Published

16 Sep 24

Updated

22 Jun 26

Views

115

Not Invested

Target HospitalityTH

Fair Value

US$22

Share price22 Jun

US$17.3221.3% undervalued

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1Y122.34%

7D-3.62%

Explosive Data Center Trend Will Undermine Future Value

AN

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

16 Sep 24

Updated

22 Jun 26

Views

115

Not Invested

Shared on 22 Jun 26

Fair value Increased 38%

TH: Future Data Center Hub Contract And Equity Raises Will Support Balanced Outlook

Target Hospitality signs a long-term deal to build and run a housing community for a major data center customer in North Texas, creating a clearer path for future demand as construction starts now and occupancy begins later. The company also raises fresh money by selling new shares, and expectations for its growth and profitability shift sharply as a result.

0 views

Shared on 02 May 26

Fair value Increased 52%

TH: Future Data Center Hub Revenue And Equity Raise Signal Balanced Outlook

Analysts have lifted their price target on Target Hospitality from $10.50 to $16.00, citing revised assumptions around revenue growth, profit margins, discount rate, and future P/E as the key drivers behind the change. What's in the News Target Hospitality completed a follow on equity offering of 7,000,000 common shares at US$14 each, raising about US$98 million, with a discount of US$0.735 per share (Key Developments).

3 views

Shared on 20 Aug 25

Fair value Increased 20%

The consensus price target for Target Hospitality has increased to $10.50, reflecting higher forward P/E multiples and improved (though still negative) revenue growth forecasts. What's in the News Target Hospitality announced a multi-year lease and services agreement to construct a turnkey facility supporting a regional data center campus in the Southwestern US, expected to generate $43 million in minimum revenue through September 2027 and require $6-9 million in 2025 net capital investment.

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Fair Value vs Share Price

US$22

vs US$17.3221.3% undervalued

39.1%

Revenue growth

17.9%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

High growth potential with mediocre balance sheet.

Market capUS$1.7b

PB4.6x

Estimated Growth32.3%

Dividend YieldN/A

CEO & management

James Archer

CEO

2.5yrs

CEO Tenure

Operates as a specialty rental and hospitality services company in North America.