National Vision (NASDAQ:EYE) Price Target Raised to $33.00 at Guggenheim

Key Points

• Guggenheim raised its price target on National Vision to $33.00 and kept a "buy" rating, implying roughly a 13.1% upside from the prior close.
• Q4 beat: National Vision reported $0.15 EPS and $503.4M revenue, and set FY2026 EPS guidance of $0.85–$1.09, above the Street midpoint.
• Despite the earnings beat, management's FY2026 revenue guidance of $2.0B–$2.1B was viewed as soft by some investors, leading to mixed market reactions.

National Vision (NASDAQ:EYE - Get Free Report) had its price objective raised by investment analysts at Guggenheim from $32.00 to $33.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage currently has a "buy" rating on the stock. Guggenheim's price target points to a potential upside of 13.13% from the stock's previous close.

Other equities research analysts have also recently issued research reports about the stock. National Bank Financial set a $32.00 price objective on shares of National Vision in a research note on Tuesday, December 9th. Wall Street Zen cut shares of National Vision from a "buy" rating to a "hold" rating in a report on Saturday, November 8th. Morgan Stanley increased their target price on shares of National Vision from $26.00 to $30.00 and gave the stock an "equal weight" rating in a research note on Thursday, January 15th. Wolfe Research set a $35.00 price target on National Vision in a research note on Wednesday. Finally, Barclays increased their price target on National Vision from $30.00 to $32.00 and gave the stock an "overweight" rating in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $29.69.

National Vision Stock Performance

NASDAQ EYE opened at $29.17 on Thursday. The stock has a 50-day simple moving average of $27.20 and a two-hundred day simple moving average of $26.54. The firm has a market capitalization of $2.31 billion, a P/E ratio of -972.01, a PEG ratio of 1.52 and a beta of 1.38. National Vision has a fifty-two week low of $10.45 and a fifty-two week high of $30.02. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.32 and a current ratio of 0.53.

National Vision (NASDAQ:EYE - Get Free Report) last issued its earnings results on Wednesday, March 4th. The company reported $0.15 EPS for the quarter, topping analysts' consensus estimates of $0.05 by $0.10. The firm had revenue of $503.41 million for the quarter, compared to the consensus estimate of $495.26 million. National Vision had a positive return on equity of 3.58% and a negative net margin of 0.12%.The company's revenue was up 15.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned ($0.04) earnings per share. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. On average, equities analysts forecast that National Vision will post 0.31 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in EYE. Wellington Management Group LLP boosted its holdings in shares of National Vision by 27.6% during the 4th quarter. Wellington Management Group LLP now owns 5,783,699 shares of the company's stock worth $149,335,000 after purchasing an additional 1,251,499 shares during the last quarter. William Blair Investment Management LLC boosted its position in shares of National Vision by 36.0% during the third quarter. William Blair Investment Management LLC now owns 4,840,473 shares of the company's stock worth $141,293,000 after buying an additional 1,280,783 shares during the period. American Century Companies Inc. boosted its holdings in National Vision by 25.6% during the 3rd quarter. American Century Companies Inc. now owns 4,391,844 shares of the company's stock valued at $128,198,000 after acquiring an additional 896,093 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in shares of National Vision by 15.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 3,295,290 shares of the company's stock valued at $96,190,000 after purchasing an additional 437,655 shares during the period. Finally, Dimensional Fund Advisors LP grew its stake in shares of National Vision by 5.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 3,029,596 shares of the company's stock worth $78,224,000 after acquiring an additional 156,859 shares in the last quarter.

National Vision News Roundup

Here are the key news stories impacting National Vision this week:

• Positive Sentiment: Q4 beat on EPS and revenue with margin improvement — National Vision reported $0.15 EPS (vs. ~ $0.05–$0.06 consensus) and $503.4M in revenue, with management citing stronger traffic and average ticket growth that helped expand margins. EYE Stock Up Following Q4 Earnings & Revenue Beat, Margins Rise
• Positive Sentiment: FY2026 EPS guidance topped consensus — Management set FY26 EPS at $0.85–$1.09, above the Street midpoint, giving investors a clearer near-term earnings outlook. The guidance contributed to investor enthusiasm despite other mixed elements. National Vision Holdings, Inc. Reports Fourth Quarter and Fiscal 2025 Financial Results
• Neutral Sentiment: Earnings call transcript available — Details and management commentary from the Q&A are published for investors who want to dig into drivers (store-level trends, margin levers, marketing cadence). National Vision Holdings, Inc. (EYE) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Slide deck and presentation posted — Management’s slides provide the company’s KPIs and outlook assumptions if you want to model FY26 under different revenue/margin scenarios. National Vision Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation
• Negative Sentiment: Revenue guidance seen as soft by some — The FY26 revenue range ($2.0B–$2.1B) was viewed as slightly light versus the Street, and reports flagged that the “soft guidance” headline pressured sentiment for some investors. That caution partly offset the beat and contributed to mixed market reactions. National Vision beats estimates, but shares edge down on soft guidance

About National Vision

National Vision Holdings, Inc is an American optical retailer specializing in accessible vision care and eyewear. The company operates under multiple retail banners, offering comprehensive eye health services and a wide range of optical products. Since its founding in the early 1990s, National Vision has focused on providing value-driven solutions, targeting underserved and price‐conscious consumer segments.

Through its primary retail brands—including America's Best Contacts & Eyeglasses, Eyeglass World, Optical America and Vista Optical—National Vision delivers services such as comprehensive eye examinations, prescription eyewear, contact lenses, sunglasses and lens accessories.

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