7 Virtual Reality Stocks to Consider in 2026

Investing in Virtual Reality Stocks

By Jon Quast – Updated Dec 2, 2025 at 9:32 PM EST | Fact-checked by Frank Bass

Key Points

VR stocks show potential with a forecasted strong growth trajectory between 2025 and 2030.
Meta, Sony, and Axon are top VR stock choices, providing diverse applications of VR technology.
Investing in VR stocks offers growth opportunities but also presents risks due to unproven market viability.
CEO says this is worth 18 Nvidias. Will this make the world's first trillionaire? ›

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.

Person wearing virtual reality headset. — Image source: Getty Images.

Moreover, the VR trend could deliver substantial growth opportunities for investors over the next decade. Various research groups forecast a double-digit compound annual growth rate (CAGR) between 2025 and 2030 or beyond. For those looking to start investing in VR, here are seven of the best stocks to consider.

The best virtual reality stock contenders

Ticker Information Table
Company	Ticker	Market cap	Sector
Meta Platforms	NASDAQ:META	$1.6 trillion	Communication Services
Sony Group	NYSE:SONY	$149.7 billion	Consumer Discretionary
Axon Enterprise	NASDAQ:AXON	$49.8 billion	Industrials
Qualcomm	NASDAQ:QCOM	$190.4 billion	Information Technology
Nvidia	NASDAQ:NVDA	$4.5 trillion	Information Technology
Unity Software	NYSE:U	$19.1 billion	Information Technology
Roblox	NYSE:RBLX	$51.4 billion	Communication Services

Data as of Jan 11, 2026.

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1. Meta Platforms

NASDAQ: META

Meta Platforms

Today's Change

(1.15%) $7.43

Current Price

$653.49

Key Data Points

Market Cap

$1.6T

Day's Range

$642.85 - $654.95

52wk Range

$479.80 - $796.25

Volume

834K

Avg Vol

18M

Gross Margin

82.00%

Dividend Yield

0.32%

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NYSE: SONY

Sony Group

Today's Change

(-0.83%) $-0.21

Current Price

$25.04

Key Data Points

Market Cap

$150B

Day's Range

$24.90 - $25.16

52wk Range

$19.80 - $30.34

Volume

5.2M

Avg Vol

3.9M

Gross Margin

29.14%

Dividend Yield

0.60%

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Sony (SONY -0.83%) 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.

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3. Axon Enterprise

NASDAQ: AXON

Axon Enterprise

Today's Change

(3.05%) $18.71

Current Price

$631.69

Key Data Points

Market Cap

$50B

Day's Range

$615.00 - $636.01

52wk Range

$469.24 - $885.91

Volume

616K

Avg Vol

845K

Gross Margin

60.31%

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Axon Enterprise (AXON +3.09%) 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

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NASDAQ: QCOM

Qualcomm

Today's Change

(-2.25%) $-4.09

Current Price

$177.78

Key Data Points

Market Cap

$190B

Day's Range

$174.80 - $179.44

52wk Range

$120.80 - $205.95

Volume

9.7M

Avg Vol

10M

Gross Margin

55.43%

Dividend Yield

1.98%

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Qualcomm (QCOM -2.25%) 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.

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5. Nvidia

NASDAQ: NVDA

Nvidia

Today's Change

(-0.05%) $-0.09

Current Price

$184.95

Key Data Points

Market Cap

$4.5T

Day's Range

$183.70 - $186.34

52wk Range

$86.62 - $212.19

Volume

3.8M

Avg Vol

186M

Gross Margin

70.05%

Dividend Yield

0.02%

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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 -0.05%) 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

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NYSE: U

Unity Software

Today's Change

(-1.37%) $-0.62

Current Price

$44.66

Key Data Points

Market Cap

$19B

Day's Range

$44.46 - $46.48

52wk Range

$15.33 - $52.15

Volume

5.2M

Avg Vol

8.3M

Gross Margin

70.53%

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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 -1.37%) 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

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NYSE: RBLX

Roblox

Today's Change

(-0.84%) $-0.62

Current Price

$73.27

Key Data Points

Market Cap

$51B

Day's Range

$72.06 - $74.00

52wk Range

$50.10 - $150.59

Volume

11M

Avg Vol

7.8M

Gross Margin

25.41%

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Adding virtual reality to your portfolio

There are several ways to invest in the future of virtual reality. From consumer hardware to enterprise computing and software companies to chipmakers, all present various opportunities to invest in this fast-growing industry.

