Marc Stapley, a director at Glaukos Corporation, sold 15,792 shares of the company's common stock on January 22, 2026, for approximately $1.9 million. The disposal was executed at prices between $126.07 and $129.78 per share, prices noted as being close to the then-current trading level of $124.27.
On that same date Stapley also exercised options to purchase 15,000 shares of Glaukos common stock at an exercise price of $24.69 per share, for a total outlay of $370,350. The exercise price is substantially below the market price reflected in the sales, and the company is cited as carrying a market capitalization of roughly $7.13 billion despite reporting that it was not profitable over the last twelve months.
Following these moves, Stapley’s direct ownership in Glaukos stands at 37,449 shares. The January 22 sales were made under a pre-established Rule 10b5-1 trading plan that Stapley adopted on June 4, 2025.
Market context included in the disclosures notes that Glaukos has shown meaningful recent price appreciation, with a 27.23% return over the past six months. An InvestingPro assessment referenced alongside the trading details indicates the stock is trading above its Fair Value, according to that analysis.
Glaukos additionally released preliminary results for the fourth quarter of 2025, reporting approximately $143 million in revenue for the period - a 36% increase versus the comparable quarter in 2024 and above analyst estimates of $129.4 million. The company reported U.S. glaucoma sales of $86 million, international glaucoma revenue of $33 million, and iDose revenue of about $45 million, the latter described as roughly in line with projections.
In the same release Glaukos reaffirmed its 2026 guidance, projecting total net sales of approximately $507 million for the full year 2025, which the company describes as a 32% year-over-year increase. The combination of the preliminary top-line beat and the guidance reaffirmation drew positive reactions from sell-side analysts.
Stifel raised its price target on Glaukos to $160 from $115 and maintained a Buy rating, citing favorable survey results for the company’s Epioxa product as an influence. Piper Sandler kept an Overweight rating with a $165 price target, noting that fourth-quarter results exceeded expectations across segments. UBS reiterated its Buy rating and emphasized the strong revenue performance even after the stock experienced a pullback.
These events - insider sales under a formal trading plan, a large options exercise at a substantially lower strike, a material sequential revenue beat, and raised analyst price targets - were presented together in the company and market disclosures. The publicly shared details provide a clear record of the executed transactions and the reported quarterly performance.