GLAUKOS Corp
In the published model solve dated 2026-Q2, anchored at $153.53, GLAUKOS Corp (GKOS) is priced for today's economics sustained for ~15.2 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
Glaukos does not yet earn an operating profit, so traditional valuation models price it on sales, about 14.6 times revenue. They miss what the company is actually building: a glaucoma-implant franchise growing 41% with iDose TR adoption accelerating. The price implies the business eventually earns a roughly 29% operating margin and grows revenue near its self-funding ceiling for about 14 years. That is a steep bet, and no valuation family currently reaches the price. The company is still losin
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325 institutional managers reported holding GKOS in 13F filings for the quarter ended 2026-03-31. 42 opened new positions that quarter. Held by BlackRock, Vanguard Group, Janus Henderson, among others. On the short side, 4.2M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GKOS's share count grew 25.3% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at GKOS over the trailing three years. Absence is a fact about the company, not a signal. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GKOS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -3.0% | -6.0% |
| 2023-11-02 | -5.9% | +20.2% |
| 2024-02-24 | -0.7% | +11.1% |
| 2024-05-04 | +9.4% | +14.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GKOS's latest 8-K filings: 2026-06-03 (items 5.07); 2026-05-04 (items 7.01, 9.01); 2026-04-29 (items 2.02, 7.01, 9.01); 2026-03-02 (items 7.01, 9.01); 2026-02-17 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.