Key Points

• Virtuix has extended its full-body VR movement platform beyond its original bundled system, allowing existing Meta Quest owners to use an Omni One treadmill with supported games and fitness applications.
• Omni One for Quest launches at US$2,595, supports Quest 2 and Quest 3, and is expected to receive “Made for Meta” certification and exposure through the Meta Store.
• The most followed Simply Wall St community narrative estimates fair value at US$7.50 versus a current price of US$3.66, implying approximately 105% upside if consumer adoption, defense progress, and operating scale develop as assumed.
• For investors, the launch removes an important ecosystem barrier, but the more meaningful test will be whether access to Meta’s user base translates into sustained unit sales, content support, and improving financial performance.

Quest compatibility moves from roadmap to launch

Virtuix (NASDAQ:VTIX) has launched a version of its Omni One full-body virtual reality system designed for owners of Meta Quest headsets.

Omni One for Quest allows users to physically walk, run, crouch, strafe, and jump while moving through supported virtual environments. Rather than purchasing Virtuix’s previous package with a separate headset, customers can connect the movement system to an existing Quest 2 or Quest 3.

The product is priced at US$2,595 and is available through Virtuix and authorised distribution partners. Initial supported titles include VAIL, Forefront, and Star Trek: Infection, with further compatible games planned. Users can also play online with conventional Quest players who do not own an Omni system.

Virtuix says the product will be “Made for Meta” certified and featured in the Meta Store. Management estimates that more than 20 million Quest headsets have been sold, with around 6 million active users, giving Virtuix access to a considerably larger pool of potential customers than it could reach through a proprietary hardware ecosystem alone.

A simpler route into Virtuix’s movement platform

The strategic significance of the launch is not simply headset compatibility. It changes the buying proposition for customers who have already invested in Meta’s VR ecosystem.

Previously, Virtuix had to convince users to adopt a more complete hardware package. The Quest version allows the company to sell the treadmill as an accessory to an established platform, lowering the upfront price and reducing the need to build an independent headset audience.

That may expand Virtuix’s consumer funnel while allowing the company to benefit from Meta’s distribution, developer ecosystem, and installed base. Meta Store visibility could also make Omni One easier to discover among consumers already spending time and money on VR applications.

However, this remains a premium consumer product. At US$2,595, Omni One for Quest is likely to appeal initially to committed VR users, fitness-focused customers, and enthusiasts rather than the broader Quest audience.

Its commercial potential will therefore depend on conversion, not simply reach. The company will need to show that Meta compatibility can produce higher order volumes while maintaining acceptable hardware margins and customer acquisition costs.

Most followed narrative

The most followed Simply Wall St community narrative, published on 23 June 2026, estimates Virtuix’s fair value at US$7.50 per share. Compared with a current share price of US$3.66 , that represents a potential upside of approximately 105% .

The narrative’s central argument is that investors may be valuing Virtuix too narrowly as a niche consumer VR hardware company, rather than as a platform spanning consumer movement, defense training, and AI-generated virtual environments.

As the narrative’s author puts it:

“The market appears to be valuing Virtuix like a niche consumer VR hardware company.”

The valuation assumes Virtuix can make meaningful use of its consumer manufacturing capacity while adding higher-margin enterprise and defense revenue over time. The author’s base scenario also depends on Quest compatibility supporting consumer sales, defense pilot programs advancing into follow-on work, margins improving as revenue scales, and shareholder dilution remaining manageable.

The Omni One for Quest launch directly supports one of those assumptions because the product has now shipped rather than remaining a planned compatibility initiative. It gives Virtuix a lower-friction route to millions of existing headset owners and removes part of the ecosystem risk embedded in its consumer strategy.

It also tests the thesis. Meta Store exposure and technical compatibility will only support the valuation if they lead to measurable order growth, content adoption, and better operating economics. Investors can explore the full community narrative to assess how its consumer, defense, and valuation assumptions compare with their own expectations.

What investors may watch next

Investors may focus first on sales volumes for the Quest version and whether the lower entry price attracts customers beyond Virtuix’s existing enthusiast base.

The pace of new game integrations will also matter, since a broader content library could increase the system’s usefulness and reduce dependence on a small group of launch titles.

Other indicators include hardware gross margins, manufacturing utilisation, customer acquisition costs, recurring software or content revenue, and whether consumer growth reduces or increases the company’s need for external financing.

Beyond the Quest launch, progress in defense evaluations and enterprise deployments will remain important to determining whether Virtuix can develop into the multi-vertical platform assumed by the community valuation.

About the company

Virtuix (NASDAQ:VTIX) develops full-body virtual reality movement systems for consumer, enterprise, healthcare, and defense applications. Its Omni treadmill platforms allow users to walk and run in multiple directions while navigating games, simulations, and other immersive environments.

Simply Wall St analyst Mitch Lawler and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.