Warby Parker Inc. shares rose by 9.73% as the stock crossed above its 5-day SMA, despite broader market declines with the Nasdaq-100 down 0.26% and the S&P 500 down 0.22%.
The increase in stock price comes amid insider selling, as CEO David Gilboa sold 94,906 shares for $2.61 million, reducing his stake significantly. This transaction, executed under a pre-established trading plan, may signal a lack of confidence in the company's future prospects, despite the company reporting a 15% year-over-year revenue increase in Q3 and a positive net income of $5.9 million. The stock's performance still lags behind the S&P 500, which may affect investor sentiment.
The implications of the CEO's sale could lead to cautious investor sentiment, as the market reacts to insider actions. While the company shows operational progress, the stock's underperformance relative to broader benchmarks raises questions about its long-term growth potential.
Wall Street analysts forecast WRBY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WRBY is 26.36 USD with a low forecast of 18.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast WRBY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WRBY is 26.36 USD with a low forecast of 18.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
4 Hold
0 Sell
Moderate Buy
Current: 25.370
Low
18.00
Averages
26.36
High
35.00
Current: 25.370
Low
18.00
Averages
26.36
High
35.00
Baird
Mark Altschwager
Outperform
maintain
$27 -> $35
2025-12-17
Reason
Baird
Mark Altschwager
Price Target
$27 -> $35
AI Analysis
2025-12-17
maintain
Outperform
Reason
Baird analyst Mark Altschwager raised the firm's price target on Warby Parker to $35 from $27 and keeps an Outperform rating on the shares. The firm sees an improving backdrop into 2026 as consumer stimulus including lower taxes, wealth effects, and tariff mitigation set the stage for stronger revenue and earnings growth especially after tariffs are cycled in the first half.
Telsey Advisory
Outperform
maintain
$24 -> $32
2025-12-17
Reason
Telsey Advisory
Price Target
$24 -> $32
2025-12-17
maintain
Outperform
Reason
Telsey Advisory raised the firm's price target on Warby Parker to $32 from $24 and keeps an Outperform rating on the shares. Telsey is providing its outlook and top picks for 2026, the analyst tells investors. The firm names Warby Parker as one of its top picks in Consumer Technology, believing the company is well positioned for further growth.
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Stifel
Hold
maintain
$19 -> $25
2025-12-12
Reason
Stifel
Price Target
$19 -> $25
2025-12-12
maintain
Hold
Reason
Stifel raised the firm's price target on Warby Parker to $25 from $19 and keeps a Hold rating on the shares. Lifestyle brands enter 2026 trading at "a historic valuation discount relative to the S&P 500," says the analyst, who favors structurally improving businesses with tangible drivers, underappreciated growth models, and "battered businesses with capacity for sentiment re-rating."
Citizens
Market Perform -> Outperform
upgrade
$30
2025-12-10
Reason
Citizens
Price Target
$30
2025-12-10
upgrade
Market Perform -> Outperform
Reason
Citizens upgraded Warby Parker to Outperform from Market Perform with a $30 price target.
About WRBY
Warby Parker Inc. is a lifestyle brand that operates at the intersection of design, technology, healthcare, and social enterprise. The Company offers holistic vision care by selling eyewear products and providing optical services directly to consumers through its retail stores and e-commerce platform. It sells a range of prescription and non-prescription eyewear, including glasses, sunglasses, and contact lenses. Its customers can customize their prescription lenses with a variety of options, including single-vision, progressive, light-responsive, blue-light-filtering, and non-prescription lenses. It also offers in-house technologies like Virtual Vision Test and Virtual Try-On to enhance the overall customer experience. It sells its own brand of contacts, Scout by Warby Parker, and third-party contact lenses; this allows it to provide customers with a vision care offering. Its Website and mobile app make it easy for its customers to browse, virtually try on, and purchase glasses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
