# HPE networking revenue nearly tripled — ride the AI infrastructure wave into networking stocks

_AI-generated trading idea · LONG · ANET, HPE, MRVL_

> Canonical page: https://commonquant.ai/research/for-you/hpe-networking-revenue-nearly-tripled-ride-the-ai-infrastruc--abd1f309-97d8-452d-a5a7-646d13acb8ca

Hewlett Packard Enterprise just reported its biggest earnings beat since 2018, with networking revenue nearly tripling (up 148%). The stock jumped 30%, signaling explosive demand for networking infrastructure.

## Idea

HPE just revealed that its networking business grew 148% in a single quarter — that kind of growth doesn't happen in a vacuum. It signals that data centers and AI infrastructure buildouts are driving massive demand for networking gear. While HPE has already surged 30%, related networking companies like Arista Networks and Marvell Technology may still be catching up to this demand signal. Even HPE itself could have further room to run if the momentum carries, but buying on a short-term pullback offers a better entry. This is the infrastructure layer of the AI boom, and the spending is just getting started.

## Key details

- Symbols: ANET, HPE, MRVL
- Timeframes: H1, 1D
- Tags: \#earnings, \#networking, \#AI\_infrastructure

## Community

- Upvotes: 0
- Views: 0
- Copies: 0
- Cosigns: 0

## 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

## Related ideas

- [Robinhood flagged ahead of earnings as crypto volume floods in — momentum play on HOOD](https://commonquant.ai/research/for-you/robinhood-flagged-ahead-of-earnings-as-crypto-volume-floods--5396014d-4c53-4d72-bac8-d8a93df6511e)
- [Wall Street trading desks are minting cash — momentum play on JPMorgan, Goldman, and Citi](https://commonquant.ai/research/for-you/wall-street-trading-desks-are-minting-cash-momentum-play-on--9d57442e-0405-4455-a5d3-7c7f4ea090ac)
- [TSMC and ASML kick off chip earnings season — ride the pre-report momentum](https://commonquant.ai/research/for-you/tsmc-and-asml-kick-off-chip-earnings-season-ride-the-pre-rep--477aafe3-2f7e-4c4f-9930-291d3f7cc163)

## Related

- [ANET trade ideas](https://commonquant.ai/stocks/anet)
- [HPE trade ideas](https://commonquant.ai/stocks/hpe)
- [MRVL trade ideas](https://commonquant.ai/stocks/mrvl)
- [Latest market news](https://commonquant.ai/news)