Glaukos Rallies After Strong Q3 Results and Higher Sales Outlook

Glaukos Corporation (GKOS) is up 15.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong third-quarter earnings release that showed much faster sales growth, a swing to profitability, and a sharp increase in full-year guidance. Investors also seem to be reacting to management’s preliminary 2027 sales target of $1 billion, which reinforced expectations that iDose TR and Epioxa can keep driving outsized growth.

Details:

Glaukos posted record third-quarter 2026 net sales of $211.0 million, up 58% from a year earlier.

The company reported net income of $2.0 million, or $0.03 per diluted share, compared with a net loss in the year-ago period.

Management raised 2026 net sales guidance to $775 million to $785 million, up from the prior $680 million to $700 million range.

Glaukos also introduced preliminary 2027 net sales guidance of $1 billion, suggesting confidence in continued momentum from its glaucoma and corneal health franchises.

Sources:

SEC, Glaukos Investor Relations, Earnings Whispers

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GKOS Insider Trading Activity

$GKOS insiders have traded $GKOS stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 have been sales.

Here’s a breakdown of recent trading of $GKOS stock by insiders over the last 6 months:

JOSEPH E GILLIAM (PRESIDENT & COO) has made 0 purchases and 3 sales selling 79,573 shares for an estimated $13,594,167.
ALEX R. THURMAN (SVP & CHIEF FINANCIAL OFFICER) has made 0 purchases and 5 sales selling 60,000 shares for an estimated $9,652,600.
TOMAS NAVRATIL (CHIEF DEVELOPMENT OFFICER) has made 0 purchases and 19 sales selling 20,596 shares for an estimated $3,527,008.
GILBERT H KLIMAN has made 0 purchases and 3 sales selling 12,500 shares for an estimated $1,853,800.
LEANA WEN has made 0 purchases and 2 sales selling 2,225 shares for an estimated $331,700.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$GKOS Hedge Fund Activity

We have seen 210 institutional investors add shares of $GKOS stock to their portfolio, and 148 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 752,642 shares (+inf%) to their portfolio in Q2 2026, for an estimated $105,189,245
FULLER & THALER ASSET MANAGEMENT, INC. added 529,922 shares (+inf%) to their portfolio in Q2 2026, for an estimated $74,061,898
D. E. SHAW & CO., INC. removed 501,106 shares (-89.8%) from their portfolio in Q2 2026, for an estimated $70,034,574
BALYASNY ASSET MANAGEMENT L.P. added 491,636 shares (+inf%) to their portfolio in Q2 2026, for an estimated $68,711,047
GOLDMAN SACHS GROUP INC removed 477,937 shares (-34.8%) from their portfolio in Q2 2026, for an estimated $66,796,475
BLACKROCK, INC. added 450,027 shares (+5.0%) to their portfolio in Q2 2026, for an estimated $62,895,773
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC added 446,550 shares (+inf%) to their portfolio in Q2 2026, for an estimated $62,409,827

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$GKOS Government Contracts

We have seen $190,415 of award payments to $GKOS over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

TRAVOPROST 75MCG: $169,104
IDOSE TRAVOPROST 75MCG IMPLANT: $21,310

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$GKOS Analyst Ratings

Wall Street analysts have issued reports on $GKOS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 06/10/2026

To track analyst ratings and price targets for $GKOS, check out Quiver Quantitative's $GKOS forecast page.

$GKOS Price Targets

Multiple analysts have issued price targets for $GKOS recently. We have seen 5 analysts offer price targets for $GKOS in the last 6 months, with a median target of $165.0.

Here are some recent targets:

Joanne Wuensch from Citigroup set a target price of $175.0 on 07/08/2026
Yi Chen from HC Wainwright & Co. set a target price of $168.0 on 07/06/2026
Adam Maeder from Piper Sandler set a target price of $165.0 on 07/01/2026
David Saxon from Needham set a target price of $150.0 on 06/17/2026
Ryan Zimmerman from BTIG set a target price of $162.0 on 06/10/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.