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Glaukos Corporation (GKOS)
์‹œ๊ฐ€์ด์•ก: 6.40B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Medical_Dental_Instruments
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.glaukos.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, MoM)
2406: 95.7M / 88.86M / 7.7% / 19.0% / 11.8%
2403: 85.62M / -- / -- / 15.9% / 4.0%
2312: 82.36M / -- / -- / -- / 5.5%
2309: 78.05M / -- / -- / -- / -2.9%
2306: 80.4M / -- / -- / -- / 8.8%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, MoM)
2406: -0.52 / -0.52 / 0.0% / 23.5% / 36.6%
2403: -0.82 / -- / -- / -13.9% / -9.3%
2312: -0.75 / -- / -- / -- / -19.0%
2309: -0.63 / -- / -- / -- / 7.4%
2306: -0.68 / -- / -- / -- / 5.6%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 314.71M(11.3%) / -2.78(-33.0%)
2212: 282.86M(-3.8%) / -2.09(-95.3%)
2112: 294.01M(30.7%) / -1.07(60.4%)
2012: 224.96M(--) / -2.7(--)

#GKOS

- ์‚ฌ์—…์š”์•ฝ: Glaukos Corporation, an ophthalmic pharmaceutical and medical technology company, focuses on the development of novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. It offers iStent and iStent inject W micro-bypass ste...
Glaukos Corporation (GKOS)
์‹œ๊ฐ€์ด์•ก: 7.26B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Medical_Dental_Instruments
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.glaukos.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2409: 96.7M / 91.5M / 5.7% / 23.9% / 1.0%
2406: 95.7M / 88.86M / 7.7% / 19.0% / 11.8%
2403: 85.62M / -- / -- / 15.9% / 4.0%
2312: 82.36M / -- / -- / -- / 5.5%
2309: 78.05M / -- / -- / -- / -2.9%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2409: -0.28 / -0.48 / 41.7% / 55.6% / 46.2%
2406: -0.52 / -0.52 / 0.0% / 23.5% / 36.6%
2403: -0.82 / -- / -- / -13.9% / -9.3%
2312: -0.75 / -- / -- / -- / -19.0%
2309: -0.63 / -- / -- / -- / 7.4%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 314.71M(11.3%) / -2.78(-33.0%)
2212: 282.86M(-3.8%) / -2.09(-95.3%)
2112: 294.01M(30.7%) / -1.07(60.4%)
2012: 224.96M(--) / -2.7(--)

#GKOS

- ์‚ฌ์—…์š”์•ฝ: Glaukos Corporation, an ophthalmic pharmaceutical and medical technology company, focuses on the development of novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. It offers iStent and iStent inject ...
12์›” 6์ผ ์™ธ์‚ฌ ๊ธฐ์—… ๋ฆฌํฌํŠธ

<๊ธฐ์—… ๋ฆฌํฌํŠธ>

1. Accenture (#ACN)
- Goldman Sachs
- ๊ธ€๋กœ๋ฒŒ ์ตœ๋Œ€ IT ์„œ๋น„์Šค ์ œ๊ณต์—…์ฒด๋กœ, Buy ๋“ฑ๊ธ‰์œผ๋กœ ์ƒํ–ฅ ์กฐ์ •ํ•˜๋ฉฐ ๋ชฉํ‘œ๊ฐ€ $370 -> $420๋กœ ์กฐ์ •

2. Sight Sciences (#SGHT)
- UBS
- ํ˜์‹ ์ ์ธ ์˜๋ฃŒ๊ธฐ๊ธฐ ๊ธฐ์—…์œผ๋กœ, TearCare ์†”๋ฃจ์…˜์˜ ์„ฑ์žฅ ๊ฐ€๋Šฅ์„ฑ์— ๋”ฐ๋ผ Buy ๋“ฑ๊ธ‰ ์‹ ๊ทœ ์‹œ์ž‘

3. Glaukos (#GKOS)
- UBS
- ๋…น๋‚ด์žฅ ์น˜๋ฃŒ ์†”๋ฃจ์…˜ ์ „๋ฌธ ๊ธฐ์—…์œผ๋กœ, iDose ์†”๋ฃจ์…˜ ๋งค์ถœ ์„ฑ์žฅ ๊ธฐ๋Œ€์™€ ํ•จ๊ป˜ Buy ๋“ฑ๊ธ‰ ์‹ ๊ทœ ์‹œ์ž‘

