Warby Parker (WRBY) Aktievy
Warby Parker Inc. säljer glasögonprodukter genom sin detaljhandels- och e-handelsplattform i USA och Kanada. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 1/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
WRBY Community Fair Values
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Analyst Price Targets
Warby Parker Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$24.56 |
| 52 veckors högsta | US$31.00 |
| 52 veckors lägsta | US$14.96 |
| Beta | 1.92 |
| 1 månads förändring | -8.53% |
| 3 månaders förändring | 7.67% |
| 1 års förändring | 0.70% |
| 3 års förändring | 67.30% |
| 5 års förändring | n/a |
| Förändring sedan börsintroduktionen | -54.93% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Jul 23
WRBY: Full Service Shift And Intelligent Eyewear Plans Will Shape Future Trajectory
Analysts have raised Warby Parker’s fair value estimate from $18.00 to $24.00 per share, citing higher expected revenue growth, a lower discount rate, and Street research that highlights potential upside from the company’s push into full service optical retail and its upcoming intelligent eyewear launches. Analyst Commentary Street research on Warby Parker reflects a mix of optimism around the company’s move into full service optical retail and caution around execution on intelligent eyewear and future profitability targets.
Uppdatering av berättelse • Jul 09
WRBY: Full Service Optical Expansion And AI Eyewear Will Drive Upside
Analysts have lifted their fair value estimate for Warby Parker from $32.00 to $35.00, citing higher expected revenue growth, a modestly lower discount rate, and updated assumptions for profit margins and future P/E multiples. These changes follow recent research that highlights the company’s progress toward a full service optical model and its upcoming intelligent eyewear launch.
Uppdatering av berättelse • Jun 24
WRBY: Fall AI Eyewear Rollout And Index Addition Will Support Premium Multiple
Analysts have left their Warby Parker fair value estimate effectively unchanged at about $29.92, reflecting only minor tweaks to revenue growth, profit margin, and future P/E assumptions after mixed reactions to the company's intelligent eyewear launch details and timing. Analyst Commentary Street research around Warby Parker's intelligent eyewear launch is split, with some analysts focusing on long term growth potential and others highlighting near term execution risks.Recent updates
Uppdatering av berättelse • Jul 23
WRBY: Full Service Shift And Intelligent Eyewear Plans Will Shape Future Trajectory
Analysts have raised Warby Parker’s fair value estimate from $18.00 to $24.00 per share, citing higher expected revenue growth, a lower discount rate, and Street research that highlights potential upside from the company’s push into full service optical retail and its upcoming intelligent eyewear launches. Analyst Commentary Street research on Warby Parker reflects a mix of optimism around the company’s move into full service optical retail and caution around execution on intelligent eyewear and future profitability targets.Uppdatering av berättelse • Jul 09
WRBY: Full Service Optical Expansion And AI Eyewear Will Drive Upside
Analysts have lifted their fair value estimate for Warby Parker from $32.00 to $35.00, citing higher expected revenue growth, a modestly lower discount rate, and updated assumptions for profit margins and future P/E multiples. These changes follow recent research that highlights the company’s progress toward a full service optical model and its upcoming intelligent eyewear launch.Uppdatering av berättelse • Jun 24
WRBY: Fall AI Eyewear Rollout And Index Addition Will Support Premium Multiple
Analysts have left their Warby Parker fair value estimate effectively unchanged at about $29.92, reflecting only minor tweaks to revenue growth, profit margin, and future P/E assumptions after mixed reactions to the company's intelligent eyewear launch details and timing. Analyst Commentary Street research around Warby Parker's intelligent eyewear launch is split, with some analysts focusing on long term growth potential and others highlighting near term execution risks.Uppdatering av berättelse • Jun 05
WRBY: Fall AI Eyewear Launch Will Support Higher Long Term Premium Multiple
Warby Parker's analyst fair value estimate has nudged up by about $0.75 as analysts factor in updated assumptions around AI glasses timing, profitability and future P/E, despite recent concerns about limited product details and launch clarity. Analyst Commentary Street research around Warby Parker's AI glasses launch is split, with some analysts focused on long term earnings potential and others more focused on near term execution risks and limited product detail.Seeking Alpha • May 13
Warby Parker: Sales Slowdown And Margin Deleverage
