Meta (META)'s AI Glasses Could Hit Tipping Point by 2026, Says Citi

Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks Analysts Are Tracking Closely. On September 18, Citi reiterated the stock as “Buy” Citi stating that it’s bullish on the company’s AI smart glass following a presentation at Meta’s Connect conference.

“With three new AI smart glasses launched at Connect, we emerge incrementally positive on Meta’s AI glasses and broader AI device strategy and believe adoption of the glasses could reach a tipping point in ’26, particularly given the form factors and price points. We were impressed with the heads-up display and Neural Band integration of its new Meta Ray-Ban Display glasses during our hands-on testing at Connect and can envision multiple use cases as the technology evolves."

"To be clear, it remains early days across AI devices and glasses, but with AI’s always-on nature, we view the glasses as a natural extension of AI and a must-buy as superintelligence evolves the broader internet user experience. Bigger picture, we believe Meta’s Short-, Medium-, & Long-term product roadmap can deliver continued engagement, monetization gains, and margin expansion as its AI investments remain highly strategic; we reiterate our Buy & $915 TP [currently $776]”

While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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