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.
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 stocks for 2026
| Company | Ticker | Market cap | Sector |
|---|---|---|---|
| Meta Platforms | NASDAQ:META | $1.8 trillion | Communication Services |
| Sony Group | NYSE:SONY | $132.1 billion | Consumer Discretionary |
| Axon Enterprise | NASDAQ:AXON | $38.2 billion | Industrials |
| Qualcomm | NASDAQ:QCOM | $162.4 billion | Information Technology |
| Nvidia | NASDAQ:NVDA | $4.6 trillion | Information Technology |
| Unity Software | NYSE:U | $12.5 billion | Information Technology |
| Roblox | NYSE:RBLX | $46.2 billion | Communication Services |
1. Meta Platforms
NASDAQ: META
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NYSE: SONY
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Sony (SONY +0.66%) 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
NASDAQ: AXON
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Axon Enterprise (AXON -0.74%) 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
NASDAQ: QCOM
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5. Nvidia
NASDAQ: NVDA
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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 -1.11%) 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
NYSE: U
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NYSE: RBLX
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FAQ
Virtual reality stocks: FAQ
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