Host Hotels & Resorts

Analyst Commentary Highlights Upgraded Price Target for Host Hotels and Improved 2025 Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Aug 24

Updated

05 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-1.2%

7D

6.4%

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1Y

-1.2%

7D

6.4%

You can edit this narrative until Dec 6 2:05 AM. Then, changes will post as Updates.

Author's Valuation

US$19.797.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Increased 1.28%

HST: Strong Q2 Revpar And Ebitda Will Drive Bullish Momentum

Analysts nudged their fair value estimate for Host Hotels & Resorts higher, from about $19.54 to $19.79. They cited stronger than expected Q2 RevPAR and EBITDA performance, along with raised 2025 guidance that supports slightly faster revenue growth, a richer future multiple, and only a modestly higher discount rate despite somewhat lower profit margin assumptions.

Shared on 20 Nov 25

Fair value Increased 3.61%

HST: Raised Guidance And Q2 Outperformance Will Support Bullish Momentum Into 2025

Analysts have increased their price target for Host Hotels & Resorts from $18.86 to $19.54 per share, citing stronger than expected revenue growth, higher profit margins, and raised company guidance following robust recent results. Analyst Commentary Recent Street research has provided further detail on the drivers behind the revised price target for Host Hotels & Resorts, focusing on both positive developments and potential concerns.

Shared on 06 Nov 25

Fair value Increased 0.30%

HST: Second-Quarter Performance Will Drive Improved Outlook Into 2025

Analysts have increased their price target for Host Hotels & Resorts by $0.06 to $18.86, citing stronger than expected second-quarter performance and improved 2025 guidance as key factors for the adjustment. Analyst Commentary Recent updates from market experts highlight both the opportunities and risks associated with Host Hotels & Resorts following its strong second-quarter results and raised 2025 guidance.

Shared on 23 Oct 25

Fair value Increased 1.33%

Analysts have raised their price target for Host Hotels & Resorts to $18.81 from $18.56, citing stronger-than-expected Q2 performance and improved fiscal 2025 guidance as key drivers of this positive outlook. Analyst Commentary Following recent results and updated guidance from Host Hotels & Resorts, analysts have weighed both the company's strengths and areas of caution, influencing their current outlook.

Shared on 04 Sep 25

With both the future P/E ratio and consensus revenue growth forecasts for Host Hotels & Resorts essentially unchanged, analysts have maintained their fair value estimate, keeping the price target steady at $18.56. What's in the News Repurchased 6,746,094 shares for $104.97 million in Q2 2025, completing 69,099,174 shares buyback (9.65% of shares) under the 2017 program.

Shared on 07 May 25

Fair value Decreased 3.09%

AnalystConsensusTarget has decreased revenue growth from 3.6% to 3.2% and decreased future PE multiple from 24.6x to 21.5x.

Shared on 30 Apr 25

Fair value Decreased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 9.01%

Shared on 26 Mar 25

Fair value Decreased 0.96%

AnalystConsensusTarget has decreased revenue growth from 4.2% to 3.7%, decreased profit margin from 12.2% to 10.2% and increased future PE multiple from 21.7x to 26.0x.

Shared on 19 Mar 25

Fair value Decreased 1.54%

AnalystConsensusTarget has decreased profit margin from 13.8% to 12.2% and increased future PE multiple from 19.3x to 21.7x.

Shared on 10 Mar 25

Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$19.79

7.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.04%

Hotel and Resort REITs revenue growth rate

0.12%

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

7.93%

Calculation

US$686.99m

Earnings '28

x

23.70x

PE Ratio '28

=

US$16.28b

Market Cap '28

US$16.28b

Market Cap '28

/

654.54m

No. shares '28

=

US$24.87

Share Price '28

US$24.87 Share Price '28

Discounted to 2025 @ 7.95% p.a.

=

US$19.78

Fair Value '25