Here’s a wild thought: what if your glasses could actually *do* something? Not just help you see, but help you *understand* what you’re seeing. That’s the bet Warby Parker is making with Google, and one analyst thinks it could turn a $20 stock into a $200 stock in five years.
Let’s break down what’s happening. Warby Parker, the eyewear company that disrupted the glasses game by selling direct to consumers, just announced it’s launching AI-powered glasses in 2026. These aren’t sci-fi fantasy—they’re real products powered by Google’s Gemini AI, running on Android XR. Think Google Maps, real-time translation, and search capabilities built right into your frames. All-day wear. Compatible with your phone. It’s the kind of thing that sounds like a gimmick until you realize how useful it actually is.
The catalyst? Google just dropped $75 million into Warby Parker—both for product development and as a direct equity stake. That’s not venture capital money; that’s a tech giant betting serious cash that this partnership works.
Brian McGough at Hedgeye is calling it a “10-bagger”—Wall Street speak for a stock that multiplies by ten. From $20 to $200. That’s bold, but here’s why he might be onto something: Warby Parker’s balance sheet is solid, they’re growing revenue 15% quarter-over-quarter, and they just turned profitable. The company’s already got the retail footprint and brand recognition. Now they’re adding AI glasses to the mix, which could completely expand their addressable market.
The stock jumped 14% on the announcement, which tells you the market is paying attention. Of course, this is one analyst’s call, so do your homework. But if you’re looking for a company that’s actually *doing* something interesting in AI—not just talking about it—Warby Parker might be worth a closer look.