4. Hewlett Packard Enterprise (#HPE)
- Morgan Stanley
- ํด๋ผ์šฐ๋“œ ์†”๋ฃจ์…˜ ์ œ๊ณต ๊ธฐ์—…์œผ๋กœ, Juniper Networks ์ธ์ˆ˜์™€ ์„ฑ์žฅ ๊ฐ€๋Šฅ์„ฑ์„ ๋ฐ˜์˜ํ•ด Overweight๋กœ ์ƒํ–ฅ ์กฐ์ •

5. Applied Materials (#AMAT)
- Morgan Stanley
- ์›จ์ดํผ ์ œ์กฐ ์žฅ๋น„ ๊ธฐ์—…์œผ๋กœ, 2025๋…„ ์‹œ์žฅ ์ง€์ถœ ๊ฐ์†Œ ์ „๋ง์œผ๋กœ Underweight๋กœ ๋“ฑ๊ธ‰ ํ•˜ํ–ฅ ์กฐ์ •

6. Synopsys Inc. (#SNPS)
- KeyBanc Capital Markets
- ์ „์ž ์„ค๊ณ„ ์ž๋™ํ™” ์†”๋ฃจ์…˜ ์„ ๋„ ๊ธฐ์—…์œผ๋กœ, Overweight ๋“ฑ๊ธ‰ ์œ ์ง€ํ•˜๋ฉฐ ๋ชฉํ‘œ๊ฐ€ $690๋กœ ์œ ์ง€

7. Synopsys Inc. (#SNPS)
- Piper Sandler
- 2025๋…„ ๋ณด์ˆ˜์  ๋งค์ถœ ์ „๋ง์—๋„ Overweight ๋“ฑ๊ธ‰ ์œ ์ง€ํ•˜๋ฉฐ ๋ชฉํ‘œ๊ฐ€ $670 -> $655๋กœ ํ•˜ํ–ฅ ์กฐ์ •

8. Teva Pharmaceutical Industries (#TEVA)
- Piper Sandler
- ๊ธ€๋กœ๋ฒŒ ์ œ์•ฝ ์„ ๋„ ๊ธฐ์—…์œผ๋กœ, Overweight ๋“ฑ๊ธ‰ ์œ ์ง€ํ•˜๋ฉฐ Austedo ํ”„๋žœ์ฐจ์ด์ฆˆ ์„ฑ์žฅ ๊ธฐ๋Œ€

9. Gibson Energy (#GEI)
- BMO Capital
- ์บ๋‚˜๋‹ค ๊ธฐ๋ฐ˜ ์—๋„ˆ์ง€ ๊ธฐ์—…์œผ๋กœ, Gateway Terminal ์ˆ˜์ต ์ฆ๊ฐ€ ์ „๋ง์— ๋”ฐ๋ผ Outperform๋กœ ์ƒํ–ฅ ์กฐ์ •

10. Ryan Specialty Group (#RYAN)
- Morgan Stanley
- ํŠน์ˆ˜ ๋ณดํ—˜ ์†”๋ฃจ์…˜ ์ œ๊ณต ๊ธฐ์—…์œผ๋กœ, Overweight ๋“ฑ๊ธ‰ ์‹ ๊ทœ ์‹œ์ž‘ํ•˜๋ฉฐ ๋ชฉํ‘œ๊ฐ€ $90 ์„ค์ •

11. Nano-X Imaging (#NNOX)
- Cantor Fitzgerald
- ํ˜์‹ ์ ์ธ ์˜๋ฃŒ ์˜์ƒ ์†”๋ฃจ์…˜ ๊ธฐ์—…์œผ๋กœ, ์‹œ์Šคํ…œ ๋ฐฐ์น˜ ํ™•๋Œ€์—๋„ ๋ชฉํ‘œ๊ฐ€ $14 -> $11๋กœ ํ•˜ํ–ฅ ์กฐ์ •

12. PayPal Holdings (#PYPL)
- Barclays
- ๊ธ€๋กœ๋ฒŒ ๋””์ง€ํ„ธ ๊ฒฐ์ œ ์†”๋ฃจ์…˜ ๊ธฐ์—…์œผ๋กœ, Overweight ๋“ฑ๊ธ‰ ์œ ์ง€ํ•˜๋ฉฐ ๋ชฉํ‘œ๊ฐ€ $92๋กœ ๋ณ€๋™ ์—†์Œ

13. Hon Hai Precision Industry (#2317)
- JP๋ชจ๊ฑด
- AI ์„œ๋ฒ„ ์ƒ์‚ฐ ๊ฐ•์„ธ์™€ ์„ฑ์žฅ ์ž ์žฌ๋ ฅ์— ๋”ฐ๋ผ Overweight ๋“ฑ๊ธ‰ ์œ ์ง€

