In this article, we take a look at the 13 Best Augmented Reality Stocks to Buy Right Now.
Augmented reality is a game-changing technology that is impacting a wide range of industries by delivering immersive, interactive experiences. Valued at $72.5 billion, the augmented reality market is growing at a compound annual growth rate of 31.5% and projected to reach $1.1 trillion by 2035, according to Future Market Insights.
The rapid growth is supported by rising adoption across consumer, enterprise, and industrial applications. Surging demand for interactive brand experiences and rapid consumer adoption of augmented reality devices are also accelerating the market.
Brands are increasingly integrating augmented reality into campaigns to create hyper-personalized and memorable experiences. According to DataM Intelligence, the Immersive Technology in Advertising Market Size is growing at a compound annual growth rate of 28.1% and projected to hit $153.8 billion by 2032.
On the other hand, AR adoption has gone mainstream, with nearly 60% of the U.S. population using social and messaging apps, and these users are emerging as frequent AR users. Similarly, more than 90% of American shoppers already use AR, according to DataM Intelligence.
Tech giants are also fueling growth in augmented reality by unveiling solutions and products that leverage the game-changing technology. Meta Platforms is rolling out AR-enabled open-ear speakers for calls and messaging, showing how major tech companies are pushing AR glasses into everyday use. Similarly, Snap’s 2025 plan to pay AR creators highlights a move from one-off viral lenses to ongoing, studio-style content creation.
With that in mind, let’s take a look at some of the best augmented reality stocks to buy right now amid the evolution and emergence of multibillion-dollar opportunities.
Our Methodology
To make the list of the Best Augmented Reality Stocks to Buy Right Now, we conducted a comprehensive review of U.S. equity markets and AR-focused ETFs, prioritizing companies engaged in Augmented Reality Hardware and Software, sector beneficiaries, and pure-play AR companies. We concentrated on stocks with a positive upside potential as of December 1, and that were popular among elite hedge funds in Q3 2025. Finally, we ranked the stocks in ascending order based on the number of hedge fund holders.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Best Augmented Reality Stocks to Buy Right Now
13. Vuzix Corporation (NASDAQ:VUZI)
Stock Upside Potential: 11.52%
Number of Hedge Fund Holders: 6
Vuzix Corporation (NASDAQ:VUZI) is one of the best augmented reality stocks to buy right now. On November 28, Vuzix Corporation (NASDAQ:VUZI) reported that it had secured and delivered close to $1 million in repeat orders during the fourth quarter of 2025 for its customized M400 smart-glasses kits. The buyer, a major global online retailer, is expanding a warehouse program that first launched in Europe and is now moving into the U.S. and Canada, with talks underway to broaden the rollout even further. The glasses are used for real-time remote support and quicker equipment fixes, helping the retailer improve workflow in its fulfillment centers.
Just days earlier, on November 25, Vuzix Corporation became one of the key members of The AR Alliance, a group focused on augmented reality development. The AR reliance focuses on enhancing the development of augmented reality hardware and the ecosystem by bringing expertise across foundational research and display technologies together. By joining the alliance, Vuzix will play an essential role in accelerating innovation, supporting open standards, and unifying the AR industry.
“We’re honored to join the AR Alliance at this pivotal moment for the industry,” said Paul Travers, President and CEO of Vuzix. “At Vuzix we believe in the power of collaboration to accelerate AR innovation, promote openness and interoperability, and deliver meaningful experiences to users everywhere. I look forward to working with the AR Alliance to promote a thriving global marketplace for augmented reality.”
Earlier on November 14, Craig-Hallum analyst Christian Schwab reaffirmed his Buy rating on Vuzix, setting a $6.00 price target.
Vuzix Corporation (NASDAQ:VUZI) is one of the closest things to a pure-play AR hardware company, centered on smart glasses, waveguides, and wearable displays used in enterprise, medical, defense, and emerging consumer markets. Its lineup includes head-mounted smart displays and wearable computing devices, as well as OEM waveguides and display engines. The company also has a sizable intellectual property base, with more than 450 patents and applications in optics, head-mounted displays, and AR wearables, reflecting its strong focus on the AR space.
