Glaukos (NYSE:GKOS) Cut to "Hold" at Wall Street Zen
Wall Street Zen downgraded Glaukos (NYSE:GKOS) from "buy" to "hold," despite a broader analyst consensus remaining a "Moderate Buy" with an average target price of $133.69. This downgrade follows Glaukos reporting mixed Q4 results, missing EPS estimates but exceeding revenue expectations, with analysts projecting a negative EPS of -1.08 for the current year. The report also highlights significant insider selling, including the CEO reducing his stake by nearly 55%.
Stifel reiterates Glaukos stock rating on product momentum
Stifel maintained its Buy rating and $160.00 price target on Glaukos Corporation (NYSE:GKOS) shares, citing positive developments for the company’s iDose and Epioxa products. The firm anticipates sequential growth for iDose in 2026 and notes Epioxa system placements are exceeding expectations, with favorable payer coverage. Despite a high Price/Book ratio, analysts express growing confidence in Glaukos's future performance, further bolstered by the FDA's recent approval for re-administration of iDose TR.
GKOS: Needham Raises Price Target for Glaukos to $127 | GKOS Stock News
Needham has reaffirmed its "Buy" rating for Glaukos (GKOS) and increased its price target to $127. This adjustment reflects a continuous positive trend from various analysts, who have consistently maintained "Buy" or "Overweight" ratings and have raised price targets for the company throughout January and February 2026. Glaukos, an ophthalmic pharmaceutical and medical technology company, specializes in developing therapies and products for glaucoma, corneal disorders, and retinal diseases, with strong market analyst support and an "Outperform" consensus.
Glaukos Stock Shoots Up After iDose TR Re-administration Approval
Glaukos Corporation (NYSE: GKOS) stock surged over 13% following FDA approval for the re-administration of its iDose TR glaucoma therapy, indicating enhanced patient safety and effectiveness. This regulatory validation has led to increased investor confidence, with Stifel raising Glaukos's price target to $160, and the company forecasting 2026 revenue to exceed expectations due to strategic market positioning and innovative solutions. Recent Q4 revenues also outperformed analyst predictions, underscoring the success of its eyecare products and promising financial health moving forward.
Stifel reiterates Glaukos stock rating on product momentum
Stifel maintained its Buy rating and $160.00 price target for Glaukos Corporation (NYSE:GKOS) due to positive developments with its iDose and Epioxa products. The company expects sequential growth for iDose in Q1 2026 and throughout the year, with Epioxa placements exceeding expectations and positive payer coverage. This outlook, coupled with the FDA's recent approval for iDose TR re-administration, reinforces analyst confidence in Glaukos' future performance.
Glaukos (GKOS): Wells Fargo Raises Price Target to $135 | GKOS S
Wells Fargo has maintained an 'Overweight' rating for Glaukos (GKOS) and increased its price target from $122.00 to $135.00, reflecting a 10.66% rise. This update comes after several other analysts also raised their price targets for Glaukos in early 2026. Glaukos is an ophthalmic pharmaceutical and medical technology company specializing in treatments for glaucoma, corneal disorders, and retinal diseases.
Glaukos Misses Q4 Earnings Estimates, Raises 2026 Revenue Outlook
Glaukos (GKOS) reported a Q4 2025 adjusted loss of 28 cents per share, missing Zacks consensus estimates, but revenue reached $143.1 million, exceeding expectations. The company also raised its 2026 revenue guidance to between $600-$620 million, driven by strong performance in glaucoma and corneal health portfolios and the anticipated launch of Epioxa. Despite missing earnings estimates, the company's shares traded flat after the announcement, having gained 18.4% in the last six months.
Glaukos Misses Q4 Earnings Estimates, Raises 2026 Revenue Outlook
Glaukos Corporation (GKOS) reported a Q4 2025 adjusted loss of 28 cents per share, missing estimates, despite revenues of $143.1 million surpassing expectations. The company provided optimistic 2026 guidance, expecting net sales between $600-$620 million, driven by strong adoption of iDose TR and the launch of Epioxa. Glaukos anticipates continued growth with ongoing investment in new platforms and pipeline developments, positioning itself for double-digit revenue expansion.
