Arista Networks, Inc. (ANET) — closed signal from August 30, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on November 28, 2025.
Predicted vs. what happened
What happened
Hit or exceeded the predicted growth inside the window.
The thesis — published August 30, 2025
Arista looks ready for a steady bounce as spending on AI-focused data centers stays strong. The price is near a level where buyers often step in, and the recent average price is edging up, which supports buying on dips. A softer short-term feel suggests starting small. Marvell's data center sales were up 69% compared to last year, pointing to healthy demand for network switches even if peers trade unevenly.
Primary drivers
- AI data center growth means more need for faster network switches
- Price near a likely turning area, with recent average price trending up
- Marvell's 69% data center sales growth signals strong switch demand
- Add in steps to manage risk while momentum feels softer near term
How it played out
ANET: strong rise, but the target was not reached
Lyra published ANET on 2025-08-30 at 136.55 as a short-term setup with 22% expected growth. The thesis pointed to artificial intelligence data center growth, faster network-switch demand, a likely turning area near the entry zone, and recent average price trending up. It also cited Marvell's 69% data center sales growth as a signal of healthy demand.
Inside the window, ANET rose to 164.94 on 2025-10-30, a 20.8% peak gain. That stayed below the 166.59 target, so it never got there. By 2025-11-28, the stock ended at 130.68. The thesis partly played out, then faded before the window closed.
What happened during the window
On September 12, 2025, Investor's Business Daily reported that Arista had forecast 20% revenue growth for fiscal 2026 to $10.5 billion at its analyst day. On November 4, 2025, Investor's Business Daily reported that Arista posted third-quarter adjusted earnings of $0.75 per share and revenue of $2.308 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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