In this article, we will list the 5 Best AI Networking Stocks to Buy According to Analysts. Please visit 10 Best AI Networking Stocks to Buy According to Analysts if you’d like to see an extended list.
For this article, we screened AI networking stocks based on consensus analyst price targets. We selected stocks with at least 25% implied upside from current levels.
5. ADTRAN Holdings, Inc. (NASDAQ:ADTN)
ADTRAN Holdings, Inc. (NASDAQ:ADTN) is one of the best AI networking stocks to buy according to analysts. The company gave investors a recent optical networking angle on May 27, when euNetworks launched a new quantum-safe private connectivity service powered by Adtran’s encrypted optical transport technology.
The new Quantum Shield service was developed to protect sensitive data moving between European data centers, using Adtran’s optical transport technology to support secure, scalable data center connectivity across euNetworks’ pan-European network. Adtran said the infrastructure is built on its FSP 3000 optical transport platform, incorporates S-Flex technology for high-capacity encrypted data center interconnect services, and uses post-quantum cryptography aligned with NIST standards.
The relevance to AI networking is that AI workloads increase the importance of secure, high-capacity data-center connectivity. Adtran’s optical layer also includes real-time fiber monitoring through its ALM solution, which the company said can detect and locate fiber-tapping events while supporting low latency, high throughput, and enhanced security.
The company’s latest results also showed momentum in its optical business. On May 4, ADTRAN reported first-quarter 2026 revenue of $286.1 million, up 15.5% year over year, and said it had introduced LiteWave800, its first product purpose-built for intra-data center AI infrastructure.
ADTRAN Holdings, Inc. (NASDAQ:ADTN) is a global provider of open, disaggregated networking and communications solutions for voice, data, video, and internet communications across network infrastructure.
4. Calix, Inc. (NYSE:CALX)
Calix, Inc. (NYSE:CALX) is one of the best AI networking stocks to buy according to analysts. The company gave investors a recent regulatory and deployment angle on June 3, when it said the FCC’s latest Conditional Approval notice, combined with prior authorizations, now covers all Calix gateway appliances under the agency’s phased approval process.
The approval permits the continued importation, sale, and deployment of Calix gateway appliances, giving service providers confidence to keep ordering and supporting the products across their markets. Calix said service providers can deploy its GigaSpire and GigaPro gateway appliances integrated with the AI-native Calix One platform to deliver differentiated broadband experiences.
The news matters because AI networking is not limited to hyperscale data centers. Broadband providers also need intelligent network platforms, gateway systems, automation, security updates, and subscriber-facing AI tools as connectivity demand grows across homes, businesses, municipalities, and multi-dwelling units. Calix said it will continue delivering software, security, and firmware updates across its installed base, while also expanding its gateway appliance portfolio to address customer needs.
Calix, Inc. (NYSE:CALX) is an AI platform company that enables service providers to transform operations and deliver differentiated broadband experiences through appliances, cloud software, AI agents, and managed services.
3. Broadcom Inc. (NASDAQ:AVGO)
Broadcom Inc. (NASDAQ:AVGO) is one of the best AI networking stocks to buy according to analysts. The company gave investors a fresh AI infrastructure catalyst on June 9, when it announced the AI XPV Platform with Apollo and Blackstone as initial anchor investors.
The platform is designed to enable more than 20 gigawatts of compute capacity through 2028 using Broadcom’s XPUs and networking solutions customized for frontier AI labs, including Anthropic and OpenAI. It is launching with an initial $35 billion tranche, led by Apollo in partnership with Blackstone, to support Anthropic’s planned expansion of more than 1 gigawatt of compute infrastructure at Fluidstack-based sites, starting in mid-2026.
That makes Broadcom one of the cleanest fits for an AI networking list because the story is not only about custom accelerators. The company’s AI infrastructure roadmap also depends on networking solutions that connect accelerators, servers, and large-scale AI clusters for training and inference. Broadcom said the platform creates a scalable framework for future XPU-based compute capacity and networking aimed at enabling frontier model training and inference at lower cost and power.
Broadcom’s latest results reinforced the momentum. On June 3, the company reported fiscal second-quarter revenue of $22.19 billion, up 48% year over year, while AI semiconductor revenue reached $10.8 billion, up 143%, driven by demand for custom AI accelerators and AI networking.
Broadcom Inc. (NASDAQ:AVGO) designs, develops, and supplies semiconductors and infrastructure software for global organizations’ complex, mission-critical technology needs.
2. Hewlett Packard Enterprise Company (NYSE: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.
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.
1. Vistance Networks, Inc. (NASDAQ:VISN)
Vistance Networks, Inc. (NASDAQ:VISN) is one of the best AI networking stocks to buy according to analysts. The company gave investors a recent enterprise networking angle on May 28, when its RUCKUS Networks business, alongside Fortis Solutions, deployed a full Wi-Fi 7 network infrastructure modernization at Oakland Arena.
The project included nearly 300 RUCKUS Hyper-Directional T670sn Wi-Fi 7 access points, upgraded controllers, and a refresh of the venue’s routing and switching infrastructure. Vistance said the installation also used RUCKUS ICX switches with multi-gigabit and 10-gigabit ports, creating a wired backbone designed to support rising data demands and future-ready applications.
The deployment showed the company’s networking technology in a demanding, high-density environment. During two back-to-back sold-out K-pop concerts, the system handled 8.22 terabytes of traffic over two days with 100% switch uptime and no disruption, according to the company. Vistance said Oakland Arena now has up to ten times faster connectivity, lower infrastructure costs, simpler operations, and better ongoing network-management efficiency.
Vistance Networks, Inc. (NASDAQ:VISN) is a provider of intelligent network solutions through brands including RUCKUS Networks and Aurora Networks, offering enterprise networking, broadband access, and communications infrastructure technologies.
While we acknowledge the potential of VISN to grow, our conviction lies in the belief that some other AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VISN and that has 100x upside potential, check out our report about the cheapest AI stock.
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