Glaukos

At the Wells Fargo conference, Glaukos presented its growth strategy centered on Epioxa (corneal health) and iDose (interventional glaucoma) and reported initial Epioxa revenues ($11m in the first full quarter, ~180 treated eyes) as well as sequential iDose growth of about $20m. Management expects a positive contribution to EPS from Q4 2024 and, given high gross margins, sees a path to operating margins of 30–40% with scale. Key uncertainties include delays in application reviews, possible changes to Medicare reimbursement (LCD) and market access; management is cautious for H2 2024 in the near term. Glaukos plans to continue advancing product launches, including a portable keratoconus screening device by the end of 2024, and expects further study data and approvals through 2027. » Altro su de.investing.com

Glaukos shares rose to a record high of $190.27; market capitalization stands at $11.03 billion. In Q2 2026 the company reported revenue of $185.6 million (+49.5% YoY), beating analysts' estimates, after which the full-year revenue guidance was raised. Following the results, several firms raised their price targets, while InvestingPro currently rates the stock as overvalued and 11 analysts revised their earnings estimates upward. The price increase follows a year-to-date gain of 111.6% and underscores positive investor sentiment toward Glaukos' growth prospects in the medtech sector. » Altro su de.investing.com

Glaukos's stock rose to a record high of $184.45, bringing market capitalization to $10.83 billion. In the second quarter of 2026 the medical device company generated $185.6 million in revenue (+50% year‑on‑year) and reported a loss per share that was smaller than expected, after which Glaukos raised its full‑year revenue guidance. Several analysts lifted their price targets, while an InvestingPro analysis classifies the stock at current levels as possibly overvalued. » Altro su de.investing.com