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EYE

National Vision Holdings, Inc.

EYE

NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $1.5B

$19.76

+4.00%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$14.75 - $30.02

P/E

33.95

Fwd P/E

21.32

Beta

1.07

Div Yield

0.00%

Avg Vol

2.2M

Shares Out

79.4M

Mkt Cap

$1.5B

Price action

Price chart

Down 21.4% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Largest optical retail footprint in the U.S. with 1,278+ stores providing scale and convenience
  • Vertically integrated model combining eye exams, product sales, and optical services in-house
  • Multiple brand portfolio (America's Best, Eyeglass World, Vista Optical) targeting different customer segments and price points
  • Strategic partnerships with major retailers (Fred Meyer) expanding market reach and foot traffic

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Expansion of store footprint and market penetration in underserved regions

Value

Fairly valued vs Specialty Retail peers

Momentum

Weak

-19.8% over 3m

Quality

Strong

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

Q2 26 RECAP

MAY 13, 2026

Reported EPS of $0.45 vs $0.43 consensus (+4.7% surprise). Revenue of $543.9M vs $545.1M expected (-0.2%).

EPS beat +4.7%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+4.7%

Next: May 5, 2026

Revenue trend · last 8Q

-14%

+6%

+8%

+8%

+15%

+7%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 26

Q1 26

$451.7M

$451.5M

$437.3M

$510.3M

$486.4M

$487.3M

$503.4M

$543.9M

Margins · last 8Q

Gross

Operating

Profit

5.7%

Wall Street consensus

7 analysts · 71% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

71%

Hold

2

29%

Sell

0%

Median Price Target

$26.00

+31.6% vs $19.76

Low $22.00
Median $26.00
High $36.00

Latest: Citi · May 15, 2026

4 analysts covering

vs Industry

How EYE stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.