12. Himax Technologies, Inc. (NASDAQ:HIMX)
Stock Upside Potential: 31.93%
Number of Hedge Fund Holders: 12
Himax Technologies Inc. (NASDAQ:HIMX) is one of the best augmented reality stocks to buy right now. Himax Technologies Inc. (NASDAQ:HIMX) holds a Moderate Buy rating from one analyst, with a 12-month price target of $10, implying about 32% upside from the current price of $7.58.
Earlier on November 6, the company outlined its prospects in the automotive sector, backed by new technology offerings and comprehensive customer coverage.
Likewise, the company is expanding its footprint into emerging areas beyond display ICs, including ultralow-power AI CPO and smart glasses. The push comes amid the company’s third-quarter revenue dropping 7.3% to $199.2 million. The drop still came on top of the company’s guidance that expected a decline of between 12% and 17%. Likewise, it posted an operating loss of $0.6 million and a profit per diluted ADS of 0.6 cents.
Himax Technologies exited the third quarter with $278.2 million in cash and cash equivalents. Quarter-end inventories rose to $137.4 million from $134.6 million in the second quarter. The company expects its fourth quarter revenue to remain flat quarter over quarter, with Gross margins increasing slightly and profit of between 2 cents and 4 cents per diluted ADS.
Meanwhile, Robert W. Baird analyst Tristan Gerra reiterated a Buy rating on the stock on November 6 and set a $10 price target.
Himax Technologies, Inc. (NASDAQ:HIMX) supplies core components used in AR devices, including LCoS microdisplays, wafer-level optics, 3D-sensing solutions, display-driver ICs, and low-power AI chips, while also serving broader markets like TVs, smartphones, and automotive displays. Its AR parts—such as microdisplays and CMOS sensors—are used by OEMs to build smart glasses and head-up displays. In 2025, Himax introduced an ultra-bright Dual-Edge Front-lit LCoS microdisplay and worked with Vuzix to launch an integrated AR optical module for next-generation glasses. Because Himax provides the components rather than finished devices, it functions as an AR enabler and beneficiary.
11. Kopin Corporation (NASDAQ:KOPN)
Stock Upside Potential: 95.59%
Number of Hedge Fund Holders: 13
Kopin Corporation (NASDAQ:KOPN) is one of the best augmented reality stocks to buy right now. Kopin Corporation (NASDAQ:KOPN) has a Strong Buy consensus rating from four analysts, all of whom issued buy ratings. Analysts have issued 12-month price targets for Kopin over the past three months, with an average target of $4.44 and a range of $3 to $6. This implies roughly 96% upside from the recent price of $2.27.
On November 12, Chief Executive Officer Michael Murray reiterated that the company is in a position of transformational change following a strategic investment by Theon International. The partnership is poised to strengthen its prospects as a global player in microdisplays and application-specific solutions.
“Subsequent to the end of the quarter, we announced a $41 million private placement with an expanded group of strategic investors which include further investment from Theon along with Hondas Holdings and Unusual Machines. This investment further solidifies our belief that we have the right technologies to co-develop with strategic partners to provide application-specific solutions,” Mr. Murray said.
The remarks came on the heels of third-quarter results whereby revenues dropped to $12 million from $13.3 million in the same quarter last year. The decline was due to a decrease in revenue from products used in pilot helmets, training, and simulation. The decline was partially offset by an increase in sales for products used in thermal weapon sights.
On the other hand, the company bounced back to profitability, delivering third-quarter net income of $4.1 million, or $0.02 a share, compared to a net loss of $3.5 million, or $0.03 a share, in the same quarter last year.
Kopin Corporation (NASDAQ:KOPN) supplies high-performance optical components for AR, including microdisplays like LCOS, AMLCD, and MicroLED/OLED, used in AR/VR headsets across defense, enterprise, medical, and consumer markets. Its technology powers systems such as pilot helmet displays, military HUDs, and industrial headsets, positioning the company as a key component supplier rather than a maker of finished devices. Kopin has also unveiled its AI-driven “NeuralDisplay” prototype, which adapts to users’ eyes to enhance AR/VR experiences. With its focus on essential components, Kopin is best seen as an AR enabler and beneficiary.
