Here’s a wild thought: what if your glasses could actually see for you? Warby Parker just partnered with Google to make that happen, and one analyst is so bullish he’s calling it a potential 10-bagger over five years.
Let’s break down what’s actually happening here. Warby Parker—the company that disrupted eyewear by selling stylish glasses online—is launching AI-powered glasses in 2026. These aren’t your grandpa’s smart glasses. They’re powered by Google Gemini and built on Android XR, which means they’ll have Google Search, Maps, real-time translation, and other AI features baked right in. The kicker? They’re designed for all-day wear, not just quick glances.
Google clearly believes in this enough to put money where its mouth is. The search giant invested $75 million in Warby Parker and took a 3% stake in the company. That’s not chump change, and it signals serious commitment to the partnership.
Brian McGough at Hedgeye is so excited about this that he called Warby Parker the “retail stock to own in 2026” and slapped a 10-bagger label on it. That means he thinks the stock could go from around $20 to $200 in five years. Is he crazy? Maybe. But the logic isn’t completely bonkers. Warby Parker has a stellar balance sheet, growing customer base, and now it’s entering a massive new market—AI-enabled wearables.
The company’s financials back up the optimism. Revenue grew 15% last quarter, customers increased 9%, and they actually turned profitable with $5.9 million in net income. That’s a big deal for a company that was losing money a year ago.
Of course, there’s a reality check here. Warby Parker is trading at a median price target of just $22, suggesting only 5% upside according to the 14 analysts covering it. So McGough’s 10-bagger call is definitely the outlier opinion. But in a world where AI is reshaping everything, betting on a company that’s combining eyewear expertise with cutting-edge AI tech isn’t completely unreasonable.
The real question: will people actually want to wear AI glasses all day? If they do, Warby Parker just positioned itself perfectly to capture that market.