Summary Warby Parker stock has surged despite slowing sales and margin contraction, driven by AI smartglasses hype with Google. I reiterate a "Sell" rating, citing sentiment-driven valuation and vulnerability to correction if the smartglasses launch disappoints. WRBY maintains just a 1.3% market share and targets 10%-12% y/y growth in FY26 but must accelerate performance in Q2-Q4 to achieve this. High multiples are difficult to justify as the current outlook excludes uncertain smart glass contributions, and profitability is fading. Read the full article on Seeking AlphaUppdatering av berättelse • Apr 22
WRBY: Future AI Eyewear And Store Expansion Will Support Higher Premium Multiple
Narrative Update Analysts raised Warby Parker price targets by $6 at Citi to $24 and by $4 at TD Cowen to $30, citing updated models after Q4 results and an increased focus on potential AI glasses sales and higher margin categories. Analyst Commentary Recent research updates show analysts reassessing Warby Parker's long term growth path, especially around future AI glasses and higher margin product categories.Uppdatering av berättelse • Apr 07
WRBY: AI-Driven Product Expansion Will Support Higher Premium Multiple
Narrative Update on Warby Parker The analyst price target framework for Warby Parker now reflects a $6 increase in one firm's target to $24 and a $4 increase in another firm's target to $30. Analysts point to Q4 updates, the planned Warby Parker/Google AI glasses expected in the second half of 2026, unit growth potential toward a 900 store goal, and a greater mix of higher margin categories such as progressives as key drivers behind their revised assumptions.Uppdatering av berättelse • Mar 24
WRBY: Store Expansion And AI Glasses Roadmap Will Support Higher Premium Multiple
Narrative Update The analyst price target for Warby Parker has moved modestly higher to $29.17. Analysts cite updated models after Q4 results, a clearer long term growth roadmap, and potential contributions from planned AI glasses partnerships with Google as key supports for this shift.Uppdatering av berättelse • Mar 09
WRBY: Store Expansion Roadmap Will Support Higher Future Premium Multiple
Analysts have lifted their fair value estimate for Warby Parker from $27.25 to about $28.67, citing updated models that reflect the company’s growth roadmap in store expansion, new categories such as A.I. glasses, and higher margin products including progressives. Analyst Commentary Recent research updates point to a more constructive stance on Warby Parker, with bullish analysts lifting fair value and price targets after incorporating the company’s latest roadmap into their models.Uppdatering av berättelse • Feb 22
WRBY: New Financial Leadership Will Support Premium Multiple And Fair Value
Analysts have kept Warby Parker's fair value estimate steady at $27.25, with small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E reflecting fine tuning of their models rather than a directional shift in the outlook. What's in the News Adrian Mitchell has been appointed Chief Financial Officer of Warby Parker, effective February 10, 2026, succeeding interim CFO Dave Gilboa, who continues as Co Chief Executive Officer (company filing).Uppdatering av berättelse • Feb 07
WRBY: Fine Tuned Model Assumptions Will Test Premium Multiple And Fair Value
Analysts have maintained their fair value estimate for Warby Parker at $27.25. The slight adjustments in inputs such as discount rate and future P/E reflect fine tuning of their models rather than a change in their overall conviction.Uppdatering av berättelse • Jan 24
WRBY: Margin Discipline And 2025 Outlook Will Test Premium Earnings Multiple
Analysts now peg Warby Parker's fair value at about $27.25 per share, a roughly $0.40 upward adjustment that reflects updated assumptions on discount rate and future P/E, even as recent price target cuts highlight concerns around slowing revenue trends and premium valuation risk. Analyst Commentary Recent Street research paints a mixed picture, with all three firms trimming their price targets but differing on how they view Warby Parker's execution and long term growth potential.Uppdatering av berättelse • Jan 09
WRBY: Margin Progress And 2025 Guidance Balance Premium Multiple Risks
Analysts have raised our Warby Parker fair value estimate from US$22.45 to US$26.83, reflecting higher assumed revenue growth and profit margins, even as recent Street price targets have been cut to US$19 to account for softer near term trends and questions around future P/E support. Analyst Commentary Bullish Takeaways Some bullish analysts highlight that Q3 adjusted EBITDA came in stronger than expected, which they view as evidence that Warby Parker can manage profitability even when revenue trends are softer.Analysartikel • Jan 07
Warby Parker Inc. (NYSE:WRBY) Looks Just Right With A 38% Price Jump
Warby Parker Inc. ( NYSE:WRBY ) shareholders would be excited to see that the share price has had a great month...Uppdatering av berättelse • Dec 06
