Zacks Research Comments on Glaukos’ Q3 Earnings (NYSE:GKOS)

Glaukos Corporation (NYSE:GKOS) – Analysts at Zacks Research lifted their Q3 2026 earnings per share estimates for Glaukos in a report released on Wednesday, August 19th. Zacks Research analyst Team now anticipates that the medical instruments supplier will post earnings per share of ($0.13) for the quarter, up from their prior estimate of ($0.16). The consensus estimate for Glaukos’ current full-year earnings is ($0.35) per share. Zacks Research also issued estimates for Glaukos’ Q4 2026 earnings at $0.03 EPS, FY2026 earnings at ($0.43) EPS and Q1 2027 earnings at ($0.04) EPS.

Glaukos (NYSE:GKOS) last released its quarterly earnings results on Wednesday, July 29th. The medical instruments supplier reported ($0.14) EPS for the quarter, beating the consensus estimate of ($0.21) by $0.07. Glaukos had a negative net margin of 30.68% and a negative return on equity of 6.37%. The business had revenue of $185.61 million for the quarter, compared to the consensus estimate of $150.93 million. During the same period in the prior year, the company posted ($0.24) earnings per share. Glaukos’s revenue was up 49.6% compared to the same quarter last year.

GKOS has been the topic of a number of other research reports. William Blair restated an “outperform” rating on shares of Glaukos in a research report on Tuesday, May 26th. Needham & Company LLC boosted their price target on Glaukos from $150.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. UBS Group initiated coverage on Glaukos in a research report on Tuesday, July 28th. They set a “neutral” rating and a $150.00 price target on the stock. Stifel Nicolaus raised their price objective on Glaukos from $175.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Finally, JPMorgan Chase & Co. lifted their price objective on Glaukos from $120.00 to $140.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Twelve equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Glaukos has an average rating of “Moderate Buy” and an average target price of $178.08.

Glaukos Price Performance

Shares of Glaukos stock opened at $185.25 on Friday. The company has a quick ratio of 4.46, a current ratio of 5.04 and a debt-to-equity ratio of 0.10. The stock has a market capitalization of $10.93 billion, a price-to-earnings ratio of -57.00 and a beta of 0.78. Glaukos has a twelve month low of $73.16 and a twelve month high of $191.62. The company has a 50-day simple moving average of $156.20 and a two-hundred day simple moving average of $131.24.

Institutional Trading of Glaukos

Several institutional investors and hedge funds have recently modified their holdings of the business. AQR Capital Management LLC grew its position in Glaukos by 2.6% in the first quarter. AQR Capital Management LLC now owns 7,788 shares of the medical instruments supplier’s stock valued at $766,000 after acquiring an additional 198 shares during the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of 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 acquiring an additional 2,390 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Glaukos by 41.7% in the 1st 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 valued at $22,636,000 after purchasing an additional 67,668 shares in the last quarter. M&T Bank Corp bought a new stake in shares of Glaukos during the 2nd quarter valued at approximately $203,000. Finally, Gamco Investors INC. ET AL grew its holdings in shares of Glaukos by 10.7% during the 2nd quarter. Gamco Investors INC. ET AL now owns 8,001 shares of the medical instruments supplier’s stock valued at $826,000 after purchasing an additional 773 shares during the last quarter. 99.04% of the stock is currently owned by institutional investors.

Insider Activity

In other Glaukos news, Director Leana Wen sold 525 shares of the business’s stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $167.63, for a total transaction of $88,005.75. Following the completion of the transaction, the director directly owned 21,092 shares in the company, valued at $3,535,651.96. The trade was a 2.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Gilbert H. Kliman sold 2,500 shares of the company’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $190.00, for a total value of $475,000.00. Following the sale, the director owned 37,406 shares of the company’s stock, valued at $7,107,140. The trade was a 6.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 113,025 shares of company stock valued at $19,600,006 over the last quarter. 5.90% of the stock is owned by corporate insiders.

Key Headlines Impacting Glaukos

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: BTIG raised its price target to $202 from $193 and maintained a “Buy” rating, implying about 9% upside from the referenced $185.25 price. The upgrade reflects continued confidence in Glaukos’ growth outlook. Benzinga report
• Positive Sentiment: Analyst estimates from Zacks Research were raised broadly, including FY2027 EPS to $0.45 from $0.38 and FY2028 EPS to $1.70 from $1.56. Forecasts for several 2027 and 2028 quarters were also increased, signaling expectations for a transition toward stronger earnings. Glaukos analyst estimates
• Positive Sentiment: Glaukos’ iDose TR glaucoma implant and the Epioxa launch are driving record growth and contributed to higher 2026 guidance. Investors are also responding to the company’s expanding ophthalmology platform, product pipeline and potential for margin expansion. Zacks growth outlook article
• Neutral Sentiment: The company recently reported revenue of $185.6 million, up 49.6% year over year, and a quarterly loss of $0.14 per share that was better than expected. Glaukos remains unprofitable, but analysts expect positive EPS in future periods as revenue scales.
• Negative Sentiment: Director Gilbert H. Kliman sold 2,500 shares for approximately $475,000 at an average price of $190. The sale reduced his direct ownership by 6.26%, although he still held 37,406 shares afterward. SEC insider trading filing

Glaukos Company Profile

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.