Analysts have raised their price target for National Vision Holdings from $29.80 to $32.90. They cite improved revenue growth forecasts and higher expected profit margins.
What's in the News
- The company announced investment priorities for the next five years, stating it will maintain a disciplined capital allocation with capital expenditures of approximately 4-5% of annual revenue through 2030 (Key Developments).
- There are plans to focus on transformation initiatives in 2026 and 2027, with expectations to open about 30 new stores per year during this time (Key Developments).
- The company expects accelerated unit growth between 2028 and 2030, targeting approximately 60 new stores per year while continuing to invest in growth initiatives (Key Developments).
- The fiscal 2025 outlook has been reaffirmed, and guidance for 2026 through 2030 has been provided, anticipating annual net revenue increases in the high-single-digits range (Key Developments).
- Earnings guidance was raised for the 53 weeks ending January 3, 2026, with net revenue now expected to be between $1.970 billion and $1.988 billion, an increase from the previously anticipated range of $1.934 billion to $1.970 billion (Key Developments).
Valuation Changes
- Fair Value Estimate has increased from $29.80 to $32.90, reflecting higher confidence in the company's prospects.
- Discount Rate has risen slightly from 8.94% to 9.01%.
- Revenue Growth expectations have improved from 5.37% to 6.13%.
- Net Profit Margin forecast has risen substantially from 3.20% to 5.13%.
- Future P/E ratio estimate has fallen significantly from 43.67x to 28.93x. This suggests a more favorable valuation relative to projected earnings.
Disclaimer
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