Track record · closed signal

Arista Networks (ANET) — closed signal from May 12, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 10, 2026 — +37.7% at the close.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted

$132.00 – $140.00Entry zone — fair-value band

$139.04Published — price the day we called it

$172.41Target — the price the thesis aimed for

$214.89Peak — highest point inside the window, not a realized return

$191.52Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 21 days.

At window close

+37.7%

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

Peak gain

+54.6%

peak, from the publication price — not a realized return

S&P 500, same window

+5%

SPY over the identical days, dividend-adjusted

Window close

$191.52

last close inside the window, ended August 10, 2026

Peak price

$214.89

peak on August 5, 2026 — not a realized return

Days to target

The thesis — published May 12, 2026

Predicted growth

+24%

over the measurement window

Target price

$172.41

the price the thesis aimed for

Entry zone

$132.00 – $140.00

the fair-value band we waited for

Price at publication

$139.04

published May 12, 2026

Confidence

75%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Arista looks well positioned for demand from AI data centers: it has no debt, strong profit margins, and steady earnings. Recent analyst target increases and optical-connectivity updates suggest customers are building more data-center capacity. The stock has fallen a lot and chart momentum is still negative, so signs of stabilization are needed while trading stays volatile.

Primary drivers

Strong demand from AI and data-center networking projects
No debt gives the company financial flexibility
Analyst target increases highlight stronger demand visibility
The recent steep decline creates potential for a tactical rebound

How it played out

ANET: target reached in 21 days

Lyra published ANET at $139.04 with a 24% expected gain and a $172.41 target. The thesis pointed to demand from artificial intelligence and data-center networking, no debt, strong margins, steady earnings, analyst target increases, optical-connectivity updates, and the chance of a rebound after a steep decline. It also noted negative chart momentum and volatility.

The target was reached in 21 days. ANET later rose to $214.89 on August 5, a 54.6% peak gain, and ended the window at $191.52. Both the peak and closing price were above the published target. The thesis played out, and the result exceeded the expected 24% gain.

What happened during the window

On May 20, Arista said Gartner had named it a Leader in enterprise wired and wireless networking. On August 4, Arista reported second-quarter revenue of $3.036 billion, up 37.7% from the prior-year quarter.

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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