First Eagle Global Fund Q3 202 Portfolio Update

Global Fund A Shares (without sales charge) posted a return of 2.10% in third quarter 2026. Leading contributors in the First Eagle Global Fund this quarter included Workday, Inc. Class A, Meta Platforms, Inc. Class A, Salesforce.com, Inc., Becton, Dickinson and Company and gold bullion. The leading detractors in the quarter were LVMH Moet Hennessy Louis Vuitton SE, Samsung Life Insurance Co., Ltd., Weyerhaeuser Company, British American Tobacco p.l.c. and IPG Photonics Corporation.

Seeking Alpha • Oct 28, 2026

First Eagle U.S. Value Fund Q3 2026 Portfolio Review

U.S. Fund A Shares (without sales charge) posted a return of 4.36% in third-quarter 2026. The US Fund outperformed the S&P 500 Index in the period. Shares of Meta performed well following the strong reception of Muse, its personalized AI assistance app.

Seeking Alpha • Oct 26, 2026

IPG Photonics to Announce Third Quarter 2026 Financial Results on November 3

MARLBOROUGH, Mass., Oct. 20, 2026 (GLOBE NEWSWIRE) -- IPG Photonics Corporation (Nasdaq: IPGP) will release its third quarter 2026 financial results before the market opens on Tuesday, November 3, 2026. The Company will hold a conference call to review these results at 10:00 a.m. ET on the same day. To access the call, please dial 877-407-6184 in the United States or 201-389-0877 internationally. A live webcast of the call will also be available and archived in the investor relations section of the Company's website at investor.ipgphotonics.com.

GlobeNewsWire • Oct 20, 2026

IPG Defense to Display CROSSBOW™ High-Energy Laser Systems at Land Forces 2026 in Perth

MARLBOROUGH, Mass., Oct. 05, 2026 (GLOBE NEWSWIRE) -- IPG Photonics today announced that from October 6th though October 8th, 2026, IPG Defense will participate in Land Forces 2026 in Perth, Australia to showcase CROSSBOW™ High-Energy Laser (HEL) Systems. This key industry event provides a platform to forge strategic alliances and collaborate to shape the future of the global aerospace and defense market.

GlobeNewsWire • Oct 5, 2026

NTHM's Index Rebalance Puts Thematic Rotation to Work

The latest rebalance of VettaFi's Thematic Rotation Quality Momentum Screened Index (TQRMS), tracked by the NBI Thematic Rotation ETF (NTHM:TSX), reshapes the portfolio around a new set of themes. GLP-1 weight loss drug manufacturers and midstream energy join the index, while battery technology & storage and software-as-a-service (SaaS) exit.

ETF Trends • Sep 25, 2026

IPG Photonics: Bullish On Business Mix Enhancement

I initiate coverage on IPG Photonics with a 'Buy' rating, citing a compelling business mix transition. IPGP's acquisition of Lumibird Medical boosts exposure to the medical end -market, boasting a superior financial profile than its legacy operations. The company is shifting organically toward promising business areas like AI, defense, and medical.

Seeking Alpha • Sep 21, 2026

Why Is IPG (IPGP) Down 16.6% Since Last Earnings Report?

IPG (IPGP) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 3, 2026

IPG (IPGP) Reliance on International Sales: What Investors Need to Know

Evaluate IPG's (IPGP) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Zacks Investment Research • Aug 10, 2026

IPG (IPGP) Upgraded to Buy: Here's Why

IPG (IPGP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Zacks Investment Research • Aug 6, 2026

IPGP Q2 Earnings Beat Estimates on Industrial Solutions Growth

IPG Photonics beats Q2 earnings estimates as Industrial Solutions growth, led by battery manufacturing, lifts revenues and margins.

Zacks Investment Research • Aug 5, 2026