Meta Unveils 100-Gram VR Glasses at $1,299.99, Sets Spring 2027 Launch

โดย Zacks Investment Research·USKR·Read original
Summary · why it matters

Meta Platforms unveiled Meta VR Glasses, a roughly 100-gram virtual-reality device that will go on sale in spring 2027 for $1,299.99. The headset features a 5K Infinite Display with micro-OLED panels, Dolby Vision and Dolby Atmos, runs on Qualcomm's Snapdragon Reality Elite processor, and integrates Meta AI with eye, voice and hand-gesture controls; a two-part design houses compute, battery and storage in a separate tethered puck. Meta VR Glasses are the first IMAX Enhanced-certified VR device, offering 3D movies and more than 100 immersive live U.S. sports events annually, plus multi-screen workspaces and more than 75 games at launch. The launch comes as Meta's Reality Labs revenues rose 16% year over year to $431 million in the second quarter of 2026, growth that was partially offset by lower Quest headset sales, and as Apple expands Apple Vision Pro into accessibility applications such as eye-based control for power wheelchair drive systems and Alphabet pushes Android XR smart glasses built with Samsung, Gentle Monster and Warby Parker. Meta shares have rallied 17.8% year to date, trailing the broader Zacks Computer & Technology sector's 21.7% return, and carry a forward 12-month Price/Sales of 6.77X versus the Internet Software industry's 4.42X.

Impact on assets 4

Artificial Intelligence▲ · 3 stocks
Qualcomm Incorporated
QCOM
▲ PositiveDemandrelevance

Meta's new VR Glasses run on Qualcomm's Snapdragon Reality Elite processor, a concrete design win for Qualcomm.

Spatial Computing / AR/VR▲ · 1 stocks
Meta Platforms Inc.
META
▲ PositiveTechnologyrelevance

Meta unveiled its 100-gram Meta VR Glasses with 5K micro-OLED display, Meta AI and IMAX Enhanced certification, launching spring 2027.

Theme Impact 6

Related news

Meta Unveils Muse AI Glasses and Charm Device, Shares Fall 2.8%

Meta Platforms unveiled plans to bring its Muse AI agent to its AI glasses and previewed Charm, a pocket-sized device for talking to the agent, sending shares down 2.8% to $755.815 at 10.13 am ET on September 25, 2026. According to Meta, Muse will respond to what users see through their glasses, handle tasks while conversations continue and get its own email address, with shopping, payments and work integrations widening its potential uses. Meta plans more than 100 AI-glasses styles by year-end. Reuters reported that Jefferies estimated $10.8 billion in annualized revenue if Muse reaches 1 billion users by the end of 2027 and at least 3% become paying customers, a scenario rather than money in the bank. The September 25 valuation snapshot puts Meta 11.73% below its $856.24 GF Value estimate, suggesting potential upside without proving the shares are a bargain.
GuruFocus·1hRead more →
▲5impact 4

Meta Unveils Muse Charm Device as Stock Jumps 14% on AI Push

Meta used its Meta Connect event to unveil the Muse Charm, a standalone pocket device built exclusively for voice interaction with the company's new Muse agent, alongside a major push into what Chief Executive Mark Zuckerberg called Personal Superintelligence. The Muse Charm debut came late Wednesday, and Meta also showed off the Meta VR Glasses, a 100-gram spatial computing headset priced at $1,299 with 5K micro-OLED displays, tethered puck processing, and native eye and hand tracking, plus the third-generation Ray-Ban Meta Gen 3 glasses starting at an entry-level $249 and camera-free Ray-Ban Meta Audio glasses for open-ear listening and AI voice interaction. Meta's Muse has amassed more than 3.4 million downloads since its Sept. 8 launch, according to new Sensor Tower data obtained by Yahoo Finance, including 2.8 million in its first two weeks, versus 3.7 million for OpenAI's ChatGPT, 400,000 for SpaceXAI's Grok, and 300,000 for Anthropic's Claude over the same 14 days post-launch. Meta stock has surged 14% in the past five days, even as it trades on a forward price-to-earnings ratio of 22 times, below its long-term average of 23.1 times, with 2027 EPS estimates still well below levels seen 90 days ago. Citi analyst Ronald Josey said the firm emerges from Meta Connect incrementally positive on Meta shares, calling Muse the centerpiece of Meta's AI product strategy as voice, additional distribution points through Meta Glasses, and services across shopping, travel, and productivity verticals could unlock incremental monetization opportunities.
Yahoo Finance·2hRead more →
▲3

Dolby and Meta Expand Atmos and Vision Across Meta Ecosystem

Dolby Laboratories Inc. and Meta Platforms Inc. said Wednesday they are expanding Dolby Atmos and Dolby Vision across Meta's ecosystem. Meta's new AI glasses will be the first global consumer device that can capture audio in Dolby Atmos, letting users record spatial audio and share it on Instagram, which already supports Dolby Vision. The rollout builds on Meta's introduction of Dolby Vision on Instagram last year, and Meta also said its upcoming VR device will support Dolby Vision and Dolby Atmos when it launches next year. The announcement came as Meta used Connect 2026 to unveil a $1,299 VR glasses device, expand its AI glasses lineup and bring its Muse personal AI agent to more products. The partnership expands Dolby's presence across Meta's social media, wearable and virtual reality platforms.
Yahoo Finance·2hRead more →