Glaukos 향후 성장
Future 기준 점검 4/6
Glaukos (는) 각각 연간 71.6% 및 19.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 72.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 3.7% 로 예상됩니다.
핵심 정보
71.6%
이익 성장률
72.66%
EPS 성장률
| Medical Equipment 이익 성장 | 17.1% |
| 매출 성장률 | 19.3% |
| 향후 자기자본이익률 | 3.66% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 17 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jul 21
GKOS: Long Dated Guidance And Pipeline Execution Will Shape Future Demand Balance
Glaukos' analyst fair value estimate has increased from $157.50 to $165.00, reflecting analysts' updated models that incorporate iDose survey work, ongoing confidence in the broader product pipeline, and multiple recent price target increases across the Street. Analyst Commentary Recent research on Glaukos highlights a cluster of price target increases and a focus on the potential of iDose and Epioxa, along with broader views on MedTech sentiment and reimbursement risk.
내러티브 업데이트 • Jul 06
GKOS: Ocular Pipeline Progress And Reimbursement Clarity Will Drive Future Upside
Analysts lifted the Glaukos fair value estimate from $165.00 to $170.00, reflecting updated assumptions around revenue growth, profit margin potential, and the earnings contribution of iDose TR and Epioxa, which underpin a lower future P/E multiple in their models. Analyst Commentary Recent Street research on Glaukos highlights a cluster of positive views around the company’s glaucoma and corneal franchises, with multiple bullish analysts adjusting their price targets higher and pointing to product execution as a key driver of their valuation work.내러티브 업데이트 • Jun 22
GKOS: Repeat Dosing And Long Dated Guidance Will Support Future Demand
The analyst price target for Glaukos has moved from $151.08 to $157.50, as analysts point to a larger perceived opportunity for Epioxa, supportive physician feedback, and ongoing assessment of potential LCD effects on iDose as key drivers behind their revised view. Analyst Commentary Recent research updates on Glaukos point to a growing focus on how Epioxa and iDose interact to shape the company’s long term growth profile and valuation.분석 기사 • Jun 17
Glaukos (GKOS) Stock Could Be 15.6% Undervalued on Its iDose TR Growth Narrative
Glaukos (GKOS) has drawn investor attention after recent trading, with the stock last closing at $127.53. The move comes as the ophthalmic therapy company continues to develop treatments across glaucoma, corneal disorders and retinal diseases. See our latest analysis for Glaukos. Glaukos stock has eased around 11% over the past month, even though the 90 day share price return of 23.55% and 1 year total shareholder return of 27.77% point to momentum that has been positive over a longer...
내러티브 업데이트 • Jun 04
GKOS: Corneal And Glaucoma Therapies Will Likely Support Attractive Future Returns
Analysts have lifted their average price target on Glaukos by $21 to $162, citing growing confidence in the iDose and Epioxa launches and recent survey and physician feedback that supports slightly higher long term growth and profitability assumptions. Analyst Commentary Recent research commentary on Glaukos has centered on market reactions to reimbursement developments for iDose and early feedback on the commercial rollout of both iDose and Epioxa.내러티브 업데이트 • May 18
GKOS: Corneal Therapies And Repeat Procedures Will Likely Underpin Balanced Future Returns
Narrative Update on Glaukos The updated analyst framework lifts the fair value estimate for Glaukos from $120 to $136. Analysts point to recent price target increases across the Street and ongoing expectations around iDose and Epioxa volume build as key supports for the higher valuation, along with slightly stronger long-term margin and P/E assumptions.내러티브 업데이트 • May 03
GKOS: Repeat Dosing And Long Dated Guidance Will Shape Demand Expectations
