Track record · closed signal

Agree Realty Corporation (ADC) — closed signal from April 23, 2026

Partial Published before the outcome was known, scored automatically when the window closed on July 22, 2026 — +5.1% at the close.

Predicted vs. what happened

ADC price · publication thesis → realized outcomesplit-adjusted

$73.92 – $75.88Entry zone — fair-value band

$76.32Published — price the day we called it

$83.07Target — the price the thesis aimed for

$81.79Peak — highest point inside the window, not a realized return

$80.22Window close — end-of-window price, context only

What happened

Partial

Reached 72% of the predicted growth at its peak, without hitting the target.

At window close

+5.1%

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

Peak gain

+7.2%

peak, from the publication price — not a realized return

S&P 500, same window

+5.8%

SPY over the identical days, dividend-adjusted

Window close

$80.22

last close inside the window, ended July 22, 2026

Peak price

$81.79

peak on July 17, 2026 — not a realized return

Days to target

—

The thesis — published April 23, 2026

Predicted growth

+10%

over the measurement window

Target price

$83.07

the price the thesis aimed for

Entry zone

$73.92 – $75.88

the fair-value band we waited for

Price at publication

$76.32

published April 23, 2026

Confidence

84%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Agree Realty looks like a relatively defensive option for the next few months. Recent company commentary showed record property buys, steady growth in core cash flow, almost full occupancy, and a strong plan to raise capital when needed. Shares have fallen but are near a historical support area, which creates a mix of downside protection and limited upside potential.

Primary drivers

Company reported stronger core cash flow and continued property buying momentum
High occupancy and planned equity access back the company's plans
Shares are oversold but sitting near historical support levels
Earnings commentary emphasized a defensive, steady growth profile

How it played out

ADC: shares rose, but the target was missed

Lyra published ADC at $76.32 with an expected 10% gain and an $83.07 target. The thesis described the shares as a relatively defensive short-term option. It pointed to stronger core cash flow, continued property buying, high occupancy, planned equity access, and support after a decline.

ADC rose to a peak of $81.79 on July 17, a 7.2% gain. That peak stayed below the $83.07 target, so the target was never reached. The shares ended the window at $80.22. The direction was right, but the expected gain did not fully play out.

What happened during the window

On May 12, Agree Realty declared a monthly common dividend of $0.267 per share. On July 14, it declared another monthly common dividend of $0.267 per share.

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 ADC signals