Target Hospitality (TH) Aperçu de l'action
Target Hospitality Corp. est une société de location spécialisée et de services d'accueil en Amérique du Nord. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 5/6 |
| Performances passées | 0/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour TH à partir de nos contrôles de risques.
TH Community Fair Values
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Analyst Price Targets
Target Hospitality Corp. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$15.20 |
| Plus haut sur 52 semaines | US$20.85 |
| Plus bas sur 52 semaines | US$5.97 |
| Bêta | 1.46 |
| Variation sur 1 mois | -22.96% |
| Variation sur 3 mois | 3.54% |
| Variation sur 1 an | 104.58% |
| Variation sur 3 ans | 17.83% |
| Variation sur 5 ans | 321.05% |
| Évolution depuis l'introduction en bourse | 50.50% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 06
TH: Index Additions And Lockups Will Support Future Cash Flow Upside
Analysts have raised their price target for Target Hospitality from $18.00 to $23.00, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as key drivers of the change. What’s in the News for Target Hospitality Target Hospitality has been added to multiple Russell growth benchmarks, including the Russell 3000E Growth, Russell 3000 Growth, Russell Small Cap Comp Growth, Russell 2500 Growth, and Russell 2000 Growth indices, according to index constituent updates.
Mise à jour du récit • Jun 22
TH: Future Data Center Hub Contract And Equity Raises Will Support Balanced Outlook
Analysts have revised their fair value estimate for Target Hospitality to $22.00 from $16.00, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What’s in the News for Target Hospitality Target Hospitality entered a multi-year lease and services agreement with a top-five hyperscaler to construct and operate a purpose-built "Data Center Hub" community in North Texas designed to house about 4,000 people, with construction starting immediately and first occupancy expected in the third quarter of 2026.
Mise à jour du récit • Jun 05
TH: Multi Year Contracts And Raised Assumptions Will Drive Riskier Future Returns
Analysts have raised their price target for Target Hospitality to $21.00, up from $11.00, citing updated assumptions for revenue growth, profit margins, fair value, and a lower future P/E multiple. What's in the News Q1 results showed revenue up 4.1% year on year, with full year EBITDA and revenue guidance above analyst expectations, according to recent coverage of Target Hospitality's first quarter performance (source: Consumer Discretionary Travel and Vacation Providers Stocks Q1 Highlights).Recent updates
Mise à jour du récit • Jul 06
TH: Index Additions And Lockups Will Support Future Cash Flow Upside
Analysts have raised their price target for Target Hospitality from $18.00 to $23.00, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as key drivers of the change. What’s in the News for Target Hospitality Target Hospitality has been added to multiple Russell growth benchmarks, including the Russell 3000E Growth, Russell 3000 Growth, Russell Small Cap Comp Growth, Russell 2500 Growth, and Russell 2000 Growth indices, according to index constituent updates.Mise à jour du récit • Jun 22
TH: Future Data Center Hub Contract And Equity Raises Will Support Balanced Outlook
Analysts have revised their fair value estimate for Target Hospitality to $22.00 from $16.00, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What’s in the News for Target Hospitality Target Hospitality entered a multi-year lease and services agreement with a top-five hyperscaler to construct and operate a purpose-built "Data Center Hub" community in North Texas designed to house about 4,000 people, with construction starting immediately and first occupancy expected in the third quarter of 2026.Mise à jour du récit • Jun 05
TH: Multi Year Contracts And Raised Assumptions Will Drive Riskier Future Returns
Analysts have raised their price target for Target Hospitality to $21.00, up from $11.00, citing updated assumptions for revenue growth, profit margins, fair value, and a lower future P/E multiple. What's in the News Q1 results showed revenue up 4.1% year on year, with full year EBITDA and revenue guidance above analyst expectations, according to recent coverage of Target Hospitality's first quarter performance (source: Consumer Discretionary Travel and Vacation Providers Stocks Q1 Highlights).Mise à jour du récit • May 02
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).Mise à jour du récit • Apr 17
TH: Data Center Hub Contracts Will Support Future Cash Flows And Upside Potential
