Track record · closed signal

Arista Networks, Inc. (ANET) — closed signal from August 21, 2025

Near target Published before the outcome was known, scored automatically when the window closed on November 19, 2025 — -4.3% at the close.

Predicted vs. what happened

ANET price · publication thesis → realized outcomesplit-adjusted

$126.00 – $131.00Entry zone — fair-value band

$130.47Published — price the day we called it

$167.00Target — the price the thesis aimed for

$164.94Peak — highest point inside the window, not a realized return

$124.81Window close — end-of-window price, context only

What happened

Near target

Came within reach: 94% of the predicted growth at its peak, just short of the target.

At window close

-4.3%

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

Peak gain

+26.4%

peak, from the publication price — not a realized return

S&P 500, same window

+4.5%

SPY over the identical days, dividend-adjusted

Window close

$124.81

last close inside the window, ended November 19, 2025

Peak price

$164.94

peak on October 30, 2025 — not a realized return

Days to target

—

The thesis — published August 21, 2025

Predicted growth

+28%

over the measurement window

Target price

$167.00

the price the thesis aimed for

Entry zone

$126.00 – $131.00

the fair-value band we waited for

Price at publication

$130.47

published August 21, 2025

Confidence

68%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Arista looks like a long-term winner in AI data centers, but the whole tech group fell hard, pulling the stock down. That drop, plus nervous headlines, has shaken out many short-term traders and may offer a calmer entry. Plan to start near the quoted range, then consider adding if buying activity clearly picks up. As big cloud players resume 400G-800G spending and orders stay visible, the story should firm up into year end.

Primary drivers

Price looks unusually washed out after a sharp slide, inviting bargain hunters.
Independent scoring points to solid business health, with a 77% grade.
Major customers plan more AI network gear, boosting demand for Arista switches.
Tech pullback lowered prices and expectations, creating a fresher entry window.

How it played out

ANET: target was not reached

Lyra published ANET on 2025-08-21 at 130.47, with expected growth of 28% and a target of 167. The thesis pointed to a washed-out price after a sharp slide, a 77% business-health grade, demand for artificial intelligence network gear, and lower expectations after a tech pullback.

Inside the window, ANET rose as high as 164.94 on 2025-10-30, a peak gain of 26.4%. It stayed below the 167 target. By 2025-11-19, it ended at 124.81. The thesis partly played out, because the stock nearly reached the target, but it did not hold the move.

What happened during the window

On 2025-09-12, Investors Business Daily reported that Arista had forecast 20% revenue growth for fiscal 2026 and artificial intelligence networking revenue of about $2.75 billion. On 2025-11-04, Investors Business Daily reported third-quarter adjusted earnings of $0.75 per share and revenue of $2.308 billion.

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