Google Partnership And Retail Expansion Will Unlock New Market Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 May 25

Updated

06 Dec 25

Views

81

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

4.8%

7D

-3.7%

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1Y

4.8%

7D

-3.7%

You can edit this narrative until Dec 7 2:05 AM. Then, changes will post as Updates.

Author's Valuation

US$22.4517.5% overvalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

Fair value Increased 1.30%

WRBY: Margin Expansion And 2025 Profitability Progress Will Drive Renewed Bullish Conviction

Analysts have nudged their blended price target for Warby Parker modestly higher, from approximately $22.17 to $22.45 per share. Stronger margin and growth assumptions have offset recent target cuts tied to slowing revenue trends and heightened uncertainty around the pace of top line expansion.

Shared on 22 Nov 25

Fair value Decreased 12%

WRBY: Renewed Partnerships Will Support Improved Engagement And 2025 Outlook

Analysts have reduced their average price target for Warby Parker from approximately $25.08 to $22.17. They cite slower revenue growth trends and ongoing concerns about near-term topline outlook and retail risks.

Shared on 06 Nov 25

Fair value Decreased 4.37%

WRBY: Recent Partnerships Will Drive 2025 Revenue Expansion And Market Confidence

Analysts have modestly lowered their fair value estimate for Warby Parker to $25.08 from $26.23. This change reflects slightly softer expectations for revenue growth and profit margins, despite recent upward price target revisions by several major firms.

Shared on 06 Aug 25

Fair value Increased 16%

Warby Parker’s consensus price target has risen as analysts project a higher future P/E multiple despite an increased discount rate, implying a new fair value of $23.85. What's in the News Warby Parker announced a strategic partnership with Google to develop AI-powered, all-day wearable glasses, integrating Warby Parker's design with Google's technology, with an initial product line planned to launch after 2025.

AnalystConsensusTarget Fair Value

US$22.45

17.5% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

15.11%

Specialty Stores revenue growth rate

0.30%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.59%

Calculation

US$111.25m

Earnings '28

x

32.54x

PE Ratio '28

=

US$3.62b

Market Cap '28

US$3.62b

Market Cap '28

/

126.17m

No. shares '28

=

US$28.69

Share Price '28

US$28.69 Share Price '28

Discounted to 2025 @ 8.56% p.a.

=

US$22.42

Fair Value '25