Glaukos Corp (GKOS)

In August 2025, Glaukos' Q2 revenue increased by 30%. In September 2025, Seeking Alpha flagged GKOS stock as 'overpriced and has negative EPS revisions,' leading to a 'Sell' rating. On October 30, 2025, the stock increased almost 14% and Glaukos announced record net sales driven by iDose® TR adoption and FDA approval of Epioxa. In November 2025, Brown Capital sold $35 million in Glaukos stock. On January 13, 2026, Glaukos announced preliminary Q4 and full-year 2025 net sales and reaffirmed its 2026 revenue guidance, followed by reaffirming its 2026 sales guidance and highlighting iDose TR momentum on January 24, 2026, which saw the stock rise by 10.0%. A director sold 15,000 shares on January 31, 2026. As of early February 2026, the stock had increased by 1.75% in the past month, though short interest recently increased by 10.11%.

While specific statements regarding demand seasonality for Glaukos Corp.'s products and services were not explicitly found, the company has reported 'sustained growth acceleration' and 'growing iDose® TR adoption and utilization' in its financial results, suggesting a generally increasing demand for its innovative ophthalmic therapies rather than pronounced seasonal fluctuations. The company's focus on addressing chronic eye diseases like glaucoma and keratoconus implies a consistent need for its treatments throughout the year.

Glaukos Corp. is dedicated to developing and commercializing innovative therapies for glaucoma, corneal disorders, and retinal diseases, focusing on novel, 'dropless' platforms. Its major products include Micro-Invasive Glaucoma Surgery (MIGS) devices like the iStent and sustained drug-delivery solutions with its iDose® TR implant. Glaukos also offers corneal cross-linking technologies through its acquisition of Avedro, including Photrexa and Epioxa, for treating keratoconus and corneal ectasia, and is advancing its pipeline with sustained-release drug delivery platforms for retinal diseases.

Glaukos' global headquarters is located in Aliso Viejo, California, and it has a significant international presence with locations and direct sales subsidiaries in countries including the United States, Canada, the United Kingdom, Germany, Japan, Australia, and Brazil. The company also utilizes independent distributors in various other countries, serving surgeons and patients across North America, Europe, Asia Pacific, and the Middle East.

Glaukos has maintained a reputation as a trusted industry leader, emphasizing innovation and patient care, publishing its 2024 Sustainability Report on April 16, 2025. The company has been covered by the media for 39 events in the last year, with 23 being company updates and one related to partnerships. However, its reputation faced a challenge in September 2025 when Seeking Alpha flagged the stock as 'overpriced and has negative EPS revisions,' assigning a 'Sell' rating.

Glaukos Corporation's ownership is primarily institutional, accounting for 88.48% of holdings, with individual insiders holding approximately 3.16%. Major institutional owners include BlackRock, Inc., The Vanguard Group Inc., Wellington Management Group Llp, Primecap Management Co/ca/, State Street Corp, Ameriprise Financial Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Alliancebernstein L.p., and IWM - iShares Russell 2000 ETF. Thomas Burns, the President and Chief Operating Officer, is a significant individual owner, holding 2.8% of the equities.