Warby Parker partners with Google for AI glasses launch.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2025
0mins
Should l Buy WRBY?
Source: WSJ
Warby Parker's shares rose 3.36% as the company reached a 20-day high, reflecting positive market sentiment following a significant partnership announcement.
The partnership with Google involves a commitment of up to $150 million to develop AI-powered smart glasses, expected to launch in 2026. This collaboration positions Warby Parker as a key player in the growing smart eyewear market, enhancing its brand visibility and product offerings.
As the demand for innovative eyewear solutions increases, this partnership could lead to sustained growth for Warby Parker, attracting younger consumers who are increasingly interested in technology-integrated fashion.
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Analyst Views on WRBY
Wall Street analysts forecast WRBY stock price to rise
12 Analyst Rating
8 Buy
4 Hold
0 Sell
Moderate Buy
Current: 26.290
Low
18.00
Averages
26.36
High
35.00
Current: 26.290
Low
18.00
Averages
26.36
High
35.00
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.
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- Future Outlook: The company projects full-year 2026 revenue between $959 million and $976 million, representing approximately 10% to 12% year-over-year growth, although it excludes potential revenue from AI glasses, reflecting a cautious stance amid macroeconomic uncertainties.
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- Financial Health: The company reported fourth-quarter adjusted EBITDA below expectations, despite achieving an annual adjusted EBITDA of $95 million, a 30% increase, demonstrating efforts in cost control and profitability amidst challenges.
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- Adjusted EBITDA Improvement: The expected adjusted EBITDA ranges from $117 million to $119 million, with an adjusted EBITDA margin of 12.2%, reflecting a 130 basis point year-over-year expansion, suggesting improvements in cost control and operational efficiency.
See More
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- First Positive Net Income: The company reported its first positive net income of $1.641 million in 2025, demonstrating the sustainability and profitability of its business model, which enhances investor confidence and lays a solid foundation for future growth.
- Share Repurchase Program: In February 2026, the Board authorized a share repurchase program of up to $100 million, aimed at enhancing shareholder value through market operations while maintaining flexibility to respond to market conditions, reflecting confidence in the company's stock value.
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