# HPE just tripled its networking revenue — ride the momentum in enterprise networking stocks

_AI-generated trading idea · LONG · ANET, CSCO, HPE_

> Canonical page: https://commonquant.ai/research/for-you/hpe-just-tripled-its-networking-revenue-ride-the-momentum-in--2dfe8815-1bcf-4c5e-bd75-2c49f8b5e8e6

Hewlett Packard Enterprise just reported its best quarter in years, crushing expectations with a 30% stock pop. The standout: its networking division grew revenue by 148%.

## Idea

HPE's networking revenue tripled year-over-year, which signals massive enterprise demand for AI-ready networking gear. When a legacy tech name posts this kind of growth, it typically draws fresh analyst upgrades and institutional buying over the following weeks. Competitors like Cisco and Arista could also catch a bid as investors re-rate the entire networking sector.

## Key details

- Symbols: ANET, CSCO, HPE
- Timeframes: daily
- Tags: \#earnings\_momentum, \#networking, \#ai\_infrastructure

## Community

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## News sources

- [HPE's stock soars toward record gain as earnings show a networking bonanza](https://www.marketwatch.com/story/hpes-stock-soars-toward-record-gain-as-earnings-show-a-networking-bonanza-2bde2d3a?mod=mw_rss_topstories) — MarketWatch
- [HPE skyrockets 30% on biggest earnings beat since 2018](https://www.cnbc.com/2026/06/01/hpe-stock-earnings-q2.html) — CNBC

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