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GKOS vs ISRG
Which Stock Would AI Choose? Glaukos (GKOS) vs. Intuitive Surgical (ISRG) Stock Comparison
Key Takeaways
- GKOS has delivered stronger year-to-date and one-year returns compared with ISRG, with recent quarterly sales growth exceeding 40% year-over-year.
- Both companies operate in the medical technology sector but target distinct therapeutic areas: ophthalmic devices and procedures for GKOS versus robotic-assisted surgery systems for ISRG.
- GKOS reported record first-quarter 2026 net sales of $150.6 million and raised full-year revenue guidance, while ISRG posted 23% revenue growth on 17% procedure volume increases in the same period.
- Market capitalization and scale favor ISRG, which maintains a larger installed base and recurring revenue from instruments and accessories.
- Recent sentiment has supported GKOS more strongly, with the stock trading near 52-week highs, whereas ISRG has shown more moderate relative gains amid broader sector dynamics.
- Risk profiles differ, with GKOS exhibiting higher volatility typical of smaller-capitalization growth names and ISRG benefiting from greater diversification across surgical specialties.
Introduction
Traders and investors frequently compare GKOS and ISRG when evaluating opportunities in the medical technology space. Glaukos Corporation focuses on ophthalmic therapies for glaucoma, corneal disorders, and retinal diseases, while Intuitive Surgical, Inc. leads in robotic-assisted minimally invasive surgery. This comparison provides objective data on business models, recent performance, and market positioning to help market participants assess relative strengths. It is relevant for those analyzing sector-specific growth, momentum shifts, and risk-adjusted exposure within healthcare equities.
Glaukos (GKOS) Overview and Recent Performance
Glaukos Corporation develops and commercializes ophthalmic pharmaceutical and medical technology products targeting glaucoma, corneal disorders, and retinal diseases. The company has reported consistent revenue expansion driven by product adoption and new therapy launches. In recent weeks, GKOS stock has traded near its 52-week high following strong first-quarter 2026 results that included record net sales of $150.6 million, representing 41% year-over-year growth. The firm raised its full-year 2026 revenue guidance to $620–$635 million. Market sentiment has reflected positive reaction to these results and ongoing clinical progress, contributing to year-to-date returns exceeding 35% and one-year gains near 49%.
Intuitive Surgical (ISRG) Overview and Recent Performance
Intuitive Surgical, Inc. develops, manufactures, and markets robotic-assisted surgical systems, primarily the da Vinci platform, along with the Ion endoluminal system. The company generates revenue from system placements and a high proportion of recurring sales from instruments and accessories. Recent market activity shows continued procedure volume growth of approximately 17% year-over-year in the first quarter of 2026, supporting revenue of $2.77 billion, a 23% increase. Year-to-date returns stand at approximately 27%, with one-year performance near 21%. Sentiment remains supported by broad adoption across surgical specialties, though relative price appreciation has been more measured compared with certain peers in the sector.
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Head-to-Head Comparison
GKOS and ISRG operate in the broader medical technology sector yet pursue different growth drivers. GKOS centers on specialized ophthalmic interventions with a smaller installed base and higher recent revenue growth rates, while ISRG benefits from an extensive global footprint in robotic surgery and substantial recurring revenue streams that provide greater earnings stability. Recent momentum has favored GKOS on a relative basis, with superior year-to-date and trailing twelve-month returns. Risk considerations include higher share-price volatility for the smaller-capitalization GKOS versus the more established scale and diversification of ISRG. Sector exposure overlaps in healthcare innovation, but market sentiment has reflected stronger near-term catalysts for the ophthalmic-focused name in recent periods.
Tickeron AI Verdict
Based on observable factors including trend consistency, revenue growth rates, and relative price performance in recent market activity, Tickeron’s AI would currently assign a higher probabilistic weighting to GKOS over ISRG. Stronger recent sales momentum and positioning near multi-month highs support this assessment, though both equities remain subject to broader market and sector influences that could alter relative standing.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GKOS is a Buy and ISRG is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
GKOS’s FA Score shows that 0 FA rating(s) are green whileISRG’s FA Score has 0 green FA rating(s).
- GKOS’s FA Score: 0 green, 5 red.
- ISRG’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
GKOS’s TA Score shows that 6 TA indicator(s) are bullish while ISRG’s TA Score has 6 bullish TA indicator(s).
- GKOS’s TA Score: 6 bullish, 4 bearish.
- ISRG’s TA Score: 6 bullish, 3 bearish.
Price Growth
GKOS (@Medical/Nursing Services) experienced а +2.95% price change this week, while ISRG (@Pharmaceuticals: Other) price change was -4.51% for the same time period.
The average weekly price growth across all stocks in the @Medical/Nursing Services industry was -1.20%. For the same industry, the average monthly price growth was -0.54%, and the average quarterly price growth was -16.57%.
