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Glaukos vs Integer: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Glaukos Corp (GKOS)

Q3 2026
▲3

Glaukos Surges on iDose TR and Epioxa Ramp, Raises Guidance

  • iDose TR and Epioxa drive record revenue and raised guidance Glaukos reported Q2 revenue of $185.6 million, up 50% year over year, with U.S. glaucoma revenue up 64% to $118.5 million and iDose TR sales reaching about $74 million. Management raised 2026 revenue guidance to $680–$700 million, up from $620–$635 million, citing strong adoption of iDose TR and the Epioxa launch. This boosts investor confidence in the growth trajectory.

    This is the core fundamental driver behind the stock's surge and guidance raise.

  • Epioxa shows durable three-year efficacy in keratoconus Glaukos reported positive three-year Phase 3 extension data for Epioxa, showing lasting visual gains and no serious safety issues in keratoconus patients after a single treatment. This supports the corneal health franchise as a second growth pillar alongside glaucoma, potentially expanding the market opportunity and reinforcing long-term revenue prospects.

    New clinical data validates a key growth product and supports the investment thesis.

  • iDose TR plus cataract surgery cuts eye pressure significantly A Phase 4 trial showed iDose TR combined with cataract surgery reduced intraocular pressure by 11.1 mmHg at three months, beating cataract surgery alone by 3.6 mmHg, with a favorable safety profile. This expands the potential use of iDose TR to a large cataract surgery population, opening a new avenue for adoption and revenue growth.

    New clinical evidence broadens the addressable market for the flagship product.

  • Retinal pipeline expansion via RevOpsis license, but stock dipped Glaukos licensed RO-104, a tri-specific biologic for retinal diseases, and gained exclusive rights to the RevMod platform to develop up to four more candidates. While this expands the long-term pipeline, the stock fell 6.3% on the news, possibly due to undisclosed financial terms or investor preference for nearer-term catalysts.

    New strategic move with mixed market reaction, relevant to future growth but not immediate revenue.

September 2026
▲3

Glaukos Surges on iDose TR and Epioxa Ramp, Raises Guidance

  • iDose TR and Epioxa drive record revenue and raised guidance Glaukos reported Q2 revenue of $185.6 million, up 50% year over year, with U.S. glaucoma revenue up 64% to $118.5 million and iDose TR sales reaching about $74 million. Management raised 2026 revenue guidance to $680–$700 million, up from $620–$635 million, citing strong adoption of iDose TR and the Epioxa launch. This boosts investor confidence in the growth trajectory.

    This is the core fundamental driver behind the stock's surge and guidance raise.

  • Epioxa shows durable three-year efficacy in keratoconus Glaukos reported positive three-year Phase 3 extension data for Epioxa, showing lasting visual gains and no serious safety issues in keratoconus patients after a single treatment. This supports the corneal health franchise as a second growth pillar alongside glaucoma, potentially expanding the market opportunity and reinforcing long-term revenue prospects.

    New clinical data validates a key growth product and supports the investment thesis.

  • iDose TR plus cataract surgery cuts eye pressure significantly A Phase 4 trial showed iDose TR combined with cataract surgery reduced intraocular pressure by 11.1 mmHg at three months, beating cataract surgery alone by 3.6 mmHg, with a favorable safety profile. This expands the potential use of iDose TR to a large cataract surgery population, opening a new avenue for adoption and revenue growth.

    New clinical evidence broadens the addressable market for the flagship product.

  • Retinal pipeline expansion via RevOpsis license, but stock dipped Glaukos licensed RO-104, a tri-specific biologic for retinal diseases, and gained exclusive rights to the RevMod platform to develop up to four more candidates. While this expands the long-term pipeline, the stock fell 6.3% on the news, possibly due to undisclosed financial terms or investor preference for nearer-term catalysts.

    New strategic move with mixed market reaction, relevant to future growth but not immediate revenue.

Latest
▲3

Glaukos Surges on iDose TR and Epioxa Ramp, Raises Guidance

  • iDose TR and Epioxa drive record revenue and raised guidance Glaukos reported Q2 revenue of $185.6 million, up 50% year over year, with U.S. glaucoma revenue up 64% to $118.5 million and iDose TR sales reaching about $74 million. Management raised 2026 revenue guidance to $680–$700 million, up from $620–$635 million, citing strong adoption of iDose TR and the Epioxa launch. This boosts investor confidence in the growth trajectory.

