Glaukos Corporation (GKOS) - What Are Investment Firms Saying About This Stock?

Key Points

• Analysts remain broadly bullish: Glaukos has a “Moderate Buy” consensus from 16 firms, with 13 buy ratings and an average 12-month price target of $216.71. Several analysts recently raised their targets, though many remain below the stock’s recent trading level.
• Quarterly results and outlook exceeded expectations: Glaukos reported $211 million in revenue, up 58% year over year, and earnings of $0.47 per share versus a projected loss. Management raised fiscal 2026 revenue guidance to $775–$785 million and introduced a preliminary $1 billion sales goal for fiscal 2027.
• Strong growth comes with valuation and insider-selling risks: Shares recently traded near their 52-week high, while the company continues to post a negative net margin and trades at a loss-based P/E ratio. Insiders sold 82,500 shares worth approximately $14.9 million over the past 90 days, although institutional investors own 99.04% of the stock.

Glaukos Corporation (NYSE:GKOS - Get Free Report) has received a consensus rating of "Moderate Buy" from the sixteen ratings firms that are presently covering the company, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, one has issued a hold rating, thirteen have given a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price target among analysts that have issued ratings on the stock in the last year is $216.71.

Several research analysts have commented on GKOS shares. BTIG Research boosted their price target on shares of Glaukos from $205.00 to $234.00 and gave the stock a "buy" rating in a report on Thursday. Mizuho set a $225.00 price objective on shares of Glaukos in a report on Thursday. HC Wainwright lifted their price objective on shares of Glaukos from $195.00 to $248.00 and gave the stock a "buy" rating in a research report on Thursday. Wells Fargo & Company boosted their target price on shares of Glaukos from $178.00 to $226.00 and gave the stock an "overweight" rating in a research note on Thursday. Finally, Jefferies Financial Group increased their target price on Glaukos from $190.00 to $210.00 and gave the company a "buy" rating in a report on Tuesday, September 22nd.

Glaukos Stock Performance

Shares of GKOS opened at $236.92 on Friday. The stock has a 50-day simple moving average of $173.30 and a 200-day simple moving average of $141.14. The company has a debt-to-equity ratio of 0.09, a quick ratio of 4.46 and a current ratio of 4.57. The stock has a market capitalization of $14.03 billion, a PE ratio of -80.58 and a beta of 0.69. Glaukos has a 1 year low of $80.90 and a 1 year high of $248.75.

Glaukos (NYSE:GKOS - Get Free Report) last released its earnings results on Wednesday, October 28th. The medical instruments supplier reported $0.47 earnings per share for the quarter, topping analysts' consensus estimates of ($0.10) by $0.57. The firm had revenue of $211.03 million for the quarter, compared to analyst estimates of $168.04 million. Glaukos had a negative net margin of 24.60% and a negative return on equity of 0.97%. The business's quarterly revenue was up 58.0% compared to the same quarter last year. During the same period in the prior year, the firm earned ($0.16) earnings per share. On average, analysts predict that Glaukos will post -0.32 earnings per share for the current fiscal year.

Insider Activity

In related news, CFO Alex R. Thurman sold 20,000 shares of the business's stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $180.13, for a total transaction of $3,602,600.00. Following the completion of the sale, the chief financial officer owned 43,906 shares in the company, valued at $7,908,787.78. The trade was a 31.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Joseph Gilliam sold 60,000 shares of the company's stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $179.74, for a total value of $10,784,400.00. Following the completion of the transaction, the chief operating officer directly owned 72,588 shares of the company's stock, valued at $13,046,967.12. This trade represents a 45.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 82,500 shares of company stock worth $14,862,000. 5.90% of the stock is currently owned by insiders.

Institutional Trading of Glaukos

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in GKOS. State of Wyoming lifted its holdings in Glaukos by 6.8% in the third quarter. State of Wyoming now owns 1,030 shares of the medical instruments supplier's stock valued at $169,000 after buying an additional 66 shares during the period. Wealth Alliance LLC boosted its stake in Glaukos by 4.5% in the first quarter. Wealth Alliance LLC now owns 2,297 shares of the medical instruments supplier's stock valued at $247,000 after acquiring an additional 98 shares during the last quarter. Abel Hall LLC boosted its stake in Glaukos by 3.5% in the third quarter. Abel Hall LLC now owns 3,236 shares of the medical instruments supplier's stock valued at $531,000 after acquiring an additional 108 shares during the last quarter. Choreo LLC grew its holdings in Glaukos by 4.0% during the 3rd quarter. Choreo LLC now owns 3,546 shares of the medical instruments supplier's stock worth $582,000 after acquiring an additional 136 shares during the period. Finally, Farther Finance Advisors LLC grew its holdings in Glaukos by 25.4% during the 3rd quarter. Farther Finance Advisors LLC now owns 681 shares of the medical instruments supplier's stock worth $112,000 after acquiring an additional 138 shares during the period. Institutional investors and hedge funds own 99.04% of the company's stock.

Trending Headlines about Glaukos

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: Glaukos reported third-quarter revenue of approximately $211 million, up 58% year over year and well above the $168 million analyst consensus. Earnings were $0.47 per share versus expectations for a $0.10–$0.12 loss and a $0.16 loss in the prior-year quarter. Glaukos Q3 earnings and revenues surpass estimates
• Positive Sentiment: Management raised fiscal 2026 revenue guidance to $775 million–$785 million, substantially above the roughly $691.5 million consensus estimate. It also set a preliminary fiscal 2027 sales target of $1 billion, versus Wall Street expectations of about $849 million, reinforcing the growth story. Glaukos sets $1 billion 2027 sales goal
• Positive Sentiment: Analyst sentiment improved following the results. Zacks Research upgraded GKOS from “hold” to “strong buy,” while Needham raised its price target to $251 and JPMorgan lifted its target to $240, maintaining an “overweight” rating.
• Neutral Sentiment: Other firms also raised their targets, including Wells Fargo to $226, BTIG to $234 and Stifel to $225. However, each remains below the recent trading level, suggesting analysts are becoming more constructive while still seeing limited near-term upside at the current valuation.
• Negative Sentiment: The headline profit included factors that may not fully reflect recurring operating earnings. Glaukos continues to report a negative net margin, and commentary noted that underlying profitability is thinner than adjusted figures suggest. With a price-to-earnings ratio based on losses and the stock near its 52-week high, expectations and valuation remain elevated.

About Glaukos

Glaukos Corporation is an ophthalmic medical-technology company focused on developing and commercializing therapies for chronic eye diseases. The company's principal areas of focus include glaucoma, corneal disorders and retinal diseases, with an emphasis on treatments that may reduce reliance on conventional pharmaceuticals or more invasive surgical procedures.

Glaukos is best known for its micro-invasive glaucoma surgery (MIGS) products, including the iStent family of implantable devices used to help lower intraocular pressure in patients with glaucoma.

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