Raised Guidance and 2026 Outlook Might Change the Case for Investing in Glaukos (GKOS)

• Glaukos Corporation recently reported third quarter 2025 results, highlighting a year-over-year sales increase to US$133.54 million and a reduced net loss of US$16.23 million, alongside raised full-year revenue guidance and a new 2026 outlook.
• The company's improved profitability and introduction of preliminary 2026 revenue expectations reflect growing confidence in its ongoing operational and commercial progress.
• We'll explore how Glaukos' raised 2025 guidance and outlook for 2026 inform its investment narrative and growth potential.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

Glaukos Investment Narrative Recap

To be a Glaukos shareholder, you need to believe in the company’s ability to convert innovative therapies for chronic eye diseases into expanding market share and eventually durable profitability. The latest quarterly results, highlighting improved sales, a smaller net loss, and increased revenue guidance, boost the short-term case for ongoing adoption of its new products, but do not significantly alter the biggest short-term catalyst: sustained momentum of iDose TR adoption. The top risk remains challenges to pricing and reimbursement, which were unaffected by this news.

Among recent announcements, Glaukos’s raised 2025 revenue guidance is especially relevant. The narrower, higher sales range reflects increasing management confidence in business execution and product uptake, reinforcing the importance of continued commercial progress for near-term growth prospects.

Yet, for investors, it’s important not to overlook the persistent risk of potential reimbursement shifts or pricing pressure, since...

Read the full narrative on Glaukos (it's free!)

Glaukos' outlook anticipates $856.9 million in revenue and $72.3 million in earnings by 2028. This is based on analysts' assumptions of a 25.6% annual revenue growth rate and a $165.1 million increase in earnings from the current level of -$92.8 million.

Uncover how Glaukos' forecasts yield a $119.85 fair value, a 43% upside to its current price.

Exploring Other Perspectives

Four Simply Wall St Community fair value estimates for Glaukos span from US$74 to US$310 per share, underlining sharply varied investor outlooks. Ongoing adoption of innovative therapies remains a potential catalyst, but these wide-ranging perspectives show how different beliefs can shape investment decisions.

Explore 4 other fair value estimates on Glaukos - why the stock might be worth 11% less than the current price!

Build Your Own Glaukos Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Glaukos research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Glaukos research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Glaukos' overall financial health at a glance.

Want Some Alternatives?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

• These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 35 best rare earth metal stocks of the very few that mine this essential strategic resource.
• We've found 16 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com