By Yuvraj Malik
Publication Date: 2026-03-10 04:08:00
HPE’s Networking segment sales increased 152% in the latest quarter.
- Network equipment is less exposed to disruptions in the memory market, HPE CEO said.
- Peers such as Cisco and Arista Networks also posted strong results recently, although weak margins pressured Cisco’s stock.
- Stocktwits’ sentiment toward HPE moved from “neutral” to “extremely bullish.”
As rising memory prices put pressure on sectors ranging from device makers to auto companies, at least one corner of the technology market may be facing less strain: networking equipment. Shares of industry leader Hewlett Packard Enterprise (HPE) rose on Monday following quarterly results, lending credence to that thesis.
Companies that make routers, switches and cables have seen strong demand amid intense data center construction. However, these components contain little memory storage, making them less exposed to disruptions in the memory market, according to HPE.
“Networks are more isolated with a memory that includes a…
