Track market-moving stories before they get noisy

Key Takeaways Labcorp teamed with Alliance for Clinical Trials in Oncology on a national colorectal cancer trial. Labcorp will provide exclusive Invitae genetic testing for patients and at-risk relatives.The NCI-sponsored study will assess outreach and multigene testing impacts on CRC care. Labcorp (LH - Free Report) recently teamed up with the Alliance for Clinical Trials in Oncology to advance a national, multicenter clinical trial for patients newly diagnosed with colorectal cancer (“CRC”). This collaboration reflects Labcorp's continued commitment to advancing genetics-based approaches to improve outcomes for patients with cancer, while supporting high-impact clinical research in collaboration with leading research organizations.

Predicting LH Stock Movement Following the NewsFollowing the announcement, Labcorp’s shares edged down 0.7%, finishing at $260.06 last Friday.

In recent years, Labcorp has built a significant number of strategic relationships with health systems and regional/local laboratories, expanding the patient and provider network, and strengthening its presence in key markets. In the first quarter of 2026, enterprise revenues grew 5.8% year over year, with net acquisitions contributing 1.4%. We expect this latest development to drive positive market sentiment toward LH stock in the coming days.

Labcorp has a market capitalization of $21.32 billion. The company’s earnings yield of 5.9% compares favorably with the industry’s 4% yield. In the trailing four quarters, it delivered an average earnings surprise of 2.52%. 

Significance of LH’s Collab for Multi-Institution TrialAccording to various sources, inherited genetic variants contribute to approximately 10% of all colorectal cancer cases. Testing family members of individuals with an inherited cancer-associated variant, called cascade testing, is a well-established approach to cancer prevention, particularly for Lynch syndrome, the most common hereditary colorectal cancer syndrome. 

The trial will evaluate approaches to increase germline genetic testing among at-risk family members, as well as the impact of multigene panel testing on care for newly diagnosed patients. Leveraging its Invitae testing, Labcorp will serve as the exclusive genetic testing provider, supporting participating sites with its national scale and scientific expertise.

The trial will assess proactive outreach by healthcare providers which will improve participation of first-degree relatives in cascade genetic testing. In parallel, the trial will assess the impact of multigene panel testing on care for patients newly diagnosed with colorectal cancer.

About the Multi-Center CRC Genetic Testing TrialThe trial is sponsored by the National Cancer Institute (“NCI”) and led and conducted by the Alliance for Clinical Trials in Oncology. It includes participation from the NCI National Clinical Trials Network, which comprises academic medical centers, community oncology health systems and NCI-designated cancer centers. The study is expected to enroll patients and their relatives nationwide, including sites in Puerto Rico.

Industry Prospects Favor LHPer the Grand View Research report, the global hereditary cancer testing market size is projected to reach $14.45 billion by 2033, growing at a CAGR of 13.76% from 2025 to 2033. The demand for hereditary cancer testing is increasing due to technological advancements in genetic testing for cancer detection, integration with precision medicine and growing awareness through public and government initiatives.

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Another Recent Development By LHIn the previous week, Labcorp announced the availability of its expanded DPYD Genotyping test to help identify cancer patients who may be at increased risk for severe or life-threatening side effects from fluoropyrimidine chemotherapy. 

LH Stock Price PerformanceIn the past year, LH’s shares have risen 5.4% compared with the industry’s 1% growth.

LH’s Zacks Rank and Key PicksLabcorp currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Integra LifeSciences (IART - Free Report) and Phibro Animal Health (PAHC - Free Report) . 

Globus Medical has an earnings yield of 5.5%, well ahead of the industry’s negative 3% yield. Its earnings surpassed estimates in each of the trailing four quarters, the average surprise being 26.3%. The company’s shares have rallied 43.8% against the industry’s 4.8% decline over the past year.

GMED sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Integra LifeSciences, carrying a Zacks Rank #2 (Buy) at present, has an earnings yield of 16% against the industry’s negative 3% yield. Shares of the company have gained 22.8% compared with the industry’s 4.8% growth. IART’s earnings topped estimates in each of the trailing four quarters, the average surprise being 16.8%.