    This is the core fundamental driver behind the stock's surge and guidance raise.

  • Epioxa shows durable three-year efficacy in keratoconus Glaukos reported positive three-year Phase 3 extension data for Epioxa, showing lasting visual gains and no serious safety issues in keratoconus patients after a single treatment. This supports the corneal health franchise as a second growth pillar alongside glaucoma, potentially expanding the market opportunity and reinforcing long-term revenue prospects.

    New clinical data validates a key growth product and supports the investment thesis.

  • iDose TR plus cataract surgery cuts eye pressure significantly A Phase 4 trial showed iDose TR combined with cataract surgery reduced intraocular pressure by 11.1 mmHg at three months, beating cataract surgery alone by 3.6 mmHg, with a favorable safety profile. This expands the potential use of iDose TR to a large cataract surgery population, opening a new avenue for adoption and revenue growth.

    New clinical evidence broadens the addressable market for the flagship product.

  • Retinal pipeline expansion via RevOpsis license, but stock dipped Glaukos licensed RO-104, a tri-specific biologic for retinal diseases, and gained exclusive rights to the RevMod platform to develop up to four more candidates. While this expands the long-term pipeline, the stock fell 6.3% on the news, possibly due to undisclosed financial terms or investor preference for nearer-term catalysts.

    New strategic move with mixed market reaction, relevant to future growth but not immediate revenue.

Integer Holdings Corp (ITGR)

Q3 2026
▲1▼1

KKR's $127/share buyout drives ITGR, with approval risk remaining

  • KKR buyout at $127 per share KKR agreed to buy Integer for $127 per share in cash, a $5.7 billion deal at a 51.8% premium. The stock now trades near the offer, so price reflects the deal, not company performance.

    This is the dominant new event that now defines ITGR's stock price.

  • Deal approval still pending Financing is secured, but the deal still needs shareholder and regulatory approval. Analysts downgraded to neutral, and fair-value estimates of $112–$139 sit around the offer, showing limited upside unless a higher bid emerges.

    It explains the main remaining risks and why the stock trades near the offer.

  • Weak Q2 results and withdrawn guidance Q2 profit fell to $23.6 million from $37 million, revenue slipped 2.6%, and gross margin narrowed to 24.3%. Management withdrew guidance and canceled its earnings call, removing forward-looking data for investors.

    It is the key counterweight showing underlying business weakness behind the deal.

  • Investor-rights review may seek higher bid An investor-rights law firm is reviewing whether $127 is fair and may seek a higher bid. This creates a small chance of a bump, but also adds uncertainty around the deal's final price.

    It highlights a potential upside catalyst and a source of deal uncertainty.

August 2026
▲1▼1

KKR's $127 Cash Buyout Sets ITGR's Price, Despite Weak Q2

  • KKR buyout locks in $127 cash per share Integer agreed to be bought by KKR for $127 per share in cash, a $5.7 billion deal. That price now anchors the stock, because shareholders expect to receive it when the deal closes. The buyer already has financing, so the main remaining hurdles are a shareholder vote and regulatory approvals.

    The buyout is the single force now setting ITGR's price and the main answer to why it moves.

  • Weak Q2 profit and sales, margins squeezed Second-quarter profit fell to $23.61 million from $37.01 million, and revenue slipped 2.6% to $464.1 million. Gross margin shrank to 24.3% from 27.1%. This weak operating picture is a counterweight: it shows the business was softening even as the buyout price caps the stock.

    It is the main negative fundamental fact and the real counterweight to the buyout.

  • Company drops guidance and earnings call Integer withdrew its financial outlook and canceled its quarterly earnings call, saying merger progress now matters more than operating targets. For investors this removes forward-looking numbers, so the stock trades on deal news rather than company performance. It also signals management is focused on closing the KKR sale.

    It explains why ordinary operating news no longer drives the stock and why the deal dominates.

  • Law firm review may seek a higher price An investor-rights law firm is investigating whether the $127-per-share KKR sale is fair and may push for more money or extra disclosures. Such reviews are common in buyouts. If they lead to a raised bid, the stock could rise above $127; if not, they are mostly noise.

    It is the only new event that could change the deal price, so it matters to the buyout story.

