Meta launches $299 smart glasses as stock trades at 17 times forward earnings

Product / Tech
โดย The Motley Fool·Read original
Summary · why it matters

Meta Platforms has introduced a new $299 smart glasses model, priced $80 below its previous entry-level version, in partnership with EssilorLuxottica but without the Ray-Ban brand. The glasses feature Meta AI powered by the Muse Spark large language model and come in 26 styles. EssilorLuxottica reported selling over 7 million AI glasses in 2025, up from 2 million combined in 2023 and 2024. Meta's Reality Labs division, which includes smart devices and AI projects, generated $2.2 billion in revenue in 2025 while losing $19.2 billion, and the company expects roughly $15 billion of its 2026 Reality Labs expenses to go toward wearables. Meta stock has fallen 17% year-to-date amid concerns over rising capital expenditures and AI strategy, leaving it at a forward price-to-earnings ratio of 17.

Impact on stocks 3

Spatial Computing / AR/VR▲ · 2 stocks
Meta Platforms Inc.
META
± MixedTechnologyrelevance

Launches new $299 smart glasses with Meta AI, but stock is down 17% YTD on capex/AI concerns; mixed impact.

EssilorLuxottica S. A.
EL
▲ PositiveDemandrelevance

EssilorLuxottica sold over 7 million AI glasses in 2025, up from 2 million combined in 2023-2024, indicating strong demand for its partnership products.

Artificial Intelligence▲ · 1 stocks

Theme Impact 3

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