Analysts have raised their price target on Target Hospitality from $11.00 to $18.00, citing updated assumptions around revenue growth, profit margins and future P/E, which they believe better reflect the company’s current outlook. What's in the News Target Hospitality issued new 2026 earnings guidance that includes expected total revenue between $320 million and $330 million.Mise à jour du récit • Apr 03
TH: Data Center Hub Contracts Will Drive Riskier Future Returns
Analysts have raised their fair value estimate for Target Hospitality from $10.00 to $11.00 per share, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as key drivers of the new price target. What's in the News Target Hospitality signed a multi-year lease and services agreement with a top-five hyperscaler to build and operate a purpose-built "Data Center Hub" community in North Texas, designed to support about 4,000 individuals and provide comprehensive facility and hospitality services (Client Announcements).Mise à jour du récit • Mar 08
TH: Expanded Data Center Community Will Support Future Upside For Remote Housing
Analysts have lifted their price target on Target Hospitality to $10.00, citing updated assumptions around revenue growth, profit margins, and a slightly lower discount rate that supports a marginally higher valuation profile. What's in the News Target Hospitality announced a second 400 bed expansion to its previously announced 250 bed data center community, bringing total capacity for the Expanded Data Center Community to support up to 1,050 individuals, a 320% increase from the initial 250 bed community.Mise à jour du récit • Feb 22
TH: Power Community Contract Will Support Future Cash Flows And Upside Potential
Analysts have kept their $11.00 price target on Target Hospitality steady, citing only small adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for maintaining this view. What's in the News Target Hospitality announced a multi-year lease and services agreement to build and operate a Power Community in Northern Nevada, providing comprehensive hospitality solutions that support expansion of power generation capacity for mining and data center projects starting in June 2026 (Key Developments).Mise à jour du récit • Feb 08
TH: New Long Term Power And Data Communities Will Support Stronger Cash Flows
Analysts have kept their US$11.00 price target for Target Hospitality unchanged, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that they view as broadly offsetting each other. What's in the News New multi year Power Community Contract in Northern Nevada to support power generation for mining and data center projects, expected to generate about US$35 million in revenue over a 25 month term starting June 2026, with capacity for up to 250 individuals and planned completion by June 2026 (Key Developments).Mise à jour du récit • Jan 24
TH: Data Center Communities Will Drive Future Upside For Remote Housing
Analysts have nudged their price target on Target Hospitality slightly higher, now aligning around a fair value of $10.00, as modest tweaks to discount rate assumptions and revenue growth expectations offset virtually unchanged profit margin forecasts and a stable future P/E near 49.4x. What's in the News Target Hospitality signed a multi year Power Community lease and services agreement in Northern Nevada, supporting power generation tied to mining and data center development.Mise à jour du récit • Jan 10
TH: Data Center Contracts And New Communities Will Support Stronger Prospects Ahead
Analysts have modestly adjusted their price target on Target Hospitality to US$10.00. This reflects updated assumptions around revenue growth, profit margins and future P/E, while keeping fair value unchanged.Mise à jour du récit • Dec 26
TH: Data Center Housing Contracts Will Drive Stronger Prospects Ahead
Analysts have raised their price target on Target Hospitality to 10 dollars from 7.50 dollars, citing an improved outlook for modest revenue growth, slightly lower discount rates, and a more favorable (though still elevated) future earnings multiple. What's in the News Signed a multi-year Power Community Contract in Northern Nevada to provide hospitality services supporting expanded power generation for mining and data center development, expected to generate about 35 million dollars in revenue over 25 months starting June 2026, with minimal capital investment of 8 to 10 million dollars (Key Developments).Mise à jour du récit • Dec 12
TH: Expanding Data Center Communities Will Drive Stronger Future Cash Flows
Analysts have slightly raised their price target on Target Hospitality to $11.00, citing a modestly lower discount rate, significantly stronger projected revenue growth, and sharply reduced future valuation multiples. Together, these factors support a more balanced risk reward profile.Seeking Alpha • Sep 02