Phibro Animal Health, carrying a Zacks Rank #2 at present, has an earnings yield of 9.2% compared with the industry’s 2.8% yield. Shares of the company have climbed 43.1% against the industry’s 27.9% decline. PAHC’s earnings beat estimates in each of the trailing four quarters, the average surprise being 16.3%.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Labcorp Holdings (LH - Free Report) Headquartered in Burlington, NC, Labcorp Holdings, Inc. or Labcorp, is a leading healthcare diagnostics company, providing comprehensive clinical laboratory services and end-to-end drug development support. In 2015, Labcorp acquired NJ based Covance, a drug development services company providing a wide range of early stage and late-stage product development services on a worldwide basis primarily to the pharmaceutical and biotechnology industries.

LH is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 14.5; value investors should take notice.

Nine analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.39 to $18.00 per share. LH boasts an average earnings surprise of +3.3%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, LH should be on investors' short list.

Enterprise Products Partners remains a top-tier midstream candidate, combining scale, diversification, and a robust asset base. EPD's cash flows and profitability continue to rise despite recent revenue declines, supported by ongoing capital investments and sector tailwinds. Valuation remains attractive versus peers, with a superior 5.75% yield and industry-leading low net leverage of 3.36, enhancing risk-adjusted returns.

Enterprise Products (EPD) reported earnings 30 days ago. What's next for the stock?

Key Takeaways EPD runs a vast midstream network: 50,000 miles of pipe, 300M barrels of storage, 27 fractionators and more.EPD sees U.S. output rising to 14.5M bpd of oil, 9.1M bpd of NGLs and 130.8 Bcf/d of gas by 2030.Enterprise Products says crude, ethane and LPG export demand is strong and expected through 2026-2027. Enterprise Products Partners LP (EPD - Free Report) operates an extensive midstream network for the transportation and storage of crude oil, natural gas, natural gas liquids (NGLs), petrochemicals and refined products. The asset network includes more than 50,000 miles of pipeline, 300 million barrels of liquids storage and 27 fractionators. The partnership is well-positioned for long-term growth, supported by its extensive infrastructure network, and liquids and natural gas production growth across the United States.

EPD expects U.S. oil production to reach 14.5 million barrels per day (BPD), while NGLs and natural gas production are anticipated to grow to 9.1 million BPD and 130.8 billion cubic feet per day (Bcf/d) by 2030.

Management highlights that the Permian Basin is expected to become one of the largest drivers of volume growth. The partnership has been investing in major growth projects to capture this trend, including the Mentone West 2 processing plant and gas processing plants in Midland and Delaware. This increase in hydrocarbon production in the Permian is anticipated to create sustained demand for EPD’s midstream services and generate durable cash flow growth through the end of this decade.

In addition, reduced hydrocarbon supply from the Middle East is driving increased demand for U.S. feedstocks in international markets, particularly Asia. Enterprise Products has highlighted that this demand pull is already benefiting its marine export business, with robust demand for crude oil, ethane and LPG exports. The partnership expects to see the strong international demand for U.S. feedstock throughout 2026 and 2027.

KMI & WMB to Benefit From Rising Energy DemandKinder Morgan Inc. (KMI - Free Report) is a leading midstream energy company that operates the biggest natural gas pipeline system in the United States. It has about 58,500 miles of major pipelines, 7,500 miles of gathering lines and more than 700 bcf of gas storage. 

The Williams Companies, Inc. (WMB - Free Report) is another leading player in the midstream energy sector, which operates a widespread pipeline system of more than 33,000 miles, including the Transco and Northwest Pipeline systems. These pipeline systems are among the largest natural gas transportation networks in the United States.

Rising energy demand in domestic and international markets is expected to support sustained demand for Kinder Morgan and Williams Companies’ midstream services.

EPD’s Price Performance, Valuation & EstimatesEnterprise Products units have jumped 18.2% over the past year compared with the 11.5% improvement of the composite stocks belonging to the industry.

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From a valuation standpoint, EPD trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 11.37X. This is below the broader industry average of 11.72X.

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The Zacks Consensus Estimate for EPD’s 2026 earnings has seen upward revisions over the past seven days.

Image Source: Zacks Investment Research

EPD currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Enterprise Products Partners offers a resilient, fee-based earnings engine, with 80% of gross operating margin insulated from commodity price swings. EPD reported 10% YoY EBITDA growth, a 1.8x distribution coverage ratio, and set 12 operational records, underscoring robust volume-driven growth. With $5.3 billion in fully funded growth projects and a multi-decade demand tailwind from AI data centers and LNG exports, EPD is well-positioned.

