National Vision Holdings, Inc.

NasdaqGS:EYE 株式レポート

時価総額：US$1.3b

National Vision Holdings 将来の成長

Future 基準チェック /36

National Vision Holdings利益と収益がそれぞれ年間26%と5.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.5% 25.7%なると予測されています。

主要情報

26.0%

収益成長率

25.69%

EPS成長率

Specialty Retail 収益成長9.9%
収益成長率5.5%
将来の株主資本利益率10.51%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 20

EYE: Store Expansion And Buybacks Will Support Long Term Margin Outlook

Analysts have maintained their $39.00 price target for National Vision Holdings. The updated view reflects slightly different assumptions on discount rate, revenue growth, profit margin, and future P/E that offset each other overall.
ナラティブの更新 • Apr 29

EYE: Long Dated Buyback Authorization Will Support Future Upside Potential

Analysts have updated their price target for National Vision Holdings to $35.27. This reflects small adjustments to assumptions around the discount rate and future P/E used in their valuation work.
ナラティブの更新 • Apr 15

EYE: Share Repurchases And Store Openings Will Support A Fairly Balanced Outlook

Analysts now see slightly less upside for National Vision Holdings, trimming their fair value estimate from $27.00 to $26.00 as they factor in a modestly higher discount rate, slightly lower revenue growth assumptions, a small improvement in profit margin, and a lower future P/E multiple. What's in the News The Board of Directors authorized a share repurchase plan on March 2, 2026, allowing the company to buy back its common stock (Key Developments).
ナラティブの更新 • Mar 31

EYE: New Buyback Authorization Will Support Future Upside Potential

Analysts now maintain their fair value estimate for National Vision Holdings at $35.27 per share, making only minor refinements to assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect updated modeling inputs rather than a change in overall view. What's in the News The Board of Directors authorized a new share repurchase plan on March 2, 2026, setting the framework for future buybacks (company announcement).
Seeking Alpha • Mar 31

National Vision Holdings: Growth Outlook Got Better

Summary National Vision Holdings is no longer a turnaround story—FY2025 results show robust growth, margin expansion, and improved customer mix. Managed care now drives 42% of revenue, with higher-value cohorts and premiumization strategies fueling sustainable, higher-margin growth. Premiumization extends beyond frames to lenses, targeting higher ticket sizes and margins through new products and increased premium lens penetration. EYE’s remote hybrid exam model addresses exam capacity constraints, unlocking further growth potential; shares trade at the low end of their historical valuation range. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 17

EYE: Share Repurchases And New Store Openings Will Support Future Upside

Analysts have lifted their price target on National Vision Holdings to about $35.27 from roughly $32.82, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News The Board of Directors authorized a share repurchase plan, with approval granted on March 2, 2026 (Key Developments).
ナラティブの更新 • Mar 03

EYE: Reaffirmed Guidance And Margin Assumptions Will Support Fairly Balanced Outlook

Analysts have maintained their $27.00 price target for National Vision Holdings, citing only modest changes to their underlying assumptions around discount rate, revenue growth, profit margin and future P/E that balance each other out in the updated model. What's in the News National Vision Holdings reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, indicating that management is maintaining its outlook.
ナラティブの更新 • Feb 17

EYE: Guidance Reaffirmation And Margin Outlook Will Shape Fairly Balanced Prospects

Analysts maintained their average price target for National Vision Holdings at $27.00, citing updated assumptions that include a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E multiple, which together still support the prior valuation level. What's in the News National Vision Holdings reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, keeping its outlook unchanged for the period.
ナラティブの更新 • Feb 03

EYE: Long Term Margin Expansion Plans Will Support Bullish Outlook

Analysts now see fair value for National Vision Holdings at $39, up from $36. They cite revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers of the updated price target.
ナラティブの更新 • Jan 20

