Track record · closed signal

Arista Networks (ANET) — closed signal from May 20, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 18, 2026.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted
$142.50 Published $173.85 Target $193.18 Window close $214.89 Peak
$136.00 – $145.00Entry zone — fair-value band
$142.50Published — price the day we called it
$173.85Target — the price the thesis aimed for
$214.89Peak — highest point inside the window, not a realized return
$193.18Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 13 days.

Peak price
$214.89
peak on August 5, 2026 — not a realized return
Peak gain
+50.8%
peak, from the publication price
Window close
$193.18
end-of-window price, context only
Days to target
13
Window
May 20, 2026 – August 18, 2026

The thesis — published May 20, 2026

Predicted growth
+22%
over the measurement window
Target price
$173.85
the price the thesis aimed for
Entry zone
$136.00 – $145.00
the fair-value band we waited for
Price at publication
$142.50
published May 20, 2026
Confidence
79%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Arista supplies the networking gear that many cloud and AI customers need, so it benefits directly from growth in AI data centers. Recent results and guidance were strong, and upgrades to data centers support fair valuation. Shares fell back below a short-term trend line, offering a potential 0-3 month rebound, though valuation and insider sales keep conviction cautious.

Primary drivers

  • AI data-center networking demand is the main growth driver
  • No debt on the balance sheet adds financial strength
  • Recent guidance and valuation moves made the story more positive
  • The current pullback is cleaner than other extended AI trades

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

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