Best Virtual Reality Stocks for 2026 and How to Invest

Virtual reality (VR) stocks are equity stakes in businesses that could make substantial contributions to the VR space. The concept of VR began decades ago. But real-world adoption has picked up steam in recent years.

VR is primarily used for gaming and entertainment right now but there's great potential for the technology in several industries and professions, including engineering and design, healthcare, defense, and education.

1. Meta Platforms

Sony (SONY -0.85%) has developed its own VR headset, the PlayStation VR2 (PSVR2), that is compatible with its popular PlayStation 5 video game console. The console (launched in 2020) and the VR headset (launched in 2023) have been among the best-selling VR devices, along with Meta's line of products. The PlayStation VR2 has received positive reviews.

In early 2025, Sony launched XYN, a business segment that has both software and hardware solutions related to VR. However, these VR products have more of an enterprise focus. Sony provides software for capturing objects in 3D, VR headsets that can run computer-aided design (CAD) software, and even screens that display objects in 3D without the need for special 3D glasses.

With envelope-pushing products for both consumers and professionals, Sony will likely remain a top VR stock for a long time.

3. Axon Enterprise

Axon Enterprise (AXON -5.10%) provides law-enforcement agencies with Tasers, body cameras, and cloud-based software. And it's been one of the greatest stock investments of the past decade. However, many investors are still unaware that the company is also an important player in the VR space.

The Axon Training Pod is a complete unit that allows agencies to get up and running quickly with VR training. Handheld VR Tasers coupled with VR headsets allow officers to train without using up pricey, physical cartridges. In addition to VR weapon training, Axon's solutions include a component for learning community engagement skills to de-escalate situations before resorting to the use of a Taser.

4. Qualcomm

Qualcomm (QCOM -0.41%) specializes in wireless technology, but it has a range of other products, including software, processors, and modems. Its system-on-chip (SoC) Snapdragon brand of semiconductor products powers many top VR devices today.

For example, Axon's VR training uses the HTC Vive Focus 3 headset, which is powered by a Snapdragon XR2 from Qualcomm. Meta Platforms also uses Snapdragon products to power both the Meta Quest 3 and the Ray-Ban Meta glasses.

Qualcomm isn't necessarily a household name because its products aren't usually consumer-facing. But pop the hood on some of the most popular VR hardware devices on the market, and one will often find something from Qualcomm, which enables it to make this list of top VR stocks.

5. Nvidia

Some of the companies on this list build and sell finished VR hardware products. However, companies that supply essential technology to hardware manufacturers are just as important. For this reason, Nvidia (NVDA -0.72%) is a top choice when it comes to VR stocks because it's the leading designer of graphics processing units (GPUs) for PCs and game consoles.

For more advanced VR applications -- not just video games -- Nvidia's VR-specific GeForce GTX GPUs are doing a lot of work. Developers can also use the company's software developer kit (SDK), called VRWorks. Whether it's for hardware or for applications, developers can use the SDK to make images, sounds, and touch interactions more realistic for the VR world.

Given the graphics-intensive nature of virtual reality, Nvidia is poised to benefit, regardless of which company's hardware winds up becoming the industry standard.

6. Unity Software

There's no point in having high-resolution VR displays and powerful processors unless there are also high-quality 3D images to go with them. That is why Unity Software (U -24.22%) is included in this list of best VR stocks.

Unity Software has tools for 3D image creation that are used by video game developers, movie studios, industrial companies, and more. And since realism is so important, Unity has real promise in the world of VR.

According to the company, more than 70% of the top-selling games for Meta's Quest platform are made using Unity's software. This is a strong data point that showcases the company's positioning in the VR space. As VR adoption grows, more developers will likely look to Unity's image-creation tools when building quality VR content.

7. Roblox Corporation