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. 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 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.
10. Take-Two Interactive Software Inc. (NASDAQ:TTWO)
Stock Upside Potential: 37.59%
Number of Hedge Fund Holders: 78
Take-Two Interactive Software Inc. (NASDAQ:TTWO) is one of the best metaverse stocks to buy according to analysts. On March 4, DA Davidson reiterated a Buy rating on Take-Two Interactive and a $300 price target. The positive stance underscores the research firm’s confidence in the company’s prospects, as it enjoys strong player engagement in its basketball video game, NBA 2K26.
Console data indicates that player engagement level on NBA 2K26 remained meaningfully above NBA 2K25 in January and February, despite challenging year-over-year comparisons. Consequently, the research firm expects NBA 2K to be the biggest contributor to Take-Two Interactive net bookings in 2026.
Net bookings in the third quarter of fiscal 2026 came above guidance at $1.76 billion, representing a 28% year-over-year increase. The company raised its net bookings outlook for fiscal 2026 as it experienced strong momentum across its core businesses. It now expects net booking of between $6.65 billion and $6.7 billion.
Take-Two Interactive Software Inc. is one of the world’s largest metaverse companies as its popular online, open-world games function are early expressions of the metaverse. It focuses on creating immersive digital spaces for social interaction, entertainment, and commerce, primarily through Rockstar Games and 2K.
9. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Stock Upside Potential: 39.29%
Number of Hedge Fund Holders: 132
Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best metaverse stocks to buy according to analysts. On March 11, Reuters reported that Advanced Micro Devices Inc. CEO Lisa Su is poised to meet with Samsung Electronics Chairman Jay Y. Lee in South Korea.
The meeting comes as the two companies seek to discuss cooperation on the supply of high-bandwidth memory used in artificial intelligence chipsets, amid growing demand for memory chips, including HBM, DRAM, and NAND. Su is expected to discuss greater cooperation between AMD and Samsung in the race to capitalize on the build-out of data centers and power AI systems.
AMD and Samsung are seen as potential strategic partners in the build-out of sovereign AI infrastructure. The companies could also collaborate on the build-out of computing technologies. At the Morgan Stanley Technology, Media & Telecom Conference 2026, Su affirmed a heightened focus on data center and AI markets. The company is projecting robust growth through strategic partnerships and product innovation.
Advanced Micro Devices, Inc. provides high-performance computing, graphics, and networking hardware necessary to power virtual, 3D-enabled, and AI-driven environments. Rather than developing metaverse software, AMD serves as a key infrastructure partner to major tech companies like Meta, supplying foundational silicon for data centers, AI workloads, and AR/VR applications.
8. Baidu, Inc. (NASDAQ:BIDU)
Stock Upside Potential: 39.95%
Number of Hedge Fund Holders: 57
Baidu, Inc. (NASDAQ:BIDU) is one of the best metaverse stocks to buy according to analysts. On March 11, Baidu, Inc. launched DuClaw, a new zero-deployment service that enables users to access the OpenClaw agent platform.
The service comes with pre-built Baidu skills, including Baidu Search, Baidu Baike, and Baidu Scholar. Its ultimate goal is to make advanced artificial intelligence tools accessible to users with minimal setup. It also lowers the barrier to entry for exploring and experimenting with AI agents, and comes with multiple mainstream foundations, allowing users to select models that fit their needs. Its launch marks a significant milestone in Baidu’s bid to simplify access to AI agent technology.
In February, Baidu Cloud unveiled the Rapid Deployment Solution, which allows developers to deploy OpenClaw via a visual configuration interface. DuClaw is poised to advance this feature by eliminating the deployment process, as it does not require a cloud server or a manual API key configurator. Users can start it directly from a web browser.
Earlier on March 5, analysts at Barclays reiterated an Equalweight rating on Baidu but cut the price target to $128 from $147. The new price target accounts for the diverging trends between the company’s growing AI-related revenues and declining legacy revenues.
Baidu, Inc. is a technology company transforming into a comprehensive Artificial Intelligence (AI) company, focusing on mobile ecosystems, cloud services, and autonomous driving. It’s also building the infrastructure for the Chinese metaverse, primarily through its “XiRang” (Land of Hope) platform.
