Track record · closed signal

Arista Networks (ANET) — closed signal from May 14, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 12, 2026 — +46% at the close.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted

$136.00 – $146.00Entry zone — fair-value band

$144.16Published — price the day we called it

$168.67Target — the price the thesis aimed for

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

$210.50Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 18 days.

At window close

+46%

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

Peak gain

+49.1%

peak, from the publication price — not a realized return

S&P 500, same window

+3.5%

SPY over the identical days, dividend-adjusted

Window close

$210.50

last close inside the window, ended August 12, 2026

Peak price

$214.89

peak on August 5, 2026 — not a realized return

Days to target

The thesis — published May 14, 2026

Predicted growth

+17%

over the measurement window

Target price

$168.67

the price the thesis aimed for

Entry zone

$136.00 – $146.00

the fair-value band we waited for

Price at publication

$144.16

published May 14, 2026

Confidence

77%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Arista is still a top candidate for AI networking after a recent pullback. Joining the new optical standards links the company to rising demand for faster data-center links. Having no debt and steady results makes the stock easier to trust, but recent negative price momentum means near-term strength needs signs of stabilization rather than proof of a fresh uptrend.

Primary drivers

Growing cloud and AI workloads drive demand for faster network switches
Work on new optical standards positions products for future datacenter links
No debt gives the company financial flexibility during growth
Reliable earnings performance supports a higher stock price

How it played out

ANET: target reached in 18 days

Lyra published ANET at $144.16 with an expected gain of 17%. The thesis pointed to demand for faster switches from growing cloud and artificial intelligence workloads, work on new optical standards, a debt-free balance sheet, and reliable earnings performance. It also noted weak recent price momentum.

The stock reached the $168.67 target in 18 days. It later peaked at $214.89 on August 5, a gain of 49.1%, and ended the window at $210.50. The published thesis played out and exceeded its stated target.

What happened during the window

On June 9, 2026, Arista announced its 7060XE7 Series of 1.6T networking platforms. On August 4, 2026, the company reported second-quarter revenue of $3.036 billion, up 37.7% from the prior year.

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.

See today’s picks All ANET signals