Target Hospitality Corp.

Report azionario NasdaqCM:TH

Capitalizzazione di mercato: US$1.5b

Target Hospitality Crescita futura

Criteri Future verificati 4/6

Si prevede che Target Hospitality aumenterà gli utili e i ricavi rispettivamente del 93.4% e 18.3% all'anno, mentre si prevede che l'EPS crescerà del 92% all'anno.

Informazioni chiave

93.4%

Tasso di crescita degli utili

92.01%

Tasso di crescita dell'EPS

Hospitality crescita degli utili18.1%
Tasso di crescita dei ricavi18.3%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento11 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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 Alpha
Aggiornamento dell'analisi 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 Alpha
Seeking 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
User avatar
Nuova analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Dec 16

Things Look Grim For Target Hospitality Corp. (NASDAQ:TH) After Today's Downgrade

The latest analyst coverage could presage a bad day for Target Hospitality Corp. ( NASDAQ:TH ), with the analysts...
Articolo di analisi Dec 14

Target Hospitality (NASDAQ:TH) Seems To Use Debt Rather Sparingly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Previsioni di crescita degli utili e dei ricavi

NasdaqCM:TH - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202852849N/AN/A1
12/31/202750834N/AN/A2
12/31/2026368-15N/AN/A1
12/31/2025321-37674N/A
9/30/2025315-105199N/A
6/30/2025310113877N/A
3/31/20253494467105N/A
12/31/202438671121152N/A
9/30/202442997128159N/A
6/30/2024480122141176N/A
3/31/2024522150144193N/A
12/31/202356417488157N/A
9/30/202359016769166N/A
6/30/2023603141221379N/A
3/31/2023569117184351N/A
12/31/202250274165306N/A
9/30/202243145147263N/A
6/30/202236133-1142N/A
3/31/202232694682N/A
12/31/2021291-569105N/A
9/30/2021261-1793118N/A
6/30/2021220-316681N/A
3/31/2021199-442328N/A
12/31/2020225-253447N/A
9/30/2020250-102245N/A
6/30/202028371667N/A
3/31/202031131-378N/A
12/31/201932112-2560N/A
9/30/201934110N/A54N/A
6/30/20193201N/A38N/A
3/31/2019284-5N/A16N/A
12/31/20182415N/A26N/A
9/30/2018184-12N/A24N/A
6/30/2018160-6N/A27N/A
3/31/2018144-7N/A34N/A
12/31/20171341N/A41N/A
12/31/201614927N/A45N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che TH diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che TH diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede TH diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di TH ( 18.3% all'anno) crescerà più rapidamente del mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TH ( 18.3% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di TH è previsto essere elevato tra 3 anni


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 10:25
Prezzo dell'azione a fine giornata2026/05/11 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Target Hospitality Corp. è coperta da 3 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gregory GibasNorthland Capital Markets
Scott SchneebergerOppenheimer & Co. Inc.
Stephen GengaroStifel, Equities Research