BTIG Research Reaffirms Buy Rating for Glaukos (NYSE:GKOS)

Glaukos (NYSE:GKOS)‘s stock had its “buy” rating reiterated by equities research analysts at BTIG Research in a report issued on Wednesday,Benzinga reports. They presently have a $131.00 price objective on the medical instruments supplier’s stock. BTIG Research’s price target suggests a potential upside of 22.34% from the company’s previous close.

Other analysts have also issued reports about the stock. Stifel Nicolaus raised their target price on shares of Glaukos from $115.00 to $160.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. The Goldman Sachs Group restated a “buy” rating and issued a $138.00 price target on shares of Glaukos in a research report on Friday, January 9th. JPMorgan Chase & Co. raised their price objective on shares of Glaukos from $110.00 to $120.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Citigroup boosted their target price on shares of Glaukos from $113.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Finally, UBS Group increased their target price on Glaukos from $140.00 to $145.00 and gave the company a “buy” rating in a report on Tuesday, December 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $133.69.

Glaukos Stock Performance

Shares of NYSE GKOS opened at $107.08 on Wednesday. The stock’s fifty day simple moving average is $114.66 and its 200 day simple moving average is $98.34. The stock has a market capitalization of $6.15 billion, a price-to-earnings ratio of -69.53 and a beta of 0.70. The company has a quick ratio of 4.47, a current ratio of 5.20 and a debt-to-equity ratio of 0.09. Glaukos has a 52-week low of $73.16 and a 52-week high of $161.78.

Glaukos (NYSE:GKOS) last announced its earnings results on Tuesday, February 17th. The medical instruments supplier reported ($0.28) EPS for the quarter, missing the consensus estimate of ($0.22) by ($0.06). Glaukos had a negative net margin of 18.65% and a negative return on equity of 7.52%. The company had revenue of $143.12 million for the quarter, compared to analysts’ expectations of $132.16 million. During the same period in the prior year, the company earned ($0.40) earnings per share. The company’s revenue for the quarter was up 35.6% on a year-over-year basis. As a group, sell-side analysts forecast that Glaukos will post -1.08 earnings per share for the current fiscal year.

Insider Activity

In other Glaukos news, COO Joseph E. Gilliam sold 10,498 shares of the company’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $127.68, for a total value of $1,340,384.64. Following the transaction, the chief operating officer directly owned 92,366 shares of the company’s stock, valued at $11,793,290.88. This represents a 10.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Marc Stapley sold 15,000 shares of Glaukos stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $127.71, for a total value of $1,915,650.00. Following the sale, the director owned 37,449 shares of the company’s stock, valued at approximately $4,782,611.79. This represents a 28.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 310,315 shares of company stock valued at $36,011,634. 6.40% of the stock is currently owned by company insiders.

Institutional Trading of Glaukos

Several large investors have recently modified their holdings of GKOS. First Horizon Corp raised its holdings in Glaukos by 1,715.4% in the 4th quarter. First Horizon Corp now owns 236 shares of the medical instruments supplier’s stock valued at $27,000 after acquiring an additional 223 shares in the last quarter. Los Angeles Capital Management LLC acquired a new stake in shares of Glaukos during the 4th quarter worth approximately $28,000. UMB Bank n.a. increased its position in shares of Glaukos by 102.6% during the third quarter. UMB Bank n.a. now owns 312 shares of the medical instruments supplier’s stock valued at $25,000 after purchasing an additional 158 shares during the period. Larson Financial Group LLC raised its stake in shares of Glaukos by 62.0% in the fourth quarter. Larson Financial Group LLC now owns 345 shares of the medical instruments supplier’s stock valued at $39,000 after purchasing an additional 132 shares in the last quarter. Finally, Farther Finance Advisors LLC lifted its position in Glaukos by 111.4% in the fourth quarter. Farther Finance Advisors LLC now owns 408 shares of the medical instruments supplier’s stock worth $46,000 after purchasing an additional 215 shares during the period. 99.04% of the stock is owned by institutional investors.

Key Stories Impacting Glaukos

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: Record Q4 net sales of $143.1M, up ~36% year‑over‑year and above Street estimates — shows strong top‑line momentum in the business. Glaukos Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management reiterated a strong growth outlook on the earnings call and highlighted record sales, which supports the company’s long‑term revenue trajectory. Glaukos Corp (GKOS) Q4 2025 Earnings Call Highlights: Record Sales and Strong Growth Outlook
• Neutral Sentiment: Profitability is improving versus prior year (loss narrowed from $0.40 to $0.28 per share), but the company remains unprofitable on a GAAP basis. This is a mixed signal for investors balancing growth vs path to profits. Glaukos Q4 earnings / transcript
• Neutral Sentiment: Balance‑sheet metrics are healthy (high current and quick ratios, low debt‑to‑equity), giving the company runway to invest in growth even while profitable scale is pending. Glaukos Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Reported EPS of ($0.28) missed the consensus ($0.22) by $0.06 — an earnings miss that often triggers near‑term selling despite the revenue beat. Glaukos (GKOS) Reports Q4 Loss, Beats Revenue Estimates
• Negative Sentiment: Company still posts negative net margin and negative return on equity; analysts expect continued FY losses (consensus roughly -$1.08), keeping valuation tethered to execution and margin improvement rather than near‑term earnings. Glaukos Corporation (GKOS) Q4 2025 Earnings Call Transcript

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.