Needham raises Glaukos stock price target on iDose, Epioxa growth
Needham has increased its price target for Glaukos Corporation (NYSE:GKOS) to $127 from $125, maintaining a Buy rating due to the strong growth potential of its iDose and Epioxa products. The stock's current price is $106.64, suggesting a 19% upside according to Needham, although InvestingPro data indicates it might be trading above its Fair Value. This positive outlook is further supported by the FDA's recent approval for iDose TR re-administration and similar upgrades from BTIG and Stifel.
Glaukos Corporation (NYSE:GKOS) Q4 2025 Earnings Call Transcript
Glaukos Corporation reported record Q4 2025 net sales of $143.1 million, a 36% increase year-over-year, and full-year net sales of $507.4 million, up 32%. The company reaffirmed its full-year 2026 net sales guidance of $600-620 million, driven by the continued advancement of iDose TR and the launch of Epioxa for keratoconus. They discussed the strong adoption of iDose TR, the recent FDA approval for unlimited re-administration, and the strategic rollout and market access efforts for Epioxa, a novel corneal cross-linking treatment.
Glaukos: Fourth Quarter Financial Highlights
Glaukos Corp. reported a net loss of $133.7 million, or $2.32 per share, for the fourth quarter, with an adjusted loss of 28 cents per share, missing analyst expectations. Despite the loss, the company generated $143.1 million in revenue, exceeding forecasts. For the full year, Glaukos recorded a $187.7 million loss and $507.4 million in revenue, and projects 2027 revenue between $600 million and $620 million.
Glaukos Announces Fourth Quarter and Full Year 2025 Financial Results
Glaukos Corporation announced its financial results for the fourth quarter and full year ended December 31, 2025. The company reported record net sales of $143.1 million in Q4 2025, a 36% increase year-over-year, and $507.4 million for the full year 2025, a 32% increase. Glaukos reaffirmed its 2026 net sales guidance of $600 million to $620 million, driven by innovative products like iDose TR and Epioxa.
Glaukos Announces Fourth Quarter and Full Year 2025 Financial Results
Glaukos Corporation reported record net sales of $143.1 million in Q4 2025, a 36% increase year-over-year, and $507.4 million for the full year 2025, up 32%. The company reaffirmed its 2026 net sales guidance at $600 million to $620 million, driven by strong performance in glaucoma products and new therapies like iDose TR and Epioxa. Despite a GAAP net loss of $187.7 million for the full year, including a significant impairment charge, non-GAAP net loss improved to $51.7 million, reflecting continued growth and strategic advancements in its ophthalmology pipeline.
Glaukos (GKOS) Q4 2025 Earnings Call Transcript
Glaukos (GKOS) reported record Q4 2025 net sales of $143.1 million, a 36% increase, and reaffirmed its 2026 sales guidance of $600 million to $620 million. The company highlighted strong adoption of its iDose TR glaucoma therapy and FDA approval of Epioxa for keratoconus, with significant investments planned for Epioxa's commercial launch and patient access. Glaukos remains focused on balancing capital investments with revenue growth, targeting cash flow breakeven in 2026, while advancing a robust R&D pipeline across ophthalmic diseases.
Glaukos Q4 Earnings Summary & Key Takeaways
Glaukos (NYSE: GKOS) reported its Q4 earnings on February 17, 2026, missing estimated earnings by -33.33% with an EPS of $-0.28 against an estimate of $-0.21. Despite the earnings miss, revenue increased by $37.60 million year-over-year. The company's stock price saw a 13.89% increase the day after its previous quarter's earnings report, where it had beaten EPS estimates.
Earnings Flash (GKOS) Glaukos Corporation Reports Q4 Revenue $143.1M, vs. FactSet Est of $136.4M
Glaukos Corporation (GKOS) reported Q4 revenue of $143.1 million, surpassing FactSet's estimate of $136.4 million. The company, an ophthalmic pharmaceutical and medical technology firm, also announced a narrowing Q4 non-GAAP loss and rising sales. Glaukos specializes in developing treatments for glaucoma, corneal disorders, and retinal disease.
Glaukos: Q4 Earnings Snapshot
Glaukos Corp. (GKOS) reported a fourth-quarter loss of $133.7 million, or $2.32 per share, which adjusted to 28 cents per share after excluding asset impairment costs. This missed analyst expectations of a 22-cent loss per share. However, the company's revenue of $143.1 million surpassed Street forecasts, and Glaukos anticipates full-year revenue between $600 million and $620 million.
