Track record · closed signal

Arista Networks (ANET) — closed signal from May 19, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 17, 2026.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted
$141.38 Published $172.48 Target $201.80 Window close $214.89 Peak
$132.00 – $145.00Entry zone — fair-value band
$141.38Published — price the day we called it
$172.48Target — the price the thesis aimed for
$214.89Peak — highest point inside the window, not a realized return
$201.80Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 14 days.

Peak price
$214.89
peak on August 5, 2026 — not a realized return
Peak gain
+52%
peak, from the publication price
Window close
$201.80
end-of-window price, context only
Days to target
14
Window
May 19, 2026 – August 17, 2026

The thesis — published May 19, 2026

Predicted growth
+22%
over the measurement window
Target price
$172.48
the price the thesis aimed for
Entry zone
$132.00 – $145.00
the fair-value band we waited for
Price at publication
$141.38
published May 19, 2026
Confidence
78%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Arista is tied directly to AI networking growth and runs its business cleanly with no debt. Cloud customers remain steady, and management raised AI networking expectations, which helps visibility. There is a risk shipments could be pushed by chip shortages. The recent price drop makes the upside more attractive, but short-term negative momentum and a high valuation limit immediate conviction.

Primary drivers

  • Demand from AI-focused data centers drives near-term growth
  • No debt gives the company more protection in downturns
  • Higher AI networking guidance makes future sales clearer
  • Recent pullback likely tied to supply risk, not demand loss

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