The piece is primarily thematic/analyst-driven but references recent results (networking revenue up sharply) and raised guidance, which can influence near-term sentiment for HPE, though it is not an earnings-day or new company action beyond the cited update.
HPE (HPE): Networking Growth Gives the AI Infrastructure Bull Case More Substance Habib Ur Rehman Sun, June 14, 2026 at 9:28 PM GMT+2 1 min read HPE Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best AI networking stocks to buy according to analysts . The company gave investors a fresh AI networking update on June 1, when it reported fiscal second-quarter revenue of $10. 7 billion, up 40% from the prior-year period.
The strongest signal came from HPE’s networking business. Networking revenue reached $2. 7 billion in the quarter, up 148.
2% year over year, while Data Center Networking revenue rose 233. 3% to $320 million. Cloud & AI revenue also reached $7.
7 billion, up 22. 9% from the prior-year period, supported by stronger server demand. HPE (HPE): Networking Growth Gives the AI Infrastructure Bull Case More Substance The numbers are relevant to the AI networking theme because HPE is no longer just a server and hybrid-cloud story.
Its expanded networking portfolio, strengthened by Juniper, gives it exposure to campus, branch, routing, security, and data-center networking demand as enterprises build infrastructure for AI workloads. HPE also raised its fiscal 2026 revenue growth outlook to 29% to 33% and lifted its Networking segment growth outlook to 72% to 75%. Hewlett Packard Enterprise Company (NYSE:HPE) is an enterprise technology company that brings together AI, cloud, and networking solutions to help organizations modernize infrastructure and improve operational performance.
While we acknowledge the potential of HPE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock . READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy .
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