Glaukos' updated fair value estimate moves from $138.75 to about $151.08 as analysts factor in higher long term profit margin assumptions, a modestly higher discount rate, slightly tempered revenue growth expectations, and a lower future P/E in light of recent price target increases from firms across the Street. Analyst Commentary Recent Street research around Glaukos centers on updated price targets that reflect a mix of confidence in the product ramp story and some caution around execution risk and long term expectations.분석 기사 • May 02
Earnings Update: Here's Why Analysts Just Lifted Their Glaukos Corporation (NYSE:GKOS) Price Target To US$148
A week ago, Glaukos Corporation ( NYSE:GKOS ) came out with a strong set of first-quarter numbers that could...내러티브 업데이트 • Apr 16
GKOS: Corneal Therapy Adoption And Repeat Dosing Will Likely Shape Future Returns
Glaukos' updated analyst price target moves from approximately $92 to $120, as analysts factor in recent target increases from several firms and cite ongoing iDose and Epioxa volume opportunities as key supports for the higher valuation assumptions. Analyst Commentary Recent Street research on Glaukos has centered on how iDose and Epioxa could contribute to future revenue, with price targets adjusted as analysts incorporate updated guidance and product ramp expectations into their models.내러티브 업데이트 • Apr 02
GKOS: Repeat Dosing And 2026 Guidance Will Support Organic Demand Normalization
Narrative Update on Glaukos The updated analyst price target framework for Glaukos moves fair value from $134.79 to $138.75. This reflects analysts' focus on the continued iDose ramp, reiterated 2026 guidance, and the long-term opportunity they see in Epioxa and related glaucoma treatment franchises.내러티브 업데이트 • Mar 18
GKOS: Repeat Dosing Label Expansion Will Support 2026 Organic Demand Normalization
Narrative Update on Glaukos The updated analyst framework lifts the indicative fair value for Glaukos by about $3 to $134.79. Analysts point to Street research that raises price targets into the $127 to $138 range, based on expectations for continued iDose ramp, reiterated 2026 guidance, and the longer term Epioxa opportunity.내러티브 업데이트 • Mar 04
GKOS: Elevated Expectations For Corneal Therapy Ramp Will Likely Pressure Future Returns
Glaukos' updated fair value estimate moves from about $85.57 to $91.95 as analysts raise price targets into the $127 to $138 range, pointing to the iDose ramp and the long term Epioxa opportunity as key drivers in their models. Analyst Commentary Recent Street research on Glaukos centers on execution around iDose, the long term Epioxa opportunity, and how those elements feed into valuation.내러티브 업데이트 • Feb 18
GKOS: Repeat Dosing Flexibility Will Support Renewed Organic Demand And Execution
Narrative Update: Glaukos Analyst Price Target Shift The updated analyst price target for Glaukos has moved only slightly, with a modeled fair value change of about $1 to $131.77. Analysts are factoring in higher assumed revenue growth, a modestly lower profit margin, and recent optimism around iDose and related label developments, which is reflected in multiple target increases from major firms.내러티브 업데이트 • Feb 04
GKOS: Repeat Dosing Approval Will Support Renewed Organic Demand And Execution
Narrative Update on Glaukos The Glaukos fair value estimate has moved from $127.31 to $132.71 as analysts factor in updated assumptions on growth, profitability and future P/E, along with recent price target increases and positive commentary around iDose repeat dosing label approval. Analyst Commentary Recent Street research has been broadly constructive on Glaukos, with several firms adjusting their price targets and focusing on iDose repeat dosing and the company’s ability to turn that label into sustained execution.내러티브 업데이트 • Jan 20
GKOS: Normalized Organic Demand And Product Execution Will Support Measured Upside Potential
Narrative Update Analysts have lifted their price expectations for Glaukos, with our updated fair value estimate rising from $120.50 to about $127.31. This reflects research that points to stronger organic growth assumptions, slightly higher long term profit margins, and a modestly higher future P/E, supported by recent target increases tied to Glaukos' product pipeline and execution.내러티브 업데이트 • Jan 06