Enterprise Products Partners (EPD - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this provider of midstream energy services have returned +1.1% over the past month versus the Zacks S&P 500 composite's +4.6% change. The Zacks Oil and Gas - Production Pipeline - MLB industry, to which Enterprise Products belongs, has lost 1.5% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Enterprise Products is expected to post earnings of $0.73 per share, indicating a change of +10.6% from the year-ago quarter. The Zacks Consensus Estimate has changed +5.1% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $2.98 points to a change of +12% from the prior year. Over the last 30 days, this estimate has changed +2.9%.

For the next fiscal year, the consensus earnings estimate of $3.29 indicates a change of +10.6% from what Enterprise Products is expected to report a year ago. Over the past month, the estimate has changed +0.8%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Enterprise Products.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Enterprise Products, the consensus sales estimate of $13.49 billion for the current quarter points to a year-over-year change of +18.7%. The $56.02 billion and $60.61 billion estimates for the current and next fiscal years indicate changes of +6.5% and +8.2%, respectively.

Last Reported Results and Surprise HistoryEnterprise Products reported revenues of $14.39 billion in the last reported quarter, representing a year-over-year change of -6.7%. EPS of $0.68 for the same period compares with $0.64 a year ago.

Compared to the Zacks Consensus Estimate of $13.19 billion, the reported revenues represent a surprise of +9.03%. The EPS surprise was -4.23%.

Over the last four quarters, Enterprise Products surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Enterprise Products is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Enterprise Products. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

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A retiree who wants $34,000 a year in pipeline income without filing a single K-1 schedule can get there with roughly $450,000 in master limited partnership ETFs. That implied yield, near 7.5%, sits comfortably within the range these funds currently throw off. The catch most retirees worry about, the K-1 tax form that direct MLP ownership generates, disappears inside the ETF wrapper.

Why the ETF Wrapper Changes the Math Direct ownership of Energy Transfer (NYSE:ET | ET Price Prediction), Enterprise Products Partners (NYSE:EPD), or MPLX means a Schedule K-1 every spring, often delayed past the April deadline, and unrelated business taxable income headaches if held in an IRA. MLP ETFs issue a standard 1099-DIV instead. The Alerian MLP ETF (NYSEARCA:AMLP) is structured as a C-corporation, which creates a small tax drag at the fund level but eliminates every K-1 headache for the holder.

AMLP runs $11.8 billion in net assets with a 0.84% expense ratio. Energy Transfer, Enterprise, and MPLX together account for 38% of the portfolio. The Global X MLP ETF is a cheaper alternative at 0.77%, with the same three names making up 40.8% of holdings.

The Underlying Cash Flows Are Real Enterprise Products Partners remains one of the sector’s most established income vehicles, recently extending its streak of annual distribution increases to 27 consecutive years with a $0.55 per-unit payout in the first quarter of 2026. MPLX continues to grow even faster, raising its quarterly distribution to $1.0765 per unit after two consecutive years of double-digit distribution growth and currently yielding about 7.5%. Energy Transfer increased its quarterly distribution to $0.3375 per unit for the May 2026 payment and yields roughly 6.9%, supported in part by expanding natural gas infrastructure tied to growing data-center demand.

Three Yield Tiers for a $34,000 Target Same income, three different capital requirements. The lever is what you accept in exchange for a higher current payout.

Conservative, 3.5% yield, about $971,000 of capital. Broad dividend growth ETFs or large-cap dividend equity funds sit here. The portfolio diversifies away from energy, distributions usually compound, and the principal is most likely to appreciate. The price is more than double the capital of the aggressive option. Moderate, 6% yield, about $567,000 of capital. The Global X MLP & Energy Infrastructure ETF lives near this tier, blending U.S. MLPs with C-corp pipelines such as Williams (9.4%), TC Energy (8.9%), Enbridge (8.3%), and Kinder Morgan (8.2%). Yields are lower than pure-MLP funds, but the larger-cap mix tends to absorb sector shocks more gracefully. Aggressive, 7.5% yield, $450,000 of capital. AMLP sits here. Concentration risk is real, sector-correlated, and the C-corp tax drag clips long-run total return. Distributions can fluctuate with midstream cash flow cycles. Current Income vs. Future Income The tradeoff in income investing is rarely yield alone. A portfolio yielding 7.5% generates more cash flow today, but a lower-yield investment with faster distribution growth can eventually catch up and surpass it. A 3.5% yield growing at 8% annually roughly doubles its income stream in nine years. On a $450,000 starting balance, the lower-yield, faster-growing portfolio may begin with a smaller payout but can generate more cumulative income over a long retirement horizon. The choice ultimately comes down to current income needs versus future income growth.