7. Adobe Inc. (NASDAQ:ADBE)
Stock Upside Potential: 40.50%
Number of Hedge Fund Holders: 91
Adobe Inc. (NASDAQ:ADBE) is one of the best metaverse stocks to buy, according to analysts. On March 12, Adobe Inc. delivered record first-quarter fiscal 2026 results, as recurring revenue more than tripled and subscription revenue grew 13%. The better-than-expected results came as the company accelerated AI-powered capabilities across creativity, productivity, and customer experience orchestration.
Total first-quarter revenue came in at a record high of $6.40 billion, up 12% year over year, leading to earnings per share of $6.06. Annualized recurring revenue in the quarter came in at $26.06 billion with record first-quarter cash flows from operations of $2.96 billion. Adobe exited the quarter with Remaining Performance Obligations of $22.22 billion and Current Remaining Performance Obligations of 67%.
For the second quarter of fiscal 2026, Adobe expects revenue to average between $6.43 billion and $6.48 billion. Business Professional and Consumer subscription revenue is expected to average between $1.80 billion and $1.82 billion, with Creative and Marketing Professional subscription revenue averaging between $4.41 billion and $4.44 billion.
“Adobe delivered record Q1 results with AI‑first ARR more than tripling year over year and subscription revenue growing 13 percent,” said Shantanu Narayen, chair and CEO, Adobe. “Our mission to empower everyone to create represents an even larger opportunity as content powers all experiences in the AI era.”
Financial strength was also emphasized by Dan Durn, executive vice president and CFO. “Adobe delivered 13 percent subscription revenue growth and record Q1 cash flow of $2.96 billion,” he said. “As we accelerate AI‑powered capabilities across creativity, productivity and customer experience orchestration, Adobe is well positioned for continued profitable growth.”
Adobe Inc. is a software application company that enables the metaverse by providing tools for creating, managing, and delivering 3D, augmented reality (AR), and virtual reality (VR) content. Through its Substance 3D portfolio and Adobe Aero, creators can build immersive environments, while Adobe Experience Manager helps brands deliver personalized 3D experiences.
6. NetEase, Inc. (NASDAQ:NTES)
Stock Upside Potential: 41.09%
Number of Hedge Fund Holders: 27
NetEase, Inc. (NASDAQ:NTES) is one of the best metaverse stocks to buy according to analysts. On March 7, Bloomberg reported that NetEase, Inc. will cut off funding to a studio led by Yakuza franchise creator Toshihiro Nagoshi.
The move is part of the company’s broader strategy to shrink game development activities. The company has been reducing its overseas investments as it faces rising costs for AAA game development. It also underscores the struggles that one of the largest gaming studios has faced amid soaring competition from alternative outlets such as social media.
Nagoshi has struggled to find sponsors without success, and NetEase has made it clear that the studio can continue on its own if it can bear the corresponding costs. Nagoshi Studio has also opened negotiations with the company as it seeks to recover some of the game materials it developed.
NetEase’s decision to end financing of Nagoshi studio follows reports that the studio’s upcoming title would require an additional $44.4 million. The decision would put the development of Gang of Dragon in Jeopardy.
NetEase, Inc. is actively developing the metaverse by leveraging its strong gaming background to create immersive, 3D, interactive virtual environments. The company focuses on integrating artificial intelligence (AI), virtual reality (VR), augmented reality (AR), and blockchain technology to foster virtual social interaction, education, and entertainment.
5. Alibaba Group Holding Limited (NYSE:BABA)
Stock Upside Potential: 45.56%
Number of Hedge Fund Holders: 115
Alibaba Group Holding Limited is one of the best metaverse stocks to buy according to analysts. On March 12, Morgan Stanley said companies that control the full AI stack — chips, cloud systems, models, and applications, will be the strongest in the long run. The analysts highlighted Alibaba Group Holding Limited as their top choice among China’s internet firms, upgrading it ahead of Tencent. They believe Alibaba is well‑positioned thanks to its in‑house chip unit T‑Head, its large AliCloud platform, and its growing family of AI models and apps.
