Vuzix Showcases AI-Powered Smart Glasses and Waveguide Solutions with its Global Ecosystem Partners at CES 2026
Rhea-AI Summary
Vuzix (NASDAQ: VUZI) will exhibit AI-powered smart glasses, waveguides, and joint solutions at CES 2026, Jan 6–9 in Las Vegas at Booth #19340.
Highlights include a Collins Aerospace military helmet demo using Vuzix waveguides, partner display engines from Avegant, Himax, Hongshi, JBD, Saphlux and Vitrealab, and product demonstrations of the Ultralite Pro platform, Z100, LX1 and M400 smart glasses.
The company will soft-launch its Vuzix Solutions go-to-market smart-glasses kits expected to roll out in 1Q2026, aiming to simplify enterprise deployments; meetings available via Adam Gogolski.
Positive
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Negative
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News Market Reaction
On the day this news was published, VUZI declined 7.27%, reflecting a notable negative market reaction. Argus tracked a trough of -3.5% from its starting point during tracking. Our momentum scanner triggered 18 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $23M from the company's valuation, bringing the market cap to $295M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
VUZI up 1.85% with peers mixed: WTO down 23.28%, while UEIC, KOSS, GPRO and ZEPP show modest gains. Momentum scanner shows BOXL up 5.78% and WTO down 4.21%, indicating stock-specific rather than broad sector AI/AR move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 19 | Defense collaboration | Positive | -2.5% | Extended Collins Aerospace AR defense collaboration toward production and deliveries. |
| Nov 28 | AI deployments | Positive | +13.0% | Follow-on AI smart-glasses orders near $1M from major online retailer. |
| Nov 25 | Industry alliance | Positive | +2.2% | Joined AR Alliance to collaborate on AR hardware standards and development. |
| Nov 13 | Q3 earnings | Negative | -9.3% | Q3 2025 results showed lower revenue and continued net loss despite cost cuts. |
| Nov 12 | Investor conference | Neutral | +3.0% | Announced participation in Craig-Hallum Alpha Select investor conference. |
Recent news often sees aligned reactions, but positive partnership/defense headlines have sometimes been met with short-term weakness.
Over the last several months, Vuzix has combined defense, enterprise and AI themes. A Dec 19 collaboration update with Collins Aerospace advanced waveguide AR systems toward low-rate production but saw a -2.54% move. Late November AI and e‑commerce orders near $1 million in 4Q25 drove a 13.03% gain. Membership in The AR Alliance on Nov 25 and a Craig‑Hallum conference appearance on Nov 18 had modest positive reactions. Q3 2025 earnings on Nov 13 highlighted shrinking revenue and losses, prompting a -9.26% drop. Today’s CES AI smart‑glasses showcase extends this AI-and-enterprise narrative.
Regulatory & Risk Context
An effective S-3 shelf dated Oct 8, 2025 allows a selling stockholder to resell registered shares, including conversion shares from Series B preferred stock. The shelf has seen at least one usage via a 424B3 prospectus on Dec 12, 2025, signaling potential overhang from secondary sales even though Vuzix receives no proceeds.
Market Pulse Summary
The stock moved -7.3% in the session following this news. A negative reaction despite the CES 2026 AI showcase would fit prior instances where positive collaborations, such as the Collins Aerospace update, coincided with a -2.54% move. The stock already sat 33.49% below its 52-week high despite trading above the $2.61 200-day MA, suggesting sensitivity to perceived commercialization risk. Existing S-3 shelf resale capacity and a recent 424B3 for Quanta may reinforce concerns about share overhang and pressure sentiment around otherwise strategic product news.
Key Terms
waveguides technical
augmented reality technical
microleds technical
AI-generated analysis. Not financial advice.
- Collins Aerospace highlights military HUD display for drones and other mission-critical applications
- A broad array of smart-glasses projection engines integrated with Vuzix waveguides will be on display, enabling scalable, production-ready deployments
- New Enterprise Solutions go-to-market strategy debuts to ease and accelerate customer rollouts at scale
OEM Waveguides: Powering Mission-Critical and Next-Gen Wearables
On the OEM waveguide front, Vuzix is once again pushing the boundaries of what's possible in advanced optics. Collins Aerospace will join Vuzix in booth #19340 to demonstrate a fully functional military helmet integrating Vuzix waveguides, showcasing the performance and durability required for mission-critical defense applications. Visitors can also take part in an interactive simulated drone-flying experience, demonstrating the precision, clarity, and responsiveness enabled by Vuzix optics.
Beyond defense solutions, Vuzix will also have on display its waveguide technology integrated with display projectors from partners that include Avegant, Himax, Hongshi, JBD, and Saphlux. Paired with cutting-edge display engines, from microLEDs to ultra-compact, full-color LCoS projectors, as well as a novel laser-LCoS projector from partner Vitrealab, these solutions showcase how these technologies are shaping the next generation of lightweight, AI-powered wearable devices. Some of these solutions will be shown as implemented in the Ultralite Pro enterprise platform and Z100™ smart glasses.
Also on display in the Vuzix booth will be a jointly developed binocular smart glasses reference design that sets a new benchmark for affordability, performance, and wearability. The lightweight, ultra-compact design, available to be manufactured by Quanta Computer for OEMs, pairs Vuzix' advanced waveguides with an Avegant full-color LCoS light engine to deliver bright, crisp visuals in a discreet binocular form factor with Vuzix' Incognito™ viewing technologies and a push-pull prescription lens system that seamlessly supports users with or without vision correction.
Enterprise Smart Glasses: Real Work. Real Impact. Live at CES.
Vuzix will showcase how augmented reality is revolutionizing frontline work with live, hands-on demonstrations focused on logistics, field service, and step-by-step work instructions. Using Vuzix LX1™ smart glasses, the Vuzix Ultralite® Pro platform, and Vuzix M400™ smart glasses, attendees will see how enterprise teams can work faster, safer, and smarter—without ever taking their hands off the job. Powered by Vuzix Mobilium warehousing software and software partners Augmex and Field Pal these demos highlight real-world deployments where AR combines with AI to deliver immediate productivity gains and measurable ROI.
Vuzix Solutions: One-Stop Deployment at Scale
Building on these demonstrations, the Company's President of Enterprise Solutions, Dr. Chris Parkinson, will unveil the soft launch of a faster, easier path for scalable smart glasses deployments with his Vuzix Solutions go-to-market strategy and smart glasses kits. Combining rugged hardware, proven software specific to client needs, AI capabilities, and deployment support, Vuzix Solutions is expected to roll out in 1Q2026, and delivers a complete ecosystem for clients to best utilize the power of AR and AI in the workplace.
"Our products and core technologies continue to raise the bar for performance, scalability, and value, which has helped us build relationships with global leaders spanning collaboration, production and customers," said Paul Travers, President and CEO of Vuzix. "As AI-powered smart glasses gain momentum across both consumer and enterprise markets, we believe Vuzix and is well positioned to deliver advanced solutions for ODM and OEM partners and to play a meaningful role in the growth of what is expected to become a multi-billion-dollar industry."
The Company invites press, OEM and Enterprise prospects interested in meeting with a Vuzix representative to reach out to Adam Gogolski (adam_gogolski@vuzix.com) for appointment availability. Meetings will occur at Vuzix booth #19340 and a separate suite at the Palazzo hotel.
About Vuzix Corporation
Vuzix is a leading designer, manufacturer and marketer of AI-powered Smart Glasses, Waveguides and Augmented Reality (AR) technologies, components and products for the enterprise, medical, defense and consumer markets. The Company's products include head-mounted smart personal display and wearable computing devices that offer users a portable high-quality viewing experience, provide solutions for mobility, wearable displays and augmented reality, as well OEM waveguide optical components and display engines. Vuzix holds more than 450 patents and patents pending and numerous IP licenses in the fields of optics, head-mounted displays, and the augmented reality wearables field. The Company has won Consumer Electronics Show (or CES) awards for innovation for the years 2005 to 2024 and several wireless technology innovation awards among others. Founded in 1997, Vuzix is a public company (NASDAQ: VUZI) with offices in:
Forward-Looking Statements Disclaimer
Certain statements contained in this news release are "forward-looking statements" within the meaning of the Securities Litigation Reform Act of 1995 and applicable Canadian securities laws. Forward-looking statements contained in this release relate to Vuzix Smart Glasses, new AR product reference designs, waveguide solutions, ongoing and further partnership activities with the third parties' entities mentioned in this release, timing of new products and among other things the Company's leadership in the Smart Glasses and AR display industry. They are generally identified by words such as "believes," "may," "expects," "anticipates," "should" and similar expressions. Readers should not place undue reliance on such forward-looking statements, which are based upon the Company's beliefs and assumptions as of the date of this release. The Company's actual results could differ materially due to risk factors and other items described in more detail in the "Risk Factors" section of the Company's Annual Reports and MD&A filed with the United States Securities and Exchange Commission and applicable Canadian securities regulators (copies of which may be obtained at www.sedar.com or www.sec.gov). Subsequent events and developments may cause these forward-looking statements to change. The Company specifically disclaims any obligation or intention to update or revise these forward-looking statements as a result of changed events or circumstances that occur after the date of this release, except as required by applicable law.
Vuzix Media and Investor Relations Contact:
Ed McGregor, Director of Investor Relations,
Vuzix Corporation
ed_mcgregor@vuzix.com
Tel: (585) 359-5985
Vuzix Corporation, 25 Hendrix Road,
Investor Information – IR@vuzix.com www.vuzix.com
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SOURCE Vuzix Corporation