Recent performance has helped support the sector. Energy Transfer has gained roughly 21% year to date, Enterprise Products Partners about 20%, and MPLX approximately 7%, benefiting from continued growth in U.S. natural gas demand and infrastructure investment. Strong price appreciation can enhance total returns, but it also tends to reduce the yield available to new investors.

What to Do With This Cap MLP ETF exposure at 10% to 15% of the total portfolio. Pipeline cash flows are stable, but they all move together when energy sentiment turns. Compare AMLP’s distribution history against a broader dividend growth ETF over the past decade to see the compounding gap on $450,000. Model the C-corp tax drag inside AMLP against the K-1 paperwork cost of holding ET, EPD, and MPLX directly. For most retirees outside the top bracket, the 1099 simplicity wins.

Enterprise Products Partners is positioned to benefit from surging AI data center power demand as buildouts accelerate in the years ahead. EPD's stable and growing distribution, with a 1.8X coverage ratio and record $4.08 TTM adjusted cash flow per unit, underpins my 'Strong Buy' rating. Major acquisitions and robust EBITDA growth—over 50% in five years—support EPD's long-term cash flow expansion amid growing AI-driven energy demand.

Enterprise Products Partners (EPD) closed the most recent trading day at $37.92, moving +1.53% from the previous trading session.

ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, announced today the commercial availability of Epioxa™ HD / Epioxa™ (“Epioxa”), a groundbreaking advancement in corneal cross-linking for the treatment of keratoconus, a rare, sight-threatening corneal disease that is currently far too often undiagnosed and untreated.

Glaukos Corporation (NYSE: GKOS - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the sixteen brokerages that are currently covering the stock, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, one has assigned a hold recommendation, twelve have issued a buy recommendation and one has

Glaukos Corporation (NYSE: GKOS - Get Free Report) CFO Alex Thurman sold 2,511 shares of the firm's stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $106.46, for a total value of $267,321.06. Following the completion of the sale, the chief financial officer directly owned 41,967

Glaukos (NYSE: GKOS - Get Free Report) and Anteris Technologies Global (NASDAQ: AVR - Get Free Report) are both medical companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, dividends, profitability, valuation and earnings. Volatility and Risk Glaukos has a beta of

ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, announced today that its technologies will be featured in various scientific programming at the American Society of Cataract and Refractive Surgery (ASCRS) annual meeting, being held April 10-13, 2026 in Washington, D.C. Glaukos will be exhibiting onsite at booth #407.

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New J-code for Epioxa™, J2789, set to become effective July 1, 2026

ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, announced today the U.S. Centers for Medicare and Medicaid Services (CMS) has assigned a unique, permanent Healthcare Common Procedure Coding System (HCPCS) J-code for Epioxa™ HD / Epioxa™ (“Epioxa”) for the treatment of keratoconus, a rare, sight-threatening disease that is currently far too often undiagnosed and untreated.

The new J-code for Epioxa, J2789, is set to become effective July 1, 2026. It is expected to streamline the reporting and payment of Epioxa by U.S. payers over time, and has been published here on the CMS website.

“The assignment of a product-specific J-code for Epioxa represents an important milestone, supporting our market access initiatives to increase access and expand coverage for patients suffering from keratoconus,” said Thomas Burns, Glaukos chairman and chief executive officer. “Once effective, this new J-code is expected to enable more streamlined and consistent coverage and payment for Epioxa over time, strengthening the foundation for our commercial launch and enabling broader patient access.”

J-codes are reported by U.S. healthcare providers and used by U.S. government and commercial payers to streamline the billing and reimbursement process for pharmaceuticals, such as Epioxa, administered by a healthcare professional.

