# HPE's networking revenue tripled overnight — ride the momentum and play catch-up in Arista and Cisco

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

> Canonical page: https://commonquant.ai/research/for-you/hpe-s-networking-revenue-tripled-overnight-ride-the-momentum--3bf7a8cd-8d8a-4827-8800-ff2d0ba65bb9

Hewlett Packard Enterprise just reported its biggest earnings beat since 2018, with networking revenue exploding 148%. The stock jumped 30% in a single day.

## Idea

HPE's 148% surge in networking revenue isn't a one-company story — it signals that AI data centers are driving massive demand for high-speed networking gear. When one company in a sector posts that kind of blowout number, investors immediately look for competitors that haven't moved yet. Arista Networks and Cisco are the two biggest networking names that could catch a bid as money rotates into this theme. HPE itself may still have room to run as earnings beats of this magnitude typically attract follow-on buying from institutional investors over the following weeks.

## Key details

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

## Community

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## News sources

- [HPE skyrockets 30% on biggest earnings beat since 2018](https://www.cnbc.com/2026/06/01/hpe-stock-earnings-q2.html) — CNBC
- [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

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