EYE: Long-Term Store Expansion And Margins Will Face Execution Risks

Analysts have raised their fair value estimate for National Vision Holdings from US$26.00 to US$27.00, reflecting updated assumptions for revenue growth, profit margins, a slightly adjusted discount rate, and the future P/E outlook. What's in the News Reaffirmed earnings guidance for the 53 weeks ending January 3, 2026, with expected net revenue of US$1.970b to US$1.988b (company guidance).
ナラティブの更新 • Jan 06

EYE: Long Term Store Expansion Plans Will Support Future Upside

Analysts have trimmed their price target for National Vision Holdings to about $32.82 per share from roughly $32.90, reflecting updated assumptions around the discount rate, projected revenue growth, profit margin, and future P/E multiples. What's in the News Company issued earnings guidance for fiscal 2025 through fiscal 2030 and for fiscal 2026, with expectations for annual net revenue growth in the high single digits from the 2025 base period (Corporate guidance).
分析記事 • Jan 04

National Vision Holdings (NASDAQ:EYE) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 • Dec 23

EYE: Margin Expansion Outlook Will Eventually Prove Unsustainable

Analysts have raised their price target on National Vision Holdings from approximately 22 dollars to 26 dollars. This reflects increased confidence in the company’s ability to expand profit margins despite slightly lower projected revenue growth and a more modest future price to earnings multiple.
ナラティブの更新 • Dec 09

EYE: Expansion Plan And Raised Revenue Outlook Will Drive Future Upside

Analysts have modestly raised their price target on National Vision Holdings to 32.90 dollars from 32.90 dollars, reflecting slightly higher assumptions for discount rate, long term revenue growth, profit margin, and future earnings multiples. What's in the News Reaffirmed long term outlook for fiscal 2025 through 2030, targeting high single digit annual net revenue growth, including a planning scenario for fiscal 2026 with similar growth expectations (Corporate Guidance).
ナラティブの更新 • Nov 25

EYE: Accelerated Store Expansion Will Drive Outperformance Through 2030

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.
ナラティブの更新 • Nov 05

EYE: Shares Likely To Outperform As Discount Rate Edges Lower

Narrative Update on National Vision Holdings: Analyst Price Target Revision Analysts have maintained their fair value estimate for National Vision Holdings at $29.80. They cited minor adjustments in growth and profitability outlooks, which only modestly affected underlying financial assumptions.
ナラティブの更新 • Oct 22

Analysts Lift Price Target for National Vision Holdings Following Guidance and Brand Updates

Narrative Update on National Vision Holdings Analysts have slightly raised their price target for National Vision Holdings to $29.80, up from $29.15. This change reflects small adjustments to growth assumptions and discount rates.
ナラティブの更新 • Oct 08

Managed Care Expansion And Digital Trends Will Unlock Value

Analysts have raised their price target for National Vision Holdings from $28.85 to $29.15. This change reflects improved outlooks around revenue growth and profit margins.
分析記事 • Jul 29

Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?

National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it received a lot of attention...
分析記事 • Jul 02

National Vision Holdings (NASDAQ:EYE) Could Be Struggling To Allocate Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
分析記事 • Jun 17

Is National Vision Holdings (NASDAQ:EYE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 30

Is National Vision Holdings, Inc. (NASDAQ:EYE) Worth US$20.0 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, National Vision Holdings fair value estimate is US$15.45...
User avatar
新しいナラティブ • May 27

Digital Segmentation And Premium Offerings Will Drive Future Growth

Targeting higher-value segments and investing in digital experiences drives customer growth, retention, and margin improvement as vision needs increase across demographics.
分析記事 • May 08

Revenues Tell The Story For National Vision Holdings, Inc. (NASDAQ:EYE) As Its Stock Soars 38%

National Vision Holdings, Inc. ( NASDAQ:EYE ) shareholders have had their patience rewarded with a 38% share price jump...
分析記事 • Apr 22

Is There Now An Opportunity In National Vision Holdings, Inc. (NASDAQ:EYE)?