Epioxa represents a transformative innovation in keratoconus care, offering an incision-free alternative to traditional corneal cross-linking procedures as it does not require the removal of the corneal epithelium, the outermost layer of the front of the eye. This novel, oxygen-enriched topical therapeutic, bioactivated by UV light, is designed to eliminate the pain associated with removal of the epithelium, streamline the procedure, and minimize recovery, all while delivering clinically meaningful outcomes and exceptional value to patients, providers, and the healthcare system.

About Glaukos

Glaukos (www.glaukos.com) is an ophthalmic pharmaceutical and medical technology company focused on developing and commercializing novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. Glaukos first developed Micro-Invasive Glaucoma Surgery (MIGS) as an alternative to the traditional glaucoma treatment paradigm, launching its first MIGS device commercially in 2012. In 2024, Glaukos commenced commercial launch activities for iDose® TR, a first-of-its-kind, long-duration, intracameral procedural pharmaceutical designed to deliver 24/7 glaucoma drug therapy inside the eye for extended periods of time. Glaukos also markets the only FDA-approved corneal cross-linking therapy utilizing a proprietary bio-activated pharmaceutical for the treatment of keratoconus, a rare corneal disorder. Glaukos continues to successfully develop and advance a robust pipeline of novel, dropless platform technologies designed to meaningfully advance the standard of care and improve outcomes for patients suffering from chronic eye diseases.

About Epioxa HD / Epioxa

Indication: EPIOXA™ HD (riboflavin 5’-phosphate ophthalmic solution) 0.239% and EPIOXA™ (riboflavin 5’-phosphate ophthalmic solution) 0.177% are photoenhancers indicated for use in epithelium-on corneal collagen cross-linking for the treatment of keratoconus in adults and pediatric patients aged 13 years and older, in conjunction with the O2n™ System and the Boost Goggles®.

Dosage and Administration: EPIOXA HD and EPIOXA are for topical ophthalmic use. NOT for injection or intraocular use. EPIOXA HD and EPIOXA are supplied in single-dose syringes. Discard opened syringes after use. EPIOXA HD and EPIOXA are for use with the O2n System and Boost Goggles only. Refer to the O2n System Operator’s Manual and Boost Goggles User Guide for device instructions.

Contraindications: EPIOXA HD and EPIOXA are contraindicated in patients with known hypersensitivity to benzalkonium chloride or any ingredients in EPIOXA HD and EPIOXA. Epithelium-on corneal collagen cross-linking is contraindicated in aphakic and pseudophakic patients without a UV-blocking intraocular lens.

Warnings and Precautions: Corneal collagen cross-linking should be used with caution in patients with a history of herpetic keratitis due to the potential for reactivation of herpes keratitis.

Adverse Reactions: The most common adverse reaction was conjunctival hyperaemia (31%). Other adverse reactions, occurring in 5% to 25% of eyes included: corneal opacity (haze), photophobia, punctate keratitis, eye pain, eye irritation, increased lacrimation, corneal epithelium defect, eyelid oedema, corneal striae, visual acuity reduced, dry eye, and anterior chamber flare.

For more information, visit www.glaukos.com.

Forward-Looking Statements

All statements other than statements of historical facts included in this press release that address activities, events or developments that we expect, believe or anticipate will or may occur in the future are forward-looking statements. Although we believe that we have a reasonable basis for forward-looking statements contained herein, we caution you that they are based on current expectations about future events affecting us and are subject to risks, uncertainties and factors relating to our operations and business environment, all of which are difficult to predict and many of which are beyond our control, that may cause our actual results to differ materially from those expressed or implied by forward-looking statements in this press release. These potential risks and uncertainties include, without limitation, the timing and extent to which we obtain regulatory approval for investigational products, our ability to successfully commercialize such products, the ability to obtain and maintain adequate financial coverage and reimbursement for our products, the continued efficacy and safety profile of our products, and the extent to which this new J-code will enable more streamlined and consistent coverage and payment for Epioxa over time. These and other risks, uncertainties and factors related to Glaukos, and our business are described in detail under the caption “Risk Factors” and elsewhere in our Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the SEC on February 23, 2026. Our filings with the SEC are available in the Investor Section of our website at www.glaukos.com or at www.sec.gov. In addition, information about the risks and benefits of our products is available on our website at www.glaukos.com. All forward-looking statements included in this press release are expressly qualified in their entirety by the foregoing cautionary statements. You are cautioned not to place undue reliance on the forward-looking statements in this press release, which speak only as of the date hereof. We do not undertake any obligation to update, amend or clarify these forward-looking statements whether as a result of new information, future events or otherwise, except as may be required under applicable securities law.

