Arista Networks, Inc. (ANET) — closed signal from August 22, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on November 20, 2025.
Predicted vs. what happened
What happened
Hit or exceeded the predicted growth inside the window.
The thesis — published August 22, 2025
Arista looks like a strong AI networking company going on sale. The price looks washed out, and trading activity shows lots more people are buying than usual, even while some momentum signs are still slow. Recent news said profits per share rose 45% and it holds a solid analyst ranking, showing steady demand from AI data centers and software. The recent average price is starting to turn up, so we start small and add if strength returns.
Primary drivers
- Price looks washed out, and trading shows heavier-than-usual buying
- Profits per share up strongly and a Zacks Rank #2 back the story
- Rising AI data center needs should keep orders and upgrades coming
- Recent average price turning up suggests the trend may be healing
How it played out
ANET: strong rise stopped short of target
Lyra published ANET at 132.62 on 2025-08-22 with expected growth of 27% and a target of 168.43. The thesis pointed to a washed-out price, heavier-than-usual buying, profits per share up 45%, a Zacks Rank #2, rising artificial intelligence data center demand, and a recent average price that had started to turn up.
The stock rose during the window and peaked at 164.94 on 2025-10-30, a 24.4% gain. It stayed below the 168.43 target. By 2025-11-20, it ended at 119.59. The thesis partially played out, then failed to hold by the close.
What happened during the window
On 2025-09-12, Investor's Business Daily reported that Arista forecast 20% revenue growth for fiscal 2026 to $10.5 billion at its analyst day. On 2025-11-04, the same outlet 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.
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