In this article, we discuss the 13 Best Virtual Reality Stocks to Buy Right Now.
In recent times, Virtual Reality (VR) has evolved to become one of the fastest-growing technologies, unlocking immersive 3D environments through headsets, gloves, and other interactive devices. VR, which was once associated with entertainment, is now reshaping industries from gaming and healthcare to training and cultural preservation by offering experiences that feel real and immediate.
Within the gaming segment, VR has hit a market value of roughly $17.96 billion in 2023, projected to grow at a 30.4% CAGR through 2032. On the global level, North America leads the sector with over a third of the global share. Meanwhile, major technology firms are throwing dollars heavily in new software and hardware to make the technology more accessible and interactive for everyday users.
At the same time, VR adoption is seen to be rising within the healthcare sector. VR is deployed to train medical professionals through immersive simulations and to enhance patient treatment experiences. Looking ahead, this trend is expected to accelerate sharply as training and treatment benefits become clearer.
Furthermore, VR is finding innovative use cases within culture and sports markets. By leveraging augmented reality, users are allowed to experience Sednaya Prison in Syria inside the Syrian National Museum, long known as a symbol of repression. Moreover, Premier League club Burnley is capitalizing on VR to offer fans a “virtual seat” at Turf Moor, providing global supporters with an immersive match-day experience from their homes.
Thus, with this backdrop in mind, let’s move on to our list of the 13 Best Virtual Reality Stocks to Buy Right Now.
Halfpoint/Shutterstock.com
Our Methodology
To curate our list of the 13 Best Virtual Reality Stocks to Buy Right Now, we used the Finviz stock screener to compile a list of VR companies. Next, we shortlisted the companies based on the number of hedge funds holding stakes in each stock as of Q2 2025. Finally, our list of the 13 Best Virtual Reality Stocks to Buy Right Now is presented 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 has shown that 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
13. Snap Inc. (NYSE:SNAP)
Number of Hedge Fund Holders: 35
With significant hedge fund interest, Snap Inc. (NYSE:SNAP) secures a spot on our list of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 18, 2025, JMP Securities maintained its ‘Market Perform’ rating on Snap Inc. (NYSE:SNAP). The investment firm cited positive feedback from marketers about the platform’s performance.
A Nike market manager highlighted that Snap Inc. (NYSE:SNAP) offers the most incremental reach after Meta and Google. Meanwhile, Spotify noted Sponsored Snaps are “highly performant,” driven by low CPMs, boosting analyst sentiment. JMP also highlighted the company’s strong appeal to younger consumers and advertisers’ confidence.
Snap Inc. (NYSE:SNAP), a technology company that operates Snapchat, a visual messaging application with tabs for camera, Snap Map, Stories, and Spotlight. It is one of the Best Virtual Reality Stocks To Buy.
12. Best Buy Co., Inc. (NYSE:BBY)
Number of Hedge Fund Holders: 44
Best Buy Co., Inc. (NYSE:BBY) is one of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 2, 2025, Uber Technologies partnered with Best Buy Co., Inc. (NYSE:BBY) to deliver electronics and appliances through its Uber Eats platform. As a result, more than 800 Best Buy stores will participate at launch, offering on-demand or scheduled delivery of headphones, chargers, laptops, gaming equipment, VR headsets, and small appliances. Meanwhile, Uber is promoting the rollout by offering $20 off orders of $60 or more until September 29, while its Uber One members can avail of free delivery fees on eligible purchases.
Best Buy Co., Inc. (NYSE:BBY), a leading retailer of technology products and solutions in the U.S., Canada, and international markets, boasts a strong portfolio spanning computing devices, mobile phones, tablets, smartwatches, networking equipment, and consumer accessories. It is one of the Best Virtual Reality Stocks To Buy.
11. EPAM Systems, Inc. (NYSE:EPAM)
Number of Hedge Fund Holders: 48
With significant hedge fund interest, EPAM Systems, Inc. (NYSE:EPAM) secures a spot on our list of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 9, 2025, Morgan Stanley lowered its price target on EPAM Systems, Inc. (NYSE:EPAM) from $210 to $175, maintaining an ‘Equal Weight’ rating. The investment firm cited a cautious outlook for U.S. IT Services due to AI investments crowding out IT budgets, increased pricing pressure, and potential ROIC dilution from heavier capital allocation. Thus, sustained headwinds are projected that would impact market expansion and valuation growth across the sector. At the same time, muted short-term expectations are set for individual companies like EPAM.
EPAM Systems, Inc. (NYSE:EPAM), a global provider of digital platform engineering and software development services, specializes in cloud migration, data analytics and AI, cybersecurity, and customer experience design, alongside integrated engineering practices and smart automation solutions. It is one of the Best Virtual Reality Stocks To Buy.
