National Vision (EYE) Shares Rise—Here’s What’s Driving the Increase

Recent Developments for National Vision

National Vision (NYSE:EYE), a leading optical retailer, experienced a 4.5% surge in its stock price during the afternoon trading session after Morgan Stanley revised its price target for the company. The investment firm lifted its target from $26.00 to $30.00, maintaining an "Equalweight" rating. This adjustment marks an increase of over 15% in the projected price. The announcement coincided with the stock reaching a new 52-week high, highlighting a phase of robust performance for National Vision.

Following the initial spike, the stock settled at $29.35, representing a 2.9% gain compared to the previous closing price.

Market Insights and Stock Performance

National Vision’s stock has shown considerable volatility, with 19 instances of price swings exceeding 5% over the past year. In this context, today’s movement suggests that investors view the news as noteworthy, though not transformative for the company’s long-term outlook.

The most significant price jump in the last year occurred 11 months ago, when shares soared 21.7% after the company reported strong fourth-quarter 2024 results. Revenue slightly surpassed expectations, and earnings per share met forecasts. Growth was fueled by new store launches and increased average transaction values, though declines in online sales and some store closures tempered overall gains. Looking forward, National Vision’s annual guidance was a highlight, with both revenue and earnings projections exceeding analyst estimates, which has helped boost the stock.

Since the start of the year, National Vision’s shares have climbed 13.1%. Currently trading at $29.35, the stock is near its 52-week peak of $29.46 set in December 2025. For perspective, an investor who put $1,000 into National Vision five years ago would now have a holding valued at $603.31.