Wells Fargo & Company Forecasts Strong Price Appreciation for National Vision (NASDAQ:EYE) Stock

National Vision (NASDAQ:EYE) had its price objective lifted by Wells Fargo & Company from $27.00 to $30.00 in a research note issued on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price objective would indicate a potential upside of 7.53% from the company’s previous close.

A number of other research analysts also recently weighed in on EYE. Wolfe Research set a $35.00 price target on National Vision in a research note on Wednesday. UBS Group boosted their price objective on National Vision from $39.00 to $42.00 and gave the company a “buy” rating in a report on Thursday. Morgan Stanley upped their target price on National Vision from $26.00 to $30.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. Citigroup lifted their price target on shares of National Vision from $29.00 to $35.00 and gave the company a “buy” rating in a research report on Tuesday, November 18th. Finally, Guggenheim boosted their price target on shares of National Vision from $32.00 to $33.00 and gave the company a “buy” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $31.21.

National Vision Trading Down 4.0%

NASDAQ:EYE opened at $27.90 on Thursday. National Vision has a 12 month low of $10.45 and a 12 month high of $30.02. The company has a current ratio of 0.55, a quick ratio of 0.32 and a debt-to-equity ratio of 0.26. The stock has a market capitalization of $2.22 billion, a price-to-earnings ratio of 75.41, a PEG ratio of 1.66 and a beta of 1.38. The firm has a fifty day simple moving average of $27.22 and a two-hundred day simple moving average of $26.58.

National Vision (NASDAQ:EYE) last announced its quarterly earnings data on Wednesday, March 4th. The company reported $0.15 earnings per share for the quarter, beating the consensus estimate of $0.05 by $0.10. The firm had revenue of $503.41 million for the quarter, compared to analyst estimates of $495.26 million. National Vision had a net margin of 1.49% and a return on equity of 5.15%. The business’s quarterly 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. Analysts expect that National Vision will post 0.31 EPS for the current fiscal year.

Hedge Funds Weigh In On National Vision

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

Key Stories Impacting National Vision

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

• Positive Sentiment: Q4 results beat consensus — revenue, EPS and margins came in ahead of expectations, with comparable-store traffic and ticket growth cited as drivers; that beat helped spark an initial rally in the stock. EYE Stock Up Following Q4 Earnings & Revenue Beat, Margins Rise
• Positive Sentiment: Analysts are upgrading price targets after the print — Citi raised its target to $40 (buy), UBS to $42 (buy), and Guggenheim to $33 (buy), reflecting confidence that the turnaround plan and margin recovery have traction. Citigroup PT Raised UBS PT Raised Guggenheim PT Raised
• Positive Sentiment: Coverage pieces and commentary note that the company is making progress on its turnaround plan, which supports a constructive medium-term thesis for investors focused on margin recovery and same-store trends. National Vision Holdings Is Still Making Progress On Its Turnaround Plan
• Neutral Sentiment: Wells Fargo raised its target to $30 but kept an equal-weight rating, signaling cautious optimism — a modest positive but not a full endorsement. Wells Fargo PT/Rating Note
• Neutral Sentiment: Sector comparisons and the full earnings call transcript provide context but add little new directional information; useful for due diligence but unlikely to move the stock alone. Are Consumer Staples Stocks Lagging National Vision (EYE) This Year? Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management set FY2026 EPS guidance that some outlets characterized as soft relative to investor expectations; that tempered gains after the initial rally and was cited as a reason for shares to pare some upside. National Vision beats estimates, but shares edge down on soft guidance
• Negative Sentiment: Brief market write-ups and snapshots flagged mixed signals from the release (beat vs. cautious outlook), contributing to intraday volatility. Q4 Earnings Snapshot

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.