Morgan Stanley explained that Alibaba’s ability to design its own chips helps reduce reliance on outside suppliers, cut costs, and align with China’s push for tech self‑sufficiency. By combining chips, cloud, and AI models like Qwen, Alibaba can manage the entire AI value chain and monetize across infrastructure and applications. The bank also noted China’s AI chip market could reach $67 billion by 2030, with local supply covering most demand, further boosting Alibaba’s long‑term prospects.
On March 5, Alibaba Group Holding Limited reiterated that it is forming a task force to accelerate the development of its artificial intelligence AI model. The new task force will be coordinated by Alibaba Group CEO Eddie Wu and will be tasked with mobilizing group-wide resources.
The announcement follows the resignation of Lin Junyang, head of the Qwen AI division. He becomes the third senior Qwen executive to depart this year. Yu Bowen, who headed post-training for the AI platform, had also tendered his resignation.
The high-profile exits follow confirmation that Qwen’s mobile app surged to 203 million in February from 31.05 million in January. It is now the third-most-used app, behind OpenAI’s ChatGPT and ByteDance’s Douyin app.
Alibaba Group Holding Limited is a Chinese multinational conglomerate specializing in e-commerce, retail, internet technology, and AI. It is also actively developing metaverse technologies focused on integrating physical and digital experiences, with a strong emphasis on e-commerce, virtual retail, and cloud infrastructure.
4. Microsoft Corporation (NASDAQ:MSFT)
Stock Upside Potential: 47.02%
Number of Hedge Fund Holders: 312
Microsoft Corporation (NASDAQ:MSFT) is one of the best metaverse stocks to buy, according to analysts. On March 10, Microsoft Corporation filed a request for a temporary restraining order blocking enforcement of a decision to designate Anthropic as a supply chain risk.
According to Microsoft, a restraining order would provide ample time for a negotiated settlement and for reasoned discussions about the use of Anthropic AI models in military and intelligence operations. Anthropic is embroiled in a fierce standoff with the military after it turned down a contract to deploy its AI technology.
Microsoft has warned that any drastic and unprecedented move against Anthropic would have significant ramifications for the US tech industry. It became the first big tech company to take sides in the Anthropic feud with the Pentagon over the use of AI models in military operations. The software giant insists that AI should only be used in lawful, appropriately guarded use cases.
Microsoft is siding with Anthropic in the stalemate owing to their growing ties, having already inked a $30 billion cloud computing deal last year.
On March 9, analysts at William Blair reiterated an Outperform rating on Microsoft. The bullish stance follows the announcement of new artificial intelligence capabilities on the company’s enterprise software platform.
According to the research firm, the upgrades will advance Copilot from a productivity tool to an agentic platform embedded within the enterprise workflows. William Blair expects the company to continue expanding its enterprise wallet share, driven by platform consolidation and widening addressable market opportunity.
Barclays also reiterated an overweight rating on Microsoft with a $600 price target in response to the company introducing a third wave of Copilot.
At the start of 2026, Microsoft Corporation pivoted its metaverse strategy towards integrating avatar based on experiences into its enterprise software. The company has started offering Microsoft Teams users a host of immersive metaverse meetings. The new offering allows users to host metaverse avatars in a 3D space. Each attendee’s avatar can explore chat and listen to more speakers.
Microsoft Corporation is a software giant heavily focused on the “enterprise metaverse,” aiming to blend physical and digital worlds to improve business productivity, collaboration, and industrial operations. Key initiatives include integrating Microsoft Mesh into Teams for 3D meetings, using Azure digital twins for industrial simulations, and partnering with Meta to bring 365 apps to VR headsets.
3. NVIDIA Corporation (NASDAQ:NVDA)
Stock Upside Potential: 47.26%
Number of Hedge Fund Holders: 264
NVIDIA Corporation (NASDAQ:NVDA) is one of the best metaverse stocks to buy, according to analysts. On March 11, NVIDIA Corporation announced it will invest $2 billion in Nebius Group. The investment comes as the companies collaborate on AI infrastructure deployment, fleet management, inference, and AI factory design and support.
NVIDIA will also give Nebius Group early access to the latest generation of its accelerated computing platform. The investment also comes as Nebius increasingly deploys Nvidia’s infrastructure, including multiple gigawatt-scale AI factories.
