Glaukos 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
Glaukos Corp (GKOS) shares fell 12% after reporting Q4 sales of $45 million, which, while exceeding expectations, did not meet market forecasts, leading to a significant drop in premarket trading.
The company's annual sales outlook of $136 million is below the market consensus of $612.3 million, indicating some market pressure. Analysts from Truist and Needham maintain 'buy' ratings, suggesting that despite the sales miss, there is confidence in the company's long-term growth potential, particularly with upcoming product launches.
This mixed performance reflects investor concerns about growth despite the positive sales beat, highlighting the importance of future product launches like Epioxa and iDose TR for improving market sentiment.
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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: 121.000
Low
72.00
Averages
127.08
High
165.00
Current: 121.000
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.
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Glaukos Director Stapley Sells Shares Worth $1.9 Million
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- Sales Miss: The quarterly sales of $175.694 million fell short of the analyst consensus estimate of $177.533 million, yet the overall performance reflects the company's resilience in a competitive fast-food market.
- Stock Surge: Following the earnings report, Wingstop's shares jumped 17.3% to $295.31 on Wednesday, signaling optimistic investor sentiment and potentially attracting more institutional interest in the stock.
- Positive Market Reaction: The broader U.S. stock market rose, with the Dow Jones index gaining around 250 points on Wednesday, and Wingstop's strong performance further fueled market optimism, reflecting investor confidence in the recovery of the restaurant sector.
See More
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- Quarterly Performance: Glaukos reported a Q4 loss of $0.28 per share, missing the analyst consensus of a $0.20 loss, indicating challenges in profitability that may affect investor confidence.
- Sales Beat Expectations: The company achieved quarterly sales of $143.1 million, surpassing the analyst estimate of $136.396 million, suggesting strong product demand that could lay the groundwork for future growth.
- Future Sales Guidance: Glaukos affirmed its FY2026 sales guidance of $600 million to $620 million, demonstrating confidence in future market prospects despite current losses.
- Analyst Rating Revisions: Needham analyst raised Glaukos' price target from $125 to $127, while Wells Fargo increased its target from $122 to $135, reflecting market recognition of the company's long-term potential.
See More
Glaukos Corporation Reports Record Q4 2025 Earnings and Strong 2026 Guidance
- Record Sales Performance: Glaukos Corporation achieved consolidated net sales of $143.1 million in Q4 2025, reflecting a 36% year-over-year increase, with full-year sales reaching $507.4 million, up 32% from 2024, indicating robust growth in the ophthalmic market.
- iDose TR Driving Growth: The iDose TR product generated approximately $45 million in sales during the fourth quarter, with expectations for a 30% year-over-year growth in the U.S. glaucoma market in 2026, highlighting its rapid market acceptance and significant future potential.
- Optimistic Outlook for Epioxa: The newly approved Epioxa therapy for keratoconus has garnered positive interest from the physician community, suggesting it may establish a new standard of care and drive market share growth in the corneal health segment.
- Ongoing Investment and Strategic Planning: The company reaffirmed its 2026 net sales guidance range of $600 million to $620 million, emphasizing a continued balance between capital investments and revenues to achieve cash flow breakeven, ensuring sustainable long-term growth.
See More
Glaukos Q4 Earnings Beat Expectations Despite EPS Miss
- Earnings Report: Glaukos reported a Q4 non-GAAP EPS of -$0.28, missing expectations by $0.08, indicating challenges in profitability despite revenue growth.
- Revenue Growth: The company achieved Q4 revenue of $143.1 million, a 35.6% year-over-year increase, exceeding market expectations by $6.08 million, reflecting strong product demand and expanding market share.
- Market Reaction: Despite the EPS miss, Glaukos's stock price rose, indicating investor optimism regarding the company's revenue growth and future potential.
- Future Outlook: With the FDA's approval of the iDose TR labeling update, Glaukos is positioned to enhance its competitive edge, driving future sales growth and improving profitability.
See More
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- 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
