Analysts Set Glaukos Corporation (NYSE:GKOS) PT at $154.85

Shares of Glaukos Corporation (NYSE:GKOS) have been assigned an average recommendation of “Moderate Buy” from the fifteen research firms that are currently covering the firm, MarketBeat reports. One analyst has rated the stock with a sell recommendation, two have given a hold recommendation and twelve have given a buy recommendation to the company. The average 12 month price target among analysts that have updated their coverage on the stock in the last year is $155.2308.

A number of equities research analysts have recently weighed in on GKOS shares. William Blair reiterated an “outperform” rating on shares of Glaukos in a research report on Tuesday, May 26th. JPMorgan Chase & Co. raised their price target on Glaukos from $120.00 to $140.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Wall Street Zen lowered Glaukos from a “buy” rating to a “hold” rating in a research note on Saturday, July 18th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Glaukos in a report on Friday, July 17th. Finally, UBS Group assumed coverage on shares of Glaukos in a research report on Tuesday. They set a “neutral” rating and a $150.00 price objective on the stock.

Insider Activity at Glaukos

In related news, Director Gilbert H. Kliman sold 5,000 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $140.76, for a total value of $703,800.00. Following the completion of the transaction, the director directly owned 35,528 shares of the company’s stock, valued at $5,000,921.28. This represents a 12.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Leana Wen sold 1,700 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.35, for a total transaction of $243,695.00. Following the completion of the sale, the director owned 19,739 shares of the company’s stock, valued at $2,829,585.65. This trade represents a 7.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 61,273 shares of company stock worth $9,082,003. 5.90% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. AQR Capital Management LLC lifted its stake in shares of Glaukos by 2.6% in the 1st quarter. AQR Capital Management LLC now owns 7,788 shares of the medical instruments supplier’s stock valued at $766,000 after purchasing an additional 198 shares during the period. Jones Financial Companies Lllp grew its stake in Glaukos by 1,405.9% in the first quarter. Jones Financial Companies Lllp now owns 2,560 shares of the medical instruments supplier’s stock worth $252,000 after purchasing an additional 2,390 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Glaukos by 41.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 229,994 shares of the medical instruments supplier’s stock worth $22,636,000 after purchasing an additional 67,668 shares in the last quarter. M&T Bank Corp bought a new position in Glaukos in the second quarter worth $203,000. Finally, Gamco Investors INC. ET AL lifted its position in Glaukos by 10.7% during the second quarter. Gamco Investors INC. ET AL now owns 8,001 shares of the medical instruments supplier’s stock valued at $826,000 after buying an additional 773 shares during the period. Institutional investors own 99.04% of the company’s stock.

Glaukos Stock Performance

Glaukos stock opened at $161.97 on Thursday. The company has a current ratio of 5.43, a quick ratio of 4.73 and a debt-to-equity ratio of 0.10. The firm has a market cap of $9.51 billion, a P/E ratio of -49.38 and a beta of 0.75. Glaukos has a 1-year low of $73.16 and a 1-year high of $166.00. The firm has a 50-day moving average of $136.63 and a 200-day moving average of $124.40.

Glaukos (NYSE:GKOS) last announced its quarterly earnings results on Wednesday, July 29th. The medical instruments supplier reported ($0.14) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.21) by $0.07. The company had revenue of $185.61 million for the quarter, compared to the consensus estimate of $150.93 million. Glaukos had a negative return on equity of 6.92% and a negative net margin of 34.34%.Glaukos’s revenue was up 49.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.24) EPS. Sell-side analysts expect that Glaukos will post -0.57 EPS for the current year.

Glaukos News Summary

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: Revenue substantially exceeded expectations: Q2 2026 net sales reached a record $185.6 million, up approximately 50% year over year and well above the roughly $151 million analyst consensus. The company’s quarterly loss of $0.14 per share was also narrower than the expected $0.21–$0.28 loss and improved from $0.24 a year earlier. Glaukos Q2 earnings report
• Positive Sentiment: Full-year outlook was raised: Glaukos forecast 2026 revenue of $680 million to $700 million, versus the prior consensus estimate of approximately $630 million. The higher outlook reinforces expectations for continued demand across its glaucoma and other eye-care products. Glaukos second-quarter financial results
• Positive Sentiment: Pipeline progress supports longer-term growth: The pivotal trial of the PRESERFLO MicroShunt for treatment-resistant glaucoma has completed enrollment, an important step toward potential regulatory and commercial expansion. PRESERFLO MicroShunt trial enrollment
• Neutral Sentiment: Analyst sentiment remains broadly favorable, with multiple buy or outperform ratings and recent price targets ranging from $150 to $175. However, UBS initiated coverage with a neutral rating and a $150 target, indicating valuation concerns after the stock’s strong run. UBS Glaukos coverage
• Negative Sentiment: Profitability and cash flow remain weak: Glaukos continues to report an operating and net loss, while operating cash flow was negative during the quarter. Continued investment and losses could limit near-term earnings upside.
• Negative Sentiment: Insider selling may weigh on sentiment: CFO Alex Thurman sold 10,000 shares for approximately $1.6 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, reducing its significance as a discretionary bearish signal, but broader recent insider activity has consisted of sales rather than purchases. Glaukos insider sale

About Glaukos

Glaukos Corporation is a medical technology company specializing in the development, manufacturing and commercialization of innovative therapies for patients with glaucoma and other chronic eye diseases. The company’s core offerings focus on micro-invasive glaucoma surgery (MIGS), designed to reduce intraocular pressure and manage glaucoma more safely and effectively than traditional surgical approaches. Glaukos’s flagship products include the iStent, iStent inject and iStent infinite trabecular micro-bypass stents, which are implanted during cataract surgery to improve aqueous outflow and help control eye pressure.

Beyond its MIGS portfolio, Glaukos has expanded into sustained drug-delivery solutions.