Target Hospitality

Explosive Data Center Trend Will Undermine Future Value

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Sep 24

Updated

02 May 26

Views

104

02 May

US$17.67

AnalystConsensusTarget's Fair Value

US$16.00

10.4% overvalued

1Y

158.7%

7D

5.1%

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1Y

158.7%

7D

5.1%

You can edit this narrative until May 3 8:05 AM. Then, changes will post as Updates.

Author's Valuation

US$1610.4% overvalued

AnalystConsensusTarget Fair Value

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.

4 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$16

10.4% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

32.11%

Historical revenue growth rate

3.60%

Hospitality revenue growth rate

0.39%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.37%

Calculation

US$49.30m

Earnings '29

x

42.07x

PE Ratio '29

=

US$2.07b

Market Cap '29

US$2.07b

Market Cap '29

/

102.56m

No. shares '29

=

US$20.22

Share Price '29

US$20.22 Share Price '29

Discounted to 2026 @ 8.32% p.a.

=

US$15.91

Fair Value '26