Public Sector Pension Investment Board Purchases 28,866 Shares of Glaukos Corporation $GKOS
The Public Sector Pension Investment Board increased its stake in Glaukos Corporation (NYSE:GKOS) by 14.8%, acquiring an additional 28,866 shares to own a total of 223,708 shares valued at approximately $18.24 million. Despite significant institutional ownership (99.04%), company insiders, including the CEO, have sold a substantial number of shares recently. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $132.54 for Glaukos.
(GKOS) Movement as an Input in Quant Signal Sets
This article analyzes Glaukos Corporation (GKOS) using AI models, identifying weak near and mid-term sentiment but a neutral long-term outlook. It presents three distinct trading strategies (Position, Momentum Breakout, Risk Hedging) with specific entry, target, and stop-loss levels, highlighting an exceptional risk-reward setup. The analysis also covers multi-timeframe signal strengths, support, and resistance levels for GKOS.
Globus Medical (GMED) to Report Q4 Results: Wall Street Expects Earnings Growth
Globus Medical (GMED) is projected to report a significant year-over-year increase in Q4 2025 earnings and revenues, with earnings expected to rise by 26.2% to $1.06 per share and revenues by 19.9% to $787.85 million. The company's positive Earnings ESP of +3.92% combined with a Zacks Rank #2 suggests a high likelihood of an earnings beat, building on a history of outperforming consensus EPS estimates in three of the last four quarters. Another industry player, Glaukos (GKOS), is also expected to beat estimates with an Earnings ESP of +11.94% and a Zacks Rank #3.
Stifel reiterates Buy rating on Glaukos stock with $160 price target
Stifel has reiterated its Buy rating and $160 price target for Glaukos Corporation (NYSE:GKOS), citing a favorable risk-reward profile for its iDose product, despite potential LCD restrictions. The firm's analysis, including a survey of respondents, suggests strong future utilization and revenue growth for iDose, particularly in commercial and Medicare Advantage patient populations. This outlook is supported by Glaukos's recent strong revenue performance and a favorable FDA approval for iDose TR re-administration.
Stifel reiterates Buy rating on Glaukos stock with $160 price target
Stifel has reiterated its Buy rating for Glaukos Corporation (NYSE:GKOS) with a $160 price target, citing favorable risk-reward for their iDose product despite potential LCD restrictions. The firm's optimism is supported by positive early signals for iDose utilization expansion and strong revenue growth, expecting an Epioxa-driven growth acceleration from 2027 onwards. This outlook comes as the company prepares for its earnings report and follows recent FDA approval for iDose TR re-administration and strong preliminary fourth-quarter 2025 revenue.
Stifel reiterates Buy rating on Glaukos stock with $160 price target By Investing.com
Stifel has reiterated its Buy rating and $160 price target for Glaukos Corporation (NYSE:GKOS), citing a favorable risk-reward profile for its iDose product, despite potential Local Coverage Determination (LCD) restrictions. The firm's optimism is supported by strong early iDose utilization signals in commercial and Medicare Advantage populations and robust revenue growth. Investors are awaiting Glaukos's upcoming earnings report on February 17 for further insights into the company's financial performance and iDose trajectory.
Stifel reiterates Buy rating on Glaukos stock with $160 price target
Stifel has reiterated its Buy rating for Glaukos Corporation (NYSE:GKOS) and maintained a $160 price target, citing a favorable risk-reward outlook for the company's iDose product despite potential LCD restrictions. The firm's optimism is supported by encouraging early signals for iDose utilization growth in commercial and Medicare Advantage populations, strong revenue growth, and positive January iDose checks. Upcoming earnings on February 17 are expected to provide further insights into the company's financial trajectory.
Glaukos (GKOS) Expected to Beat Earnings Estimates: Should You Buy?
Glaukos (GKOS) is anticipated to surpass earnings estimates for the quarter ending December 2025, driven by an expected year-over-year increase in earnings of 45% and revenues of 32%. The company's Zacks Earnings ESP of +11.94% combined with a Zacks Rank #3 suggests a high probability of an earnings beat, as analysts have recently become more bullish on its prospects. Investors are advised to consider other factors alongside the strong earnings surprise potential.
