Glaukos Future Growth
Future criteria checks 4/6
Glaukos is forecast to grow earnings and revenue by 70.8% and 19.2% per annum respectively. EPS is expected to grow by 71.4% per annum. Return on equity is forecast to be 3.6% in 3 years.
Key information
70.8%
Earnings growth rate
71.43%
EPS growth rate
| Medical Equipment earnings growth | 16.1% |
| Revenue growth rate | 19.2% |
| Future return on equity | 3.61% |
| Analyst coverage | Good |
| Last updated | 22 May 2026 |
Recent future growth updates
Recent updates
Narrative Update • 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.
Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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 AlphaAnalysis Article • Jun 16
Why We're Not Concerned About Glaukos Corporation's (NYSE:GKOS) Share Price
When close to half the companies in the Medical Equipment industry in the United States have price-to-sales ratios (or...
New Narrative • 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 AlphaSeeking Alpha • Sep 11
Glaukos Corporation: Ripe For Some Consolidation
Summary Glaukos Corporation's stock has doubled since late 2023, helped by a key FDA approval late in 2023. The company is producing solid sales growth, but is a few years from profitability. Insiders have been selling some notable amounts of stock, and the shares trade at an extreme price-to-sales ratio from a historical perspective. We put Glaukos Corporation under the microscope in the article below. Read the full article on Seeking AlphaSeeking Alpha • May 30
Glaukos Stock: Still Unproven Whether A New Bull Market Has Begun
Summary Glaukos Corporation has experienced two significant technical analysis developments over the past 20 weeks. GKOS stock price gains are being driven by strong top-line growth, but profitability trends continue to disappoint. A trailing stop-loss on existing positions is the best strategy here. Read the full article on Seeking AlphaEarnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 1,011 | 92 | 285 | 268 | 12 |
| 12/31/2027 | 796 | 15 | 127 | 145 | 13 |
| 12/31/2026 | 631 | -54 | 33 | 37 | 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 |
| 6/30/2015 | 59 | -39 | N/A | -2 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: GKOS is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.5%).
Earnings vs Market: GKOS is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: GKOS is expected to become profitable in the next 3 years.
Revenue vs Market: GKOS's revenue (19.2% per year) is forecast to grow faster than the US market (11.7% per year).
High Growth Revenue: GKOS's revenue (19.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: GKOS's Return on Equity is forecast to be low in 3 years time (3.6%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/22 21:29 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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.
| Analyst | Institution |
|---|---|
| Ravi Misra | Berenberg |
| Joanne Wuensch | BMO Capital Markets Equity Research |
| Robert Hopkins | BofA Global Research |