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.Uppdatering av berättelse • Nov 22
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.Uppdatering av berättelse • Nov 06
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.Analysartikel • Oct 30
With A 28% Price Drop For Warby Parker Inc. (NYSE:WRBY) You'll Still Get What You Pay For
Warby Parker Inc. ( NYSE:WRBY ) shareholders won't be pleased to see that the share price has had a very rough month...Uppdatering av berättelse • Aug 06
Google Partnership And Retail Expansion Will Unlock New Market Opportunities
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.Ny berättelse • May 27
Retail Expansion And AI Personalization Will Redefine Vision Care
Expanding retail presence, product diversification, and proprietary technology investments bolster omnichannel growth, recurring revenue streams, and operational efficiency to elevate margins.Analysartikel • May 13
Market Participants Recognise Warby Parker Inc.'s (NYSE:WRBY) Revenues Pushing Shares 28% Higher
Those holding Warby Parker Inc. ( NYSE:WRBY ) shares would be relieved that the share price has rebounded 28% in the...Analysartikel • Mar 19
Warby Parker Inc. (NYSE:WRBY) Shares Slammed 31% But Getting In Cheap Might Be Difficult Regardless
Warby Parker Inc. ( NYSE:WRBY ) shareholders that were waiting for something to happen have been dealt a blow with a...Seeking Alpha • Mar 07
Warby Parker: Target Partnership Aims Further Store Potential
Summary Warby Parker's Q4 results met expectations as revenues continued to scale and profitability is slowly improving. The company targets continued growth in 2025 with new own store openings, as well as through the new small-scale partnership with Target. Operating leverage remains too slow, as Warby Parker still reports GAAP losses. Trump's tariff on China adds some further short-term margin pressure. Despite good growth prospects, WRBY stock remains too expensive. I estimate -39% downside to a fair value of $13.15. Read the full article on Seeking AlphaAnalysartikel • Mar 01
An Intrinsic Calculation For Warby Parker Inc. (NYSE:WRBY) Suggests It's 23% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Warby Parker fair value estimate is US$32.19 Current share...Seeking Alpha • Nov 28
Warby Parker's Operating Leverage Is Too Slow
Summary Warby Parker continued rapid growth in Q3, suggesting a continued runway of retail network expansion. The growth is coupled with an insufficient margin level despite normalizing SBC, and operating leverage is coming in quite slowly. The market has valued the WRBY stock for too ambitious earnings growth, and I estimate a -50% downside into an $11.46 fair value. Read the full article on Seeking AlphaAktieägarnas avkastning
| WRBY | US Specialty Retail | US Marknad | |
|---|---|---|---|
| 7D | -7.0% | -1.5% | -1.1% |
| 1Y | 0.7% | 0.9% | 15.1% |
Avkastning vs industri: WRBY matchade US Specialty Retail branschen som gav 0.9 % under det senaste året.
Avkastning vs Marknaden: WRBY presterade sämre än US marknaden som gav 15.1 % under det senaste året.
Prisvolatilitet
| WRBY volatility | |
|---|---|
| WRBY Average Weekly Movement | 10.9% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: WRBY har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: WRBY s veckovolatilitet ( 11% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2009 | 3,156 | Neil Blumenthal | www.warbyparker.com |
Warby Parker Inc. säljer glasögonprodukter genom sin detaljhandels- och e-handelsplattform i USA och Kanada. Företaget erbjuder glasögon och solglasögon samt enkelslipade, progressiva, ljuskänsliga, polariserade, blåljusfiltrerande, tonade, receptfria och kontaktlinser. Bolaget tillhandahåller även tillbehör, såsom fodral, påsar, linset med imskyddsspray, reseetui, linsduk, imskyddsspray och solclips, via sina butiker, sin webbplats och sina mobilappar.
Warby Parker Inc. Sammanfattning av grunderna
| WRBY grundläggande statistik | |
|---|---|
| Börsvärde | US$2.98b |
| Vinst(TTM) | US$1.35m |
| Intäkter(TTM) | US$890.57m |
2,239x
P/E-förhållande3.4x
P/S-förhållandeÄr WRBY övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| WRBY resultaträkning (TTM) | |
|---|---|
| Intäkter | US$890.57m |
| Kostnad för intäkter | US$414.93m |
| Bruttovinst | US$475.64m |
| Övriga kostnader | US$474.29m |
| Intäkter | US$1.35m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Aug 06, 2026
| Vinst per aktie (EPS) | 0.011 |
| Bruttomarginal | 53.41% |
| Nettovinstmarginal | 0.15% |
| Skuld/egenkapitalförhållande | 0% |
Hur har WRBY utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/24 00:49 |
| Aktiekurs vid dagens slut | 2026/07/24 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Warby Parker Inc. bevakas av 17 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Mark Altschwager | Baird |
| Robert Ohmes | BofA Global Research |
| Janine Hoffman Stichter | BTIG |