Track record · closed signal

Arista Networks, Inc. (ANET) — closed signal from October 1, 2025

Partial Published before the outcome was known, scored automatically when the window closed on December 30, 2025 — -8.5% at the close.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted

$142.00 – $146.00Entry zone — fair-value band

$144.79Published — price the day we called it

$185.32Target — the price the thesis aimed for

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

$132.44Window close — end-of-window price, context only

What happened

Partial

Reached 50% of the predicted growth at its peak, without hitting the target.

At window close

-8.5%

realized, from the publication price to the last close inside the window

Peak gain

+13.9%

peak, from the publication price — not a realized return

S&P 500, same window

+3.1%

SPY over the identical days, dividend-adjusted

Window close

$132.44

last close inside the window, ended December 30, 2025

Peak price

$164.94

peak on October 30, 2025 — not a realized return

Days to target

—

The thesis — published October 1, 2025

Predicted growth

+28%

over the measurement window

Target price

$185.32

the price the thesis aimed for

Entry zone

$142.00 – $146.00

the fair-value band we waited for

Price at publication

$144.79

published October 1, 2025

Confidence

70%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Arista looks like a long-term winner in AI and cloud networking, and the stock has pulled back after a big gain last quarter. Investor mood and analyst updates are positive. The recent average price is flattening, while other momentum signs may take time to improve. For the next 0-3 months, consider buying near the lower end of its recent range and only add if it powers above 147-149 with lots more people buying than usual.

Primary drivers

Pulled back after a strong Q3 run, offering a more attractive entry.
Top ranking and recent earnings wins support the positive outlook.
AI-heavy data center growth could keep orders and sales rising.
Recent average price is improving; wait for momentum to confirm.

How it played out

ANET: the target was not reached

Lyra published ANET at 144.79 on 2025-10-01 with 28% expected growth over the short term. The thesis pointed to a pullback after a strong Q3 run, recent earnings wins, artificial-intelligence-heavy data center growth, and improving recent average price with momentum still needing confirmation.

Inside the window, ANET rose to a peak of 164.94 on 2025-10-30, a 13.9% gain. It stayed below the 185.32 target and never reached it. By 2025-12-30, it ended at 132.44. The thesis partially played out on the early rise, but it missed the target and finished below the publication price.

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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