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

National Vision (NASDAQ:EYE) had its target price hoisted by investment analysts at Wells Fargo & Company from $27.00 to $30.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target would suggest a potential upside of 4.93% from the stock’s current price.

Several other research firms have also issued reports on EYE. Morgan Stanley raised their price target 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. Zacks Research raised National Vision from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 20th. Citigroup lifted their price objective on shares of National Vision from $29.00 to $35.00 and gave the stock a “buy” rating in a research note on Tuesday, November 18th. Barclays upped their target price on shares of National Vision from $30.00 to $32.00 and gave the company an “overweight” rating in a research note on Monday. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of National Vision in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $30.15.

National Vision Trading Down 1.5%

Shares of NASDAQ EYE traded down $0.45 during mid-day trading 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. National Vision has a one year low of $10.45 and a one year high of $30.02. The company’s fifty day simple moving average is $27.20 and its 200-day simple moving average is $26.54. The company has a debt-to-equity ratio of 0.28, a current ratio of 0.53 and a quick ratio of 0.32. The stock has a market cap 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.

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. National Vision had a negative net margin of 0.12% and a positive return on equity of 3.58%. The business had revenue of $503.41 million for the quarter, compared to analyst estimates of $495.26 million. During the same period in the prior year, the business posted ($0.04) earnings per share. National Vision’s revenue was up 15.1% compared to the same quarter last year. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. On average, sell-side analysts anticipate that National Vision will post 0.31 earnings per share for the current fiscal year.

Institutional Trading of National Vision

Several institutional investors and hedge funds have recently added to or reduced their stakes in EYE. Kestra Advisory Services LLC purchased a new position in National Vision in the 4th quarter worth approximately $28,000. Geneos Wealth Management Inc. bought a new position in shares of National Vision in the third quarter worth approximately $29,000. Elevation Point Wealth Partners LLC bought a new position in shares of National Vision in the second quarter worth approximately $35,000. EverSource Wealth Advisors LLC raised its holdings in National Vision by 176.8% during the 4th quarter. EverSource Wealth Advisors LLC now owns 1,614 shares of the company’s stock valued at $42,000 after buying an additional 1,031 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd bought a new stake in National Vision during the 4th quarter valued at $47,000.

National Vision News Summary

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.