Track record · closed signal

Arista Networks (ANET) — closed signal from May 21, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 19, 2026 — +27.9% at the close.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted

$138.00 – $147.00Entry zone — fair-value band

$145.75Published — price the day we called it

$174.89Target — the price the thesis aimed for

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

$186.45Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 12 days.

At window close

+27.9%

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

Peak gain

+47.4%

peak, from the publication price — not a realized return

S&P 500, same window

+3.8%

SPY over the identical days, dividend-adjusted

Window close

$186.45

last close inside the window, ended August 19, 2026

Peak price

$214.89

peak on August 5, 2026 — not a realized return

Days to target

The thesis — published May 21, 2026

Predicted growth

+20%

over the measurement window

Target price

$174.89

the price the thesis aimed for

Entry zone

$138.00 – $147.00

the fair-value band we waited for

Price at publication

$145.75

published May 21, 2026

Confidence

76%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Arista is well positioned to sell networking gear for AI and large cloud data centers. The company has no debt, strong profits, and steady results, and industry recognition reinforces its relevance. The stock looks beaten down, but negative price momentum, a sensitive valuation, and insider selling keep the setup cautious.

Primary drivers

AI and cloud data centers keep demand steady for networking gear
Industry recognition boosts enterprise trust and buying interest
No debt gives the company flexibility if sales slip
Oversold price action raises the chance of a rebound move

How it played out

ANET: target reached in 12 days

Lyra published ANET at $145.75 with expected growth of 20% and a $174.89 target. The thesis pointed to demand from artificial intelligence and cloud data centers, industry recognition, no debt, strong profits, steady results, and oversold price action. It also noted negative momentum, valuation sensitivity, and insider selling.

The stock reached the target in 12 days. It later rose to a $214.89 peak on 2026-08-05, a peak gain of 47.4%. It ended the window at $186.45, still above the target. The published thesis played out and exceeded its stated price objective.

What happened during the window

On June 9, 2026, Arista announced its 7060XE7 Series of networking platforms for rack-scale artificial intelligence infrastructure. On August 4, 2026, the company reported its first $3 billion revenue quarter and 40% year-over-year growth in non-GAAP earnings per share.

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