The average weekly price growth across all stocks in the @Pharmaceuticals: Other industry was -0.97%. For the same industry, the average monthly price growth was +8.64%, and the average quarterly price growth was -9.78%.
Reported Earning Dates
GKOS is expected to report earnings on Jul 29, 2026.
ISRG is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Medical/Nursing Services (-1.20% weekly)The medical/nursing services includes companies that provide medical-related services such as ambulance services, dialysis centers, respiratory therapy, blood testing and rehabilitation services. DaVita Inc., Chemed Corporation and Guardant Health, Inc. are examples of companies in this industry.
@Pharmaceuticals: Other (-0.97% weekly)Pharmaceuticals (Other) comprise companies that are involved in the discovery, development or manufacturing of therapeutic and preventative medicines. They often collaborate with or acquire other pharmaceutical/healthcare firms. Examples of companies in this segment include Bausch Health Companies Inc., Icon Plc and Perrigo Company Plc.
| GKOS | ISRG | GKOS / ISRG | |
| Capitalization | 8.97B | 144B | 6% |
| EBITDA | -144M | 3.95B | -4% |
| Gain YTD | 35.258 | -28.176 | -125% |
| P/E Ratio | N/A | 49.43 | - |
| Revenue | 551M | 10.6B | 5% |
| Total Cash | 277M | 4.52B | 6% |
| Total Debt | 103M | 87M | 118% |
GKOS | ISRG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 95 Overvalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 55 | 67 | |
SMR RATING 1..100 | 98 | 51 | |
PRICE GROWTH RATING 1..100 | 38 | 63 | |
P/E GROWTH RATING 1..100 | 58 | 85 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ISRG's Valuation (78) in the Medical Specialties industry is in the same range as GKOS (95). This means that ISRG’s stock grew similarly to GKOS’s over the last 12 months.
GKOS's Profit vs Risk Rating (55) in the Medical Specialties industry is in the same range as ISRG (67). This means that GKOS’s stock grew similarly to ISRG’s over the last 12 months.
ISRG's SMR Rating (51) in the Medical Specialties industry is somewhat better than the same rating for GKOS (98). This means that ISRG’s stock grew somewhat faster than GKOS’s over the last 12 months.
GKOS's Price Growth Rating (38) in the Medical Specialties industry is in the same range as ISRG (63). This means that GKOS’s stock grew similarly to ISRG’s over the last 12 months.
GKOS's P/E Growth Rating (58) in the Medical Specialties industry is in the same range as ISRG (85). This means that GKOS’s stock grew similarly to ISRG’s over the last 12 months.
| GKOS | ISRG | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 76% | 6 days ago 46% |
| Stochastic ODDS (%) | 3 days ago 72% | 3 days ago 63% |
| Momentum ODDS (%) | 3 days ago 80% | 3 days ago 71% |
| MACD ODDS (%) | 3 days ago 75% | 3 days ago 45% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 63% |
| TrendMonth ODDS (%) | 3 days ago 76% | 3 days ago 69% |
| Advances ODDS (%) | 4 days ago 78% | 11 days ago 66% |
| Declines ODDS (%) | 12 days ago 68% | 3 days ago 60% |
| BollingerBands ODDS (%) | 3 days ago 67% | 3 days ago 50% |
| Aroon ODDS (%) | 3 days ago 80% | 3 days ago 64% |
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GKOS and
Correlation & Price change
A.I.dvisor indicates that over the last year, GKOS has been loosely correlated with ISRG. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if GKOS jumps, then ISRG could also see price increases.
| Ticker / NAME | Correlation To GKOS | 1D Price Change % | ||
|---|---|---|---|---|
| GKOS | 100% | -1.52% | ||
| ISRG - GKOS | 51% Loosely correlated | -1.16% | ||
| NTRA - GKOS | 48% Loosely correlated | -4.22% | ||
| RDNT - GKOS | 48% Loosely correlated | -0.52% | ||
| TWST - GKOS | 46% Loosely correlated | -3.24% | ||
| ALGN - GKOS | 43% Loosely correlated | +0.72% | ||
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ISRG and
Correlation & Price change
A.I.dvisor indicates that over the last year, ISRG has been closely correlated with BSX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if ISRG jumps, then BSX could also see price increases.
| Ticker / NAME | Correlation To ISRG | 1D Price Change % | ||
|---|---|---|---|---|
| ISRG | 100% | -1.16% | ||
| BSX - ISRG | 73% Closely correlated | -0.49% | ||
| SYK - ISRG | 64% Loosely correlated | +0.82% | ||
| NTRA - ISRG | 54% Loosely correlated | -4.22% | ||
| GKOS - ISRG | 51% Loosely correlated | -1.52% | ||
| PODD - ISRG | 49% Loosely correlated | +1.89% | ||
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