Track record · closed signal

Arista Networks (ANET) — closed signal from May 25, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 23, 2026 — +22.5% at the close.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted

$148.00 – $155.00Entry zone — fair-value band

$154.03Published — price the day we called it

$181.76Target — the price the thesis aimed for

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

$188.65Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 45 days.

At window close

+22.5%

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

Peak gain

+39.5%

peak, from the publication price — not a realized return

S&P 500, same window

+3%

SPY over the identical days, dividend-adjusted

Window close

$188.65

last close inside the window, ended August 23, 2026

Peak price

$214.89

peak on August 5, 2026 — not a realized return

Days to target

The thesis — published May 25, 2026

Predicted growth

+18%

over the measurement window

Target price

$181.76

the price the thesis aimed for

Entry zone

$148.00 – $155.00

the fair-value band we waited for

Price at publication

$154.03

published May 25, 2026

Confidence

81%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Arista is positioned to benefit from rising demand for AI-related cloud networking. Recent stronger guidance and a higher AI networking target make upcoming sales more visible, while no debt and steady profits provide protection if demand cools. Short-term downward price pressure and insider share sales keep the outlook cautious, but near-term catalysts look reasonable.

Primary drivers

Growing AI networking needs at large cloud providers
Management raised outlook, improving growth visibility
No debt on the balance sheet adds financial resilience
Higher-than-normal trading activity helps sustain moves

How it played out

ANET: target reached in 45 days

Lyra published ANET at $154.03 with an 18% expected rise to $181.76. The thesis pointed to growing artificial intelligence networking needs at large cloud providers, management's raised outlook, a debt-free balance sheet, and higher-than-normal trading activity. It also noted downward price pressure and insider share sales, which kept the view cautious.

ANET reached the $181.76 target in 45 days. It then rose to a $214.89 peak on August 5, a 39.5% gain from publication. The stock ended the window at $188.65, still above the target. The published thesis played out and exceeded its stated price objective within the measurement window.

What happened during the window

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

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