Smart glasses could become a substantial revenue stream for Meta. The augmented reality market is forecast to increase at 38% annually to reach $600 billion by 2030, according to Grand View Research. UBS set a $650 target on 2 September 2025, citing stronger-than-expected Azure revenues. The bank highlighted capacity constraints in hyperscale datacentres as supportive for pricing power ( TipRanks , 10 September 2025) Leadership in gaming through its Xbox division also factors into the stock price Microsoft forecast, especially after Activision Blizzard integration. Analysts expect increased cross-platform monetization.