Update shared on28 Aug 2025
Fair value Increased 100%Braemar Hotels & Resorts’ fair value estimate has doubled as a higher future P/E suggests elevated expected earnings multiples despite a falling net profit margin.
What's in the News
- Braemar Hotels & Resorts entered a cooperation agreement with Babak “Bob” Ghassemieh and affiliates, resulting in Ghassemieh’s appointment to the Board and withdrawal of his group’s director nominations.
- The agreement ensures Ghassemieh or a board-approved replacement is nominated for the 2025 and 2026 annual meetings, subject to ownership conditions, and includes mutual standstill, voting, and non-disparagement provisions through at least 2026.
- Morning View Hotels BH I, LLC engaged in discussions with Braemar’s management, Board, and shareholders regarding their investment, board representation, and potential strategic initiatives.
Valuation Changes
Summary of Valuation Changes for Braemar Hotels & Resorts
- The Consensus Analyst Price Target has significantly risen from $2.00 to $4.00.
- The Future P/E for Braemar Hotels & Resorts has significantly risen from 7.51x to 16.00x.
- The Net Profit Margin for Braemar Hotels & Resorts has significantly fallen from 4.22% to 3.66%.
Disclaimer
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