More News From Glaukos Corporation

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Key Takeaways Glaukos gains CMS J-code J2789 for Epioxa, effective July 1, 2026, boosting reimbursement clarity.GKOS expects improved market access, simplified billing and broader payer coverage over time.Epioxa offers a non-invasive, oxygen-enriched therapy designed to reduce pain and recovery time. Glaukos (GKOS - Free Report) announced that its innovative keratoconus treatment, Epioxa (Epioxa HD / Epioxa), was assigned a permanent HCPCS J-code — J2789 — by the U.S. Centers for Medicare and Medicaid Services (“CMS”).

The J-code becomes effective from July 1, 2026, and is expected to streamline how Epioxa is reported and reimbursed by U.S. payers over time.

Per management, the new product-specific J-code for Epioxa is an important step in improving market access, helping expand coverage for keratoconus patients. Once active, this new J-code should simplify reimbursement, strengthen the foundation of commercial launch and improve patient access over time.

Likely Trend of GKOS Stock Following the NewsFollowing the announcement, GKOS shares gained 0.4% at yesterday’s closing. In the year-to-date period, shares of the company have climbed 7.1% against the industry’s 11.6% decline. However, the S&P 500 has risen 1.9% during the same time frame.

In the long run, the J-code assignment for Epioxa positions Glaukos for a scalable growth trajectory. With streamlined reimbursement and improved payer clarity, the company can drive broader physician adoption and patient access. This milestone reduces administrative friction, enhances commercial execution and supports predictable revenue expansion. Coupled with Epioxa’s differentiated, non-invasive profile, Glaukos is well-positioned to strengthen its leadership in corneal therapies and deliver sustained growth in the keratoconus treatment landscape.

GKOS currently has a market capitalization of $7 billion.

Image Source: Zacks Investment Research

More on the NewsEpioxa itself represents a breakthrough in keratoconus treatment, providing an incision-free alternative to traditional corneal cross-linking by preserving the corneal epithelium. This oxygen-enriched, UV-activated topical therapy is designed to reduce pain, streamline the procedure and shorten recovery time, while delivering strong clinical results and value.

J-codes are used by U.S. healthcare providers to report treatments, and by government and commercial payers to simplify billing and reimbursement for physician-administered drugs like Epioxa. With the assignment of J2789, Glaukos is well-positioned to improve coverage consistency and reduce administrative friction for providers treating keratoconus.

Industry Prospects Favoring the MarketGoing by the data provided by Research Nester, the keratoconus treatment market is valued at $584.6 million in 2026 and is expected to witness a CAGR of 4.2% through 2035.

Factors like the rising prevalence of keratoconus, increased awareness of advanced non-invasive treatment, rising geriatric population and the continuous advancement of diagnostic technologies are boosting the market’s growth.

Other NewsIn January, Glaukos announced the FDA approval for the company’s NDA labeling supplement, permitting unlimited re-administration of iDose TR in eligible patients. This approval expands the product’s treatment flexibility and reinforces confidence in its long-term therapeutic profile.

GKOS’ Zacks Rank & Stocks to ConsiderCurrently, GKOS has a Zacks Rank #4 (Sell).

Some better-ranked stocks from the broader medical space are Pacific Biosciences of California (PACB - Free Report) , Phibro Animal Health (PAHC - Free Report) and GE HealthCare Technologies (GEHC - Free Report) .

Pacific Biosciences of California, currently sporting a Zacks Rank #1 (Strong Buy), reported a fourth-quarter 2025 adjusted loss of 12 cents per share, 36.8% narrower than the Zacks Consensus Estimate. Revenues of $44.6 million beat the Zacks Consensus Estimate by 9.4%. You can see the complete list of today’s Zacks #1 Rankstocks here.

PACB has an estimated earnings recession rate of 1.9% compared with the industry’s 12.9% rise. The company’s earnings beat estimates in the trailing four quarters, the average surprise being 27.7%.

Phibro Animal Health, currently carrying a Zacks Rank #2 (Buy), reported second-quarter fiscal 2026 adjusted earnings per share (EPS) of 87 cents, which surpassed the Zacks Consensus Estimate by 27.1%. Revenues of $373.9 million beat the Zacks Consensus Estimate by 4.7%.