14. Republic Services (#RSG)
- BMO Capital
- ํ๊ธฐ๋ฌผ ๊ด€๋ฆฌ ์„ ๋„ ๊ธฐ์—…์œผ๋กœ, ์ „๊ธฐ์ฐจ ๋ฐ ์žฌํ™œ์šฉ ์—ญ๋Ÿ‰ ๊ฐ•ํ™”์— ๋”ฐ๋ผ Outperform๋กœ ์ƒํ–ฅ ์กฐ์ •

15. Veeva Systems (#VEEV)
- Barclays
- ์ƒ๋ช…๊ณผํ•™ ํด๋ผ์šฐ๋“œ ์†”๋ฃจ์…˜ ๊ธฐ์—…์œผ๋กœ, Clinical Data Management System ๊ณ„์•ฝ ์ฆ๊ฐ€ ๊ธฐ๋Œ€์™€ ํ•จ๊ป˜ ๋ชฉํ‘œ๊ฐ€ $260 -> $275๋กœ ์ƒํ–ฅ ์กฐ์ •

16. GitLab (#GTLB)
- KeyBanc Capital Markets
- DevSecOps ์†”๋ฃจ์…˜ ๊ธฐ์—…์œผ๋กœ, Duo SKU ๋ฐ ์‹œ์žฅ ์„ฑ์žฅ ๊ฐ€๋Šฅ์„ฑ์— ๋”ฐ๋ผ ๋ชฉํ‘œ๊ฐ€ $74 -> $80๋กœ ์ƒํ–ฅ ์กฐ์ •

<์ „๋žต& ๋งคํฌ๋กœ ๋ฆฌํฌํŠธ>

1. Michael Hartnett (๋ฑ…ํฌ์˜ค๋ธŒ์•„๋ฉ”๋ฆฌ์นด ์ „๋žต๊ฐ€)
- ๋ฏธ๊ตญ ์ฃผ์‹๊ณผ ์•”ํ˜ธํ™”ํ์˜ ์ƒ์Šน์„ธ๋ฅผ ๊ณผ์—ด ์ƒํƒœ๋กœ ๋ณด๊ณ , S&P 500์ด 2025๋…„ ์ดˆ ๊ณผ์ž‰ ์ƒ์Šน ์œ„ํ—˜์— ์ง๋ฉดํ•  ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ๋‹ค๊ณ  ํ‰๊ฐ€

https://naver.me/FRLlgQHc

(์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)


241206 US ๊ธฐ์—… TP ์ •๋ฆฌ

Upgrades

#APP #TEAM #CHWY #FIVE #NFLX #HOOD #CRM #IOT #BRKR #COP #DEO #EXAS #GTES #HPE #ITW #MBLY #MGA #OKTA #ROK #WTW

Downgrades

#ABBV #AEO #ALLY #AMAT #CHWY #CNX #DVN #F #FOUR #FWONA #GRAB #MRVI #NAUT #NCNO #OTIS #PB #PFG #RLMD #ROP #SBRA #SM #VCYT
https://naver.me/5mI8ZwxU
(์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)
Glaukos Corporation (GKOS)
์‹œ๊ฐ€์ด์•ก: 8.72B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Medical_Dental_Instruments
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.glaukos.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: 105.5M / 100.53M / 4.9% / 28.1% / 9.1%
2409: 96.7M / 91.5M / 5.7% / 23.9% / 1.0%
2406: 95.7M / 88.86M / 7.7% / 19.0% / 11.8%
2403: 85.62M / -- / -- / 15.9% / 4.0%
2312: 82.36M / -- / -- / -- / 5.5%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2412: -0.4 / -0.38 / -5.3% / 46.7% / -42.9%
2409: -0.28 / -0.48 / 41.7% / 55.6% / 46.2%
2406: -0.52 / -0.52 / 0.0% / 23.5% / 36.6%
2403: -0.82 / -- / -- / -13.9% / -9.3%
2312: -0.75 / -- / -- / -- / -19.0%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 314.71M(11.3%) / -2.78(-33.0%)
2212: 282.86M(-3.8%) / -2.09(-95.3%)
2112: 294.01M(30.7%) / -1.07(60.4%)
2012: 224.96M(--) / -2.7(--)

#GKOS

- ์‚ฌ์—…์š”์•ฝ: Glaukos Corporation, an ophthalmic pharmaceutical and medical technology company, focuses on the development of novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. It offers iStent...