VUZI: New Defense Contracts Will Spur Waveguide Expansion Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

02 Apr 25

Updated

14 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-14.2%

7D

-2.2%

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1Y

-14.2%

7D

-2.2%

You can edit this narrative until Nov 15 1:10 PM. Then, changes will post as Updates.

Author's Valuation

US$654.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Nov 25

VUZI: Defense Contract Momentum Will Drive Expanded Future Market Opportunities

Analysts have increased their price target for Vuzix from $3 to $6 per share, citing recent defense contract wins and expectations for expanded opportunities in smart glasses and augmented reality markets. Analyst Commentary Recent developments and research notes have prompted analysts to reassess their outlook on Vuzix, particularly in light of new defense contracts and prospects in smart glasses technology.

Shared on 31 Oct 25

Analysts have raised their price target for Vuzix shares from $3 to $6, citing significant new defense contracts and the potential for expanded partnerships in smart glasses and augmented reality markets. Analyst Commentary Recent analyst coverage on Vuzix underscores both the opportunities and challenges facing the company as it pursues growth in the smart glasses and augmented reality sectors.

Shared on 17 Oct 25

Analysts have raised their price target for Vuzix to $6 from $3, citing new defense contractor orders and broader smart glasses market opportunities as key drivers for the improved outlook. Analyst Commentary Recent updates from street research provide a clearer picture of the factors influencing the upward revision in Vuzix's price target.

Shared on 03 Oct 25

Fair value Increased 100%

Analysts have doubled their price target for Vuzix from $3 to $6 per share. They cite new defense sector orders and expanded growth opportunities in smart glasses and augmented reality as key factors for their increased optimism.

Shared on 01 May 25

Fair value Increased 45%

Shared on 24 Apr 25

Fair value Decreased 25%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on 17 Apr 25

Fair value Decreased 7.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget Fair Value

US$6

54.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

75.45%

Electronic Equipment and Components revenue growth rate

0.47%

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

8.42%

Calculation

US$2.11m

Earnings '28

x

322.93x

PE Ratio '28

=

US$679.89m

Market Cap '28

US$679.89m

Market Cap '28

/

89.69m

No. shares '28

=

US$7.58

Share Price '28

US$7.58 Share Price '28

Discounted to 2025 @ 8.38% p.a.

=

US$5.95

Fair Value '25