Glaukos (GKOS) Expected to Beat Earnings Estimates: Should You Buy?
Glaukos (GKOS) is anticipated to surpass earnings estimates for the December 2025 quarter, with a projected year-over-year earnings increase and 32% revenue growth. The company's Zacks Earnings ESP of +11.94% combined with a Zacks Rank #3 suggests a high probability of beating the consensus EPS estimate. Investors should consider these factors alongside Glaukos's strong past performance of consistently beating EPS estimates.
Glaukos (GKOS) Expected to Announce Quarterly Earnings on Tuesday
Glaukos (GKOS) is anticipated to release its Q4 2025 earnings after market close on Tuesday, February 17th, with analysts forecasting a loss of ($0.23) per share and revenue of $132.1570 million. The report also details recent analyst ratings which generally recommend a "Buy" or "Overweight" rating with an average target price of $132.54, as well as insider selling activity and institutional investor position changes. Glaukos is a medical technology company focusing on therapies for glaucoma and chronic eye diseases.
Glaukos Corporation $GKOS Shares Sold by New York State Common Retirement Fund
The New York State Common Retirement Fund significantly reduced its stake in Glaukos Corporation (NYSE:GKOS) by 86.5% during Q3 2025, selling 335,727 shares. Despite this large sale, analysts generally maintain a "Moderate Buy" rating for Glaukos with an average target price of $132.54, and several firms have recently increased their price targets for the stock. Insider selling has also been notably high, with 329,655 shares worth approximately $37.8 million offloaded in the past 90 days.
C WorldWide Group Holding A S Acquires 45,000 Shares of Glaukos Corporation $GKOS
C WorldWide Group Holding A S increased its stake in Glaukos Corporation (NYSE:GKOS) by 27.7% in the third quarter, purchasing an additional 45,000 shares to own a total of 207,212 shares valued at approximately $16.9 million. This acquisition makes C WorldWide Group Holding A S now own about 0.36% of Glaukos. Despite significant institutional buying, insiders have recently sold 329,655 shares worth $37.75 million, reducing insider ownership to about 5.8%.
How FDA Approval of Repeat iDose TR Use Will Impact Glaukos (GKOS) Investors
Glaukos Corporation received FDA approval for repeat administration of its iDose TR glaucoma implant, making it a potentially longer-term, repeatable treatment. This approval strengthens Glaukos' position as an ophthalmic pharmaceutical company, enhancing the perceived durability and lifecycle value of iDose TR. Investors should weigh this potential against the company's premium sales multiple, current unprofitability, and existing governance and valuation concerns.
Liquidity Mapping Around (GKOS) Price Events
The article provides a detailed analysis of Glaukos Corporation (NASDAQ: GKOS) through the lens of AI-generated signals, highlighting conflicting sentiment across different time horizons. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal data, offering support and resistance levels for near-term, mid-term, and long-term outlooks.
Assessing Glaukos (GKOS) Valuation After FDA Approval For Repeat iDose TR Use
Glaukos (GKOS) recently secured FDA approval for repeat administration of its iDose TR implant, addressing chronic glaucoma treatment needs. The stock is currently trading at US$119.38, with a Simply Wall St narrative suggesting it is 6.2% undervalued at a fair value of $127.31 per share. However, a Discounted Cash Flow (DCF) model indicates a much higher fair value of around $278.51 per share, highlighting a significant discrepancy in valuation methodologies.
Assessing Glaukos (GKOS) Valuation After FDA Approval For Repeat iDose TR Use
Glaukos's (GKOS) iDose TR implant recently received FDA approval for repeat administration, addressing chronic glaucoma treatment needs. The stock is currently trading at US$119.38, with Simply Wall St's narrative suggesting it is 6.2% undervalued at $127.31 per share due to expected revenue growth and market expansion from iDose TR. However, a DCF model indicates a significantly higher fair value of $278.51, prompting a question about the most reliable set of assumptions for its valuation.
