• In recent days, Range Resources attracted significant analyst attention, with Wells Fargo initiating coverage and other major firms providing updated assessments of the company's outlook.
• This surge in analyst interest highlights growing optimism surrounding U.S. natural gas demand, especially from sectors like LNG exports and data center power consumption, and Range Resources' position in this evolving landscape.
• We'll now explore how this renewed analyst focus on LNG and data center demand could reshape Range Resources' investment narrative.

Find companies with promising cash flow potential yet trading below their fair value.

Range Resources Investment Narrative Recap

To be a shareholder in Range Resources today, you need to believe that demand growth in U.S. natural gas, driven mainly by LNG exports and AI-powered data center infrastructure, will support both higher prices and production. The recent surge in analyst attention reflects these catalysts but does not materially lessen the short-term risks related to local oversupply and price differentials in Appalachia, which remain the most immediate pressure points for the business.

Among the recent announcements, Range’s consistent share buyback program stands out as particularly relevant given increased analyst focus on capital returns and production growth. The company’s execution of its $634 million repurchase program reinforces the importance of balancing shareholder returns with disciplined growth, especially as new demand sources create both opportunity and near-term pricing complexity in core markets like Appalachia.

However, what’s often overlooked is the potential impact if regional production accelerates faster than data center demand, as investors should also be aware that...

Range Resources is projected to reach $4.1 billion in revenue and $804.1 million in earnings by 2028. This outlook assumes a 13.7% annual revenue growth rate and a $325.4 million increase in earnings from the current level of $478.7 million.

Uncover how Range Resources' forecasts yield a $42.62 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members set fair value estimates between US$29 and US$77.73, offering five distinct perspectives ahead of recent analyst news. Expectations for regional gas demand growth remain in focus and could strongly influence both market access and earnings for Range Resources going forward; consider how these competing opinions might shape outcomes.

Explore 5 other fair value estimates on Range Resources - why the stock might be worth over 2x more than the current price!

Build Your Own Range Resources Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Range Resources research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Range Resources research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Range Resources' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.