Track record · closed signal

Arista Networks, Inc. (ANET) — closed signal from September 21, 2025

Partial Published before the outcome was known, scored automatically when the window closed on December 20, 2025.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted

$146.00 – $149.60Entry zone — fair-value band

$149.61Published — price the day we called it

$185.52Target — the price the thesis aimed for

$164.94Peak — highest point inside the window, not a realized return

$131.12Window close — end-of-window price, context only

What happened

Partial

Reached 43% of the predicted growth at its peak, without hitting the target.

Peak price

$164.94

peak on October 30, 2025 — not a realized return

Peak gain

+10.2%

peak, from the publication price

Window close

$131.12

end-of-window price, context only

Days to target

—

Window

September 21, 2025 – December 20, 2025

The thesis — published September 21, 2025

Predicted growth

+24%

over the measurement window

Target price

$185.52

the price the thesis aimed for

Entry zone

$146.00 – $149.60

the fair-value band we waited for

Price at publication

$149.61

published September 21, 2025

Confidence

77%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Arista is a key supplier for the huge buildout of AI data centers. Two well-known research firms raised their price targets to 155 and 160, pointing to strong demand and solid execution. While some momentum signs are soft, trading activity is firm and the recent average price is rising, hinting at steady buying. If shares beat recent highs, the stock could lead again over next 3 months as big cloud players expand.

Primary drivers

New AI data centers need fast networks, boosting Arista's orders worldwide
Two research firms raised their price targets this week for Arista
Strong trading activity and a rising recent average price show steady buying
Positioned to lead if shares clear recent highs in the coming months

How it played out

ANET: target was not reached

Lyra published ANET at $149.61 on September 21, 2025, with expected growth of 24%. The thesis pointed to artificial intelligence data center demand, two research firms lifting targets to 155 and 160, firm trading activity, and a rising recent average price. It expected the stock to lead again if it cleared recent highs over the next 3 months.

Inside the window, ANET rose to a peak of $164.94 on October 30, a 10.2% gain. It stayed below the $185.52 target and never reached it. By the end of the window, it was $131.12. The thesis partly played out early, then missed the target.

What happened during the window

On November 4, 2025, Arista reported third-quarter results. Investors.com said adjusted earnings were 75 cents per share and revenue was $2.308 billion. On November 5, 2025, Barron's reported that the stock fell after those results, even though earnings and revenue topped analyst estimates.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

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