Arista Networks, Inc. (ANET) — closed signal from December 16, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 16, 2026.
Predicted vs. what happened
What happened
Reached its target in 37 days.
The thesis — published December 16, 2025
Arista could bounce in the next 0-3 months because industry sales for data-center switches are strong and demand is growing. The stock looks like it has fallen more than it should and is showing signs of improvement, but it is still below some important short-term price levels, so early moves may fail. Start small and add only if the price shows higher lows and buying volume picks up.
Primary drivers
- Big demand boost from growing data-center switch sales
- Price has fallen and shows signs of improvement
- Still risky until short-term price levels are repaired
- AI networking spending could quickly lift valuation
How it played out
ANET: target reached in 37 days
Lyra published ANET at $126.24 on 2025-12-16 with a short-term thesis for 15% growth. The thesis pointed to strong data-center switch demand, a stock that had fallen but was showing signs of improvement, unresolved short-term price risk, and artificial-intelligence networking spending that could lift valuation quickly.
Inside the window, the stock reached the $145.18 target in 37 days. It later peaked at $151.80 on 2026-01-28, a 20.2% gain. By 2026-03-16, it ended at $135.35. The published thesis played out.
What happened during the window
On 2026-02-13, Investor's Business Daily reported that Arista's fourth-quarter results beat Wall Street expectations and that the company raised its 2026 revenue growth outlook. The same report said Arista expected first-quarter revenue of $2.6 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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