Wall Street Reacts to Meta's New Smartglasses and Muse Holdable Lineup
Yahoo Finance ·
During the Meta Connect event on Wednesday, September 24, 2026, CEO Mark Zuckerberg introduced a new tech hardware category called the Muse Charm. Meta unveiled its new spatial computing Meta VR Glasses, weighing 100 grams with a 5K micro-OLED display, priced at $1,299. In addition, the company debuted the third-generation Ray-Ban Meta Gen 3 starting at $249, alongside the camera-free Ray-Ban Meta Audio glasses. KeyBanc analyst Justin Patterson noted that glasses alone represent a 2 billion user opportunity within the total addressable market. Evercore ISI analyst Mark Mahaney stated that the pivot from Metaverse to Muse is a positive development for META investors. Meanwhile, JP Morgan analyst Doug Anmuth believes that Muse holds the potential to become the most widely adopted consumer AI application since ChatGPT. Both META and AAPL were mentioned in the broader hardware ecosystem context.
AI 시장 분석
Meta unveiled a new lineup of hardware and AI voice devices at Meta Connect, including $1,299 spatial computing glasses and $249 Ray-Ban Meta 3rd generation glasses. Wall Street evaluated that this announcement will expand Meta's hardware total addressable market (TAM) to 2 billion people and accelerate the agentic AI ecosystem. Investors are watching whether Meta's hardware diversification and AI commercialization speed will serve as key drivers for stock price appreciation.
상승 영향
- AI — Because Meta is combining the Muse voice agent with personal superintelligence hardware, which is expected to significantly increase AI user engagement and ecosystem scalability.
DYAX 전담 분석
The new hardware and Muse voice agent unveiled by Meta accelerate the convergence of hardware and AI, providing opportunities to create new markets targeting the 2 billion spectacle-wearing population. In particular, the $1,299 spatial computing glasses and the Ray-Ban Meta lineup significantly enhance Meta's hardware competitiveness in the consumer tech market.
The bullish scenario is driven by explosive growth in Muse app usage and strong sales of new products driving earnings growth, while the bearish scenario involves initial sluggish demand for high-priced hardware and the persistence of metaverse investment burdens. Key metrics to watch are Muse app download rankings and initial new product sales data.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 40% · Bearish (Short) 60%
470 participants
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