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Target Hospitality Corp. Stock Price

NasdaqCM:TH Community·US$1.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

TH Share Price Performance

US$17.97
10.25 (132.77%)
US$21.00
Fair Value
US$17.97
10.25 (132.77%)
14.4% undervalued intrinsic discount
US$21.00
Fair Value
Price US$17.97
AnalystLowTarget US$21.00
AnalystHighTarget US$23.00
AnalystConsensusTarget US$22.00

TH Community Narratives

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Fair Value US$21 14.4% undervalued intrinsic discount

Falling Oil Demand And Rising Costs Will Crush Operations

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Fair Value US$23 21.9% undervalued intrinsic discount

North American Energy Demand Will Spur Growth Despite Price Pressures

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Fair Value US$22 18.3% undervalued intrinsic discount

Explosive Data Center Trend Will Undermine Future Value

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US$22
18.3% undervalued intrinsic discount
Profit Margin
17.92%
Future PE
18.17x
Price in 2029
US$27.98
US$21
14.4% undervalued intrinsic discount
Profit Margin
13.98%
Future PE
25.09x
Price in 2029
US$26.67

Trending Discussion

Updated Narratives

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TH: Index Additions And Lockups Will Support Future Cash Flow Upside

Fair Value: US$23 21.9% undervalued intrinsic discount
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TH: Future Data Center Hub Contract And Equity Raises Will Support Balanced Outlook

Fair Value: US$22 18.3% undervalued intrinsic discount
1 users have set this as their fair value
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TH: Multi Year Contracts And Raised Assumptions Will Drive Riskier Future Returns

Fair Value: US$21 14.4% undervalued intrinsic discount
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Snowflake Analysis

High growth potential with mediocre balance sheet.

0 Risks
2 Rewards

Target Hospitality Corp. Key Details

US$323.5m

Revenue

US$232.9m

Cost of Revenue

US$90.7m

Gross Profit

US$134.2m

Other Expenses

-US$43.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.44
28.02%
-13.47%
8.0%
View Full Analysis

About TH

Founded
1978
Employees
902
CEO
James Archer
WebsiteView website
www.targethospitality.com

Target Hospitality Corp. operates as a specialty rental and hospitality services company in North America. It operates through Hospitality & Facilities Services – South, Workforce Hospitality Solutions, and Government segments. The company owns a network of specialty rental accommodation units. It also provides catering and food, maintenance, housekeeping, grounds-keeping, security, health and recreation facilities, workforce community management, concierge, and laundry services. In addition, the company offers construction services. It serves the U.S. government contractors and investment grade natural resource development companies. Target Hospitality Corp. was founded in 1978 and is headquartered in The Woodlands, Texas.

Recent TH News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates