Meta's New Smart Glasses Set Up For Strong Holiday Sales As Reality Labs Push Deepens

Core Insights - Meta Platforms recently launched two new smart glasses at its Connect 2025 event, priced at $499 and $799, with the latter receiving positive feedback from investors [1][3] - Analysts have reiterated positive ratings on Meta's stock, with price targets set at $900 by BofA Securities and $875 by JPMorgan [2][5] Product Launch - The new smart glasses include the Oakley Meta Vanguard aimed at athletes and the Ray-Ban Display featuring built-in AR capabilities [1] - The Ray-Ban Display was highlighted as offering good value for money, with a focus on functionality and user experience [3] Analyst Perspectives - BofA Securities analyst Justin Post maintains a Buy rating, citing the potential of AR glasses as primary devices in the AI era, despite concerns over price and battery life [4] - JPMorgan analyst Doug Anmuth also holds an Overweight rating, emphasizing Meta's strong ad performance and its competitive advantages in the market [5][6] Financial Outlook - Anmuth projects significant losses for Reality Labs, estimating $19 billion in 2025 and $21 billion in 2026, alongside a capital expenditure of approximately $71 billion in 2025 [5] - Both analysts expect continued revenue growth driven by AI advertising and other core business segments, with a positive outlook for holiday sales of the new glasses [4][7]