National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it received a lot of attention...
分析記事 • Mar 20

National Vision Holdings (NASDAQ:EYE) Will Be Looking To Turn Around Its Returns

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Feb 15

Here's Why National Vision Holdings (NASDAQ:EYE) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 18

National Vision Holdings (NASDAQ:EYE) Is Finding It Tricky To Allocate Its Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Nov 26

Pinning Down National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S Is Difficult Right Now

It's not a stretch to say that National Vision Holdings, Inc.'s ( NASDAQ:EYE ) price-to-sales (or "P/S") ratio of 0.4x...
分析記事 • Nov 02

Why National Vision Holdings, Inc. (NASDAQ:EYE) Could Be Worth Watching

National Vision Holdings, Inc. ( NASDAQ:EYE ), is not the largest company out there, but it saw a decent share price...
分析記事 • Aug 09

Some Confidence Is Lacking In National Vision Holdings, Inc.'s (NASDAQ:EYE) P/S

It's not a stretch to say that National Vision Holdings, Inc.'s ( NASDAQ:EYE ) price-to-sales (or "P/S") ratio of 0.4x...
分析記事 • Jul 18

Is National Vision Holdings (NASDAQ:EYE) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • May 31

National Vision Holdings: Strong Catalyst To Help Business Achieve High End Of Guidance

Summary My recommendation is a buy due to the rollout of remote exam capabilities, which is expected to drive same-store sales and improve valuation. EYE is a leading optical retailer in the US, focusing on value products for lower-end customers. The introduction of remote exam technology in Texas could significantly improve operations and contribute to high single-digit same-store sales growth. Read the full article on Seeking Alpha
分析記事 • May 24

Is It Time To Consider Buying National Vision Holdings, Inc. (NASDAQ:EYE)?

While National Vision Holdings, Inc. ( NASDAQ:EYE ) might not have the largest market cap around , it saw significant...

業績と収益の成長予測

NasdaqGS:EYE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,374102N/AN/A4
12/31/20272,1867611520011
12/31/20262,0655810216811
4/4/20262,02147106176N/A
1/3/20261,9873073146N/A
9/27/20251,921-383163N/A
6/28/20251,886-1557145N/A
3/29/20251,851-2546142N/A
12/28/20241,823-2738134N/A
9/28/20241,807-1227123N/A
6/29/20241,794-436136N/A
3/30/20241,774016123N/A
12/30/20231,756458173N/A
9/30/20231,804942151N/A
7/1/20231,8652131143N/A
4/1/20231,9432733146N/A
12/31/20221,645376119N/A
10/1/20222,0145824146N/A
7/2/20222,0338745157N/A
4/2/20222,073115101208N/A
1/1/20222,080128163259N/A
10/2/20212,098157170265N/A
7/3/20212,066151264353N/A
4/3/20211,77670166247N/A
1/2/20211,71236158235N/A
9/26/20201,6175132198N/A
6/27/20201,563-2942117N/A
3/28/20201,73325N/A168N/A
12/28/20191,72433N/A165N/A
9/28/20191,67810N/A162N/A
6/29/20191,63414N/A146N/A
3/30/20191,59017N/A112N/A
12/29/20181,53724N/A107N/A
9/29/20181,50368N/A110N/A
6/30/20181,46164N/A102N/A
3/31/20181,41351N/A122N/A
12/30/20171,37543N/A90N/A
9/30/20171,3317N/A103N/A
7/1/20171,2869N/A101N/A
4/1/20171,25721N/A112N/A
12/31/20161,19613N/A98N/A
1/2/20161,0634N/A83N/A

アナリストによる今後の成長予測

収入対貯蓄率: EYEの予測収益成長率 (年間26% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: EYEの収益 ( 26% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: EYEの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: EYEの収益 ( 5.5% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: EYEの収益 ( 5.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: EYEの 自己資本利益率 は、3年後には低くなると予測されています ( 10.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 13:07
終値2026/05/21 00:00
収益2026/04/04
年間収益2026/01/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

National Vision Holdings, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Adrienne Yih-TennantBarclays
Alexander MarocciaBerenberg
Robert OhmesBofA Global Research