Overlooked AI Stocks to Consider Buying Now

The article highlights overlooked AI stocks to consider buying now, including Western Digital, Seagate Technologies, Hewlett Packard Enterprise, and Micron Technology, as well as Amphenol and Emcor. These companies benefit from the growth of hyperscalers and the demand for data storage and hardware. They offer diversified exposure to the AI theme and have growth potential in the next couple of years.

Investors seeking exposure to the AI sector may find overlooked opportunities in lesser-known stocks. According to industry experts, companies like Western Digital (WDC), Seagate Technologies (STX), Hewlett Packard Enterprise (HPE), and Micron Technology (MU) are poised for growth, driven by the increasing demand for data storage and AI-driven hardware. These firms offer diversified exposure to the AI theme and have growth potential in the next couple of years.

Western Digital, Seagate Technologies, and Micron Technology are data storage providers that benefit from the growing need for data storage and rapid access to data, which is crucial for AI applications. Que Nguyen, CIO at Research Affiliates, highlights these companies as potential AI stocks to consider [1]. Nguyen emphasizes that while the first wave of AI stocks may have seen explosive growth, there are still opportunities in the broader technology ecosystem.

Hewlett Packard Enterprise (HPE) is another overlooked AI stock. The company is expected to report its third-quarter fiscal 2025 earnings after market close on Wednesday, September 3, 2025. Analysts expect revenue growth of 10.8% year-over-year (YoY) to $8.54 billion, with adjusted earnings per share (EPS) of $0.41 [2]. The hardware & infrastructure segment has seen positive sentiment, with share prices up 4.9% on average over the last month. Factors influencing HPE's Q3 results include rising demand in Artificial Intelligence (AI) and improving networking market conditions.

Amphenol (APH) and Emcor (EME) are also worth considering. Both are hardware providers that benefit from the spending of hyperscalers on AI data centers. Brian Mulberry, a senior portfolio manager at Zacks Investment Management, recommends these stocks for their specialized electrical connectors and their role in building out data centers [1].

Investors should monitor the earnings call for updates on HPE's performance and future outlook. The earnings call is scheduled for Wednesday, September 3, 2025, at 5:00 PM ET [3]. For those looking to diversify their AI exposure, these overlooked stocks offer promising opportunities.

References:
[1] https://www.businessinsider.com/ai-stocks-to-buy-recommendations-now-overlooked-under-the-radar-2025-8
[2] https://www.ainvest.com/news/hewlett-packard-enterprise-earnings-preview-expecting-10-8-yoy-revenue-growth-2509/
[3] https://www.ainvest.com/news/hewlett-packard-enterprise-report-q3-earnings-expect-stock-2509/