Glaukos Corporation

Glaukos Corporation

GKOSยทNYSE

$113.64

+2.6%
HealthcareMedical - Devices

Glaukos Corporation, an ophthalmic medical technology and pharmaceutical company, focuses on the development of novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. It offers iStent, iStent inject, iStent inject W micro-bypass stents that enhance aqueous humor outflow inserted in cataract surgery to treat mild-to-moderate open-angle glaucoma. The company's product pipeline includes iStent Infinite, a three stents product that is designed for use as a standalone procedure in patients with refractory glaucoma; and iDose TR, a targeted injectable implant based on its micro-scale device-platform that is designed to deliver therapeutic levels of medication. The company markets its products through direct sales organization, as well as through distributors in the United States and internationally. Glaukos Corporation was incorporated in 1998 and is headquartered in San Clemente, California.

At a Glance

Live Snapshot
Market Cap$6.67B
EPS-3.2800
P/E Ratio-34.65
Earnings Date07/29/2026
gkos

Glaukos Corporation Street Expectations Map

GKOS ยท NYSE

Wall Street analysts project that GKOS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 149.00, with estimates ranging from a low of 135.00 to a high of 170.00.

Lowest Target
135.00
18.80%
Consensus Target
149.00
31.12%
Highest Target
170.00
49.60%

The consensus 1-year price target stands at 149.00, with estimates ranging from a low of 135.00 to a high of 170.00.

Analyst Consensus Analysis

Upside Potential

+31.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

23.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Glaukos Corporation Forward Estimates of Revenue

GKOS ยท NYSE
Latest Revenue
507.44M
FY 2025
Avg Estimate
612.54M
FY 2026
Estimate Range
606.41M - 617.44M
Analyst Spread

Forward Growth Analysis

Projected Growth+20.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Glaukos Corporation Forward Estimates of Net Income

GKOS ยท NYSE
Latest Net Income
-187.69M
FY 2025
Avg Estimate
-34.48M
FY 2026
Estimate Range
-47.48M - 9.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+81.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread166%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Glaukos Corporation Forward Estimates of EPS

GKOS ยท NYSE
Latest EPS
-3.28
FY 2025
Avg Estimate
$-0.31
FY 2026
Estimate Range
$-0.90 - $0.18
Analyst Spread

Forward Growth Analysis

Projected Growth+90.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread352%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Glaukos Corporation Forward Estimates of EBIT

GKOS ยท NYSE
Latest EBIT
-86.73M
FY 2025
Avg Estimate
-206.07M
FY 2026
Estimate Range
-207.72M - -204.01M
Analyst Spread

Forward Growth Analysis

Projected Growth-137.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Glaukos Corporation Forward Estimates of EBITDA

GKOS ยท NYSE
Latest EBITDA
-44.39M
FY 2025
Avg Estimate
-129.77M
FY 2026
Estimate Range
-130.81M - -128.47M
Analyst Spread

Forward Growth Analysis

Projected Growth-192.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Glaukos Corporation Forward Estimates of SG&A Expense

GKOS ยท NYSE
Latest SG&A Expense
329.33M
FY 2025
Avg Estimate
422.78M
FY 2026
Estimate Range
418.55M - 426.16M
Analyst Spread

Forward Growth Analysis

Projected Growth+28.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

gkos

Glaukos Corporation Insider Positioning

GKOS ยท NYSE

During the last 12 months, insiders have sold $31.74M worth of GKOS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

47.0K

6.45M

Net Activity

-6.4M

-$6.45M

3-6 Months

Bought

0

0.00

Sold

202.4K

23.33M

Net Activity

-23.3M

-$23.33M

6-9 Months

Bought

0

0.00

Sold

21.9K

1.97M

Net Activity

-2.0M

-$1.97M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
BTW

Burns Thomas William

Director, Officer: Chairman & Ceo

186.9K sharesโ€ข1 transactions

$21.50M

2
GJE

Gilliam Joseph E

Officer: President & Coo

43.4K sharesโ€ข3 transactions

$5.11M

3
KGH

Kliman Gilbert H

Director

15.0K sharesโ€ข3 transactions

$1.92M

4
TAR

Thurman Alex R.

Officer: Svp & Chief Financial Officer

14.3K sharesโ€ข4 transactions

$1.86M

5
SM

Stapley Marc

Director

3.8K sharesโ€ข1 transactions

$481K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $31.74M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$6.45M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.