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.
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.