Track record · closed signal

Agree Realty Corporation (ADC) — closed signal from July 12, 2025

Partial Published before the outcome was known, scored automatically when the window closed on October 10, 2025.

Predicted vs. what happened

ADC price · publication thesis → realized outcomesplit-adjusted
$70.10 Published $78.23 Target $71.33 Window close $73.90 Peak
$67.07 – $68.99Entry zone — fair-value band
$70.10Published — price the day we called it
$78.23Target — the price the thesis aimed for
$73.90Peak — highest point inside the window, not a realized return
$71.33Window close — end-of-window price, context only

What happened

Partial

Reached 39% of the predicted growth at its peak, without hitting the target.

Peak price
$73.90
peak on August 4, 2025 — not a realized return
Peak gain
+5.4%
peak, from the publication price
Window close
$71.33
end-of-window price, context only
Days to target
Window
July 12, 2025 – October 10, 2025

The thesis — published July 12, 2025

Predicted growth
+14%
over the measurement window
Target price
$78.23
the price the thesis aimed for
Entry zone
$67.07 – $68.99
the fair-value band we waited for
Price at publication
$70.10
published July 12, 2025
Confidence
70%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Shares have fallen back to their long-term average price just as the company lifted its monthly dividend by 2.4 %, offering about a 4 % yearly payout. In the past, when a common momentum gauge is this low, the stock often bounces within a few months. If interest rates calm down, property values could rise and help the price. Volatile rates may still swing the shares, but investors can collect income while waiting. Consider buying around $70-72 and trimming near $82.

Primary drivers

  • Raised monthly dividend to $0.256, now pays about 4 % a year, attracts income fans.
  • Price looks oversold versus long trend; past dips like this bounced around 9 % in 3 months.
  • Almost all tenants are strong national brands, giving steady rent even in rough times.
  • If interest rates stop rising, property deals could become cheaper, helping its $1.5 B buy plan.

How it played out

ADC: the target was not reached

Lyra published ADC at $70.10 on 2025-07-12 with 14% expected growth. The thesis pointed to a raised monthly dividend of $0.256, about a 4% yearly payout, an oversold price versus its long trend, steady rent from national-brand tenants, and a possible lift if interest rates stopped rising.

Inside the 2025-07-12 to 2025-10-10 window, ADC rose but stayed below the $78.23 target. Its peak was $73.90 on 2025-08-04, a 5.4% gain. It ended at $71.33. The thesis partially played out on direction, but it missed the target.

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

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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.