Target Hospitality 향후 성장
Future 기준 점검 4/6
Target Hospitality은 연간 수입과 매출이 각각 93.4%와 18.3% 증가할 것으로 예상되고 EPS는 연간 92%만큼 증가할 것으로 예상됩니다.
핵심 정보
93.4%
이익 성장률
92.01%
EPS 성장률
| Hospitality 이익 성장 | 18.1% |
| 매출 성장률 | 18.3% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 11 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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
새 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 528 | 49 | N/A | N/A | 1 |
| 12/31/2027 | 508 | 34 | N/A | N/A | 2 |
| 12/31/2026 | 368 | -15 | N/A | N/A | 1 |
| 12/31/2025 | 321 | -37 | 6 | 74 | N/A |
| 9/30/2025 | 315 | -10 | 51 | 99 | N/A |
| 6/30/2025 | 310 | 11 | 38 | 77 | N/A |
| 3/31/2025 | 349 | 44 | 67 | 105 | N/A |
| 12/31/2024 | 386 | 71 | 121 | 152 | N/A |
| 9/30/2024 | 429 | 97 | 128 | 159 | N/A |
| 6/30/2024 | 480 | 122 | 141 | 176 | N/A |
| 3/31/2024 | 522 | 150 | 144 | 193 | N/A |
| 12/31/2023 | 564 | 174 | 88 | 157 | N/A |
| 9/30/2023 | 590 | 167 | 69 | 166 | N/A |
| 6/30/2023 | 603 | 141 | 221 | 379 | N/A |
| 3/31/2023 | 569 | 117 | 184 | 351 | N/A |
| 12/31/2022 | 502 | 74 | 165 | 306 | N/A |
| 9/30/2022 | 431 | 45 | 147 | 263 | N/A |
| 6/30/2022 | 361 | 33 | -11 | 42 | N/A |
| 3/31/2022 | 326 | 9 | 46 | 82 | N/A |
| 12/31/2021 | 291 | -5 | 69 | 105 | N/A |
| 9/30/2021 | 261 | -17 | 93 | 118 | N/A |
| 6/30/2021 | 220 | -31 | 66 | 81 | N/A |
| 3/31/2021 | 199 | -44 | 23 | 28 | N/A |
| 12/31/2020 | 225 | -25 | 34 | 47 | N/A |
| 9/30/2020 | 250 | -10 | 22 | 45 | N/A |
| 6/30/2020 | 283 | 7 | 16 | 67 | N/A |
| 3/31/2020 | 311 | 31 | -3 | 78 | N/A |
| 12/31/2019 | 321 | 12 | -25 | 60 | N/A |
| 9/30/2019 | 341 | 10 | N/A | 54 | N/A |
| 6/30/2019 | 320 | 1 | N/A | 38 | N/A |
| 3/31/2019 | 284 | -5 | N/A | 16 | N/A |
| 12/31/2018 | 241 | 5 | N/A | 26 | N/A |
| 9/30/2018 | 184 | -12 | N/A | 24 | N/A |
| 6/30/2018 | 160 | -6 | N/A | 27 | N/A |
| 3/31/2018 | 144 | -7 | N/A | 34 | N/A |
| 12/31/2017 | 134 | 1 | N/A | 41 | N/A |
| 12/31/2016 | 149 | 27 | N/A | 45 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TH 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: TH (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: TH 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: TH 의 수익(연간 18.3%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: TH 의 수익(연간 18.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TH의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 10:36 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Target Hospitality Corp.는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gregory Gibas | Northland Capital Markets |
| Scott Schneeberger | Oppenheimer & Co. Inc. |
| Stephen Gengaro | Stifel, Equities Research |