Glaukos (GKOS) Q4 Sales Miss Expectations, Shares Drop 12%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
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 over the next 12 months. According to Wall Street analysts, the average 1-year price target for GKOS is 127.08 USD with a low forecast of 72.00 USD and a high forecast of 165.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
12 Buy
0 Hold
1 Sell
Strong Buy
Current: 119.070
Low
72.00
Averages
127.08
High
165.00
Current: 119.070
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 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.
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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.
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