Nebius CEO Arkady Volozh said in a statement. “Now with NVIDIA, we are extending that throughout the stack — from gigawatt-scale AI factories to inference and software — as we build one of the first and largest clouds for all AI builders everywhere.”
NVIDIA Corporation is shifting its metaverse strategy towards the industrial metaverse. The company is moving from consumer-focused social spaces to a greater focus on AI-driven industrial simulation.
On March 11, Nvidia entered into a strategic collaboration with ABB Robotics to help manufacturers deploy industrial robots. The strategic collaboration will result in the integration of Nvidia’s Omniverse libraries into ABB robotics software design and simulation platform.
In recent years, Nvidia has partnered with several manufacturers to drive industrial automation and simulation with its Omniverse platform. It has already partnered with Hyundai Motor Group, Siemens, Samsung, among others. Deloitte has also partnered with Nvidia and its Omniverse libraries to create physical AI solutions.
NVIDIA Corporation is a technology provider for the metaverse, through its NVIDIA Omniverse platform, that enables the creation, simulation, and operation of 3D virtual worlds and digital twins. By combining AI, graphics, and simulation, NVIDIA allows companies to build photorealistic, physically accurate virtual replicas of factories, cities, and products.
2. Unity Software Inc. (NYSE:U)
Stock Upside Potential: 78.93%
Number of Hedge Fund Holders: 80
Unity Software Inc (NYSE:U) is one of the best metaverse stocks to buy according to analysts. On March 9, Citizens reiterated a Market Outperform rating on Unity Software Inc and a $37 price target. According to the research firm, the stock’s selloff is overdone, and the current valuation supports it as a bounce-back play.
The research firm remains bullish about Unity Software despite the company not doing much to promote its products outside of Vector. The products accounted for 56% of Q4 2025 revenue growth. On the other hand, Vector grew 70% YoY in January and has a long runway to exhibit hyper growth, especially in the Developer Data Framework.
Citizens expect Unity Software to start outperforming as its Commerce Platform is now in testing as a reliable checkout platform that competes with app stores to power in-app purchases. In addition, the research firm has downplayed concerns over artificial intelligence in the company.
According to Citizens, developers are unlikely to build their own game engines, as the company’s developer infrastructure provides the same frameworks, allowing them to focus on the differentiated gameplay aspects of their games.
Unity Software Inc. provides the foundational real-time 3D (RT3D) development platform for creating, operating, and monetizing interactive, immersive content for the metaverse. As a key enabler, Unity powers VR/AR experiences, digital twins, and virtual worlds across gaming, film, and industrial applications.
1. Roblox Corporation (NYSE:RBLX)
Stock Upside Potential: 86.54%
Number of Hedge Fund Holders: 84
Roblox Corporation (NYSE:RBLX) is one of the best metaverse stocks to buy according to analysts. On March 9, Roblox Corporation moved to cater to its expanding user base. The company unveiled new programs that will empower the next generation of games tailored for the older generations.
Roblox Incubator and Jumpstart are two new programs that will support ambitious creators developing games for older audiences. The programs are designed to push the boundaries of genre, gameplay, and visual style to meet the demand of an expanding audience. The programs will also target the growing demographic of users aged 18 and above by leveraging new-age verified data.
Roblox Incubator is tailored for experienced teams and will help them refine promising game concepts into polished, scalable, and commercially successful games. Roblox Jumpstart is tailored for creators new to Roblox. Users will gain access to the company’s subject matter experts and assistance.
“The creativity of Roblox developers has always amazed us,” said Vlad Loktev, Chief Creator Ecosystem Officer at Roblox. “Our vision for Roblox is to be the platform for all ages, and we are calling on ambitious creators with bold ideas to build the next generation of experiences. These new programs provide the mentorship, resources, and discovery support needed to turn those visions into commercial hits.”
Roblox Corporation operates a leading metaverse platform focused on user-generated, immersive 3D “co-experiences” where millions of users play, socialize, work, and learn together. It provides the infrastructure, game engine, and economy that enable creators to build, host, and monetize virtual worlds, effectively functioning as a social, economic, and digital hub.
While we acknowledge the potential of RBLX to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than RBLX and that has 100x upside potential, check out our report about this cheapest AI stock.
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