Meta's Smart Glasses Poised for Strong Holiday Sales Amid Reality Labs Push.

Meta Platforms' new smart glasses, including the $499 Oakley Meta Vanguard and $799 Display glasses, are expected to drive strong holiday sales. Analysts Gene Munster and Justin Post praised the latter as the "best bang for the buck." Despite a $800 price and limited style options, analysts remain optimistic about potential revenue upside and continue to recommend the stock.

Meta Platforms has introduced two new smart glasses, the $499 Oakley Meta Vanguard and the $799 Meta Ray-Ban Display, which are poised to drive strong holiday sales. Analysts Gene Munster and Justin Post have praised the latter as offering the "best bang for the buck" despite its higher price point and limited style options.

The Meta Ray-Ban Display features a built-in screen in the right lens, allowing users to view messages, directions, and music controls without needing to pull out their phones. The device retails at $799 and is expected to be available in stores from September 30 Meta launches first display-equipped smart glasses, pushes AI ‘superintelligence’ vision^[1].

The Oakley Meta Vanguard, priced at $499, is designed for athletes and links with platforms such as Garmin and Strava to provide real-time training data and post-workout summaries. It will be available from October 21 Meta launches first display-equipped smart glasses, pushes AI ‘superintelligence’ vision^[1].

Despite the higher price of the Meta Ray-Ban Display, analysts remain optimistic about its potential revenue upside. The device builds on the popularity of Meta’s Ray-Ban smart glasses, which have been among the company’s early consumer successes in the AI era. Additionally, the company has expanded its portfolio with the Oakley Vanguard, catering to a different market segment Meta launches first display-equipped smart glasses, pushes AI ‘superintelligence’ vision^[1].

Industry analysts expect strong demand for Meta’s hardware. Research firm IDC forecasts global shipments of AR/VR headsets and smart glasses without displays to rise 39.2% in 2025 to 14.3 million units, with Meta and its partnership with EssilorLuxottica fuelling much of that growth Meta Unveils Futuristic Ray-Ban Display Glasses, Affordable Meta Gen 2, and Oakley Vanguard for Athletes^[2].

Meta’s smart glasses are part of the company’s broader push into artificial intelligence hardware, as Chief Executive Mark Zuckerberg described the glasses as a stepping stone towards the “superintelligence” era of AI Meta launches first display-equipped smart glasses, pushes AI ‘superintelligence’ vision^[1].