National Vision (NASDAQ:EYE) Price Target Raised to $40.00 at Citigroup

National Vision (NASDAQ:EYE) had its price target increased by Citigroup from $35.00 to $40.00 in a research report sent to investors on Thursday,Benzinga reports. Citigroup currently has a buy rating on the stock.

A number of other brokerages have also commented on EYE. Morgan Stanley increased their price objective on National Vision from $26.00 to $30.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. Wall Street Zen lowered National Vision from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Wolfe Research set a $35.00 price objective on National Vision in a research report on Wednesday. National Bank Financial set a $32.00 target price on shares of National Vision in a research report on Tuesday, December 9th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of National Vision in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $31.21.

National Vision Stock Up 0.1%

Shares of NASDAQ:EYE opened at $29.07 on Thursday. National Vision has a 12 month low of $10.45 and a 12 month high of $30.02. The firm has a market cap of $2.31 billion, a P/E ratio of 78.57, a P/E/G ratio of 1.66 and a beta of 1.38. The company has a quick ratio of 0.32, a current ratio of 0.55 and a debt-to-equity ratio of 0.26. The company’s 50-day moving average price is $27.22 and its two-hundred day moving average price is $26.56.

National Vision (NASDAQ:EYE) last announced its 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. The company 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%. National Vision’s quarterly revenue was up 15.1% on a year-over-year basis. During the same period 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. As a group, research analysts forecast that National Vision will post 0.31 EPS for the current fiscal year.

Institutional Trading of National Vision

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

Key Headlines Impacting National Vision

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

• Positive Sentiment: Several major analysts raised targets and maintained buy ratings, providing upside to the stock (UBS to $42, Citi to $40, Guggenheim to $33). These upgrades signal renewed analyst confidence following the quarter. UBS PT Raise Citi PT Raise Guggenheim PT Raise
• Positive Sentiment: Q4 results beat estimates: EPS $0.15 vs. consensus ~$0.05 and revenue $503.4M (up ~15% YoY). Management highlighted traffic, ticket growth and margin expansion — fundamental drivers that support the recent analyst optimism. Press Release
• Neutral Sentiment: FY‑2026 guidance: management set EPS guidance of $0.85–$1.09, above the street EPS consensus (~$0.81), but revenue guidance was roughly in line or slightly below some forecasts — a mixed signal that helped EPS outlook but left revenue expectations ambiguous. Slide Deck / Guidance
• Neutral Sentiment: Analyst and media coverage (earnings call transcripts and writeups) is amplifying the stock move — coverage highlights strong execution on the company’s strategic plan but also digs into guidance cadence and margin sustainability. These narratives can add volatility as investors parse details. Earnings Call Transcript
• Negative Sentiment: Some outlets flagged “soft” revenue guidance relative to expectations, which prompted cautious reactions and explains mixed short‑term sentiment despite the EPS beat — a risk that could cap gains if future top‑line momentum slows. Investing.com: 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.