Target Hospitality マネジメント
マネジメント 基準チェック /24
Target Hospitalityの CEO はBrad Archerで、 Jan2014年に任命され、 の在任期間は 12.33年です。 の年間総報酬は$ 7.24Mで、 11.7%給与と88.3%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の1.83%を直接所有しており、その価値は$ 33.71M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と4.7年です。
主要情報
Brad Archer
最高経営責任者
US$7.2m
報酬総額
| CEO給与比率 | 11.74% |
| CEO在任期間 | 12.3yrs |
| CEOの所有権 | 1.8% |
| 経営陣の平均在職期間 | 2.3yrs |
| 取締役会の平均在任期間 | 4.7yrs |
経営陣の近況
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 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
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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$44m |
| Dec 31 2025 | US$7m | US$850k | -US$37m |
| Sep 30 2025 | n/a | n/a | -US$10m |
| Jun 30 2025 | n/a | n/a | US$11m |
| Mar 31 2025 | n/a | n/a | US$44m |
| Dec 31 2024 | US$4m | US$844k | US$71m |
| Sep 30 2024 | n/a | n/a | US$97m |
| Jun 30 2024 | n/a | n/a | US$122m |
| Mar 31 2024 | n/a | n/a | US$150m |
| Dec 31 2023 | US$3m | US$794k | US$174m |
| Sep 30 2023 | n/a | n/a | US$167m |
| Jun 30 2023 | n/a | n/a | US$141m |
| Mar 31 2023 | n/a | n/a | US$117m |
| Dec 31 2022 | US$5m | US$740k | US$74m |
| Sep 30 2022 | n/a | n/a | US$45m |
| Jun 30 2022 | n/a | n/a | US$33m |
| Mar 31 2022 | n/a | n/a | US$9m |
| Dec 31 2021 | US$4m | US$660k | -US$5m |
| Sep 30 2021 | n/a | n/a | -US$17m |
| Jun 30 2021 | n/a | n/a | -US$31m |
| Mar 31 2021 | n/a | n/a | -US$44m |
| Dec 31 2020 | US$2m | US$259k | -US$25m |
| Sep 30 2020 | n/a | n/a | -US$10m |
| Jun 30 2020 | n/a | n/a | US$7m |
| Mar 31 2020 | n/a | n/a | US$31m |
| Dec 31 2019 | US$19m | US$262k | US$12m |
報酬と市場: Bradの 総報酬 ($USD 7.24M ) は、 US市場 ($USD 5.53M ) の同規模の企業の平均を上回っています。
報酬と収益: Bradの報酬は増加しましたが、会社は利益を上げていません。
CEO
Brad Archer (54 yo)
12.3yrs
在職期間
US$7,239,484
報酬
Mr. James Bradley Archer, also known as Brad, serves as Chief Executive Officer of Target Hospitality Corp. since 2014 and also serves as its President since 2014 and has been Non-Independent Director sinc...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Non-Independent Director | 12.3yrs | US$7.24m | 1.83% $ 33.7m | |
| Chief Financial Officer | 2.3yrs | US$2.55m | 0.15% $ 2.7m | |
| Executive VP of Operations & Chief Commercial Officer | 2.3yrs | US$1.90m | 0.21% $ 3.9m | |
| Executive VP | 7.3yrs | US$1.62m | 0.15% $ 2.8m | |
| Executive Vice President of Strategy & Corporate Development | 1.4yrs | US$1.44m | 0.025% $ 469.6k | |
| Chief Accounting Officer | less than a year | データなし | データなし | |
| Senior Vice President of Investor Relations & Financial Planning | 6.3yrs | データなし | 0.029% $ 529.5k | |
| Senior Vice President of Marketing & CX | 1.3yrs | データなし | データなし | |
| Advisor | 6.7yrs | US$13.04m | データなし |
2.3yrs
平均在職期間
51yo
平均年齢
経験豊富な経営陣: THの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Non-Independent Director | 7.3yrs | US$7.24m | 1.83% $ 33.7m | |
| Non-Executive Chairman of the Board | 7.3yrs | US$319.22k | 0.73% $ 13.5m | |
| Independent Director | 7.3yrs | US$237.06k | 0.16% $ 2.9m | |
| Independent Director | no data | データなし | データなし | |
| Independent Director | 2.9yrs | US$212.06k | 0.017% $ 309.8k | |
| Independent Director | 4.7yrs | US$262.06k | 0.054% $ 998.5k | |
| Independent Director | 4.3yrs | US$212.06k | 0.047% $ 861.6k |
4.7yrs
平均在職期間
62.5yo
平均年齢
経験豊富なボード: THの 取締役会 は 経験豊富 であると考えられます ( 4.7年の平均在任期間)。
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 | 2026/05/20 04:39 |
| 終値 | 2026/05/20 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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 Gibas | Northland Capital Markets |
| Scott Schneeberger | Oppenheimer & Co. Inc. |
| Stephen Gengaro | Stifel, Equities Research |