Track record · closed signal

Arista Networks, Inc. (ANET) — closed signal from February 15, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on May 16, 2026.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted
$141.59 Published $167.08 Target $141.97 Window close $179.80 Peak
$138.00 – $144.00Entry zone — fair-value band
$141.59Published — price the day we called it
$167.08Target — the price the thesis aimed for
$179.80Peak — highest point inside the window, not a realized return
$141.97Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 64 days.

Peak price
$179.80
peak on April 24, 2026 — not a realized return
Peak gain
+27%
peak, from the publication price
Window close
$141.97
end-of-window price, context only
Days to target
64
Window
February 15, 2026 – May 16, 2026

The thesis — published February 15, 2026

Predicted growth
+18%
over the measurement window
Target price
$167.08
the price the thesis aimed for
Entry zone
$138.00 – $144.00
the fair-value band we waited for
Price at publication
$141.59
published February 15, 2026
Confidence
78%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Arista is a short-term buy-the-dip idea tied to demand for AI data-center networking. The company raised its 2026 sales outlook and showed strong profits, which keeps major cloud customers confident. Cooler inflation news helps growth stocks. The stock is trading sideways, so buy on dips and avoid chasing big spikes.

Primary drivers

  • Raised 2026 outlook shows AI networking demand is steady
  • Strong profitability helps Arista weather weaker peers
  • Cooling inflation talk can lift growth-stock prices near term
  • Sideways price action means buy on dips rather than chase moves

How it played out

ANET: target reached in 64 days

Lyra published ANET at $141.59 on February 15, 2026 as a short-term buy-the-dip idea. The thesis expected 18% growth to $167.08. It pointed to demand for artificial intelligence data-center networking, a raised 2026 sales outlook, strong profits, cooler inflation talk, and sideways price action that favored dips over chasing spikes.

Inside the window, the stock reached the target in 64 days. It peaked at $179.80 on April 24, with a 27% gain, then gave much of that move back. It ended at $141.97 on May 16. The thesis played out, but the closing price was back near the publication price.

What happened during the window

On May 5, 2026, Arista reported first-quarter results. Investors Business Daily said adjusted earnings were $0.87 and revenue was $2.71 billion. It also said shares fell more than 12% after hours after second-quarter revenue guidance of $2.8 billion.

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