Hotels, Resorts and Cruise Lines

Target Hospitality

Target Hospitality Q1 Earnings Miss, AI Contract Raises Guidance but Analysts See 14% Downside

Target Hospitality released FY2026 Q1 earnings on May 11 Pre-Market (EST), actual revenue USD 72.78 M (forecast USD 74.03 M), actual EPS USD -0.1292 (forecast USD -0.1133)

Target Hospitality to release FY2026 Q1 earnings on May 11 Pre-Market EST, forecast revenue USD 74.03 M, EPS USD -0.1133

Target Hospitality's Selling Shareholders Price 7 Million Secondary Offering Shares

Qualcomm Downgraded by Seaport Global, Target Hospitality Upgraded by Oppenheimer

Target Hospitality released FY2025 earnings on March 11 Pre-Market (EST), actual revenue USD 320.64 M (forecast USD 316.07 M), actual EPS USD -0.3729 (forecast USD -0.2966)

Target Hospitality released FY2025 Q4 earnings on March 11 Pre-Market EST, actual revenue USD 89.78 M (forecast USD 85.2 M), actual EPS USD -0.1499 (forecast USD -0.1033)

Target Hospitality to Release FY2025 Q4 Earnings on March 11 Pre-Market EST, Forecast Revenue USD 85.2 M, EPS USD -0.1033

Target Hospitality Corp. Signs Multi-Year Lease and Service Agreement for Northern Nevada Power Generation Expansion

Target Hospitality Corp. Expands Data Center Community by 160% to 1,500 Beds

Target Hospitality released FY2025 Q3 earnings on November 6 Pre-Market EST, actual revenue USD 99.36 M (forecast USD 85.3 M), actual EPS USD -0.0099 (forecast USD -0.0366)

Target Hospitality released FY2025 9 Months Earnings on November 6 Pre-Market EST, actual revenue USD 230.86 M, actual EPS USD -0.2302

Target Hospitality to release FY2025 Q3 earnings on November 6, Pre-Market EST, with forecast revenue of USD 85.3 M and EPS of USD -0.0366

Target Hospitality Launches New Subbrand for Data Center Construction

Target Hospitality released FY2025 Semi-Annual Earnings on August 7 Pre-Market EST, with actual revenue of USD 131.5 M and EPS of USD -0.2199

Target Hospitality released FY2025 Q2 earnings on August 7 Pre-Market (EST), actual revenue USD 61.61 M (forecast USD 56.43 M), actual EPS USD -0.1502 (forecast USD -0.1066)

Target Hospitality to release FY2025 Q2 earnings on August 7 Pre-Market EST, forecast revenue USD 56.43 M, EPS USD -0.1066

Target Hospitality Releases Investor Presentation

Target Hospitality Corp. Annual Meeting Approves Multiple Proposals

Target Hospitality Corp. Secures $4 Billion US Government Contract

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Target Hospitality Corp. reported Q1 2026 sales of $16.58 million and revenue of $72.78 million, with a net loss of $12.92 million. A new AI infrastructure contract expected to generate over $750 million in revenue has led to an increase in full-year guidance. While this contract enhances revenue visibility, risks remain due to potential upfront costs and reliance on a few large clients. Analysts project a fair value of $16.00 for the stock, indicating a 14% downside from current levels.

Simplywall

Target Hospitality (TH) Is Up 21.7% After Landing Major AI Infrastructure Deal And Raising Guidance – Has The Bull Case Changed?

Stifel Nicolaus analyst Stephen Gengaro reaffirmed a Buy rating for Target Hospitality on May 13, setting a price target of $23.00, while shares closed at $17.50. The analyst consensus suggests a Strong Buy rating with an average price target of $17.50, indicating no upside. Oppenheimer also maintained a Buy rating with a $21.00 target.

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Stifel Nicolaus Sticks to Their Buy Rating for Target Hospitality (TH)

Target Hospitality (TH) faces growth constraints due to limited access to capital, which may hinder its ability to fund projects beyond its operating cash flows. If external financing is unavailable or too expensive, the company could delay or cancel investments, negatively impacting future growth and liquidity. The average stock price target for TH is $15.00, indicating a potential downside of 17.04%.

Target Hospitality Faces Growth Constraints Amid Capital Access and Funding Challenges

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Target Hospitality Corp. reported Q1 2026 revenue of $72.8M, a 4% increase from $69.9M in Q1 2025. The company experienced a net loss of $(12.9) M, with diluted EPS at $(0.13), worsening from $(6.5) M and $(0.07) respectively in the previous year. Growth was driven by the Workforce Housing & Services segment, with significant multi-year contracts secured, including a $550M Data Center Hub contract. Workforce Housing construction is nearing completion, transitioning to services and initial occupancies.

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Target Hospitality Corp. 1Q 2026: Revenue $72.8M, EPS $(0.13) — 10-Q Summary

Earnings Watch

Target Hospitality | 10-Q: FY2026 Q1 Revenue Misses Estimate at USD 72.78 M

Target Hospitality shares surged nearly 10% in premarket trading after securing a 48-month contract worth up to $750 million to provide mobile housing solutions for workers at data center construction sites. The company has announced over $1.4 billion in multi-year contracts this year, reflecting strong demand driven by the data center boom. CEO Brad Archer highlighted the company's growth momentum and increased revenue visibility, with a total of over $2 billion in contracts since February 2025. Target's stock has risen 91% year-to-date, indicating robust market confidence in its services.

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UBS Group AG

Target Hospitality Jumps As Data Center Boom Fuels Demand For Worker Camps

Target Hospitality (NASDAQ:TH) reported quarterly earnings of ($0.13) EPS, missing estimates by $0.02. Revenue was $72.78 million, below the expected $73.20 million. The company has secured over $2 billion in multiyear contracts and raised its 2026 revenue guidance to $370–$380 million. Despite a transitional Q1 with compressed margins, Target expects significant growth in the WHS segment. The stock traded up to $17.81, with a market cap of $1.78 billion. Analysts have mixed ratings, with a consensus rating of "Moderate Buy" and a price target of $16.50.

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Target Hospitality (NASDAQ:TH) Releases Quarterly Earnings Results, Misses Estimates By $0.02 EPS

Target Hospitality (NASDAQ:TH) reached a new 52-week high of $17.4230, up from a previous close of $15.33. Analysts have mixed ratings, with Weiss Ratings issuing a 'sell' and Oppenheimer raising the price target to $18.00. The stock has a market cap of $1.79 billion and a P/E ratio of -46.82. Target Hospitality reported a quarterly loss of $0.13 EPS, missing estimates. Institutional investors hold 32.40% of shares, indicating significant interest. The company specializes in modular workforce housing for various sectors.

Target Hospitality (NASDAQ:TH) Sets New 12-Month High  - Time to Buy?

Target Hospitality shares are trading higher after the company reported Q1 financial results and raised its FY26 sales guidance above estimats. Also, the company announced it was awarded a $750 million contract.

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Target Hospitality(TH.US)