Latest
▲1▼1

KKR's $127 Cash Buyout Sets ITGR's Price, Despite Weak Q2

  • KKR buyout locks in $127 cash per share Integer agreed to be bought by KKR for $127 per share in cash, a $5.7 billion deal. That price now anchors the stock, because shareholders expect to receive it when the deal closes. The buyer already has financing, so the main remaining hurdles are a shareholder vote and regulatory approvals.

    The buyout is the single force now setting ITGR's price and the main answer to why it moves.

  • Weak Q2 profit and sales, margins squeezed Second-quarter profit fell to $23.61 million from $37.01 million, and revenue slipped 2.6% to $464.1 million. Gross margin shrank to 24.3% from 27.1%. This weak operating picture is a counterweight: it shows the business was softening even as the buyout price caps the stock.

    It is the main negative fundamental fact and the real counterweight to the buyout.

  • Company drops guidance and earnings call Integer withdrew its financial outlook and canceled its quarterly earnings call, saying merger progress now matters more than operating targets. For investors this removes forward-looking numbers, so the stock trades on deal news rather than company performance. It also signals management is focused on closing the KKR sale.

    It explains why ordinary operating news no longer drives the stock and why the deal dominates.

  • Law firm review may seek a higher price An investor-rights law firm is investigating whether the $127-per-share KKR sale is fair and may push for more money or extra disclosures. Such reviews are common in buyouts. If they lead to a raised bid, the stock could rise above $127; if not, they are mostly noise.

    It is the only new event that could change the deal price, so it matters to the buyout story.

July 2026
▲2▼1

KKR's $127-a-share buyout deal is now the whole story for ITGR

  • KKR agrees to buy Integer for $127 a share KKR signed a definitive deal to take Integer private for $127 a share in cash, about $5.7 billion, a 51.8% premium to the price before the strategic review. The stock jumped toward the offer, and the deal is expected to close by year-end.

    This is the single new event that now sets ITGR's price, so it is the core answer.

  • No financing risk, but a vote and regulators must clear it The buyer needs no financing, so the main risks are stockholders approving the deal and regulators clearing it. If it closes, Integer leaves the New York Stock Exchange and becomes privately held, so the shares stop trading publicly.

    Explains the real conditions and counterweight behind the agreed deal, which readers need to judge it.

  • Analysts cut ratings; fair-value estimates still sit below the offer After the deal, analysts downgraded the stock to neutral, saying further gains depend on the deal closing. One fair-value estimate rose to $112.14, still under the $127 offer, while another model says $139. This shows the price is now pinned near the deal terms, not company performance.

    Gives the honest counterweight: upside is limited and tied to completion, not to the business.

  • Insurance-driven procedure slowdown is now a side issue An Intuitive Surgical warning that insurance changes could slow U.S. procedures briefly dragged medical device stocks down, including Integer. With the buyout agreed, this demand worry matters far less to the price than the deal itself.

    It is the only negative force this period, but the buyout has largely overtaken it.

▲2▼1

KKR's $127-a-share buyout deal is now the whole story for ITGR

  • KKR agrees to buy Integer for $127 a share KKR signed a definitive deal to take Integer private for $127 a share in cash, about $5.7 billion, a 51.8% premium to the price before the strategic review. The stock jumped toward the offer, and the deal is expected to close by year-end.

    This is the single new event that now sets ITGR's price, so it is the core answer.

  • No financing risk, but a vote and regulators must clear it The buyer needs no financing, so the main risks are stockholders approving the deal and regulators clearing it. If it closes, Integer leaves the New York Stock Exchange and becomes privately held, so the shares stop trading publicly.

    Explains the real conditions and counterweight behind the agreed deal, which readers need to judge it.

  • Analysts cut ratings; fair-value estimates still sit below the offer After the deal, analysts downgraded the stock to neutral, saying further gains depend on the deal closing. One fair-value estimate rose to $112.14, still under the $127 offer, while another model says $139. This shows the price is now pinned near the deal terms, not company performance.

    Gives the honest counterweight: upside is limited and tied to completion, not to the business.

  • Insurance-driven procedure slowdown is now a side issue An Intuitive Surgical warning that insurance changes could slow U.S. procedures briefly dragged medical device stocks down, including Integer. With the buyout agreed, this demand worry matters far less to the price than the deal itself.

    It is the only negative force this period, but the buyout has largely overtaken it.