Should I Buy GKOS? GKOS 2026 Analysis

Should You Buy Glaukos Corp (GKOS) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

119.710

1 Day change

0.54%

52 Week Range

161.780

Analysis Updated At

2026/01/28

Buy GKOS now for a long-term position. The stock is in a confirmed uptrend (bullish moving averages + positive MACD expansion), news-driven momentum is supported by an FDA labeling catalyst for iDose TR re-administration, options positioning is strongly call-skewed, and Wall Street targets have been repeatedly raised into 2026. The main offsets are elevated insider selling and continued net losses, but for a beginner long-term investor with $50k–$100k who wants to act now, the balance of evidence favors buying over waiting.

Technical Analysis

Trend is bullish. Price closed at 123.94 (+4.41%) with bullish alignment of moving averages (SMA_5 > SMA_20 > SMA_200), indicating an established uptrend across short/medium/long timeframes. MACD histogram is positive (0.395) and expanding, reinforcing upward momentum. RSI(6) at ~59.6 is neutral-to-healthy (not overbought), suggesting room for continuation. Key levels: pivot/support ~114.72 (first meaningful support zone), near-term resistance R1 ~128.57 and next resistance R2 ~137.13. Current price is below R1, implying upside room before the next technical ceiling.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Options sentiment is strongly bullish: open interest put/call at 0.32 indicates puts are relatively scarce versus calls, and the very low volume put/call at 0.02 shows overwhelmingly call-dominant trading flow. Implied vol (30d ~63.46) is slightly above historical vol (~61.01), suggesting the market is pricing elevated but not extreme forward movement. Volume is active (today vs 30-day avg ~101.69%), consistent with heightened attention after catalysts.

Technical Summary

Sell

Buy

Positive Catalysts

FDA catalyst (2026-01-28): iDose TR labeling change now allows repeat administration, expanding addressable use cases and improving the long-term product value proposition.
Analyst momentum: multiple firms raised price targets and kept Buy/Overweight ratings, highlighting durable multi-year growth narrative (iDose adoption/reimbursement, Epioxa ramp potential).
Positioning/flow: Hedge funds are buying (reported +318% QoQ increase in buying amount), and options are strongly call-skewed (bullish sentiment).
Operating momentum: latest reported quarter showed strong revenue growth (+38.14% YoY in 2025/Q
and expanding gross margin (78.41%, +2.31% YoY).

Neutral/Negative Catalysts

Insider selling is elevated (reported selling amount +1898% over the last month), which can be a sentiment headwind.
Profitability still negative: 2025/Q3 net income was -$16.23M and EPS -0.28 (both worse YoY), meaning the story remains growth-first rather than earnings-driven.
Pattern-based short-horizon risk: the provided candlestick-pattern model suggests a higher chance of weakness over the next week/month (-3.61% next week, -6.58% next month), implying potential near-term volatility even within a broader uptrend.
Upcoming event: QDEC 2025 earnings on 2026-02-17 (after hours) could create a sharp move depending on guidance and iDose/Epioxa commentary.

Financial Performance

Latest quarter: 2025/Q3. Revenue rose to $133.54M (+38.14% YoY), showing strong top-line acceleration. Gross margin improved to 78.41% (+2.31% YoY), a constructive sign of product mix/pricing and scaling. However, losses widened: net income declined to -$16.23M (more negative YoY) and EPS fell to -0.28 (more negative YoY), indicating the company is still investing heavily and has not yet translated growth into profitability.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent analyst trend is decisively positive with a series of price target raises and continued Buy/Overweight stances: Stifel to $160 (Buy), Stephens to $145 (Overweight), UBS to $145 (Buy), Truist to $145 (Buy), Goldman to $138 (Buy), and others lifting targets into late 2025/early 2026. Wall Street pros: iDose ramp with expanding reimbursement/utilization, FDA-driven product strengthening (re-administration), multi-year growth story, and potential Epioxa upside driving growth acceleration projections. Wall Street cons: near-term profitability remains negative and execution risk around launches/uptake and quarterly volatility; insider selling can be viewed as a confidence overhang. Politician/influential activity: No recent congress trading data available in the last 90 days.

13 Analyst Rating

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 USD and a high forecast of 165 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.

12 Buy

0 Hold

1 Sell

Strong Buy

Current: 119.070

Low

Averages

127.08

High

165

Current: 119.070

Low

Averages

127.08

High

165

Wells Fargo

Overweight

maintain

$122

AI Analysis

2026-01-28

New

Reason

Wells Fargo

Price Target

$122

AI Analysis

2026-01-28

New

maintain

Overweight

Reason

Wells Fargo notes that Glaukos has announced FDA approval of its repeat dosing label for iDose, in line with the firm's expectations. Label appears broad though with some corneal-safety limits. Overall, Wells views this as supportive of the long-term iDose annuity model. The firm has an Overweight rating on the shares with a price target of $122.

BTIG

Buy

maintain

$123 -> $131

2026-01-28

New

Reason

BTIG

Price Target

$123 -> $131

2026-01-28

New

maintain

Buy

Reason

BTIG raised the firm's price target on Glaukos to $131 from $123 and keeps a Buy rating on the shares after the company announced FDA approval allowing for repeat treatments of iDose. Glaukos now has a much broader label for iDose than the prior label, which was limited to one iDose per eye, the analyst tells investors in a research note. BTIG believes the approval gives the company "significant optionality" in the interventional glaucoma space.

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GKOS Should I Buy

GKOS Should I Buy

Should You Buy Glaukos Corp (GKOS) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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