Glaukos Corporation (GKOS) Stock Price & Analysis
Glaukos Corporation (GKOS) is trading at USD 224.58, up 23.76% today, as of October 29, 2026 at 13:46 UTC (US market open; quotes may be delayed), according to Nexqual market data.
GKOS last closed at USD 181.47; today's session has ranged USD 207.41–229.03 on volume of 931,993 shares. Market capitalization is $13.25B, with a 52-week range of USD 80.91–229.03 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 13:46 UTC.
Also available as compact Markdown for AI agents: nexqual.com/GKOS.md
Latest Earnings Results (GKOS)
Glaukos Corporation (GKOS) reported Q3 2026 results on Oct 28, 2026, 4:10:16 PM ET: adjusted EPS $0.47 vs. estimate -$0.09 (beat), revenue $211.03M vs. estimate $168.06M (beat). Guidance: Raised 2026 net sales guidance to $775 million to $785 million and introduced preliminary 2027 net sales guidance of $1 billion. Source: SEC 8-K filing. Nexqual published it 50 seconds after release. Read the SEC filing.
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $0.47 (adjusted (non-GAAP) diluted) | $211.0M | Oct 28, 2026, 4:10:16 PM ET · on Nexqual +50 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (GKOS)
- Last four reported quarters (through Jun 30, 2026): revenue $613M, net income -$188M (-30.7% margin), free cash flow -$12.2M (SEC filings).
- 1 of 80 tracked superinvestors hold GKOS (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 19 Form 4 filings, $29.2M; 8 not under a Rule 10b5-1 plan ($18.3M); 10 by opportunistic insiders (5 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.86 on a 1–5 scale) (14 analysts), mean target USD 199.31 (range 172–225).
- Total return with dividends: 1Y +191.3% vs S&P 500 +12.9%; 5Y +391.3% vs S&P 500 +78.8%.
- Next earnings: 2026-10-28, EPS estimate USD 0.11, revenue estimate $187M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (GKOS)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $294M | $283M | $315M | $383M | $507M | $613M |
| Gross profit | $227M | $214M | $239M | $289M | $283M | — |
| Operating income | -$32.9M | -$82.3M | -$129M | -$122M | -$200M | -$193M |
| Net income | -$49.6M | -$99.2M | -$135M | -$146M | -$188M | -$188M |
| EPS (diluted) | -$1.07 | -$2.09 | -$2.78 | -$2.77 | -$3.28 | — |
| Free cash flow | -$23.1M | -$63.3M | -$78.0M | -$67.6M | -$22.5M | -$12.2M |
| Gross margin | 77.3% | 75.6% | 76.0% | 75.5% | 55.7% | — |
| Operating margin | -11.2% | -29.1% | -40.9% | -31.9% | -39.3% | -31.6% |
| Net margin | -16.9% | -35.1% | -42.8% | -38.2% | -37.0% | -30.7% |
| Revenue growth | +30.7% | -3.8% | +11.3% | +21.9% | +32.3% | — |
| Cash + short-term investments | $424M | $120M | $93.5M | $170M | $90.8M | — |
| Total debt | $280M | $281M | $283M | — | — | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (GKOS)
P/S 21.6x · P/B 19.4x · FCF yield -0.09% · Earnings yield -1.42%
Superinvestors (SEC 13F-HR, Q2 2026) (GKOS)
1 of 80 tracked investors hold GKOS. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.01% | $673K | New position |
Insider sales (SEC Form 4, open-market, last ~7 months) (GKOS)
11 of 19 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | 1,527 | $251K | 2.2% | Yes (adopted June 12, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-25 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | 1,615 | $249K | 2.2% | Yes (adopted June 12, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-16 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | 1,457 | $243K | 2% | Yes (adopted June 12, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-28 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | 13,744 | $2.5M | 15.7% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-19 | Kliman Gilbert H | Director | 2,500 | $475K | 6.3% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-11 | Gilliam Joseph E | PRESIDENT & COO | 60,000 | $10.8M | 45.3% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-07 | Thurman Alex R. | SVP & CHIEF FINANCIAL OFFICER | 20,000 | $3.6M | 31.3% | Yes (adopted December 15, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-31 | Wen Leana | Director | 525 | $88K | 2.4% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-07-16 | Thurman Alex R. | SVP & CHIEF FINANCIAL OFFICER | 10,000 | $1.6M | 18.6% | Yes (adopted December 15, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-09 | Thurman Alex R. | SVP & CHIEF FINANCIAL OFFICER | 10,000 | $1.6M | 18.6% | Yes (adopted December 15, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-06 | Thurman Alex R. | SVP & CHIEF FINANCIAL OFFICER | 10,000 | $1.5M | 18.6% | Yes (adopted December 15, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-07-01 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | 716 | $100K | 0.8% | Yes (adopted March 12, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-06-16 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | 1,537 | $201K | 1.7% | Yes (adopted March 12, 2026) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-14 | Kliman Gilbert H | Director | 5,000 | $704K | 12.3% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-11 | Kliman Gilbert H | Director | 5,000 | $675K | 12.3% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-01 | Gilliam Joseph E | PRESIDENT & COO | 19,573 | $2.8M | 21% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-01 | Wen Leana | Director | 1,700 | $244K | 7.9% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-04-30 | Thurman Alex R. | SVP & CHIEF FINANCIAL OFFICER | 10,000 | $1.4M | 18.6% | Yes (adopted December 15, 2025) | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-04-10 | Navratil Tomas | CHIEF DEVELOPMENT OFFICER | 2,093 | $246K | 2.3% | Yes (adopted March 12, 2026) | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (GKOS)
Consensus Buy (mean 1.86 on a 1–5 scale), 14 analysts; mean target USD 199.31 (low 172, high 225).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-29 | Stifel | Target raised | Buy | $190 → $225 |
| 2026-10-29 | BTIG | Target raised | Buy | $205 → $234 |
| 2026-10-29 | Needham | Target raised | Buy | $201 → $251 |
| 2026-10-12 | BTIG | Target raised | Buy | $202 → $205 |
| 2026-09-22 | Jefferies | Target raised | Buy | $190 → $210 |
| 2026-08-20 | BTIG | Target raised | Buy | $193 → $202 |
| 2026-07-30 | UBS | Target raised | Neutral | $150 → $172 |
| 2026-07-30 | HC Wainwright & Co. | Target raised | Buy | $168 → $195 |
| 2026-07-30 | Citigroup | Target raised | Buy | $175 → $188 |
| 2026-07-30 | Piper Sandler | Target raised | Overweight | $165 → $195 |
| 2026-07-30 | Jefferies | Target raised | Buy | $165 → $190 |
| 2026-07-30 | Stifel | Target raised | Buy | $175 → $190 |
Total return (dividends reinvested) (GKOS)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +191.3% | +391.3% |
| S&P 500 (SPY) | +12.9% | +78.8% |
| Per year | +191.5% | +37.4% |
| Volatility (annualized) | 54.5% | 47.5% |
| Max drawdown | -28.4% (May 2026→Jun 2026) | -53.4% (Jan 2025→Oct 2025) |
GKOS earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Sep 30, 2026 | $0.47 | −$0.09 | Beat +$0.56 | — |
| — | Quarter ended Jun 30, 2026 | −$0.14 | −$0.21 | Beat +33.3% | — |
| — | Quarter ended Mar 31, 2026 | −$0.18 | −$0.28 | Beat +35.7% | — |
| — | Quarter ended Dec 31, 2025 | −$0.28 | −$0.20 | Miss −40.0% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
GKOS recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 28, 2026 | 10-Q | Quarterly report · period ended Sep 30, 2026 |
| Oct 28, 2026 | 8-K | Quarterly results; Regulation FD disclosure |
| Aug 3, 2026 | 8-K | Regulation FD disclosure |
| Jul 29, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Jul 29, 2026 | 8-K | Quarterly results; Regulation FD disclosure |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
GKOS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $0.11 | $0.01 | +922.2% | $187.5M | 13 |
| Next quarter (ends Mar 2027) | $0.02 | $-0.00 | +$0.02 | $187.5M | 8 |
| Current fiscal year (ends Dec 2026) | $-0.30 | $-0.53 | +$0.23 | $691.7M | 13 |
| Next fiscal year (ends Dec 2027) | $0.52 | $0.42 | +23.3% | $852.4M | 13 |
Key Statistics (as of October 29, 2026 at 13:46 UTC)
| Price | USD 224.58 |
|---|---|
| Change | ▲ 23.76% (up) |
| Previous Close | USD 181.47 |
| Open | USD 211 |
| Day Range | USD 207.41 – 229.03 |
| 52-Week Range | USD 80.91 – 229.03 |
| Volume | 931,993 shares |
| Market Cap | $13.25B |
| Exchange | NYQ |
Technical Analysis (GKOS)
Nexqual's technical model rates GKOS "BUY" based on 5 bullish and 3 bearish signals across 128 daily candles, as of October 29, 2026 at 13:46 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 83.6 (overbought) |
| vs SMA50 | Above (USD 171.88) |
| MACD | 7.29 (positive) |
Analyst Ratings (GKOS)
Wall Street analysts rate GKOS "Buy" based on 14 analysts, with a mean price target of USD 199.31 (range USD 172–225), per Nexqual as of October 29, 2026 at 13:46 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 199.31 |
| High Target | USD 225 |
| Low Target | USD 172 |
| Buy / Hold / Sell | 13 / 1 / 0 |
Earnings (GKOS)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 0.11 |
| Revenue Estimate | $187.47M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 0.47 vs est -0.09 ▲ beat |
| 2026-06-30 | USD -0.14 vs est -0.21 ▲ beat |
| 2026-03-31 | USD -0.18 vs est -0.28 ▲ beat |
| 2025-12-31 | USD -0.28 vs est -0.2 ▼ miss |
Source: Nexqual, October 29, 2026 at 13:46 UTC.
