AI in Your Eyes: The Smart Eyewear Revolution
Meta's $3.5 billion investment in Ray-Ban's parent company signals a major shift from smartphones to AI-powered eyewear. This carefully curated collection features companies across the entire smart glasses ecosystem, selected by our analysts for their growth potential in this emerging market.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA Corporation
NVDA
Current price
$180.45
NVIDIA's powerful yet efficient processors are crucial for the on-device AI and graphics processing that will power the advanced features of next-gene...
NVIDIA's powerful yet efficient processors are crucial for the on-device AI and graphics processing that will power the advanced features of next-generation smart glasses.
Vuzix Corp
VUZI
Current price
$1.68
As a direct competitor and established leader in enterprise smart glasses, Vuzix is poised to benefit from the increased market validation and interes...
As a direct competitor and established leader in enterprise smart glasses, Vuzix is poised to benefit from the increased market validation and interest in the AR eyewear category.
MOBILEYE GLOBAL INC.
MBLY
Current price
$14.01
Mobileye's expertise in developing compact, power-efficient computer vision systems for automotive applications is directly transferable to the techni...
Mobileye's expertise in developing compact, power-efficient computer vision systems for automotive applications is directly transferable to the technical challenges of AR wearables.
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About This Group of Stocks
Our Expert Thinking
Meta's investment validates the immense potential of smart eyewear as the next frontier of personal computing. We've identified companies across the entire value chain that stand to benefit from this acceleration, from component makers to software developers who will power this wearable AI revolution.
What You Need to Know
This collection offers focused exposure to a high-growth emerging technology sector. Companies in this group range from established tech giants to specialized component manufacturers and software developers, all positioned to benefit as AI-powered eyewear moves toward mainstream adoption.
Why These Stocks
Our analysts have carefully selected companies that provide critical technologies for smart eyewear, including micro-display makers, sensor developers, chipmakers, and software platforms. Each plays a strategic role in the ecosystem that will enable AI glasses to become the next must-have consumer technology.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+86.85%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 86.85% over the next year.
Stocks Rated Buy by Analysts
14 of 14 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
The Next Computing Revolution
Just as smartphones transformed our daily lives, AI-powered smart glasses represent the next major shift in personal technology. Meta's massive $3.5 billion investment signals this transformation is accelerating now.
Early Days, Huge Potential
We're at the starting line of smart eyewear adoption. These companies are positioned at the foundation of a market expected to grow exponentially as the technology matures and consumer demand increases.
Hidden Tech Champions
This collection includes specialized component makers and software developers that most investors overlook. These companies provide the essential building blocks for smart glasses without the spotlight bigger tech names receive.
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