Glaukos (GKOS) Q4 Sales Miss Expectations, Shares Drop 12%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy GKOS?
Source: seekingalpha
- Sales Data Release: Glaukos reported Q4 sales of $45 million, which, while exceeding expectations, fell short of market forecasts, resulting in a ~12% drop in premarket trading.
- Annual Sales Outlook: The company anticipates annual sales of $136 million, maintaining its overall revenue forecast of $600 million to $620 million, despite market consensus being $612.3 million, indicating some market pressure.
- Analyst Ratings: Truist's Richard Newitter noted that while the $45 million sales beat expectations, it did not meet the hoped-for growth, maintaining a 'buy' rating, reflecting confidence in future performance.
- Investment Opportunity: Needham's David Saxon also maintains a 'buy' rating, suggesting that the current sales weakness presents a buying opportunity, indicating confidence in the company's long-term growth potential.
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Analyst Views on GKOS
Wall Street analysts forecast GKOS stock price to rise
13 Analyst Rating
12 Buy
0 Hold
1 Sell
Strong Buy
Current: 106.740
Low
72.00
Averages
127.08
High
165.00
Current: 106.740
Low
72.00
Averages
127.08
High
165.00
About GKOS
Glaukos Corporation is an ophthalmic pharmaceutical and medical technology company. The Company is focused on developing and commercializing therapies for the treatment of glaucoma, corneal disorders and retinal diseases. Its commercial solutions and development-stage product candidates include Micro-Invasive Glaucoma Surgery (MIGS) products that primarily involve the insertion of a micro-scale device designed to reduce intraocular pressure (IOP) by restoring the natural aqueous humor outflow pathways for patients suffering from glaucoma; procedural pharmaceuticals based on an intracameral drug delivery technology designed to reduce IOP by delivering therapeutic levels of glaucoma medication from inside the eye over an extended period of time; and bio-activated pharmaceuticals that are intended to strengthen, stabilize, and reshape the cornea for patients impacted by corneal ectatic disorders, such as keratoconus or refractive disorders, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Glaukos Set to Announce Q4 Earnings Expectations
- Earnings Announcement Date: Glaukos (GKOS) is set to announce its Q4 2023 earnings on February 16 after market close, with a consensus EPS estimate of -$0.20, reflecting a 50% year-over-year improvement, indicating potential recovery in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q4 is $137.03 million, representing a 29.9% year-over-year increase, which highlights positive trends in market demand and product sales growth, potentially laying a solid foundation for future performance.
- Historical Performance Review: Over the past two years, Glaukos has beaten EPS estimates 50% of the time and has exceeded revenue estimates 100% of the time, demonstrating stability in financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen 2 upward revisions and 5 downward revisions, while revenue estimates experienced 7 upward revisions with no downward adjustments, reflecting analysts' mixed views on the company's future performance and optimism regarding revenue growth.
See More
Glaukos Director Stapley Sells Shares Worth $1.9 Million
- Share Sale Details: On January 22, 2026, Marc Stapley exercised 15,000 stock options and sold them in the open market for approximately $1.9 million at around $127.71 per share, reducing his direct holdings to 37,449 shares, with a post-transaction value of about $4.7 million.
- Compliance with Trading Plan: Stapley's transactions were pre-scheduled under a Rule 10b5-1 trading plan, ensuring all activities were conducted through direct ownership without involvement from indirect entities, reflecting compliance and transparency in insider trading practices.
- FDA Approval Impact: Glaukos received FDA approval on January 28, 2026, allowing physicians to re-administer a supplement to glaucoma patients, which is expected to enhance the company's competitive position in the ophthalmic market amid strong demand for eye health products.
- Stock Price Fluctuation Analysis: Despite a 25% decline in Glaukos' stock throughout 2025, the stock rose 4.3% in January 2026, and the recent FDA approval may positively impact share prices in the short term, although the company continues to face risks of ongoing net losses in the long term.
See More
Glaukos Director Sells 15,000 Shares for $1.9 Million
- Executive Stock Sale: Glaukos Corporation director Marc Stapley executed a direct sale of 15,000 shares on January 22, 2026, for approximately $1.9 million, significantly exceeding the median administrative disposition of 6,250 shares since May 2024, indicating confidence in the company's future prospects.
- Ownership Impact: Following this transaction, Stapley's direct holdings fell to 37,449 shares, valued at around $4.71 million, representing only 0.07% of outstanding shares, which may diminish his influence on future corporate decisions.