Financials & Fundamentals (GKOS)
| Total Revenue | $612.84M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +49.50% |
| Gross Margin | +79.12% |
| Operating Margin | -8.49% |
| Profit Margin | -30.69% |
| ROE | -25.98% |
| Debt / Equity | 0.16 |
| Current Ratio | 5.04 |
| Total Cash | $286.23M |
| Total Debt | $107.60M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | -$12.20M (-2.0% of revenue) |
Source: Nexqual, October 29, 2026 at 13:46 UTC.
Financial Health Score (GKOS)
Nexqual rates Glaukos Corporation's overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 13:46 UTC.
| Growth | Strong — Revenue +32% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 61%, operating -32% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Strong — $286M cash vs $108M debt, net cash position |
| Cash Flow | Weak — FCF negative: -$12M (last 4 quarters to Jun 2026, SEC), burning cash |
| Efficiency | Critical — ROE -28%, ROA -20.4% (last 4 quarters, SEC) |
Ownership (GKOS)
| Insider Ownership | +3.57% |
|---|---|
| Institutional Ownership | +105.44% |
| Shares Outstanding | 58.98M |
| Float | 56.83M |
| Short % of Float | +8.92% |
Source: Nexqual, October 29, 2026 at 13:46 UTC.
Leadership (GKOS)
Glaukos Corporation is led by Thomas William Burns, Chairman & CEO, per Nexqual as of October 29, 2026 at 13:46 UTC.
| Chairman & CEO | Thomas William Burns |
|---|---|
| President & COO | Joseph E. Gilliam |
| Senior VP & CFO | Alex R. Thurman |
| Vice President of Investor Relations & Corporate Affairs | Christopher William Lewis |
| Senior Vice President of Human Resources | Michele M. Allegretto |
Major Backers & Investors (GKOS)
Notable institutional backers of Glaukos Corporation include Jupiter Topco LLC, Primecap Management Company, JANUS INVESTMENT FUND-Janus Henderson Triton Fund, according to Nexqual as of October 29, 2026 at 13:46 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Jupiter Topco LLC | 8.24% |
| Primecap Management Company | 5.16% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | 2.99% |
| Millennium Management | 2.68% |
| Holocene Advisors, LP | 2.57% |
| Citadel | 2.36% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.17% |
| Vanguard Group | 9.96% |
| State Street | 3.93% |
| Geode Capital | 2.48% |
Source: Nexqual, October 29, 2026 at 13:46 UTC.
From Glaukos Corporation's Latest SEC 10-K Filing (filed 2026-02-23)
Key Strengths & Strategy (as disclosed to the SEC)
- Under FDA regulations, combination products are subject to cGMP requirements applicable to both drugs and devices, including the Quality System (QS) regulations applicable to medical devices.
- Our KXL System, which delivers UVA light to a large portion of the cornea, in conjunction with our Photrexa therapy, was approved by the FDA in 2016 for use in the U.S. following removal of the epithelium (often referred to as "epi-off"), a procedure familiar to ophthalmologists.
- We received FDA approval of our New Drug Application (NDA) for the iLink system using Epioxa therapy for the treatment of keratoconus without the removal of the epithelium (often referred to as "iLink epi-on") in October 2025.
- The FDA will generally conduct a pre-approval inspection of the applicant's or its third-party manufacturers' or suppliers' manufacturing facility or facilities to ensure compliance with the FDA's Quality System Regulation (QSR).
Partnerships
- In September 2021, we entered into a licensing agreement with Attillaps Holdings, Inc. (Attillaps) to research, develop, manufacture and commercialize Attillaps' proprietary library of investigational pharmaceutical compounds that target the eradication of Demodex mites, which are the root cause of Demodex blepharitis and often associated with meibomian gland dysfunction and related ophthalmic diseases.
- We recently reached agreement with the city of Huntsville, Alabama to build a brand-new 200,000 square foot R&D and manufacturing facility with construction anticipated to begin in 2026.
Legal & Regulatory Risks (Item 1A, quoted)
- The current administration has enacted or proposed legislative, administrative and executive actions and regulatory changes that could affect our ability to profitably sell our commercialized products or products for which we obtain marketing approval.
- Our business, products and processes are subject to extensive regulation both in the U.S. and abroad and it can be costly to comply with these regulations. Any failure to adhere to applicable regulations could harm our business, financial condition and operating results.
- We have ongoing responsibilities under FDA regulations and applicable foreign laws and regulations and we may also be required to seek additional regulatory approvals to modify our approved products or their manufacturing processes or indications, which may entail significant time and expense.
- We are also subject to the EU's Medical Devices Regulation (MDR) and the United Kingdom's Medical Device Regulation (UKMDR), each of which could result in substantial additional costs of compliance.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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| BIO | Bio-Rad Laboratories, Inc. | USD 385 | ▼ 0.03% |
| BRKR | Bruker Corporation | USD 62.14 | ▲ 0.23% |
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 13:46 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt