Track record · closed signal

Arista Networks, Inc. (ANET) — closed signal from November 13, 2025

Partial Published before the outcome was known, scored automatically when the window closed on February 11, 2026.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted
$133.71 Published $171.15 Target $140.66 Window close $151.80 Peak
$131.00 – $133.50Entry zone — fair-value band
$133.71Published — price the day we called it
$171.15Target — the price the thesis aimed for
$151.80Peak — highest point inside the window, not a realized return
$140.66Window close — end-of-window price, context only

What happened

Partial

Reached 48% of the predicted growth at its peak, without hitting the target.

Peak price
$151.80
peak on January 28, 2026 — not a realized return
Peak gain
+13.5%
peak, from the publication price
Window close
$140.66
end-of-window price, context only
Days to target
—
Window
November 13, 2025 – February 11, 2026

The thesis — published November 13, 2025

Predicted growth
+28%
over the measurement window
Target price
$171.15
the price the thesis aimed for
Entry zone
$131.00 – $133.50
the fair-value band we waited for
Price at publication
$133.71
published November 13, 2025
Confidence
64%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

ANET builds the gear that lets big data centers and AI run fast. The stock has fallen hard, but investor interest is still there. Price action suggests it may need time to settle before the next move up. A respected fund just bought back in, and rivals' results highlight strong demand for networking. Over the next 0-3 months, wait for signs the price is turning upward before adding to a long-term position.

Primary drivers

  • Stock has dropped a lot, yet overall investor interest stays solid.
  • Big funds show renewed interest, which can support demand for shares.
  • Competitors' results point to strong demand for fast networking gear.
  • Wait for clearer upward price shift before increasing your position.

How it played out

ANET: target missed after a partial rise

Lyra published ANET at $133.71 on 2025-11-13 with expected growth of 28%. The thesis pointed to demand for fast data-center networking, solid investor interest after a hard drop, renewed big-fund interest, and rivals' results. It also said the price might need time to settle before the next move up.

Inside the window, ANET rose but did not reach $171.15. Its peak was $151.8 on 2026-01-28, a 13.5% gain. It ended the window at $140.66 on 2026-02-11. The thesis partially played out on direction, but the target was missed.

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

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