Target Hospitality: Aiming At The Core Of Its Recovery
Summary Target Hospitality Corp. still experiences the impact of contract cancellations, but financial resilience is evident. Its decent liquidity ensures it can sustain its increasing capacity and debt repayments while covering new capex. Its new contracts can strengthen its performance in the coming years and support its upside. Valuation is still decent even after a sharp price increase, supported by its bullish technicals. Read the full article on Seeking AlphaMise à jour du récit • Aug 20
Explosive Data Center Trend Will Undermine Future Value
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.Seeking Alpha • Apr 21
Target Hospitality: Buy At A Bargain Despite A Weaker FY25 Target
Summary Target Hospitality Corp. faces revenue headwinds due to PCC contract loss but shows resilience through enhanced efficiency and financial sustainability. New contracts with CoreCivic and Lithium Americas Corp. cannot offset the impact of PCC, but they diversify revenue streams and reduce reliance on single government contracts. Strong Balance Sheet and positive cash flows support operations despite revenue challenges; DCF Model suggests a 42% upside potential. Increased EV demand and Permian Basin activities may drive future growth; TH is underpriced with a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
Target Hospitality: Hard To Find Future Growth
Summary I reiterate a hold rating for Target Hospitality with a fair value estimate of $10 per share due to limited growth potential. The new Trump administration's strict immigration policies may reduce long-term demand for Target Hospitality's government housing services, impacting revenue. The buyout offer from Arrow Holdings at $10.80 per share is off the table, leaving no immediate upside catalysts for the stock. Despite a strong balance sheet and decent cash flow, the lack of growth prospects suggests the stock may continue to trade flat around $10 per share. Read the full article on Seeking Alpha
Nouveau récit • Sep 16
Uncertain Renewals And Calculated Shifts Threaten Stability
Speculation about the Pecos facility and changes in the HFS-South segment could introduce revenue volatility and operational inflexibility due to demand dynamics.Article d’analyse • Mar 21
Target Hospitality's (NASDAQ:TH) Earnings Are Of Questionable Quality
Target Hospitality Corp.'s ( NASDAQ:TH ) robust earnings report didn't manage to move the market for its stock. Our...Article d’analyse • Feb 09
We Ran A Stock Scan For Earnings Growth And Target Hospitality (NASDAQ:TH) Passed With Ease
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Rendement pour les actionnaires
| TH | US Hospitality | US Marché | |
|---|---|---|---|
| 7D | -5.9% | 8.1% | 0.5% |
| 1Y | 104.6% | -3.9% | 16.5% |
Rendement vs Industrie: TH a dépassé le secteur US Hospitality qui a rapporté -3.9 % au cours de l'année écoulée.
Rendement vs marché: TH a dépassé le marché US qui a rapporté 16.5 % au cours de l'année écoulée.
Volatilité des prix
| TH volatility | |
|---|---|
| TH Average Weekly Movement | 8.2% |
| Hospitality Industry Average Movement | 6.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: TH n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TH ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1978 | 902 | Brad Archer | www.targethospitality.com |
Target Hospitality Corp. est une société de location spécialisée et de services d'accueil en Amérique du Nord. Elle opère à travers les segments Hospitality & Facilities Services - South, Workforce Hospitality Solutions, et Government. La société possède un réseau d'unités de location spécialisées.
Target Hospitality Corp. Résumé des fondamentaux
| TH statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.44b |
| Bénéfices(TTM) | -US$43.58m |
| Recettes(TTM) | US$323.52m |
4.7x
Ratio P/S-34.7x
Ratio P/ELe site TH est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TH compte de résultat (TTM) | |
|---|---|
| Recettes | US$323.52m |
| Coût des recettes | US$232.86m |
| Marge brute | US$90.66m |
| Autres dépenses | US$134.24m |
| Les revenus | -US$43.58m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.44 |
| Marge brute | 28.02% |
| Marge bénéficiaire nette | -13.47% |
| Ratio dettes/capitaux propres | 8.0% |
Quelles ont été les performances à long terme de TH?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/31 23:22 |
| Cours de l'action en fin de journée | 2026/07/31 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Target Hospitality Corp. est couverte par 4 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Faiza Alwy | Deutsche Bank |
| Gregory Gibas | Northland Capital Markets |
| Scott Schneeberger | Oppenheimer & Co. Inc. |