National Vision Holdings Receives Buy Rating from Roth MKM Analyst Matt Koranda

Roth MKM analyst Matt Koranda initiated coverage on National Vision Holdings (EYE) with a Buy rating and a price target of $36.00, while Jefferies's Brian Tanquilut also maintained a Buy rating. However, Wells Fargo maintained a Hold rating. The company has a one-year high of $25.67 and a one-year low of $9.56. Corporate insider sentiment is negative, with 28 insiders selling shares over the past quarter.

Roth MKM analyst Matt Koranda initiated coverage on National Vision Holdings (NASDAQ: EYE) with a Buy rating and a price target of $36.00, citing the company's ongoing transformation efforts under new management [1]. Jefferies' Brian Tanquilut maintained a Buy rating, while Wells Fargo kept a Hold rating. The stock has seen a one-year high of $25.67 and a one-year low of $9.56, trading at $24.44 on July 2, 2025. Corporate insider sentiment is negative, with 28 insiders selling shares over the past quarter [2].

National Vision's stock has delivered a 135.6% return year-to-date, driven by its new management's strategic initiatives. The company's fresh approach to pricing and targeting managed care customers is expected to revitalize its core brands, America's Best and Eyeglass World [1]. Roth MKM anticipates these efforts to re-accelerate comparable store sales growth, with planned store expansion further driving sales growth exceeding current consensus estimates through 2027.

Several analysts have revised their price targets upward. UBS raised its target to $30, Barclays to $30, and BofA Securities to $26, all maintaining a Buy rating [1]. BMO Capital Markets increased its target to $19, retaining a Market Perform rating [1]. National Vision's recent strategic financial move involved settling $84.8 million of unsecured convertible senior notes using cash reserves and its revolving credit facility, reflecting its robust cash generation and solid financial position [1].

The company is expected to release its Q2 2025 earnings data before the market opens on Wednesday, August 6th. Analysts expect earnings of $0.12 per share and revenue of $469.21 million for the quarter [2]. The company has set its FY 2025 guidance at 0.590-0.670 EPS.

References:
[1] https://www.investing.com/news/analyst-ratings/national-vision-stock-initiated-with-buy-rating-at-rothmkm-on-transformation-efforts-93CH-4158960
[2] https://www.marketbeat.com/instant-alerts/national-vision-eye-to-release-quarterly-earnings-on-wednesday-2025-07-30/