
Glaukos (GKOS) Stock Forecast & Price Target
Glaukos (GKOS) Analyst Ratings
Bulls say
Glaukos is well-positioned in the ophthalmic industry with its unique focus on developing novel treatments for glaucoma, corneal disorders, and retinal diseases. The company's iDose TR implant, which provides extended delivery of glaucoma medication, has shown strong momentum in adoption and has the potential to generate significant revenue in 2027. Despite potential headwinds from LCDs, Glaukos has a strong pipeline of products, including its sustained release iDose TR travoprost implant and its emerging Epioxa treatment for keratoconus. The company also has a solid financial position and potential growth opportunities from its patient assistance program and referral network. However, key risks include potential challenges with sales execution, increased competition in the MIGS market, and reimbursement challenges.
Bears say
Glaukos is facing several challenges in the marketplace due to upcoming changes in LCD criteria and restrictions on its iDose product. These changes could significantly impact the company's revenue, potentially causing a -10% or $30M decrease in iDose sales in CY27. Additionally, the company's iDose product may face headwinds due to restrictions on combination use with other MIGS procedures. Furthermore, the company's profitability may be affected as investments are made in its pipeline, and the performance of its recently launched product, Epioxa, has been limited thus far with only one doctor completing a single case.
This aggregate rating is based on analysts' research of Glaukos and is not a guaranteed prediction by Public.com or investment advice.
Glaukos (GKOS) Analyst Forecast & Price Prediction
Start investing in Glaukos (GKOS)
Order type
Buy in
Order amount
Est. shares
0 shares