Track record · closed signal

Arista Networks, Inc. (ANET) — closed signal from November 15, 2025

Partial Published before the outcome was known, scored automatically when the window closed on February 13, 2026.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted
$131.37 Published $162.90 Target $141.59 Window close $151.80 Peak
$127.00 – $132.00Entry zone — fair-value band
$131.37Published — price the day we called it
$162.90Target — the price the thesis aimed for
$151.80Peak — highest point inside the window, not a realized return
$141.59Window close — end-of-window price, context only

What happened

Partial

Reached 65% 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
+15.6%
peak, from the publication price
Window close
$141.59
end-of-window price, context only
Days to target
—
Window
November 15, 2025 – February 13, 2026

The thesis — published November 15, 2025

Predicted growth
+24%
over the measurement window
Target price
$162.90
the price the thesis aimed for
Entry zone
$127.00 – $132.00
the fair-value band we waited for
Price at publication
$131.37
published November 15, 2025
Confidence
60%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

The stock fell hard after the company lowered its outlook, but demand for its AI-focused networking gear still looks strong. This week, sales grew 27.5% in the latest quarter and a major bank rated it a Buy with a $170 goal. Prefer buying near recent price lows and adding only if the price closes back above a key recent average. Over the next 3 months, watch big-customer order timing, supply recovery, and a sensitive valuation.

Primary drivers

  • Stock dropped a lot after the company cut its outlook, creating a potential entry
  • Demand for its networking gear used in AI data centers still looks solid
  • New: major bank says Buy with $170 target; Q3 sales rose 27.5 percent
  • Wait for a steadier upward pattern in the price before adding more

How it played out

ANET: the target was not reached

Lyra published ANET at $131.37 for a short-term window from 2025-11-15 to 2026-02-13. The thesis expected 24% growth and pointed to a hard drop after a lowered outlook, demand for networking gear used in artificial intelligence data centers, Q3 sales growth of 27.5%, a Buy rating with a $170 goal, big-customer order timing, supply recovery, and valuation risk.

Inside the window, ANET rose but did not reach the $162.90 target. Its peak was $151.80 on 2026-01-28, with a 15.6% peak gain. It ended at $141.59. The thesis partially played out, because the stock moved up but stayed below the target.

What happened during the window

On 2026-02-13, Investor's Business Daily reported that Arista had reported Q4 2025 adjusted earnings of $0.82 per share and revenue of $2.49 billion. The same report said the company raised its 2026 revenue growth outlook to 25%.

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

Share this receipt

A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.

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.

See today’s picks All ANET signals