12 Best Metaverse Stocks to Buy According to Analysts

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.

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 (NASDAQ:TTWO) 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. (NASDAQ:TTWO) 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. (NASDAQ:AMD) 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. (NASDAQ:AMD) 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. (NASDAQ:BIDU) 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. (NASDAQ:BIDU) 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. (NASDAQ:ADBE) 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. (NASDAQ:ADBE) 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.com (NASDAQ:NTES) is one of the best metaverse stocks to buy according to analysts. On March 7, Bloomberg reported that NetEase.com (NASDAQ:NTES) 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. (NASDAQ:NTES) 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.

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