GKOS: Elevated Street Optimism Will Test Reliance On Corneal Therapy Execution
The analyst price target for Glaukos has been raised, with our fair value estimate increasing from US$83.90 to US$85.57 as analysts highlight recent beat and raise results and a stronger long-term opportunity around iDose and Epioxa. Analyst Commentary Recent Street research on Glaukos has tilted positive, with price targets cited as high as US$120 and ratings moving to more favorable stances.내러티브 업데이트 • Dec 15
GKOS: Elevated Expectations Will Expose Dependency On Corneal Therapy Rollout
Analysts have lifted their fair value estimate for Glaukos from approximately $74 to $84 per share, citing a string of beat and raise quarters, increasingly optimistic views on iDose and Epioxa driven growth, and expectations for structurally higher profitability supported by a more reasonable future earnings multiple. Analyst Commentary Recent Street research has largely reinforced the bullish narrative around Glaukos, with several firms highlighting stronger than expected execution, robust demand trends for iDose, and a growing appreciation for the Epioxa opportunity.내러티브 업데이트 • Dec 01
GKOS: Momentum Shift And Streamlined Reimbursement Will Spark Sustained Upside Ahead
Glaukos’s analyst price target has been raised to $120 from $110, with analysts citing robust quarterly results and renewed growth optimism for key pipeline assets as reasons for the upward revision. Analyst Commentary Recent analyst reports highlight evolving perspectives on Glaukos, with the majority of commentary signaling renewed optimism for the company's growth trajectory and future valuation.분석 기사 • Nov 21
Investors Appear Satisfied With Glaukos Corporation's (NYSE:GKOS) Prospects As Shares Rocket 25%
Glaukos Corporation ( NYSE:GKOS ) shareholders would be excited to see that the share price has had a great month...내러티브 업데이트 • Nov 17
GKOS: Recent Approvals And Facility Expansion Will Drive Stock Higher
Analysts have increased their price target for Glaukos to $120.50 from $119.85, citing continued strong performance, an improved growth outlook, and underappreciated product drivers that are fueling optimism for the company's future trajectory. Analyst Commentary Recent Street research highlights a predominance of positive sentiment toward Glaukos, with several firms raising price targets and pointing to key growth drivers.내러티브 업데이트 • Nov 02
GKOS: Momentum From Recent Regulatory Wins Will Drive Outperformance Through 2026
Glaukos’ analyst price target has risen to $119.85 from $117.50. Analysts cite robust quarterly results and increasing optimism over key growth drivers such as iDose and Epioxa.내러티브 업데이트 • Oct 18
Advancements In Ocular Therapies Will Transform Global Markets
Glaukos' analyst price target has been revised downward from $120.64 to $117.50. This reflects slightly tempered revenue growth and profit margin expectations, as analysts note ongoing reimbursement improvements and a positive long-term outlook for the company's iDose product despite recent share volatility.내러티브 업데이트 • Oct 04
Advancements In Ocular Therapies Will Transform Global Markets
Glaukos' analyst consensus price target has been revised slightly lower, from $122.46 to $120.64, as analysts cite near-term reimbursement bottlenecks. This is offset by improving sentiment surrounding the company's accelerating iDose trajectory and favorable long-term market positioning.분석 기사 • Sep 19
Here's Why We're Not At All Concerned With Glaukos' (NYSE:GKOS) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Seeking Alpha • Sep 12
Glaukos' Pipeline And High Valuation: A Risky Hold With Long-Term Upside
