Track record · closed signal

Arista Networks, Inc. (ANET) — closed signal from February 28, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on May 29, 2026.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted
$133.50 Published $157.53 Target $159.47 Window close $179.80 Peak
$129.00 – $135.00Entry zone — fair-value band
$133.50Published — price the day we called it
$157.53Target — the price the thesis aimed for
$179.80Peak — highest point inside the window, not a realized return
$159.47Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 47 days.

Peak price
$179.80
peak on April 24, 2026 — not a realized return
Peak gain
+34.7%
peak, from the publication price
Window close
$159.47
end-of-window price, context only
Days to target
47
Window
February 28, 2026 – May 29, 2026

The thesis — published February 28, 2026

Predicted growth
+18%
over the measurement window
Target price
$157.53
the price the thesis aimed for
Entry zone
$129.00 – $135.00
the fair-value band we waited for
Price at publication
$133.50
published February 28, 2026
Confidence
75%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Arista had a strong earnings report and said AI demand looks better, which could bring buyers back after the usual stock wobble after results. The stock is pausing rather than running away, so it makes sense to wait for a clearer low point before putting on a larger position. If buying picks up again, gains could come quickly. Key risks: reliance on a few big customers, pressure on profit margins, and a wider tech sell-off that could slow any rally.

Primary drivers

  • Better AI outlook could boost future orders and revenue
  • Active trading volume makes short-term moves easier to enter and exit
  • Sideways price action gives clearer levels to set stop losses
  • Demand for data-center networking equipment supports growth near term

How it played out

ANET: target reached in 47 days

Lyra published ANET on 2026-02-28 at $133.50 with expected growth of 18%. The thesis pointed to a strong earnings report, a better artificial intelligence demand outlook, active trading volume, sideways price action for cleaner stop levels, and near-term support from demand for data-center networking equipment. It also named risks around big customers, margins, and a wider tech sell-off.

Inside the 2026-02-28 to 2026-05-29 window, ANET reached the $157.53 target in 47 days. It peaked at $179.80 on 2026-04-24, a 34.7% gain. It ended at $159.47. The thesis played out.

What happened during the window

On May 6, 2026, Barron's reported that Arista had posted first-quarter revenue of $2.71 billion and adjusted earnings of 87 cents a share, and that it projected second-quarter revenue 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