National Vision (NASDAQ:EYE) Price Target Raised to $42.00 at UBS Group

Key Points

• UBS raised its price target on National Vision to $42.00 (from $39.00) and kept a "buy" rating, implying about a 46.9% upside from the prior close.
• Q4 beat: EYE reported $0.15 EPS vs. ~$0.05 expected and revenue of $503.4M (up 15.1% YoY), and set FY2026 EPS guidance of $0.85–$1.09.
• Despite the beats and some price-target raises, analyst sentiment is mixed (consensus "Moderate Buy" with a consensus price target of $30.15), and the stock trades around $28.59 amid still‑weak profitability metrics and a cautious $2.0–$2.1B revenue guide.

National Vision (NASDAQ:EYE - Get Free Report) had its target price raised by equities researchers at UBS Group from $39.00 to $42.00 in a report released on Thursday,Benzinga reports. The firm currently has a "buy" rating on the stock. UBS Group's price objective indicates a potential upside of 46.90% from the company's previous close.

A number of other research analysts also recently weighed in on the company. Wall Street Zen downgraded National Vision from a "buy" rating to a "hold" rating in a report on Saturday, November 8th. Citigroup lifted their target price on National Vision from $29.00 to $35.00 and gave the company a "buy" rating in a research note on Tuesday, November 18th. National Bank Financial set a $32.00 price target on shares of National Vision in a research report on Tuesday, December 9th. Guggenheim upped their price objective on shares of National Vision from $32.00 to $33.00 and gave the company a "buy" rating in a research note on Thursday. Finally, Morgan Stanley lifted their target price on shares of National Vision from $26.00 to $30.00 and gave the company an "equal weight" rating in a research note on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $30.15.

National Vision Stock Performance

Shares of NASDAQ:EYE traded down $0.45 on Thursday, hitting $28.59. The company's stock had a trading volume of 920,656 shares, compared to its average volume of 1,189,709. The stock's 50-day moving average is $27.20 and its two-hundred day moving average is $26.54. The company has a market capitalization of $2.27 billion, a price-to-earnings ratio of -952.68, a price-to-earnings-growth ratio of 1.52 and a beta of 1.38. 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 has a 12 month low of $10.45 and a 12 month high of $30.02.

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

Institutional Trading of National Vision

Several large investors have recently modified their holdings of the company. Asset Management One Co. Ltd. acquired a new position in shares of National Vision during the 3rd quarter worth about $4,090,000. Allianz Asset Management GmbH bought a new position in shares of National Vision in the third quarter valued at about $8,390,000. Public Sector Pension Investment Board increased its holdings in shares of National Vision by 14.6% in the third quarter. Public Sector Pension Investment Board now owns 308,942 shares of the company's stock valued at $9,018,000 after purchasing an additional 39,394 shares in the last quarter. Jupiter Asset Management Ltd. lifted its holdings in National Vision by 4,726.8% during the 3rd quarter. Jupiter Asset Management Ltd. now owns 977,525 shares of the company's stock worth $28,534,000 after buying an additional 957,273 shares in the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in National Vision in the 3rd quarter valued at $747,000.

Trending Headlines about National Vision

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

• Positive Sentiment: Q4 beat — EYE reported $0.15 GAAP EPS vs. consensus ~$0.05–0.06 and revenue of $503.4M (up ~15% YoY); management cited stronger traffic/ticket trends and margin expansion. Read More.
• Positive Sentiment: FY‑2026 EPS guidance raised — company set EPS guidance of $0.85–$1.09, above the prior consensus (~$0.81), implying meaningful upside to Street estimates if achieved. Read More.
• Positive Sentiment: Analyst support — Guggenheim raised its price target to $33 and maintained a Buy rating, signaling continued analyst conviction in the post‑restructuring growth story. Read More.
• Neutral Sentiment: Call materials and transcripts released — slides and call transcripts are available for investors to vet same‑store sales, margin drivers and cadence of store growth (useful but not new fundamental news). Read More.
• Negative Sentiment: Revenue guidance range seen as cautious — the $2.0B–$2.1B revenue guide sits at the low end of some Street expectations, and that cautious top‑line outlook appears to have tempered the rally following the beat. Read More.
• Negative Sentiment: Profitability metrics remain mixed — despite Q4 improvements, certain trailing metrics (small net margin, short-term liquidity ratios) keep some investors concerned about execution risks as the company scales. Read More.

National Vision Company Profile

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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