# HPE just doubled its networking revenue — buy the data-center networking names catching the same tailwind

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

> Canonical page: https://commonquant.ai/research/for-you/hpe-just-doubled-its-networking-revenue-buy-the-data-center--c4440af4-5aad-45b5-923b-e57c913dd72f

Hewlett Packard Enterprise just reported its best earnings surprise in years, powered by a stunning 148% jump in networking revenue. The stock shot up 30% in a single day.

## Idea

HPE's 30% surge wasn't random — the company's networking division grew revenue nearly 150% in a single quarter, which tells you data-center networking gear is flying off the shelves as companies build out AI infrastructure. When one company in a sector posts blowout numbers like that, its competitors often see their stocks rise too as investors re-rate the whole group. Arista Networks and Cisco are direct peers that could catch a tailwind from the same trend. The play here is to wait for HPE's initial post-earnings euphoria to settle, then buy on the first sign that buyers are stepping back in — or grab the lagging peers before they play catch-up.

## Key details

- Symbols: ANET, CSCO, HPE
- Timeframes: D
- Tags: \#earnings\_momentum, \#networking, \#data\_center

## 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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