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Wall Street is Still Bullish on D-Wave, Roku, and EssilorLuxotica
Yahoo Finance· 2025-12-16 15:59
Group 1: Quantum Computing Market - The global quantum computing market is projected to grow from $1.6 billion in 2025 to $7.3 billion by 2030, indicating a compound annual growth rate of 34.6% over the next five years [2] - Analysts at Jefferies predict that D-Wave Quantum (NASDAQ: QBTS) could see a price surge of 90% by 2026, supported by roadmap execution, commercial traction, and technical proof points [3] - Mizuho analysts estimate that D-Wave Quantum accounts for approximately 20% of the total quantum computing market, with a price target of $46 for QBTS stock [4] Group 2: Roku Inc. - Roku (NASDAQ: ROKU) has been upgraded to an overweight rating with a price target of $135 by Morgan Stanley, citing potential for sustained double-digit platform revenue growth [5] - Jefferies also upgraded Roku to a buy rating, highlighting it as a strong revision story in the Internet sector heading into 2026, with an expected 20% upside potential [6] - Technical analysis suggests that if Roku can break above the double top resistance at around $116.66, it could potentially retest $150 per share [8]
Warby Parker (WRBY) Climbs 46% Ahead of 2026 AI Development
Yahoo Finance· 2025-12-14 19:41
Core Insights - Warby Parker Inc. (NYSE:WRBY) has experienced a significant increase in share prices, rising by 46% week-on-week, reaching a new 52-week high as investors prepare for the upcoming launch of artificial intelligence glasses [1][5]. Product Development - Warby Parker has confirmed through a filing with the SEC that its intelligent glasses, developed in partnership with Google, are set to be unveiled in 2026. These glasses will feature multimodal AI and will be available with both prescription and non-prescription lenses [2]. - The partnership agreement with Google, established in May, includes a $75 million investment for product development, with an additional optional $75 million investment contingent on meeting specific milestones [3]. Company Vision - Warby Parker's co-Founder and co-CEO, Dave Gilboa, emphasized the company's mission to transform the optical industry through innovative technology, highlighting their commitment to designing better products and experiences over the past 15 years [4]. - The company expresses excitement about the potential of multimodal AI in enhancing the functionality of glasses, allowing for real-time context and intelligence to improve user experience [5].
EssilorLuxottica (OTC:ESLOY) Maintains Strong Position in Eyewear Industry with Citigroup's "Buy" Rating
Financial Modeling Prep· 2025-12-12 01:00
Core Insights - EssilorLuxottica is a global leader in the eyewear industry, known for brands like Ray-Ban and Oakley, and has a market capitalization of approximately $153.17 billion [1][4][5] - Citigroup has maintained a "Buy" rating for EssilorLuxottica, increasing the price target from EUR 296 to EUR 339 [1][5] - The company is advancing in the smart eyewear market with its Ray-Ban Meta glasses, which incorporate artificial intelligence, leading to a significant revenue boost [2][5] Financial Performance - The current stock price of EssilorLuxottica is $167.95, reflecting a slight decrease of 0.61% or $1.03 [3][5] - Over the past year, the stock has experienced volatility, with a high of $186.81 and a low of $118.18 [3] - The trading volume for the day is 4,405 shares on the OTC exchange, indicating investor interest in the company's future prospects [4][5] Market Challenges - Analysts have raised concerns regarding privacy issues and new competitors that could impact the growth of the smart eyewear segment [2][5]
Warby Parker (WRBY) Nears 4-Month High on Looming AI Glass Launch
Yahoo Finance· 2025-12-11 15:19
We recently published 10 Stocks Boasting the Biggest Gains; 4 Hit Record Highs. Warby Parker Inc. (NYSE:WRBY) is one of the best performers on Wednesday. Warby Parker soared to nearly hit a four-month high on Wednesday after four straight days of gains, as investors continued to load up portfolios ahead of the official launch of AI glasses in partnership with Google. In a regulatory filing earlier this week, Warby Parker Inc. (NYSE:WRBY) confirmed that the AI glasses—the first line of intelligent eyewear ...
