Range Resources Corporation (RRC) — closed signal from July 29, 2025
Partial Published before the outcome was known, scored automatically when the window closed on October 27, 2025 — +5.3% at the close.
Predicted vs. what happened
What happened
Reached 58% of the predicted growth at its peak, without hitting the target.
The thesis — published July 29, 2025
Range Resources shares have dropped about 12% from their June peak even though the company just reported stronger-than-expected spring results, plans to pump more gas next year, and got a higher $42 target from UBS. The price now sits in a zone where it has often bounced in the past, right before the high-use winter season for natural gas. Thanks to low debt and disciplined spending, aiming for $44 within the next three months looks realistic.
Primary drivers
- Better spring results, more production and lower spending improve future cash flow.
- Price drop and calmer trading suggest sellers are exhausted and a bounce is due.
- UBS raised its price goal to $42, adding outside support for the stock moving higher.
- High winter gas use and contracts locking in 70% of sales limit big price risks.
How it played out
RRC: thesis only partly played out
Lyra published RRC at $35.38 on July 29, 2025, with expected growth of 22%. The thesis pointed to better spring results, more production, lower spending, a recent price drop, calmer trading, a UBS price goal of $42, high winter gas use, and contracts covering 70% of sales.
Inside the window, RRC rose, but it stayed below the $42.95 target. The peak was $39.86 on October 2, a 12.7% gain. It never got there. By October 27, the stock ended at $37.27. The thesis partly played out, because the stock rose, but the published target was missed.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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.