# HPE just tripled its networking revenue — buy the pullback on the biggest earnings beat in years

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

> Canonical page: https://commonquant.ai/research/for-you/hpe-just-tripled-its-networking-revenue-buy-the-pullback-on--cd6ef3b8-9b69-471e-9c0c-6967db08630b

Hewlett Packard Enterprise just reported its biggest earnings beat since 2018, sending the stock up 30%. The standout number: networking revenue more than doubled, jumping 148%.

## Idea

HPE's 148% networking revenue growth signals explosive demand for enterprise networking infrastructure — not a one-quarter blip but a meaningful trend. When a stock gaps up 30% on a fundamental catalyst of this magnitude, institutional investors often build positions over days, not minutes. That creates opportunity on the first pullback. Peer networking stocks like Cisco and Arista could also see spillover interest as investors look for the next beneficiary.

## Key details

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

## 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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