Glaukos (NYSE:GKOS) Stock Rating Upgraded by Wall Street Zen

Key Points

• Wall Street Zen upgraded Glaukos from "hold" to "buy"; multiple analysts have raised ratings/targets and the stock's consensus is a Moderate Buy with an average target of $138.85.
• Q1 results beat expectations—revenue $150.6M (+41.2% YoY) vs. $137M est and EPS ($0.18) vs. ($0.30) est—prompting a raised 2026 revenue outlook and serving as the primary catalyst for recent analyst support.
• Insiders sold about 19,657 shares (~$2.25M) in the last 90 days, a cautionary signal alongside continued negative margins and EPS despite very high institutional ownership (~99%).

Glaukos (NYSE:GKOS - Get Free Report) was upgraded by investment analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a research note issued to investors on Saturday.

A number of other analysts have also issued reports on the stock. BTIG Research increased their price target on shares of Glaukos from $131.00 to $141.00 and gave the stock a "buy" rating in a research report on Thursday. Weiss Ratings reissued a "sell (d-)" rating on shares of Glaukos in a research report on Tuesday, April 21st. Needham & Company LLC increased their price target on shares of Glaukos from $127.00 to $136.00 and gave the stock a "buy" rating in a research report on Thursday. Stephens increased their price target on shares of Glaukos from $115.00 to $145.00 and gave the stock an "overweight" rating in a research report on Friday, January 2nd. Finally, Piper Sandler reissued an "overweight" rating and issued a $165.00 price target on shares of Glaukos in a research report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $138.85.

Glaukos Price Performance

NYSE GKOS opened at $140.38 on Friday. The company has a 50 day simple moving average of $114.02 and a 200-day simple moving average of $107.68. The company has a debt-to-equity ratio of 0.10, a current ratio of 5.43 and a quick ratio of 4.06. The firm has a market capitalization of $8.22 billion, a price-to-earnings ratio of -42.80 and a beta of 0.94. Glaukos has a 52-week low of $73.16 and a 52-week high of $146.75.

Glaukos (NYSE:GKOS - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The medical instruments supplier reported ($0.18) earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.30) by $0.12. The business had revenue of $150.57 million during the quarter, compared to analyst estimates of $137.00 million. Glaukos had a negative net margin of 34.34% and a negative return on equity of 6.92%. The firm's revenue was up 41.2% compared to the same quarter last year. During the same period in the prior year, the firm earned ($0.22) earnings per share. Equities research analysts predict that Glaukos will post -0.57 earnings per share for the current fiscal year.

Insider Activity at Glaukos

In related news, Director Aimee S. Weisner sold 15,000 shares of the firm's stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $117.38, for a total transaction of $1,760,700.00. Following the transaction, the director owned 18,806 shares of the company's stock, valued at approximately $2,207,448.28. This trade represents a 44.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Alex R. Thurman sold 2,511 shares of the firm's stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $106.46, for a total transaction of $267,321.06. Following the transaction, the chief financial officer directly owned 41,967 shares in the company, valued at approximately $4,467,806.82. The trade was a 5.65% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 19,657 shares of company stock worth $2,250,060. Insiders own 5.80% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the stock. Wellington Management Group LLP raised its stake in shares of Glaukos by 10.4% in the 3rd quarter. Wellington Management Group LLP now owns 3,580,670 shares of the medical instruments supplier's stock valued at $292,004,000 after acquiring an additional 336,266 shares in the last quarter. Primecap Management Co. CA raised its position in shares of Glaukos by 49.8% in the fourth quarter. Primecap Management Co. CA now owns 3,376,928 shares of the medical instruments supplier's stock valued at $381,289,000 after purchasing an additional 1,123,140 shares during the period. Janus Henderson Group PLC raised its position in shares of Glaukos by 183.4% in the fourth quarter. Janus Henderson Group PLC now owns 3,018,787 shares of the medical instruments supplier's stock valued at $340,855,000 after purchasing an additional 1,953,578 shares during the period. State Street Corp raised its position in shares of Glaukos by 0.9% in the fourth quarter. State Street Corp now owns 2,122,402 shares of the medical instruments supplier's stock valued at $239,640,000 after purchasing an additional 18,040 shares during the period. Finally, Ameriprise Financial Inc. raised its position in shares of Glaukos by 3.5% in the second quarter. Ameriprise Financial Inc. now owns 1,999,252 shares of the medical instruments supplier's stock valued at $206,503,000 after purchasing an additional 68,497 shares during the period. 99.04% of the stock is owned by institutional investors.

Trending Headlines about Glaukos

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: Q1 results and outlook: Glaukos reported a Q1 revenue beat, 41% year-over-year growth, narrower loss and a raised 2026 revenue outlook — the key fundamental catalyst supporting the stock. Zacks: Q1 Earnings Beat & Raised Outlook
• Positive Sentiment: Analyst upgrades: Multiple firms raised ratings/targets after the quarter — BTIG bumped its target to $141 (buy), Wells Fargo to $138 (overweight), JPMorgan to $140 (overweight) and Needham raised its target — these actions validate the quarter’s strength and support further investor interest. BTIG Research PT Raise
• Neutral Sentiment: Analyst target mix: although several firms raised targets and ratings, many new targets are close to the current price, implying limited near-term upside from those specific forecasts. Wells Fargo PT Raise
• Neutral Sentiment: Market reaction nuance: after the after-hours jump, some intraday profit-taking is common when a stock has run up; elevated volume today suggests active repositioning by traders. OCBJ: After-Hours Move
• Negative Sentiment: Some revised price targets are below the current market price (e.g., Needham and others), which can encourage short-term selling or cap upside until guidance and execution confirm sustained growth. Needham PT Update

About Glaukos

Glaukos Corporation is a medical technology company specializing in the development, manufacturing and commercialization of innovative therapies for patients with glaucoma and other chronic eye diseases. The company's core offerings focus on micro-invasive glaucoma surgery (MIGS), designed to reduce intraocular pressure and manage glaucoma more safely and effectively than traditional surgical approaches. Glaukos's flagship products include the iStent, iStent inject and iStent infinite trabecular micro-bypass stents, which are implanted during cataract surgery to improve aqueous outflow and help control eye pressure.

Beyond its MIGS portfolio, Glaukos has expanded into sustained drug-delivery solutions.

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