PAHC has an estimated long-term earnings growth rate of 21.5% compared with the industry’s 12.1% rise. The company’s earnings beat estimates in the trailing four quarters, the average surprise being 20.1%.

GE HealthCare Technologies, currently carrying a Zacks Rank #2, reported fourth-quarter 2025 adjusted EPS of $1.44, which surpassed the Zacks Consensus Estimate by 0.7%. Revenues of $5.7 billion beat the Zacks Consensus Estimate by 1.9%.

GEHC has an estimated long-term earnings growth rate of 9.1% compared with the industry’s 12.1% rise. The company beat earnings estimates in the trailing four quarters, the average surprise being 7.5%.

Glaukos (GKOS) came out with a quarterly loss of $0.18 per share versus the Zacks Consensus Estimate of a loss of $0.3. This compares to a loss of $0.22 per share a year ago.

Glaukos Corporation (GKOS) Q1 2026 Earnings Call Transcript

ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, today announced that its management is scheduled to participate in the following upcoming investor conferences: Stifel Virtual Ophthalmology Forum on Tuesday, May 26, 2026, at 1:30 p.m. ET William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026, at.

When investors think of artificial intelligence (AI) stocks, Arista Networks (ANET +3.80%) isn't a top-of-mind name. But understandably so. With a much smaller business compared to Nividia's and Alphabet's, it just doesn't garner much attention. The stock hasn't been performing particularly well since October anyway, giving the market even less reason to take notice.

Nevertheless, this under-the-radar AI stock is a buy before its next earnings report, due in early August, because of what happened -- or more specifically, what didn't happen -- following the release of its first-quarter results in early May.

Investors decide the glass is half-empty No, the stock didn't experience a post-earnings surge early last month. Quite the opposite, actually. It fell (sharply) despite topping its first-quarter earnings and revenue estimates in addition to raising its Q2 2026 revenue guidance. As it turns out, Arista didn't raise its guidance as much as investors and analysts were tacitly expecting it to. Those lofty expectations were already priced in, it seems.

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That's a mistake that isn't apt to happen again.

But first things first. What's Arista Networks, and what makes it an artificial intelligence stock?

It's mostly a networking outfit. Routers, cables, and the specialty software meant to get the maximum performance out of its hardware are all in its wheelhouse. As it turns out, this is artificial intelligence's biggest data bottleneck right now. Offering real solutions to this problem is why Arista's first-quarter revenue grew to the tune of 35% year over year, extending and accelerating last year's growth trend.

Image source: Getty Images.

The company's management team committed the cardinal sin no technology name can afford to commit at this time, but they candidly acknowledged that demand for Arista's technology is outpacing the supply of the components and materials it needs to manufacture its solutions, so much so that it's ultimately crimping profit margins as a result. Specifically, Arista is now looking for full-year operating margins of only 46%, down slightly from last year's average of just above 48%.

Investors simply panicked in response to the unexpected news.

All the bad news is already priced in In retrospect, though, the market arguably overreacted.

Although this year's profit margins are likely to come in slightly lower than last year's and the stock was richly priced for perfection, the top-line growth of 29% that analysts expect this year is still very impressive, as is the 22% earnings growth the analyst community is modeling for 2026. Next year's projected sales and profit growth are solid as well, in line with this year's anticipated improvements.

More importantly to interested investors, the shock stemming from the company's disappointing guidance delivered with its Q1 results has seemingly run its course. It's unlikely to take the same toll again the next time around in early August, when we'll be getting Q2's numbers; the bad news is already built in, and then some.

At least analysts seem to think so. Despite all the recent (mostly bearish) drama, the vast majority of analysts still rate ANET stock as a strong buy, with a 12-month price target of $188.42 that's nearly 20% above the stock's present price (at the time of this writing). That's not a bad way to start a new trade.

The stock may have been treated harshly based on the company's fundamentals alone, but the drop makes more sense in the context of the broader AI landscape.

Arista Networks, Inc. (ANET) Presents at 46th Annual William Blair Growth Stock Conference Transcript

Arista Networks, Inc. (ANET) Presents at Bank of America 2026 Global Technology Conference Transcript

Arista Networks Inc (NYSE:ANET) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.