According to conference transcripts, Meta Platforms CEO Mark Zuckerberg stated during the company's July earnings call that he believes AI glasses will become "the primary way we integrate super intelligence into daily life."

Key Points

Meta Platforms is expected to showcase its latest AI smart glasses at this week's developer conference. HSBC analysts note that this move could help Meta secure a first-mover advantage in this emerging device category, which has the potential to drive new growth. In the coming years, competitors including Apple, Amazon, and others are expected to launch additional smart glasses products.

Meta Platforms is betting on AI smart glasses to drive growth, with some Wall Street analysts believing this strategy could help the tech giant secure a first-mover advantage in the new device category.

The market widely expects CEO Mark Zuckerberg to showcase Meta's latest AI smart glasses, dubbed "Hypernova," at the "Connect" developer conference scheduled for Wednesday through Thursday this week. Meta's existing smart glasses have already shown signs of success, with Ray-Ban AI glasses sales more than tripling in the first half of this year compared to the same period last year.

According to a report released Tuesday by HSBC analysts, the Hypernova glasses, developed in partnership with EssilorLuxottica (the parent company of Ray-Ban and Oakley), mark Meta's shift in AI product strategy from virtual reality headsets to new territories. Meanwhile, competitors are also planning to launch more smart glasses products: Apple (AAPL), Samsung, and Amazon (AMZN) are all expected to release their respective smart glasses versions next year and beyond.

Will AI Smart Glasses Become the Gateway to "Super Intelligence"?

Conference transcripts show that Zuckerberg stated during the July call that he views AI glasses as a significant opportunity for the company and believes they will become "the primary way we integrate super intelligence into daily life."

HSBC's bullish analysts, led by Nicolas Cote-Colisson, wrote in their report: "Smart glasses represent an emerging market that has the potential to become, if not 'the' primary computing reference platform, then at least one of the 'important' computing reference platforms for decades to come."

HSBC notes that enabling smart glasses to compete with current smartphone functionality may require additional technological breakthroughs. Additionally, Bank of America analysts worry that the Hypernova glasses' expected $800 price point may be too high for mass adoption, though they also suggest this pricing could "bridge the gap between early adopters and mainstream consumers."

Wall Street maintains a generally bullish stance on Meta stock, with most analysts tracked by Visible Alpha rating it as a "buy." Analysts' average target price stands at $874, representing a 15% upside from Tuesday's closing price of $779. Meta shares have gained one-third in value since the beginning of 2025.