11,479 Shares in Glaukos Corporation $GKOS Bought by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd recently acquired 11,479 shares of Glaukos Corporation (NYSE:GKOS), valued at approximately $936,000, bringing institutional ownership in the medical instruments supplier to 99.04%. While company insiders have been net sellers, analysts maintain a "Moderate Buy" rating with an average target price of $132.54, reflecting positive sentiment despite recent insider transactions. The stock's performance shows Glaukos trading at $119.68 with a market cap of $6.87 billion, specializing in glaucoma therapies.
Universal Beteiligungs und Servicegesellschaft mbH Sells 28,088 Shares of Glaukos Corporation $GKOS
Universal Beteiligungs und Servicegesellschaft mbH has reduced its stake in Glaukos Corporation by 47.4%, selling 28,088 shares and retaining 31,175 shares valued at approximately $2.54 million. This move comes despite strong bullish sentiment from analysts, with a "Moderate Buy" consensus rating and an average price target of $132.54, partly driven by FDA approval for re-administration of Glaukos's iDose TR. However, significant insider selling totaling 329,655 shares (~$37.75M) over the last 90 days contrasts with this analyst optimism, as the stock saw a 4.1% decrease to $118.84.
Here's Why You Should Retain Glaukos Stock in Your Portfolio Now
Glaukos Corporation (GKOS) is positioned for growth due to the expansion of interventional glaucoma treatments, synergies between its iDose TR and iStent infinite products, and long-term operational leverage from manufacturing investments. Despite potential challenges such as Epioxa's commercialization complexity and initial margin pressure from increased investments, the company's strong product pipeline and financial stability suggest a positive outlook. The article recommends retaining Glaukos stock, citing positive factors that are expected to drive sustained growth in the ophthalmic medical technology market.
Glaukos Corporation (NYSE:GKOS) Receives Consensus Rating of "Moderate Buy" from Brokerages
Glaukos Corporation (NYSE:GKOS) has received a "Moderate Buy" consensus rating from 16 brokerages, with an average 12-month target price of $132.54. The company recently surpassed earnings and revenue estimates, reporting EPS of ($0.16) against a consensus of ($0.27) and revenue up 38.1% year-over-year. However, notable insider selling by CEO Thomas Burns and other insiders totaling $37.75 million has also been reported in the last 90 days.
Glaukos stock rises on FDA approval for iDose TR re-administration
Glaukos Corporation's stock increased by 6.3% following FDA approval for re-administration of its iDose TR glaucoma treatment. This approval allows physicians greater flexibility in managing glaucoma patients by enabling repeat treatments for those with healthy corneas. An analyst at BTIG raised the price target for Glaukos to $131 from $123, maintaining a Buy rating, citing the expanded label as a significant improvement for the company.
Here's Why You Should Retain Glaukos Stock in Your Portfolio Now
Glaukos (GKOS) is well-positioned for growth due to the expansion of interventional glaucoma treatments, strong synergies between its iDose TR and iStent infinite products, and long-term operating leverage from manufacturing investments. Despite potential challenges like the slow commercialization of Epioxa, physician workflow adjustments, and near-term margin pressure from increased investments, the company's strong cash position and strategic product offerings suggest a positive outlook. Analysts forecast significant revenue improvement and reduced loss per share for 2026.
FDA approves Glaukos' iDose TR for repeat treatment labeling
The FDA has approved a new drug application labeling supplement for Glaukos' iDose TR (travoprost intracameral implant) 75 mcg, allowing for its re-administration under a repeat treatment protocol. This means physicians can now re-administer the implant more than once in patients with healthy corneas. The approval is supported by clinical evidence demonstrating the safety and tolerability of repeat use, expanding access for patients and offering greater flexibility for physicians in managing ocular hypertension or open-angle glaucoma.
Glaukos stock price target raised to $131 from $123 at BTIG on iDose approval
BTIG has increased its price target for Glaukos Corporation (NYSE:GKOS) to $131 from $123 while maintaining a Buy rating, following FDA approval of the iDose TR re-administration. This approval significantly expands the product's label, allowing for repeat treatments and potentially boosting Glaukos's revenue growth in the interventional glaucoma space. Other analysts like Stifel and Piper Sandler have also expressed positive outlooks on Glaukos, raising their price targets based on strong performance and promising product developments.