- FDA Approval for New Product: On January 28, 2026, Glaukos announced FDA approval for the re-administration of a supplement for glaucoma patients, which could enhance the company's competitive position in the ophthalmic market and provide short-term support for its stock price.
- Financial Challenges: Despite a 4.3% stock price increase in January 2026, Glaukos faced a 25% decline throughout 2025 and has been operating at a zero profit level for over five years, with expectations of another net loss for FY 2025, indicating ongoing long-term challenges.
See More
Glaukos iDose TR Receives FDA Labeling Approval
- FDA Approval: Glaukos Corporation's iDose TR eye implant received FDA approval for a labeling change, allowing repeat administration for treating open-angle glaucoma or ocular hypertension, which is expected to significantly enhance patient treatment options.
- Increased Treatment Flexibility: CEO Thomas Burns stated that this labeling enhancement will provide physicians with greater flexibility in managing glaucoma patients over time, addressing the demand for repeat treatments.
- Safety Validation: The approval validates the safety and tolerability of repeat use as demonstrated in the iDose TR exchange trial, where a second implant showed a favorable safety profile over 12 months, further boosting market confidence in the product.
- Market Outlook: This approval not only enhances the competitive position of iDose TR but may also drive Glaukos's market share growth in the glaucoma treatment sector, aligning with the company's long-term strategic goals.
See More
Glaukos Receives FDA Approval for iDose TR Re-Administration
- FDA Approval for Re-Administration: Glaukos announced that its NDA labeling supplement for iDose TR has been approved by the FDA, allowing for repeat use in patients with healthy corneas, reflecting clinical evidence supporting its safety and tolerability, thereby providing more treatment options for patients.
- Clinical Safety Validation: iDose TR has demonstrated no significant corneal endothelial cell loss over three years in clinical studies, confirming its long-term safety, which will enhance physician confidence and flexibility in managing glaucoma patients.
- Growing Market Demand: With FDA approval, the market potential for iDose TR expands further, solidifying Glaukos' leading position in glaucoma treatment and meeting the increasing demand for safe and effective procedural pharmaceutical alternatives.
- Innovation Driving Technology: As the first long-duration intracameral drug delivery system, iDose TR aims to address patient compliance issues associated with traditional glaucoma medications, which is expected to significantly improve patient treatment experiences and clinical outcomes.
See More
Glaukos Receives FDA Approval for iDose TR Re-Administration
- FDA Approval for Re-Administration: The FDA has approved Glaukos' iDose TR re-treatment protocol based on a 2025 NDA labeling supplement, reflecting clinical evidence supporting its safety and tolerability, which is expected to expand treatment options for patients and enhance physician flexibility in glaucoma management.
- Safety Validation: iDose TR has demonstrated a favorable long-term corneal safety profile in clinical studies, with no significant corneal endothelial cell loss observed over three years, further solidifying its leading position as a safe and effective alternative in the ophthalmic community.
- Innovative Treatment Solution: iDose TR is a long-duration intracameral drug designed to address patient compliance issues associated with traditional glaucoma medications by continuously releasing medication, which is anticipated to improve patient quality of life.
- Growing Market Demand: With increasing demand for safe, effective, and sustained glaucoma treatment options, this FDA approval will help Glaukos capture a larger share in the rapidly evolving ophthalmic market, driving future growth for the company.
See More
Glaukos Set to Announce Q4 Earnings Expectations
- Earnings Announcement Date: Glaukos (GKOS) is set to announce its Q4 2023 earnings on February 16 after market close, with a consensus EPS estimate of -$0.20, reflecting a 50% year-over-year improvement, indicating potential recovery in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q4 is $137.03 million, representing a 29.9% year-over-year increase, which highlights positive trends in market demand and product sales growth, potentially laying a solid foundation for future performance.
- Historical Performance Review: Over the past two years, Glaukos has beaten EPS estimates 50% of the time and has exceeded revenue estimates 100% of the time, demonstrating stability in financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen 2 upward revisions and 5 downward revisions, while revenue estimates experienced 7 upward revisions with no downward adjustments, reflecting analysts' mixed views on the company's future performance and optimism regarding revenue growth.
See More
Glaukos Director Stapley Sells Shares Worth $1.9 Million
- Share Sale Details: On January 22, 2026, Marc Stapley exercised 15,000 stock options and sold them in the open market for approximately $1.9 million at around $127.71 per share, reducing his direct holdings to 37,449 shares, with a post-transaction value of about $4.7 million.