The seven companies above represent just a handful at the top of the field. Many others are working to develop and further the adoption of VR, which should fuel growth across this fast-changing space.

How to invest in virtual reality stocks

For those who are excited about VR stocks and want to invest, here's a step-by-step breakdown for how to get started:

Open your brokerage app: Log in to your brokerage account where you handle your investments.
Search for the stock: Enter the ticker or company name into the search bar to bring up the stock's trading page.
Decide how many shares to buy: Consider your investment goals and how much of your portfolio you want to allocate to this stock.
Select order type: Choose between a market order to buy at the current price or a limit order to specify the maximum price you're willing to pay.
Submit your order: Confirm the details and submit your buy order.
Review your purchase: Check your portfolio to ensure your order was filled as expected and adjust your investment strategy accordingly.

FAQ

About the Author

Jon Quast is a contributing writer for The Motley Fool covering consumer goods, technology, and cryptocurrency. Before The Motley Fool, he was a missionary in South America.

TMFJaguar

@TMFJaguar

Jon Quast has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Axon Enterprise, Meta Platforms, Nvidia, Qualcomm, Roblox, and Unity Software. The Motley Fool has a disclosure policy.

Benefits and risks of investing in virtual reality stocks

All investing trends have potential benefits as well as potential risks. That's why it's important to consider both sides. For example, a couple of benefits of VR stocks include:

The technological step forward: Throughout history, technology has always moved forward. And VR holds great promise when it comes to social interaction, education, engineering, and more. Investing in technological progress is often a good idea.

The growth: Along the same lines, revenue growth is one of the most important factors for investors to consider when buying stocks. As VR technology improves, it will almost certainly lead to growth opportunities for certain businesses, which could be good for those shareholders.

However, VR stocks could have a couple of risks as well, including:

Overly optimistic expectations: While VR would appear to be the next wave of innovation, it's taken longer to develop than many pundits expected. And some incredibly promising VR hardware devices have ultimately failed to resonate with consumers. It's possible this space never develops as hoped, leading to poor stock performance as expectations meet reality.

Questionable profits: Some companies are spending substantially on VR without making profits -- Meta Platforms is a good example. VR ultimately needs to have an attractive return on investment if it's going to be rewarding for shareholders.

Factors to consider when selecting virtual reality stocks

Not all VR stocks will be good buys. Here are just a few things worth exploring when evaluating which stocks in this space are worth buying

For starters, investors should consider the entirety of a company's business. There are unlikely to be many, if any, VR pure-play investments that do well. Top VR players will likely have large business operations outside of VR. And those revenue streams need to be evaluated as well.

Additionally, there are many applications for VR technology. The best companies to invest in will likely have the opportunity to expand into multiple VR verticals instead of being pigeon-holed into a single application. This is called optionality, which is nice to have when possible.

Finally, it's important to consider the business model for each VR company. Some things are more competitive than others. And competition can cause things to become commoditized -- profits get smaller and smaller as prices come down. It's better to find a VR company that has a competitive moat to avoid low-profit ventures in the space.

Investing in Virtual Reality Stocks

Key Points

The best virtual reality stock contenders

1. Meta Platforms

Key Data Points

Key Data Points

3. Axon Enterprise

Key Data Points

4. Qualcomm

Key Data Points

5. Nvidia

Key Data Points

6. Unity Software

Key Data Points

7. Roblox Corporation

Key Data Points

Adding virtual reality to your portfolio

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How to invest in virtual reality stocks

FAQ

What are the best virtual reality stocks?

What are the best virtual reality stocks?

Is virtual reality a good investment?

Is virtual reality a good investment?

What is the leading VR company?

What is the leading VR company?

Which company is leaving the VR market?

Which company is leaving the VR market?

Does VR have a future?

Does VR have a future?

Which VR company did Meta buy?

Which VR company did Meta buy?

About the Author

Stocks Mentioned

Meta Platforms

Nvidia

Roblox

Qualcomm

Sony Group

Axon Enterprise

Unity Software

Our Guides

Premium Investing Services

Key Data Points

Key Data Points

Key Data Points

Key Data Points

Key Data Points

Key Data Points

6. Unity Software

4. Qualcomm

Benefits and risks of investing in virtual reality stocks

Factors to consider when selecting virtual reality stocks

7. Roblox Corporation

2. Sony