GKOS

Over the past six months, Glaukos Corp. experienced several significant stock events. The company reported strong fiscal Q2 2026 performance with record net sales of $185.6 million, a 50% year-over-year increase, and an adjusted loss per share of $(0.14), both surpassing analyst expectations, leading to an upgraded full-year 2026 net sales guidance of $680 million to $700 million. Glaukos secured a permanent HCPCS J-code (J2789) for its Epioxa therapy effective July 1, 2026, which is expected to streamline billing and accelerate payer coverage. The glaucoma franchise, particularly iDose TR, demonstrated robust growth, and analysts issued positive revisions and elevated price targets, with Jefferies raising its GKOS price target from $190 to $210 in October 2026. However, insider selling activity by officers in October and September 2026, though under pre-established trading plans, contributed to investor unease and a stock decline of over 13% on October 8, 2026. On October 9, 2026, Glaukos announced positive topline results from a Phase 4 study evaluating iDose TR in combination with cataract surgery, showing statistically significant superiority in reducing intraocular pressure. Additionally, Glaukos entered into an exclusive licensing agreement with RevOpsis Therapeutics in October 2026 to develop and commercialize RO-104 for retinal diseases. The stock price performed strongly, increasing by 93.58% from $84.62 on September 22, 2025, to $163.81 as of September 18, 2026, and gained 90.4% over the 12 months ending October 9, 2026.