- Compliance with Trading Plan: Stapley's transactions were pre-scheduled under a Rule 10b5-1 trading plan, ensuring all activities were conducted through direct ownership without involvement from indirect entities, reflecting compliance and transparency in insider trading practices.
- FDA Approval Impact: Glaukos received FDA approval on January 28, 2026, allowing physicians to re-administer a supplement to glaucoma patients, which is expected to enhance the company's competitive position in the ophthalmic market amid strong demand for eye health products.
- Stock Price Fluctuation Analysis: Despite a 25% decline in Glaukos' stock throughout 2025, the stock rose 4.3% in January 2026, and the recent FDA approval may positively impact share prices in the short term, although the company continues to face risks of ongoing net losses in the long term.
See More
Glaukos Director Sells 15,000 Shares for $1.9 Million
- Executive Stock Sale: Glaukos Corporation director Marc Stapley executed a direct sale of 15,000 shares on January 22, 2026, for approximately $1.9 million, significantly exceeding the median administrative disposition of 6,250 shares since May 2024, indicating confidence in the company's future prospects.
- Ownership Impact: Following this transaction, Stapley's direct holdings fell to 37,449 shares, valued at around $4.71 million, representing only 0.07% of outstanding shares, which may diminish his influence on future corporate decisions.
- FDA Approval for New Product: On January 28, 2026, Glaukos announced FDA approval for the re-administration of a supplement for glaucoma patients, which could enhance the company's competitive position in the ophthalmic market and provide short-term support for its stock price.
- Financial Challenges: Despite a 4.3% stock price increase in January 2026, Glaukos faced a 25% decline throughout 2025 and has been operating at a zero profit level for over five years, with expectations of another net loss for FY 2025, indicating ongoing long-term challenges.
See More
Glaukos iDose TR Receives FDA Labeling Approval
- FDA Approval: Glaukos Corporation's iDose TR eye implant received FDA approval for a labeling change, allowing repeat administration for treating open-angle glaucoma or ocular hypertension, which is expected to significantly enhance patient treatment options.
- Increased Treatment Flexibility: CEO Thomas Burns stated that this labeling enhancement will provide physicians with greater flexibility in managing glaucoma patients over time, addressing the demand for repeat treatments.
- Safety Validation: The approval validates the safety and tolerability of repeat use as demonstrated in the iDose TR exchange trial, where a second implant showed a favorable safety profile over 12 months, further boosting market confidence in the product.
- Market Outlook: This approval not only enhances the competitive position of iDose TR but may also drive Glaukos's market share growth in the glaucoma treatment sector, aligning with the company's long-term strategic goals.
See More
Glaukos Receives FDA Approval for iDose TR Re-Administration
- FDA Approval for Re-Administration: Glaukos announced that its NDA labeling supplement for iDose TR has been approved by the FDA, allowing for repeat use in patients with healthy corneas, reflecting clinical evidence supporting its safety and tolerability, thereby providing more treatment options for patients.
- Clinical Safety Validation: iDose TR has demonstrated no significant corneal endothelial cell loss over three years in clinical studies, confirming its long-term safety, which will enhance physician confidence and flexibility in managing glaucoma patients.
- Growing Market Demand: With FDA approval, the market potential for iDose TR expands further, solidifying Glaukos' leading position in glaucoma treatment and meeting the increasing demand for safe and effective procedural pharmaceutical alternatives.
- Innovation Driving Technology: As the first long-duration intracameral drug delivery system, iDose TR aims to address patient compliance issues associated with traditional glaucoma medications, which is expected to significantly improve patient treatment experiences and clinical outcomes.
See More
Glaukos Receives FDA Approval for iDose TR Re-Administration
- FDA Approval for Re-Administration: The FDA has approved Glaukos' iDose TR re-treatment protocol based on a 2025 NDA labeling supplement, reflecting clinical evidence supporting its safety and tolerability, which is expected to expand treatment options for patients and enhance physician flexibility in glaucoma management.
- Safety Validation: iDose TR has demonstrated a favorable long-term corneal safety profile in clinical studies, with no significant corneal endothelial cell loss observed over three years, further solidifying its leading position as a safe and effective alternative in the ophthalmic community.
- Innovative Treatment Solution: iDose TR is a long-duration intracameral drug designed to address patient compliance issues associated with traditional glaucoma medications by continuously releasing medication, which is anticipated to improve patient quality of life.
- Growing Market Demand: With increasing demand for safe, effective, and sustained glaucoma treatment options, this FDA approval will help Glaukos capture a larger share in the rapidly evolving ophthalmic market, driving future growth for the company.
See More
