Meta Bets on Lighter VR Glasses to Give the Metaverse Another Shot

Meta unveiled the VR Glasses, $1,299 virtual reality glasses that weigh about 100 grams, a fifth of the Quest 3. The launch is set for spring 2027 in the northern hemisphere, which corresponds to fall in Brazil.

The announcement comes at a moment when the company's stock had been on a strong run, driven mainly by enthusiasm for the Muse artificial intelligence assistant, not the metaverse. That's why the market read the product more as a long-term bet than an immediate turnaround for the business.

What Meta announced

The secret to the light weight is moving the heavy parts off the face. The processor, battery, and storage sit in a separate module, about 300 grams, connected to the glasses by a cable and carried in a pocket. The glasses themselves hold micro-OLED displays with a combined 5K resolution, eye and hand tracking, and IMAX Enhanced certification. The battery promises up to three hours of video.

• Price: $1,299.
• Weight: about 100 grams for the glasses, plus about 300 grams for the pocket module.
• Displays: micro-OLED with a combined 5K resolution.
• Battery: up to three hours of video.
• Arrival: spring 2027 in the northern hemisphere.

The idea is to make VR comfortable for extended use, like movies, live sports, multi-screen work, and video calls. At the same time, the company is expanding its line of smart glasses made with Ray-Ban and Oakley, set to grow past 100 models, and wants to bring Muse to those devices too.

The weight of its track record

The challenge is the recent past. The Reality Labs division, responsible for virtual and augmented reality, has already racked up more than $80 billion in operating losses, with a $4.6 billion loss in the second quarter alone. A high price and a cable to a pocket are exactly the two things that could turn off the audience Meta is trying to win over.

How Meta's stock behaved

The chart shows Meta's daily sessions (META, Yahoo Finance data) between April 1 and October 7, 2026. Over the period, the stock went from $579.23 to $721.31, up 24.5%, but the path had some sharp jolts:

• July 30: the stock closed the previous day at $585.61 and opened at $526.00, a 10.2% gap down. The period's low, $524.49, came that same day, and the close was $539.03.
• From August 21 to September 21: the stock went from $549.90 to $741.25, up 34.8% in a month, a figure that matches the roughly 35% cited at the time. On September 21 alone, the stock rose 11.3%, from $665.75 to $741.25, with 48.7 million shares traded, more than double the period's daily average (18.2 million).
• After the announcement: the period's high, $779.82, was set on September 24, the day the stock closed at $777.59. Through October 7, the close pulled back to $721.31, down 7.2% from September 24.

The numbers describe what happened, not what will happen. The market tied September's rally to Muse, and it's hard to separate each announcement's effect on the price.

What to watch from here

For anyone following the company, three points should matter more than the launch itself: how Reality Labs' losses evolve in the coming earnings reports, adoption of the Ray-Ban and Oakley smart glasses, which already carry a more accessible price, and how the public reacts to the cabled model once the first independent reviews come out. It remains to be seen whether a high price and a cable to a pocket will win over people who haven't bought any virtual reality device yet.

If you want to study how corporate news moves a stock's price, a demo account is a good place to track the chart without risking money and note what happened in the days following each announcement.

Source: Traders Union.

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