In this article, we will discuss the 12 Best Metaverse Stocks to Buy According to Analysts.
Surprising economic data and intensifying conflict in the Middle East threaten to push the US equity market lower. The economic risks of the war in Iran are already getting real, as oil prices power through the $100-a-barrel level and threaten to trigger heightened inflation. The S&P 500 is already down by 2.7% year to date, an underperformance that’s compounded by concerns about artificial intelligence disruption.
“Reality is finally setting in,” said Chris Grisanti, chief market strategist at MAI Capital Management. Ramping up production of oil and gas “is going to take weeks—even in the best scenario, even if the war ended tomorrow. I’ve been surprised by the complacency of the equity market,” he added. “I think that’s finally started to go away.”
Interest rate cuts at the start of the year were widely expected to be a catalyst for pushing equities to all-time highs. Fast forward, bets of further cuts have dwindled as central banks contemplate the prospect of inflation ticking higher on soaring energy prices. The shift in rate bets is forcing investors to be extremely cautious, as depicted by a jump in short-term treasury yields.
“There is a growing sense of unease,” said Tim Thomas, chief investment officer at Badgley Phelps. “The longer this goes on, the more likely we see a drag on global growth.”
But even as the overall equity market enters a risk-off phase, some Wall Street strategists are already pointing to stocks that respond well to war. According to Grandview Research, metaverse stocks are projected to grow at a compound annual growth rate of 46.4% from 2025 to 2030 to $936.57 billion.
The metaverse industry in the U.S. is growing rapidly as companies increasingly adopt the technology to create immersive products and services that enhance user interaction. The technology is also helping bridge the gap between digital and physical realms while driving innovation in various industries.
With that in mind, let’s take a look at some of the best metaverse stocks to buy according to analysts.
Our Methodology
To compile the list of 12 Best Metaverse Stocks to Buy According to Analysts, we first used stock screeners and ETFs. We shortlisted companies that either develop metaverse platforms directly (such as virtual reality and augmented reality ecosystems), or enable and monetize immersive digital experiences.
Moving on, we shortlisted the top 13 stocks with an upside potential of more than 30% and popular among elite hedge funds in the fourth quarter of 2025. Finally, we ranked the stocks in ascending order by their upside potential.
Note: Stock Upside Potential Data is Based on Information as of March 12.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
Best Metaverse Stocks to Buy According to Analysts
12. Meta Platforms Inc (NASDAQ:META)
Stock Upside Potential: 31.23%
Number of Hedge Fund Holders: 256
Meta Platforms Inc. (NASDAQ:META) is one of the best metaverse stocks to buy, according to analysts. On March 12, Reuters reported that Meta Platforms Inc. (NASDAQ:META) has delayed the launch of its new artificial intelligence model called “Avocado.” The release, which was expected this month, will now happen in May or June, according to the New York Times.
Meta’s model is still behind Google’s latest AI systems, Gemini 2.5 and Gemini 3, which has caused the delay. Even though Meta is spending heavily on AI, including plans to build its own chips, the company’s new model has not yet reached the performance level of its rivals.
In January, Meta announced it would spend between $115 billion and $135 billion this year to push toward “superintelligence,” a stage where AI could be smarter than humans. The company has been working on Avocado for months, but reports say it has not matched Google’s newest offerings.
A Meta spokesperson said the next model will be strong and will show the company’s fast progress. CEO Mark Zuckerberg also said during an earnings call that Meta will keep releasing new models throughout the year.
There have even been talks inside Meta about temporarily using Google’s Gemini to power its AI products, though no decision has been made.
A day earlier, on March 11, Meta Platforms Inc. unveiled four custom in-house chips as it continues to pursue opportunities in the data center space. The four new generations of MTIA chips are specifically tailored for artificial intelligence workloads, as they operate at a much faster pace than typical chip cycles. MTIA 300 is one of the chips intended to help train smaller AI models that underpin the company’s core ranking and recommendation tasks. Upcoming MTIA 400, MTIA 450, and MTIA 500 are intended for cutting-edge generative AI-related inference tasks like creating images and videos.
In January, the company announced plans to cut 10% of its workforce at Reality Labs, a unit that works on its metaverse and virtual reality products. Reality Labs is one of the units where Chief Executive Officer Mark Zuckerberg is betting big on virtual and augmented reality as well as the metaverse. It is this unit that focuses on the development of virtual social platforms and VR headsets like the Quest line.
Zuckerberg has spent close to $60 billon since 2020 in an attempt to turn around Meta Platform’s digital world into a profitable business. Part of the effort has resulted in the development of Ray-Ban smart glasses in an attempt to pursue opportunities in immersive digital environments.
Meta Platforms Inc (NASDAQ:META) builds technologies that help people connect, find communities, and grow businesses through social media and AI. It is also actively building the metaverse by developing immersive virtual reality (VR) and augmented reality (AR) technologies to enable digital interaction.
11. Arm Holdings plc (NASDAQ:ARM)
Stock Upside Potential: 32.62%
Number of Hedge Fund Holders: 33
Arm Holdings plc (NASDAQ:ARM) is one of the best metaverse stocks to buy according to analysts. On March 4, Malaysia’s anti‑corruption agency announced it is investigating a 1.1 billion ringgit ($279 million) deal between the government and British chipmaker Arm Holdings. Officials are also reviewing a proposed takeover of IJM Corp by local conglomerate Sunway, according to agency chief Azam Baki. The probe involves allegations of corruption, fraud, and abuse of power.
So far, twelve people have been called to give statements, including a former minister and officials from the economy ministry and Malaysia’s investment agency. Authorities said they will continue summoning witnesses and promised a fair and professional investigation. The Arm deal, signed in March 2025, committed Malaysia to pay $250 million over ten years for chip design plans to support local manufacturers.
Earlier on February 24, BofA reiterated its optimism in Arm Holdings plc (NASDAQ:ARM) share price rallying by 20% to 25% by calendar year 2030. It is a significant upgrade from the research firm’s previous guidance that hinted at a 15 to 20% gain.
According to the research firm, the company is well-positioned to benefit from the launch of an in-house-designed merchant CPU, which would represent a significant upgrade from its historical IP licensing and royalty-based model. Consequently, the company’s target market could be 30 times larger at $50 to $100 per chip, versus $1500 to $2000 per chip for silicon.
On acquiring 3% to 5% of the CPU share, ARM Holdings’ earnings could increase by 10% to 20% per share. Amid the expected growth, BofA has raised its price target of the stock to $140 from $135 while reiterating a Neutral rating. The price target hike comes on the heels of the company delivering robust fiscal third-quarter results, in which royalties and licensing revenues surpassed expectations.
Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company that develops, licenses, and sells central processing unit (CPU) architectures and related technologies. It also plays a foundational role in the metaverse by providing high-performance, energy-efficient processor technology needed to power both user-facing “gateway” devices (VR/AR headsets, smartphones) and the underlying cloud/network infrastructure.
