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    Why Warby Parker (WRBY) Is Up 5.6% After Analyst Buzz Around Google AI Glasses Collaboration

    Simply Wall St·01/06/2026 03:24:09
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    • In recent days, Warby Parker has drawn fresh attention after Loop Capital highlighted the eyewear retailer as a top pick for 2026, while analyst interest intensified around its previously announced collaboration with Google to launch AI-enabled glasses planned for 2026.
    • The combination of upbeat analyst coverage and the Google partnership has sharpened focus on how Warby Parker might extend its brand beyond traditional eyewear into emerging wearable technology.
    • Next, we’ll examine how this analyst optimism around Warby Parker’s Google AI glasses partnership could influence the company’s existing investment narrative.

    Find companies with promising cash flow potential yet trading below their fair value.

    Warby Parker Investment Narrative Recap

    To own Warby Parker, you need to believe it can keep growing its core eyewear and eye care business while carefully layering on new initiatives like AI-enabled glasses. The recent analyst praise and share price reaction do not change the near term focus on executing profitably in retail and e-commerce, and they do not remove the execution risk tied to the unproven Google AI eyewear project.

    The Google partnership announcement, which includes up to US$75,000,000 in product development funding and up to US$75,000,000 in potential investment, is most relevant here. It ties directly into the key catalyst of expanding beyond traditional eyewear into wearable technology, while also amplifying the risk that the AI glasses initiative could consume meaningful resources without delivering a sustainable payoff.

    Yet, even as optimism builds around the Google AI glasses, investors should still be aware of the risk that...

    Read the full narrative on Warby Parker (it's free!)

    Warby Parker's narrative projects $1.2 billion revenue and $85.4 million earnings by 2028. This requires 14.8% yearly revenue growth and a $94.6 million earnings increase from -$9.2 million today.

    Uncover how Warby Parker's forecasts yield a $22.45 fair value, a 3% downside to its current price.

    Exploring Other Perspectives

    WRBY 1-Year Stock Price Chart
    WRBY 1-Year Stock Price Chart

    Five fair value estimates from the Simply Wall St Community span a wide band from US$8.37 to US$26.33, underscoring how far apart individual views can be. When you set that against the Google AI glasses partnership as a potential new growth driver, it becomes even more important to weigh several alternative opinions about how this could affect Warby Parker's long term performance.

    Explore 5 other fair value estimates on Warby Parker - why the stock might be worth as much as 13% more than the current price!

    Build Your Own Warby Parker Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.