Zacks Research Has Negative Forecast for Glaukos Q1 Earnings

Glaukos Corporation (NYSE:GKOS) – Stock analysts at Zacks Research dropped their Q1 2026 EPS estimates for Glaukos in a research note issued on Monday, March 9th. Zacks Research analyst Team now forecasts that the medical instruments supplier will post earnings of ($0.27) per share for the quarter, down from their prior estimate of ($0.16). The consensus estimate for Glaukos’ current full-year earnings is ($1.08) per share. Zacks Research also issued estimates for Glaukos’ Q2 2026 earnings at ($0.24) EPS, Q3 2026 earnings at ($0.15) EPS, Q4 2026 earnings at ($0.01) EPS, FY2026 earnings at ($0.67) EPS, Q1 2027 earnings at ($0.10) EPS, Q2 2027 earnings at $0.09 EPS, Q3 2027 earnings at $0.10 EPS, Q4 2027 earnings at $0.33 EPS and FY2027 earnings at $0.42 EPS.

A number of other research firms also recently issued reports on GKOS. UBS Group boosted their target price on shares of Glaukos from $140.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, December 23rd. Wells Fargo & Company lifted their price target on shares of Glaukos from $122.00 to $135.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. William Blair raised shares of Glaukos to a “strong-buy” rating in a research report on Friday, January 30th. Stifel Nicolaus raised their target price on Glaukos from $115.00 to $160.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $165.00 price target on shares of Glaukos in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $133.69.

Glaukos Trading Down 2.6%

Shares of GKOS stock opened at $103.05 on Wednesday. Glaukos has a fifty-two week low of $73.16 and a fifty-two week high of $130.23. The company has a debt-to-equity ratio of 0.10, a quick ratio of 4.06 and a current ratio of 4.69. The stock has a 50 day simple moving average of $115.41 and a two-hundred day simple moving average of $101.18. The company has a market cap of $5.98 billion, a P/E ratio of -31.61 and a beta of 0.70.

Glaukos (NYSE:GKOS) last posted its quarterly earnings data on Tuesday, February 17th. The medical instruments supplier reported ($0.28) EPS for the quarter, missing analysts’ consensus estimates of ($0.22) by ($0.06). Glaukos had a negative return on equity of 7.00% and a negative net margin of 36.99%.The company had revenue of $143.12 million during the quarter, compared to analyst estimates of $132.16 million. During the same period in the prior year, the firm earned ($0.40) earnings per share. Glaukos’s revenue was up 35.6% compared to the same quarter last year.

Insider Buying and Selling at Glaukos

In related news, COO Joseph E. Gilliam sold 10,498 shares of the firm’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $127.68, for a total value of $1,340,384.64. Following the transaction, the chief operating officer owned 92,366 shares of the company’s stock, valued at approximately $11,793,290.88. This trade represents a 10.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Aimee S. Weisner sold 15,000 shares of Glaukos stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $117.38, for a total value of $1,760,700.00. Following the transaction, the director owned 18,806 shares of the company’s stock, valued at $2,207,448.28. This trade represents a 44.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 320,000 shares of company stock worth $37,202,909. 6.40% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Glaukos

Several institutional investors have recently bought and sold shares of the stock. Janus Henderson Group PLC lifted its stake in Glaukos by 183.4% during the 4th quarter. Janus Henderson Group PLC now owns 3,018,787 shares of the medical instruments supplier’s stock valued at $340,855,000 after acquiring an additional 1,953,578 shares in the last quarter. Primecap Management Co. CA grew its stake in shares of Glaukos by 49.8% in the 4th quarter. Primecap Management Co. CA now owns 3,376,928 shares of the medical instruments supplier’s stock worth $381,289,000 after acquiring an additional 1,123,140 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in shares of Glaukos by 209.0% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,350,425 shares of the medical instruments supplier’s stock valued at $152,476,000 after purchasing an additional 913,458 shares in the last quarter. Norges Bank purchased a new position in Glaukos during the second quarter worth about $76,314,000. Finally, Millennium Management LLC boosted its holdings in Glaukos by 75.3% during the fourth quarter. Millennium Management LLC now owns 1,609,699 shares of the medical instruments supplier’s stock worth $181,751,000 after purchasing an additional 691,289 shares during the last quarter. Institutional investors own 99.04% of the company’s stock.

Glaukos News Roundup

Here are the key news stories impacting Glaukos this week:

• Positive Sentiment: Zacks issued a FY2028 EPS forecast of $1.68 for Glaukos, signaling an expectation of material recovery and multi‑year profitability if the company hits that trajectory. This longer‑horizon upside may support investor optimism despite near‑term cuts. MarketBeat GKOS
• Neutral Sentiment: Despite the downward revisions, Zacks still models FY2027 EPS of $0.42 (return to profitability), indicating they view the company’s recovery as delayed rather than derailed — a mixed signal that could temper outright panic. MarketBeat GKOS
• Negative Sentiment: Zacks cut multiple near‑term estimates substantially: Q1–Q4 2026 and several 2027 quarter forecasts were reduced (examples: Q1 2026 from ($0.16) to ($0.27); Q2 2026 from ($0.12) to ($0.24); Q3 2026 from ($0.05) to ($0.15); FY2026 from ($0.29) to ($0.67); FY2027 from $0.78 to $0.42). These downgrades imply weaker near‑term profitability and raise the bar for upcoming quarters, which likely pressured the stock today. MarketBeat GKOS

About Glaukos

Glaukos Corporation is a medical technology company specializing in the development, manufacturing and commercialization of innovative therapies for patients with glaucoma and other chronic eye diseases. The company’s core offerings focus on micro-invasive glaucoma surgery (MIGS), designed to reduce intraocular pressure and manage glaucoma more safely and effectively than traditional surgical approaches. Glaukos’s flagship products include the iStent, iStent inject and iStent infinite trabecular micro-bypass stents, which are implanted during cataract surgery to improve aqueous outflow and help control eye pressure.

Beyond its MIGS portfolio, Glaukos has expanded into sustained drug-delivery solutions.