Track record · closed signal

Arista Networks (ANET) — closed signal from March 24, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on June 22, 2026 — +30% at the close.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted

$131.00 – $136.00Entry zone — fair-value band

$134.28Published — price the day we called it

$155.76Target — the price the thesis aimed for

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

$174.56Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 23 days.

At window close

+30%

realized, from the publication price to the last close inside the window

Peak gain

+33.9%

peak, from the publication price — not a realized return

S&P 500, same window

+14.3%

SPY over the identical days, dividend-adjusted

Window close

$174.56

last close inside the window, ended June 22, 2026

Peak price

$179.80

peak on April 24, 2026 — not a realized return

Days to target

The thesis — published March 24, 2026

Predicted growth

+16%

over the measurement window

Target price

$155.76

the price the thesis aimed for

Entry zone

$131.00 – $136.00

the fair-value band we waited for

Price at publication

$134.28

published March 24, 2026

Confidence

80%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Arista is positioned to benefit from growing AI and cloud networking needs. The stock is forming a steady base near its trend, not running away, and fresh news suggesting a larger potential customer base plus supportive broker commentary helps the growth story. Execution and a clean balance sheet add credibility, though the valuation is still elevated.

Primary drivers

AI and cloud data center builds are increasing demand for Arista's networking gear
Recent news suggests a larger potential customer base for Arista's platforms
No debt gives the company flexibility and helps limit downside risk
The stock is consolidating near trend, not in an extended rapid run

How it played out

ANET: target reached in 23 days

On March 24, Lyra published a 16% growth thesis from a price of $134.28, with a $155.76 target. The thesis pointed to rising demand for Arista's networking gear from artificial intelligence and cloud data center builds, a potentially larger customer base, no debt, and a stock that was consolidating near its trend.

Inside the window, ANET reached the $155.76 target in 23 days. It later peaked at $179.80 on April 24, a 33.9% gain, and ended the window at $174.56. The price exceeded the published target and remained above it at the end. The thesis played out.

What happened during the window

On May 5, Arista reported first-quarter revenue of $2.709 billion, up 35.1% year over year. On June 9, it announced the 7060XE7 Series, a new portfolio of 1.6T networking platforms for rack-scale infrastructure.

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

Lyra

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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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