National Vision Holdings, Inc.

National Vision Holdings, Inc.

EYEยทNASDAQ

$16.68

+2.1%
Consumer CyclicalSpecialty Retail

National Vision Holdings, Inc., through its subsidiaries, operates as an optical retailer in the United States. The company operates in two segments, Owned & Host and Legacy. It offers eyeglasses and contact lenses, and optical accessory products; provides eye exams through its America's Best, Eyeglass World, Vista Optical, Fred Meyer, and Vista Optical military, as well as Vision Center branded stores; and offers health maintenance organization and optometric services. As of January 1, 2022, the company operated through 1,278 retail stores, as well as various e-commerce websites. National Vision Holdings, Inc. was founded in 1990 and is headquartered in Duluth, Georgia.

At a Glance

Live Snapshot
Market Cap$1.34B
EPS0.3700
P/E Ratio45.08
Earnings Date08/05/2026
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National Vision Holdings, Inc. Street Expectations Map

EYE ยท NASDAQ

Wall Street analysts project that EYE stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 31.00, with estimates ranging from a low of 22.00 to a high of 40.00.

Lowest Target
22.00
31.89%
Consensus Target
31.00
85.85%
Highest Target
40.00
139.81%

The consensus 1-year price target stands at 31.00, with estimates ranging from a low of 22.00 to a high of 40.00.

Analyst Consensus Analysis

Upside Potential

+85.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

58.1% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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National Vision Holdings, Inc. Forward Estimates of Revenue

EYE ยท NASDAQ
Latest Revenue
1.99B
FY 2025
Avg Estimate
1.98B
FY 2026
Estimate Range
1.94B - 1.99B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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National Vision Holdings, Inc. Forward Estimates of Net Income

EYE ยท NASDAQ
Latest Net Income
29.60M
FY 2025
Avg Estimate
56.58M
FY 2026
Estimate Range
55.63M - 57.52M
Analyst Spread

Forward Growth Analysis

Projected Growth+91.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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National Vision Holdings, Inc. Forward Estimates of EPS

EYE ยท NASDAQ
Latest EPS
0.37
FY 2025
Avg Estimate
$0.70
FY 2026
Estimate Range
$0.69 - $0.71
Analyst Spread

Forward Growth Analysis

Projected Growth+89.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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National Vision Holdings, Inc. Forward Estimates of EBIT

EYE ยท NASDAQ
Latest EBIT
61.26M
FY 2025
Avg Estimate
47.72M
FY 2026
Estimate Range
46.85M - 47.96M
Analyst Spread

Forward Growth Analysis

Projected Growth-22.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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National Vision Holdings, Inc. Forward Estimates of EBITDA

EYE ยท NASDAQ
Latest EBITDA
152.42M
FY 2025
Avg Estimate
150.51M
FY 2026
Estimate Range
147.76M - 151.27M
Analyst Spread

Forward Growth Analysis

Projected Growth-1.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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National Vision Holdings, Inc. Forward Estimates of SG&A Expense

EYE ยท NASDAQ
Latest SG&A Expense
1.02B
FY 2025
Avg Estimate
962.10M
FY 2026
Estimate Range
944.56M - 966.95M
Analyst Spread

Forward Growth Analysis

Projected Growth-5.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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National Vision Holdings, Inc. Insider Positioning

EYE ยท NASDAQ

During the last 12 months, insiders have sold $3.00M worth of EYE shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

42.6K

1.15M

Net Activity

-1.2M

-$1.15M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

12.6K

301.28K

Net Activity

-301K

-$301K

9-12 Months

Bought

0

0.00

Sold

64.7K

1.54M

Net Activity

-1.5M

-$1.54M

Top Buyers

No buying activity

Top Sellers

1
FLR

Fahs L Reade

Director, Officer: Executive Chairman

84.9K sharesโ€ข4 transactions

$2.07M

2
WA

Wilkes Alexander

Director, Officer: Chief Executive Officer

35.0K sharesโ€ข1 transactions

$929K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.00M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.15M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.