Target Hospitality Corp.

NasdaqCM:TH 株式レポート

時価総額：US$1.8b

Target Hospitality 将来の成長

Future 基準チェック /56

Target Hospitalityは、100.6%と33.5%でそれぞれ年率100.6%で利益と収益が成長すると予測される一方、EPSはgrowで100.6%年率。

主要情報

100.6%

収益成長率

100.56%

EPS成長率

Hospitality 収益成長18.1%
収益成長率33.5%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日13 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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
ナラティブの更新 • 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
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新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

NasdaqCM:TH - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028777134N/AN/A1
12/31/202762969N/AN/A3
12/31/2026376-16N/AN/A3
3/31/2026324-44-677N/A
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
12/31/201932112N/A60N/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

アナリストによる今後の成長予測

収入対貯蓄率: THは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: TH今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: TH今後 3 年以内に収益を上げることが予想されます。

収益対市場: THの収益 ( 33.5% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: THの収益 ( 33.5% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: THの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/14 15:35
終値2026/05/14 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Target Hospitality Corp. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3

アナリスト機関
Gregory GibasNorthland Capital Markets
Scott SchneebergerOppenheimer & Co. Inc.
Stephen GengaroStifel, Equities Research