Summary Glaukos delivered strong Q2 results with 30% YoY revenue growth, robust margins, and an expanding product pipeline, particularly in glaucoma and corneal therapies. Despite high-growth potential, near-term risks include regulatory approval uncertainties, reimbursement challenges, and intense competition from larger industry players. The stock is currently overvalued with a high Price/Sales ratio, exposing it to downside if pipeline products face delays or underperform. Given these factors, I recommend a HOLD rating—waiting for regulatory clarity and market adoption before considering a more bullish stance. Read the full article on Seeking Alpha
새로운 내러티브 • Mar 20
Launch Of iDose TR And Epioxa Will Transform Eye Treatments By 2025
Anticipated launches of iDose TR and Epioxa could significantly boost revenue and strengthen market position in glaucoma and corneal health sectors.Seeking Alpha • Dec 21
Glaukos: Still Bullish, But Embedded Expectations Are Now High
Summary Glaukos Corporation (GKOS) is well-positioned to grow sales at a CAGR of ~20% to FY'27, potentially hitting $680mm in revenues and $90-$100mm post-tax earnings. The stock is currently valued at 21x sales, with high expectations for future growth, but a 27% margin of safety exists at current prices. GKOS's efficient asset base and strong cash conversion support sustainable growth, driven by iDose TR and iStent infinite uptake in domestic and international markets. Despite valuation risks, I reiterate a buy rating at $191/share, with this favorable risk/reward profile. Read the full article on Seeking Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,017 | 92 | 285 | 268 | 11 |
| 12/31/2027 | 787 | 9 | 128 | 128 | 13 |
| 12/31/2026 | 630 | -56 | 33 | 36 | 13 |
| 3/31/2026 | 551 | -189 | -18 | -9 | N/A |
| 12/31/2025 | 507 | -188 | -22 | -15 | N/A |
| 9/30/2025 | 470 | -88 | -28 | -21 | N/A |
| 6/30/2025 | 433 | -93 | -27 | -21 | N/A |
| 3/31/2025 | 405 | -124 | -53 | -46 | N/A |
| 12/31/2024 | 383 | -146 | -68 | -61 | N/A |
| 9/30/2024 | 360 | -150 | -81 | -72 | N/A |
| 6/30/2024 | 342 | -159 | -82 | -71 | N/A |
| 3/31/2024 | 326 | -141 | -75 | -61 | N/A |
| 12/31/2023 | 315 | -135 | -78 | -58 | N/A |
| 9/30/2023 | 304 | -129 | -75 | -51 | N/A |
| 6/30/2023 | 297 | -126 | -97 | -70 | N/A |
| 3/31/2023 | 289 | -139 | -104 | -74 | N/A |
| 12/31/2022 | 283 | -99 | -63 | -33 | N/A |
| 9/30/2022 | 285 | -90 | -65 | -34 | N/A |
| 6/30/2022 | 288 | -56 | -25 | 11 | N/A |
| 3/31/2022 | 294 | -28 | -7 | 30 | N/A |
| 12/31/2021 | 294 | -50 | -23 | 25 | N/A |
| 9/30/2021 | 294 | -38 | -1 | 40 | N/A |
| 6/30/2021 | 284 | -60 | -19 | 13 | N/A |
| 3/31/2021 | 238 | -83 | -29 | -6 | N/A |
| 12/31/2020 | 225 | -120 | -30 | -23 | N/A |
| 9/30/2020 | 218 | -73 | -44 | -38 | N/A |
| 6/30/2020 | 211 | -71 | -37 | -31 | N/A |
| 3/31/2020 | 238 | -37 | -19 | -14 | N/A |
| 12/31/2019 | 237 | 15 | N/A | 0 | N/A |
| 9/30/2019 | 225 | -19 | N/A | 21 | N/A |
| 6/30/2019 | 211 | -12 | N/A | 28 | N/A |
| 3/31/2019 | 195 | -12 | N/A | 26 | N/A |
| 12/31/2018 | 181 | -13 | N/A | 19 | N/A |
| 9/30/2018 | 169 | -14 | N/A | 14 | N/A |
| 6/30/2018 | 165 | -6 | N/A | 17 | N/A |
| 3/31/2018 | 163 | -4 | N/A | 17 | N/A |
| 12/31/2017 | 159 | 0 | N/A | 26 | N/A |
| 9/30/2017 | 151 | -1 | N/A | 17 | N/A |
| 6/30/2017 | 140 | -1 | N/A | 14 | N/A |
| 3/31/2017 | 127 | 5 | N/A | 16 | N/A |
| 12/31/2016 | 114 | 5 | N/A | 12 | N/A |
| 9/30/2016 | 102 | 2 | N/A | 8 | N/A |
| 6/30/2016 | 91 | -1 | N/A | 4 | N/A |
| 3/31/2016 | 80 | -35 | N/A | -2 | N/A |
| 12/31/2015 | 72 | -37 | N/A | -2 | N/A |
| 9/30/2015 | 66 | -40 | N/A | -3 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: GKOS 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: GKOS (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: GKOS 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: GKOS 의 수익(연간 19.3%)이 US 시장(연간 12.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: GKOS 의 수익(연간 19.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: GKOS의 자본 수익률은 3년 후 3.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/27 07:02 |
| 종가 | 2026/07/27 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Glaukos Corporation는 24명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ravi Misra | Berenberg |
| Joanne Wuensch | BMO Capital Markets Equity Research |
| Robert Hopkins | BofA Global Research |