Glaukos Corp (GKOS)

Glaukos Corp. experienced strong financial results and raised guidance due to the adoption of its iDose TR implant. The iDose TR launch gained traction with surgeon adoption and expanding reimbursement coverage. The FDA accepted the New Drug Application (NDA) for Epioxa. Analysts have maintained or lifted their "Buy" ratings on GKOS. As of January 2, 2026, the share price was $110.72, representing a decline of 26.89% from January 3, 2025. In November 2025, President & COO Joseph E. Gilliam sold 19,340 shares for US$1.74 million.

The provided search results do not contain explicit information about the demand seasonality for Glaukos Corp.'s products and services. The company's focus on chronic eye diseases suggests a relatively consistent demand driven by ongoing patient needs rather than strong seasonal fluctuations.

Glaukos Corporation is an ophthalmic medical technology and pharmaceutical company focused on developing and commercializing therapies for glaucoma, corneal disorders, and retinal diseases. Glaukos pioneered Micro-Invasive Glaucoma Surgery (MIGS) as an alternative to traditional glaucoma treatments. The company's mission is to transform vision by introducing innovative, dropless platforms that enhance the standard of care and improve outcomes for patients with chronic, sight-threatening eye conditions. Glaukos's major products include Micro-Invasive Glaucoma Surgery (MIGS) Devices, iDose® TR, Corneal Health Products, Retinal Disease Therapies, and Other Pipeline Products.

Glaukos Corporation is headquartered in Aliso Viejo, California, USA, and has operations in Canada, the United Kingdom, Germany, Japan, Australia, and Brazil. In 2024, the U.S. market accounted for 70% of net sales, while international markets contributed 30%. Glaukos is expanding its international infrastructure and product portfolio, including EU MDR clearance for iStent infinite in Europe and a new French Health Authority rebate agreement in 2024.

Glaukos has a strong brand reputation as a pioneer and global market leader in Micro-Invasive Glaucoma Surgery (MIGS). Positive clinical outcomes and product adoption of iDose TR have contributed to a positive reputation. The FDA acceptance of the NDA for Epioxa further solidifies Glaukos' reputation. Glaukos released its sixth annual Sustainability Report covering the 2024 calendar year. The market is highly competitive, necessitating continuous innovation and strong market execution to maintain its reputation. Reimbursement complexities could impact market penetration and reputation among healthcare providers.

Glaukos Corporation's stock is predominantly owned by institutional investors, holding approximately 64.26% to 89.89% of the company's stock. Individuals hold around 3.69% to 8.38%, and public companies hold about 23.67%. Major institutional owners include BlackRock, Inc., The Vanguard Group Inc., and Wellington Management Group Llp.