Is Google Stock a Buy Ahead of Its First AI Glasses Launch?
Yahoo Finance· 2025-12-10 19:09
Meta Platforms’ (META) AI glasses efforts in partnership with EssilorLuxottica (ESLOY) have brought the company a lot of success. The emergence of generative AI has meant that what was once a capital-intensive experiment is now a commercially viable business. This much was clear when, in May, Alphabet’s (GOOG) (GOOGL) Google committed $150 million to Warby Parker (WRBY), a popular eyewear company. Investors could foresee what the search engine giant was trying to do, and if anyone was in any doubt, the rec ...
Lenskart CEO on Pop Mart Partnership, Expansion Plans
Yahoo Finance· 2025-12-10 09:05
Lenskart co-founder and CEO, Peyush Bansal, discusses the company's expansion plans and its recent partnership with Pop Mart on Labubu themed eyewear. He spoke exclusively on Bloomberg's Insight with Haslinda Amin. ...
Biggest Market Movers Today, Dec. 9: WRBY, DYN, & More
The Motley Fool· 2025-12-09 21:34
Market Overview - The stock market remained largely unchanged as investors awaited the Federal Reserve's monetary policy decision [2] - Major market benchmarks showed mixed results, with the Nasdaq Composite up by 0.13%, S&P 500 down by 0.09%, and Dow Jones Industrial Average down by 0.38% [2][3] Top Stock Gainers - Warby Parker (WRBY) saw a significant gain of 9.22%, attributed to its partnership with Alphabet to develop AI-powered smart eyewear expected to launch in 2026 [5][6] - Pan American Silver (PAAS) rose by 11.16%, benefiting from a surge in silver prices, which closed above $60 per ounce for the first time, and its successful acquisition strategy [7][8] Top Stock Losers - Dyne Therapeutics (DYN) fell by 17% after announcing a $300 million secondary stock offering, raising concerns about shareholder dilution despite positive trial results for its DMD treatment [9] - SLM Corporation (SLM) dropped by 14.96% following a presentation indicating slower-than-expected earnings growth, leading to downgrades from institutional investors [10][12]
Warby Parker (WRBY) Soars 13% Ahead of AI Glasses Launch
Yahoo Finance· 2025-12-09 19:22
We recently published 10 Stocks Standing Tall Amid Market Fall; 6 Hit Record Highs. Warby Parker Inc. (NYSE:WRBY) is one of the best performers on Monday. Warby Parker rallied by 13.27 percent on Monday to close at $21.26 apiece as investor sentiment was bolstered by the looming launch of its artificial intelligence glasses in partnership with Google. In a regulatory filing on the same day, Warby Parker Inc. (NYSE:WRBY) said that the AI glasses—the first line of intelligent eyewear, which will incorporat ...
EssilorLuxottica: Disclosure of Share Capital and Voting Rights Outstanding as of November 30, 2025
Globenewswire· 2025-12-09 17:00
Core Points - As of November 30, 2025, EssilorLuxottica has a total of 463,145,529 shares outstanding [3] - The number of real voting rights, excluding treasury shares, is 463,045,403 [3] - The theoretical number of voting rights, including treasury shares, is the same as the total shares outstanding, at 463,145,529 [3] - Voting rights for any shareholder are capped at 31%, as per the company's by-laws [3] Company Information - EssilorLuxottica is recognized as the global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses [2] - The company's by-laws, which detail governance and regulations, are accessible on its official website [4]
Focus: Ray-Ban Meta glasses take off but face privacy and competition test
Reuters· 2025-12-09 16:14
EssilorLuxottica is betting big on smart eyewear and the gamble is about to be tested. Its Ray-Ban Meta glasses, powered by artificial intelligence, have delivered their first meaningful revenue boost... ...