National Vision stock reports 2.5 percent Q2 revenue growth

Published on 10/01/2026 at 06:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

National Vision stock carries a USD 31.00 Jefferies target dated September 1, 2026 after a Buy rating. Q2 adjusted EPS reached USD 0.25 versus USD 0.18 consensus.

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National Vision Holdings, Inc. (ISIN US63845R1077) reported second-quarter 2026 revenue of USD 498.81 million, up 2.5 percent year over year, according to Yahoo Finance on September 11, 2026. The result puts revenue growth beside a sharp earnings comparison, while the latest Nasdaq context places the stock at USD 16.38 on September 30, 2026 at 4:00 p.m. ET.

Revenue grows as earnings beat estimates

Adjusted EPS reached USD 0.25 for the quarter ending July 4, 2026, versus USD 0.18 consensus. Yahoo Finance reported that adjusted earnings rose 38.9 percent year over year and exceeded the consensus estimate by 47.1 percent.

The operating mix explains why the revenue gain mattered. Comparable-store sales increased 2.2 percent, while a 7.1 percent rise in average ticket offset a 4.9 percent decline in customer traffic during Q2 2026.

Guidance narrows with higher earnings floor

National Vision narrowed its 2026 comparable-store sales outlook to 3-5 percent from 3-6 percent. Full-year net revenue guidance became USD 2.037-2.076 billion, compared with the previous USD 2.033-2.091 billion range.

The company also lifted the lower end of adjusted EPS guidance to USD 0.94 from USD 0.85, while keeping the upper end at USD 1.09. That combination raises the earnings floor but leaves traffic trends as the main operating counter-factor, because customer visits fell 4.9 percent in Q2 2026.

Jefferies target stays above Nasdaq price

The Globe and Mail reported on September 1, 2026 that Jefferies maintained a Buy rating and set a USD 31.00 price target. Against the USD 16.38 Nasdaq price on September 30, 2026, the target is USD 14.62 higher, while MarketBeat cited a broader consensus target of USD 29.82 and a Moderate Buy rating based on seven Buy ratings and four Holds.

Market capitalization stood at USD 1.3 billion on October 1, 2026, while the 52-week Nasdaq range was USD 14.75-30.02. The range places the latest USD 16.38 quote near the lower end of the yearly band, even as the Q2 earnings comparison and revised guidance point to improved profitability.

Lang and Schwarz prior close remains EUR 14.45

The prior close at Lang & Schwarz was EUR 14.45 on September 29, 2026. On Nasdaq, National Vision was last at USD 16.38 on September 30, 2026 at 4:00 p.m. ET, with the primary-exchange price shown separately from the euro reference.