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Glaukos CorporationNYSE:GKOS Stock Report

Market Cap US$8.2b
Share Price
US$140.22
US$151.08
7.2% undervalued intrinsic discount
1Y61.4%
7D14.9%
Portfolio Value
View

Glaukos Corporation

NYSE:GKOS Stock Report

Market Cap: US$8.2b

Glaukos (GKOS) Stock Overview

An ophthalmic pharmaceutical and medical technology company, develops therapies for the treatment of glaucoma, corneal disorders, and retinal diseases in the United States and internationally. More details

GKOS fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance0/6
Financial Health5/6
Dividends0/6

Rewards

Risk Analysis

No risks detected for GKOS from our risk checks.

GKOS Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Glaukos Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Glaukos
Historical stock prices
Current Share PriceUS$140.22
52 Week HighUS$146.75
52 Week LowUS$73.16
Beta0.78
1 Month Change24.34%
3 Month Change18.69%
1 Year Change61.43%
3 Year Change139.04%
5 Year Change83.51%
Change since IPO349.14%

Recent News & Updates

Recent updates

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.

Earnings Update: Here's Why Analysts Just Lifted Their Glaukos Corporation (NYSE:GKOS) Price Target To US$148

May 02
Earnings Update: Here's Why Analysts Just Lifted Their Glaukos Corporation (NYSE:GKOS) Price Target To US$148

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Investors Appear Satisfied With Glaukos Corporation's (NYSE:GKOS) Prospects As Shares Rocket 25%

Nov 21
Investors Appear Satisfied With Glaukos Corporation's (NYSE:GKOS) Prospects As Shares Rocket 25%

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.

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.

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.

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.

Here's Why We're Not At All Concerned With Glaukos' (NYSE:GKOS) Cash Burn Situation

Sep 19
Here's Why We're Not At All Concerned With Glaukos' (NYSE:GKOS) Cash Burn Situation

Glaukos' Pipeline And High Valuation: A Risky Hold With Long-Term Upside

Sep 12

Why We're Not Concerned About Glaukos Corporation's (NYSE:GKOS) Share Price

Jun 16
Why We're Not Concerned About Glaukos Corporation's (NYSE:GKOS) Share Price
User avatar

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.

Glaukos: Still Bullish, But Embedded Expectations Are Now High

Dec 21

Glaukos Corporation: Ripe For Some Consolidation

Sep 11

Glaukos Stock: Still Unproven Whether A New Bull Market Has Begun

May 30

Shareholder Returns

GKOSUS Medical EquipmentUS Market
7D14.9%-4.1%0.9%
1Y61.4%-18.2%28.2%

Return vs Industry: GKOS exceeded the US Medical Equipment industry which returned -18.2% over the past year.

Return vs Market: GKOS exceeded the US Market which returned 28.2% over the past year.

Price Volatility

Is GKOS's price volatile compared to industry and market?
GKOS volatility
GKOS Average Weekly Movement9.2%
Medical Equipment Industry Average Movement8.2%
Market Average Movement7.1%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stable Share Price: GKOS has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: GKOS's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19981,094Tom Burnswww.glaukos.com

Glaukos Corporation, an ophthalmic pharmaceutical and medical technology company, develops therapies for the treatment of glaucoma, corneal disorders, and retinal diseases in the United States and internationally. It offers iStent and iStent inject W micro-bypass stents designed to treat mild-to-moderate open-angle glaucoma through the restoration of the natural physiologic outflow pathways for aqueous humor. The company also provides iStent infinite indicated for use in the treatment of patients with glaucoma uncontrolled by prior medical and surgical therapy; and iDose TR, an intracameral procedural pharmaceutical therapy indicated for the reduction of intraocular pressure in patients with open-angle glaucoma or ocular hypertension.

Glaukos Corporation Fundamentals Summary

How do Glaukos's earnings and revenue compare to its market cap?
GKOS fundamental statistics
Market capUS$8.23b
Earnings (TTM)-US$189.33m
Revenue (TTM)US$551.35m
14.9x
P/S Ratio
-43.5x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
GKOS income statement (TTM)
RevenueUS$551.35m
Cost of RevenueUS$120.84m
Gross ProfitUS$430.51m
Other ExpensesUS$619.84m
Earnings-US$189.33m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-3.23
Gross Margin78.08%
Net Profit Margin-34.34%
Debt/Equity Ratio0%

How did GKOS perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/04 15:06
End of Day Share Price 2026/05/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Glaukos Corporation is covered by 24 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ravi MisraBerenberg
Joanne WuenschBMO Capital Markets Equity Research
Robert HopkinsBofA Global Research