Track record · closed signal

Arista Networks, Inc. (ANET) — closed signal from February 13, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on May 14, 2026.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted

$144.00 – $148.00Entry zone — fair-value band

$146.44Published — price the day we called it

$168.40Target — the price the thesis aimed for

$179.80Peak — highest point inside the window, not a realized return

$147.81Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 67 days.

Peak price

$179.80

peak on April 24, 2026 — not a realized return

Peak gain

+22.8%

peak, from the publication price

Window close

$147.81

end-of-window price, context only

Days to target

Window

February 13, 2026 – May 14, 2026

The thesis — published February 13, 2026

Predicted growth

+15%

over the measurement window

Target price

$168.40

the price the thesis aimed for

Entry zone

$144.00 – $148.00

the fair-value band we waited for

Price at publication

$146.44

published February 13, 2026

Confidence

84%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Arista reported strong results and raised its outlook, and big buyers stepped in after the report. That suggests steady demand for its networking gear from AI data centers and could help the stock keep rising over the next 0-3 months. However, broad economic news can cause swings, so safer buys are on calm pullbacks rather than chasing big jumps.

Primary drivers

Strong results and a better outlook that could keep momentum going
Growing orders from AI-focused data centers needing fast networking
Big investors buying after results, which can stabilize the trend
Waiting for a calm pullback lowers the chance of buying a spike

How it played out

ANET: target reached in 67 days

Lyra published ANET on 2026-02-13 at 146.44 for a short-term window ending 2026-05-14. The thesis expected 15% growth. It pointed to strong results, a better outlook, demand from artificial intelligence data centers, big investors buying after results, and a preference for calm pullbacks rather than chasing jumps.

The stock reached the 168.4 target inside the window. It peaked at 179.8 on 2026-04-24, with a peak gain of 22.8%. The target was reached in 67 days. By the end of the window, ANET was at 147.81. The thesis played out, though the closing price gave back most of the move.

What happened during the window

On 2026-02-13, Investor's Business Daily reported that Arista had beaten fourth-quarter expectations and raised its 2026 revenue growth outlook. On 2026-05-05, Investor's Business Daily reported that first-quarter earnings and revenue topped estimates, while the next-quarter sales guide was close to expectations.

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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