National Vision (NASDAQ:EYE) Stock Price Expected to Rise, Citigroup Analyst Says

National Vision (NASDAQ:EYE) had its price objective raised by investment analysts at Citigroup from $35.00 to $40.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Citigroup’s price target points to a potential upside of 43.37% from the company’s previous close.

Several other research firms also recently weighed in on EYE. Wells Fargo & Company lifted their target price on National Vision from $27.00 to $30.00 and gave the stock an “equal weight” rating in a research report on Thursday. Barclays upped their price target on shares of National Vision from $30.00 to $32.00 and gave the stock an “overweight” rating in a report on Monday, March 2nd. National Bank Financial set a $32.00 price target on shares of National Vision in a research note on Tuesday, December 9th. Guggenheim lifted their price objective on shares of National Vision from $32.00 to $33.00 and gave the company a “buy” rating in a report on Thursday. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of National Vision in a research report on Thursday, January 22nd. One 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’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $31.21.

National Vision Trading Down 4.0%

EYE opened at $27.90 on Thursday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 0.32 and a current ratio of 0.55. The stock’s 50 day moving average price is $27.22 and its 200-day moving average price is $26.58. National Vision has a one year low of $10.45 and a one year high of $30.02. The stock has a market cap of $2.22 billion, a price-to-earnings ratio of 75.41, a P/E/G ratio of 1.66 and a beta of 1.38.

National Vision (NASDAQ:EYE) last issued its quarterly earnings results on Wednesday, March 4th. The company reported $0.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.05 by $0.10. National Vision had a return on equity of 5.15% and a net margin of 1.49%.The firm had revenue of $503.41 million during the quarter, compared to analyst estimates of $495.26 million. During the same period last year, the company earned ($0.04) EPS. National Vision’s quarterly 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, equities analysts forecast that National Vision will post 0.31 EPS for the current year.

Hedge Funds Weigh In On National Vision

Several institutional investors have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of National Vision by 4.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,257 shares of the company’s stock valued at $591,000 after acquiring an additional 1,948 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in National Vision by 6.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 235,125 shares of the company’s stock worth $3,005,000 after acquiring an additional 13,384 shares in the last quarter. Y Intercept Hong Kong Ltd purchased a new position in National Vision during the 2nd quarter valued at about $329,000. Teacher Retirement System of Texas increased its position in National Vision by 84.5% during the 2nd quarter. Teacher Retirement System of Texas now owns 21,240 shares of the company’s stock valued at $489,000 after purchasing an additional 9,728 shares during the period. Finally, Assetmark Inc. bought a new stake in shares of National Vision in the 2nd quarter valued at about $915,000.

National Vision News Summary

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

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.