10. Unity Software Inc. (NYSE:U)
Number of Hedge Fund Holders: 57
Unity Software Inc. (NYSE:U) is one of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 15, 2025, Unity Software Inc. (NYSE:U) hit a 52-week high of $46.04 with a market capitalization of $19.35 billion, following a 126.5% gain over the past year. This reflects rising investor confidence in Unity’s leadership in real-time 3D content and immersive technologies. The company’s financial health remains strong, thanks to a strong current ratio of 2.73 and gross margins of 74.4%.
With its global platform, Unity Software Inc. (NYSE:U) powers the creation and monetization of games and interactive experiences for mobile, PC, console, and extended-reality (VR/AR) devices. It is one of the Best Virtual Reality Stocks To Buy.
9. Axon Enterprise, Inc. (NASDAQ:AXON)
Number of Hedge Fund Holders: 62
With significant hedge fund interest, Axon Enterprise, Inc. (NASDAQ:AXON) secures a spot on our list of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 9, 2025, Axon Enterprise, Inc. (NASDAQ:AXON) announced that CEO Patrick W. Smith sold roughly $7.4 million worth of shares under a pre-arranged Rule 10b5-1 trading plan. This follows a strong year for the company, where it delivered a 103% return over the past 12 months.
Furthermore, Axon Enterprise, Inc. (NASDAQ:AXON) recently posted 33% revenue growth, beating Wall Street’s 27% expectation. As a result, multiple analysts, including TD Cowen and BofA Securities, raised their price targets to as high as $1,000 on confidence in its growth trajectory. Moreover, the company strengthened its board with the appointment of Todd Morgenfeld, signaling continued focus on corporate governance and expansion.
Axon Enterprise, Inc. (NASDAQ:AXON) offers TASER-branded conducted energy devices, body-worn and in-vehicle cameras, and cloud-based digital evidence management software globally. It is one of the Best Virtual Reality Stocks To Buy.
8. Roblox Corporation (NYSE:RBLX)
Number of Hedge Fund Holders: 75
Roblox Corporation (NYSE:RBLX) is one of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 8, 2025, Roblox Corporation (NYSE:RBLX) announced that its Chief Safety Officer, Matthew D. Kaufman, sold 6,000 shares of Class A common stock at $134.20 each for a total of about $805,199 under a pre-arranged Rule 10b5-1 plan. Furthermore, the company’s share price has surged nearly 193% over the past year, boasting a market cap of $89.4 billion.
Moreover, analyst confidence remains high following Roblox Corporation (NYSE:RBLX)’s annual Developer Conference, with BofA, BMO, Piper Sandler, and Needham increasing or keeping positive ratings on the stock. This confidence boost is driven by higher developer revenue share and new engagement features like the Moment short-form video tool.
Roblox Corporation (NYSE:RBLX) allows users to create, publish, and interact with virtual worlds as one of the world’s largest immersive 3D platforms. It is one of the Best Virtual Reality Stocks To Buy.
7. QUALCOMM Incorporated (NASDAQ:QCOM)
Number of Hedge Fund Holders: 76
With significant hedge fund interest, QUALCOMM Incorporated (NASDAQ:QCOM) secures a spot on our list of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 9, 2025, QUALCOMM Incorporated (NASDAQ:QCOM) reported that its SVP & CAO Patricia Y. Grech sold roughly $44,067 worth of shares under a pre-arranged Rule 10b5-1 plan. Furthermore, QCOM delivered $10.4 billion in revenue, beating Wall Street’s $10.3 billion estimate. Additionally, the company raised its guidance for the upcoming quarter, projecting $10.7 billion in revenue and $2.85 earnings per share.
Analyst sentiment surrounding QUALCOMM Incorporated (NASDAQ:QCOM)’s stock remains positive, as analysts at Benchmark and Cantor Fitzgerald remain bullish, thanks to the company’s ongoing growth in automotive, IoT, and handset segments.
QUALCOMM Incorporated (NASDAQ:QCOM) is engaged in the development and commercialization of foundational technologies related to the global wireless industry. It is one of the Best Virtual Reality Stocks To Buy.
6. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 156
Apple Inc. (NASDAQ:AAPL) is one of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 17, 2025, Tigress Financial Partners raised its price target on Apple Inc. (NASDAQ:AAPL) to $305, keeping a ‘Strong Buy’ rating. The bullish stance stems from the company’s accelerating services growth, aggressive AI innovation, and stronger U.S. supply chain investments as drivers of sustained revenue expansion.
Furthermore, the investment firm noted that Apple Inc. (NASDAQ:AAPL)’s Q3 2025 results highlighted its leadership in premium hardware and high-margin services. Moreover, the company’s ongoing rollout of “Apple Intelligence” is expected to drive faster product cycles and ecosystem growth.
While Apple Inc. (NASDAQ:AAPL) designs and markets consumer hardware, software, and services globally, it is also an active player in immersive technology. It is one of the Best Virtual Reality Stocks To Buy.
5. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 219
With significant hedge fund interest, Alphabet Inc. (NASDAQ:GOOGL) secures a spot on our list of the 13 Best Virtual Reality Stocks to Buy Right Now.
Alphabet Inc. (NASDAQ:GOOGL) and PayPal announced a multiyear strategic partnership on September 17, 2025. The collaboration aims to advance commerce solutions across Google’s platforms and devices. Under this deal, PayPal’s payment tools will get integrated into Google Cloud, Google Ads, and Google Play, while leveraging Google’s AI to enhance PayPal’s services and security. Furthermore, both companies also claimed that they will co-develop an “agentic commerce” standard and promote Google’s Agent Payments Protocol as a secure future transactions framework.
Alphabet Inc. (NASDAQ:GOOGL), the parent company of Google, also develops a range of immersive and virtual reality products under its AR/VR segment. It is one of the Best Virtual Reality Stocks To Buy.
4. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 17, 2025, it was reported that China’s Cyberspace Administration has ordered major tech firms not to purchase NVIDIA Corporation (NASDAQ:NVDA)’s AI chips, including the RTX Pro 6000D targeted for the Chinese market. Specifically, companies like ByteDance and Alibaba were asked to cancel or justify existing orders and testing.
This development takes place as China shifts its focus to bolstering domestic semiconductor players and reducing reliance on U.S. suppliers. The news resulted in a slight drop in NVIDIA Corporation (NASDAQ:NVDA)’s shares, reflecting investor concerns over potential revenue loss from China, which has historically been one of the company’s largest AI chip markets.
NVIDIA Corporation (NASDAQ:NVDA) is focused on designing and selling graphics, compute, and networking platforms globally. It is one of the Best Virtual Reality Stocks To Buy.
3. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
With significant hedge fund interest, Meta Platforms, Inc. (NASDAQ:META) secures a spot on our list of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 18, 2025, Bank of America reiterated its ‘Buy’ rating on Meta Platforms, Inc. (NASDAQ:META). This bullish stance is reiterated at a time when the company recently unveiled new AR glasses at its Meta Connect event. The launch included $800 Ray-Ban Display glasses with built-in display technology and a Neural Band for gesture control, alongside more affordable Ray-Ban Gen 2 glasses and Oakley Meta Vanguard models.
The investment firm sees AR glasses as a key growth driver, particularly within the AI era. Furthermore, the analyst noted adoption challenges at higher price points. At the same time, Meta Platforms, Inc. (NASDAQ:META) declared a quarterly cash dividend of $0.525 per share payable September 29, while also expanding its Reels trending ads program to all advertisers through the holiday season.
With its Family of Apps segment, Meta Platforms, Inc. (NASDAQ:META) develops social networking products, and with its Reality Labs segment, the company builds VR, AR, and mixed-reality hardware and software. It is one of the Best Virtual Reality Stocks To Buy.
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 294
Microsoft Corporation (NASDAQ:MSFT) is one of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 15, 2025, Microsoft Corporation (NASDAQ:MSFT) announced that it plans to invest $30 billion over four years to expand its artificial intelligence infrastructure and operations across the U.K. Under this investment, the company will inject $15 billion in capital expenditures to build the country’s largest supercomputer, which will house more than 23,000 advanced GPUs with partner Nscale. It will also invest another $15 billion for operations supporting its 6,000-employee U.K. workforce.
Within the announcement, Microsoft Corporation (NASDAQ:MSFT) highlighted surging AI demand from major U.K. customers, such as Barclays, Vodafone, the NHS, and the London Stock Exchange Group. These customers are already deploying Microsoft Copilot to tens of thousands of employees.
Microsoft Corporation (NASDAQ:MSFT), one of the world’s largest software companies, is also a major enabler of virtual reality. It is one of the Best Virtual Reality Stocks To Buy.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 335
With significant hedge fund interest, Amazon.com, Inc. (NASDAQ:AMZN) secures a spot on our list of the 13 Best Virtual Reality Stocks to Buy Right Now.
On September 17, 2025, Amazon.com, Inc. (NASDAQ:AMZN) experienced a legal setback. According to a U.S. federal judge, the company violated online shopper protection laws by gathering Prime subscribers’ billing information before disclosing the full terms of service. This provides the Federal Trade Commission with an advantage, ahead of its trial, which alleges that AMZN is involved in deceptive Prime signups and complex cancellation processes.
Amazon.com, Inc. (NASDAQ:AMZN), a global e-commerce and cloud services leader, is growing its footprint in virtual reality through its consumer electronics and cloud infrastructure businesses. It is one of the Best Virtual Reality Stocks To Buy.
While we acknowledge the potential of AMZN 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 AMZN and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 11 Best Roth IRA Stocks to Invest in Now and 12 Best Uranium Stocks to Buy Right Now.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email below.
Hedge Fund Resource Center