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Updated 1d ago
WRBY logo

Warby Parker Inc.NYSE:WRBY Aktierapport

Marknadsvärde US$3.1b
Updated 1d ago
Aktiekurs
n/a
1Y-9.0%
7D2.8%
1D-0.8%
Portföljens värde
​
Utsikt

Warby Parker Inc.

NYSE:WRBY Aktierapport

Börsvärde: US$3.1b

  • Översikt över företaget
  • Värdering
  • Framtida tillväxt
  • Tidigare resultat
  • Finansiell hälsa
  • Utdelning
  • Förvaltning
  • Ägarskap
  • Övrig information
  • Aktiegemenskap

Warby Parker (WRBY) Aktievy

Warby Parker Inc. säljer glasögonprodukter genom sin detaljhandels- och e-handelsplattform i USA och Kanada. Mer information

WRBY fundamental analys
Snöflinga Score
Värdering1/6
Framtida tillväxt4/6
Tidigare resultat2/6
Finansiell hälsa6/6
Utdelningar0/6

Belöningar

Intäkterna förväntas växa med 76.18% per år

Blev lönsamt i år

Analytiker är överens om att aktiekursen kommer att stiga med 24%

Riskanalys

Betydande insiderförsäljning under de senaste 3 månaderna

Stora engångsposter som påverkar finansiella resultat


WRBY Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
17.9% undervärderad intrinsisk rabatt
AnalystConsensusTarget
•2mo ago

Google Partnership And Retail Expansion Will Unlock New Market Opportunities

305
0
10
AN
AnalystLowTarget
2.4% övervärderad intrinsisk rabatt
AnalystLowTarget
•1mo ago

AI Eyewear Risks And Store Saturation Will Limit Long Term Margin Expansion

24
0
0
AN
AnalystHighTarget
29.8% undervärderad intrinsisk rabatt
AnalystHighTarget
•2mo ago

AI Eyewear And Retail Expansion Will Transform Long Term Earnings Power

25
0
1

Top Analyst Narratives

AN
AnalystConsensusTarget
17.9% undervärderad intrinsisk rabatt
AnalystConsensusTarget
•2mo ago

Google Partnership And Retail Expansion Will Unlock New Market Opportunities

305
0
10
AN
AnalystLowTarget
2.4% övervärderad intrinsisk rabatt
AnalystLowTarget
•1mo ago

AI Eyewear Risks And Store Saturation Will Limit Long Term Margin Expansion

24
0
0
AN
AnalystHighTarget
29.8% undervärderad intrinsisk rabatt
AnalystHighTarget
•2mo ago

AI Eyewear And Retail Expansion Will Transform Long Term Earnings Power

25
0
1
View all narratives

Warby Parker Inc. Konkurrenter

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Market cap: US$3.8b

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Symbol: NYSE:SBH
Market cap: US$1.5b

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Warby Parker
Historiska aktiekurser
Aktuell aktiekursUS$24.57
52 veckors högstaUS$31.00
52 veckors lägstaUS$14.96
Beta1.91
1 månads förändring-6.97%
3 månaders förändring-4.99%
1 års förändring-9.03%
3 års förändring96.56%
5 års förändringn/a
Förändring sedan börsintroduktionen-54.91%

Senaste nyheter och uppdateringar

Seeking Alpha • 13m

Warby Parker: Rich Multiples On Thin Profitability

Summary Warby Parker remains a sell due to overvaluation, weak growth, and excessive optimism around its upcoming smart glasses launch. WRBY trades at 22.5x EV/FY26 adjusted EBITDA, with current fundamentals unable to justify this premium multiple absent a major smart glasses success. Q2 revenue grew 10% y/y but missed expectations; active customer growth slowed to 4.1%, and organic EBITDA margins declined when excluding a one-time tariff refund. Heavy marketing spend and uncertain smart glasses traction make WRBY especially vulnerable in a higher-yield, risk-off market environment. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • 13m

Warby Parker: Rich Multiples On Thin Profitability

Summary Warby Parker remains a sell due to overvaluation, weak growth, and excessive optimism around its upcoming smart glasses launch. WRBY trades at 22.5x EV/FY26 adjusted EBITDA, with current fundamentals unable to justify this premium multiple absent a major smart glasses success. Q2 revenue grew 10% y/y but missed expectations; active customer growth slowed to 4.1%, and organic EBITDA margins declined when excluding a one-time tariff refund. Heavy marketing spend and uncertain smart glasses traction make WRBY especially vulnerable in a higher-yield, risk-off market environment. Read the full article on Seeking Alpha
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
Uppdatering 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.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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).
User avatar
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.
User avatar
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.
User avatar
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...
User avatar
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.
User avatar
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.
User avatar
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...
User avatar
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.
User avatar
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 Alpha
Analysartikel • 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...

Aktieägarnas avkastning

WRBYUS Specialty RetailUS Marknad
7D2.8%-2.1%-0.2%
1Y-9.0%-12.2%14.8%

Avkastning vs industri: WRBY översteg US Specialty Retail branschen som gav -12.2 % under det senaste året.

Avkastning vs Marknaden: WRBY presterade sämre än US marknaden som gav 14.8 % under det senaste året.

Prisvolatilitet

Is WRBY's price volatile compared to industry and market?
WRBY volatility
WRBY Average Weekly Movement8.0%
Specialty Retail Industry Average Movement7.3%
Market Average Movement6.9%
10% most volatile stocks in US Market15.5%
10% least volatile stocks in US Market2.9%

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 ( 8% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
20093,156Neil Blumenthalwww.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

Hur förhåller sig Warby Parker:s resultat och omsättning till dess börsvärde?
WRBY grundläggande statistik
BörsvärdeUS$3.06b
Vinst(TTM)US$7.74m
Intäkter(TTM)US$911.61m
392.3x
P/E-förhållande
3.3x
P/S-förhållande

Är WRBY övervärderat?

Se Verkligt värde och värderingsanalys

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
WRBY resultaträkning (TTM)
IntäkterUS$911.61m
Kostnad för intäkterUS$427.37m
BruttovinstUS$484.23m
Övriga kostnaderUS$476.49m
IntäkterUS$7.74m

Senast redovisade vinst

Jun 30, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)0.063
Bruttomarginal53.12%
Nettovinstmarginal0.85%
Skuld/egenkapitalförhållande0%

Hur har WRBY utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/09/09 09:51
Aktiekurs vid dagens slut2026/09/09 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
  • SEC Form 10-K
  • SEC Form 10-Q
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
  • Rapporter från analytiker
  • Blue Matrix
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
  • ICE Marknadsdata
  • SEC Form S-1
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
  • SEC Formulär 4
  • SEC Formulär 13D
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
  • SEC Form 10-K
  • SEC Form DEF 14A
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden
  • SEC Formulär 8-K

* 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 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.

AnalytikerInstitution
Mark AltschwagerBaird
Robert OhmesBofA Global Research
Janine Hoffman StichterBTIG

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Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
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