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Warby Parker’s modeled fair value has shifted from US$28.67 to US$29.17, a small move that still matters if you are tracking how the story is evolving. Analysts linking this change to updated views on store growth, category mix, and the Google AI glasses partnership see the stock’s setup as mixed but constructive, with both upside angles and clear execution questions. Read on to see what is behind these revisions and how to keep your own view aligned with the evolving narrative.
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TD Cowen raised its price target on Warby Parker to US$30 from US$26 after the Q4 report, pointing to a growth roadmap that includes more stores, a broader product mix, and higher margin categories such as progressives.
Both TD Cowen and Citi highlight the potential of AI glasses, with TD Cowen viewing category expansion as a key part of the longer term story and Citi now building AI glasses into its estimates following meetings with management.
Citi and TD Cowen see the Google AI glasses partnership as an additional lever that could influence how investors think about Warby Parker’s category reach and long term growth options.
Citi raised its price target to US$24 from US$18 but kept a Neutral rating, which signals that while AI glasses are now in its model, the firm still sees a balance of risks and rewards at current levels.
The Neutral stance from Citi underscores that execution on AI glasses, store expansion, and mix shift into higher margin products remains important for the story to track closer to the more optimistic scenarios.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
We’ve flagged 2 risks for Warby Parker. See which could impact your investment.
Warby Parker’s board authorized a share repurchase plan on February 26, 2026, allowing the company to buy back up to US$100 million of its Class A common stock with no fixed expiration date, subject to market and other conditions.
The company issued 2026 earnings guidance calling for net revenue of US$959 million to US$976 million, described as approximately 10% to 12% growth versus full year 2025.
Adrian Mitchell was appointed Chief Financial Officer effective February 10, 2026. He will assume principal financial officer and principal accounting officer responsibilities while Co CEO Dave Gilboa concludes his interim CFO role.
