15
165d
93
▲ +0%

The record

the session each report moved

The stamp starts filling with the next report we price. It pairs the move the options market expected with the move the stock actually made, so the multiple between them accumulates into this company's own record. Nothing is back-filled from figures we didn't observe.

2-quarter memory
Q2 FY26 · reported 0.12 · rev $279M
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.