FDA approves repeat treatment protocol for Glaukos’ iDose TR By Investing.com
The FDA has approved a labeling supplement for Glaukos Corporation's iDose TR glaucoma treatment, permitting repeat administration in patients with healthy corneas. This decision is expected to broaden patient access and offer physicians greater flexibility in managing glaucoma. Glaukos has demonstrated strong financial performance with significant revenue growth and stable liquidity, recently reporting robust preliminary Q4 2025 revenues that exceeded analyst estimates.
Glaukos stock price target raised to $131 from $123 at BTIG on iDose approval
BTIG raised its price target on Glaukos (NYSE:GKOS) to $131 from $123 while maintaining a Buy rating after the FDA approved a supplement allowing for repeat treatments of its iDose TR product. This expanded label significantly broadens Glaukos's options in the interventional glaucoma space and is expected to contribute to future revenue growth. Other analysts have also increased price targets for Glaukos recently due to strong financial performance and promising product developments.
Glaukos wins FDA nod for iDose TR labeling update (GKOS:NYSE)
Glaukos Corporation received FDA approval for a labeling change for its iDose TR eye implant. This update permits repeat administration of the implant for patients with intraocular pressure. Following the announcement, Glaukos's stock (GKOS) saw an increase of approximately 7%.
Glaukos (GKOS) Gains FDA Nod for iDose TR Re-administration Prot
Glaukos (GKOS) has received FDA approval for an updated NDA labeling for iDose TR, allowing for repeat treatments based on clinical evidence supporting its safety and tolerability. The company, an ophthalmic pharmaceutical and medical technology firm, exhibits strong gross margins but faces challenges with profitability and insider selling. Despite a high P/S ratio indicating potential overvaluation, the company's financial strength is robust, with low debt and high liquidity.
FDA approves repeat treatment protocol for Glaukos’ iDose TR
The FDA has approved a labeling supplement for Glaukos Corporation's iDose TR glaucoma treatment, permitting its re-administration in patients with healthy corneas. This approval is supported by clinical evidence showing the safety of repeat use and provides physicians with greater flexibility in managing glaucoma patients. Glaukos has also shown strong financial performance with significant revenue growth and positive analyst ratings.
Glaukos Announces US FDA Approval of NDA Supplement Allowing for Re-Administration of iDose® TR
Glaukos Corporation announced that the U.S. FDA has approved an NDA labeling supplement allowing for the re-administration of iDose® TR, an intracameral procedural pharmaceutical for glaucoma. This approval is based on clinical evidence supporting the safety and tolerability of repeat use, providing physicians with greater flexibility in patient management. The updated labeling permits re-administration in patients with healthy corneas, further validating iDose TR's safety profile and addressing the need for sustained pharmaceutical alternatives to topical medications.
Glaukos director Stapley sells $1.9m in GKOS stock
Glaukos Corp director Marc Stapley sold 15,792 shares of GKOS stock for approximately $1.9 million on January 22, 2026, after exercising options to acquire 15,000 shares. Despite this insider selling, Glaukos reported strong preliminary Q4 2025 revenue of $143 million, exceeding analyst expectations and leading to reaffirmed 2026 guidance and raised price targets from analysts. The stock has seen significant price growth but InvestingPro indicates it may be trading above its Fair Value.
GLAUKOS Corp Reports Insider Trading Activity in Recent Form 4 Disclosures
Glaukos Corporation has seen significant insider stock sales in late January 2026, with executives and board members filing Form 4 disclosures for shares sold at over $125 each. Despite these sales, the company reported strong sales growth for Q4 2025 and reaffirmed its 2026 revenue outlook. Investors are advised to watch upcoming events like the February 17, 2026 earnings call and the commercial rollout of Epioxa™ to understand future insider sentiment and stock performance.
Glaukos (NYSE:GKOS) COO Sells $1,340,384.64 in Stock
Glaukos (NYSE:GKOS) COO Joseph Gilliam sold 10,498 shares of the company's stock for a total of $1,340,384.64 on January 22nd, reducing his stake by over 10%. Following the sale, Gilliam directly owns 92,366 shares valued at approximately $11.79 million. The medical instruments supplier's stock recently traded up after beating EPS and revenue estimates, though it still faces negative margins and analyst predictions of negative EPS for the current year.
