Glaukos Stock Jumps 13% After Q4 Beat: Here’s What Its 2026 Guidance Signals

Rexielyn Diaz4 minute read
Reviewed by: Thomas Richmond
Last updated Feb 19, 2026

Key Stats for GKOS Stock

  • Price Change for GKOS stock: +13.47%
  • GKOS Share Price as of Feb. 18: $121
  • 52-Week High: $161.58
  • GKOS Stock Price Target: $131.77

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What Happened?

Glaukos Corporation (GKOS) stock climbed roughly 13% after the company reported record fourth‑quarter 2025 results and raised its 2026 net sales outlook. The ophthalmic pharmaceutical and medical technology company posted Q4 2025 net sales of about $143 million, up 36% year over year and ahead of analyst estimates.

Full‑year 2025 net sales were roughly $507 million, up about 32% from 2024, as glaucoma and corneal therapies continued to gain traction. Management also reaffirmed 2026 net sales guidance of $600 million to $620 million, implying more than 20% growth at the midpoint.

Investors responded because the results showed strong underlying demand despite the company still reporting a GAAP net loss driven partly by a non‑cash impairment charge. The stock move came after a volatile stretch in 2025, when GKOS shares were pressured by ongoing operating losses and concerns about funding its growth plans.

The company highlighted particularly strong momentum from its iDose TR therapy, which delivered rapid uptake and is expected to be a key driver of glaucoma revenue growth in 2026.

Glaukos also pointed to continued adoption of its iStent family of micro‑bypass stents and progress in its corneal and retinal pipelines as additional growth tailwinds.

GKOS Stock Price Targets (TIKR)

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What the Market Is Telling Us About GKOS Stock

The post‑earnings rally suggests investors are rewarding Glaukos for delivering faster‑than‑expected revenue growth while maintaining a clean balance sheet. For 2026, Glaukos is targeting net sales between $600 million and $620 million, driven mainly by iDose TR and newer corneal products.

The balance sheet, with substantial cash and no debt, reduces financing risk and supports ongoing clinical and commercial investments. At the same time, Glaukos faces competitive and reimbursement headwinds in ophthalmology, and regulatory or clinical setbacks could quickly change the growth narrative.

Some recent analyst reports have nudged price targets higher after the earnings release, citing strong uptake of iDose TR and the larger long‑term opportunity in glaucoma and corneal disease.
Still, the shares could be vulnerable if revenue growth slows or if operating losses remain wider than expected as commercialization costs ramp.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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