$312.70Peak — highest point inside the window, not a realized return
$299.88Window close — end-of-window price, context only
What happened
Partial
Reached 66% of the predicted growth at its peak, without hitting the target.
At window close
+2.9%
realized, from the publication price to the last close inside the window
Peak gain
+7.3%
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
$299.88
last close inside the window, ended October 27, 2026
Peak price
$312.70
peak on August 26, 2026 — not a realized return
Days to target
—
The thesis — published July 29, 2026
Predicted growth
+11%
over the measurement window
Target price
$322.01
the price the thesis aimed for
Entry zone
$281.38 – $291.29
the fair-value band we waited for
Price at publication
$291.45
published July 29, 2026
Confidence
71%
how strongly the data lined up
Timeframe
Short-term (0–3 months)
Union Pacific runs a strong freight railroad with healthy profits and a recent earnings beat. A proposed deal with Norfolk Southern could add upside after filings that improve customer protections, but the deal might be weakened or blocked. Near-term price action sits at support, yet low buying interest and event risk limit conviction.
Primary drivers
Rail economics keep profits steady and predictable
Recent earnings show the business is executing well
Customer protection filings could help the merger case
Regulatory questions and debt limit near-term upside
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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