TH Share Price Performance
US$9.61
3.03 (46.05%)
8.5% undervalued intrinsic discount
US$10.50
Fair Value
Price US$9.61
AnalystConsensusTarget US$10.50
AnalystLowTarget US$10.00
AnalystHighTarget US$11.00
Fair ValueUS$10.50
Share Pricen/a
Target Hospitality Corp. Stock Price
- 3 Narratives written by author
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- 3 Fair Values set on narratives written by author
TH Community Narratives
AN
Fair Value US$10.5 8.5% undervalued intrinsic discount
Explosive Data Center Trend Will Undermine Future Value
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Fair Value US$10 3.9% undervalued intrinsic discount
Falling Oil Demand And Rising Costs Will Crush Operations
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Fair Value US$11 12.6% undervalued intrinsic discount
North American Energy Demand Will Spur Growth Despite Price Pressures
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Falling Oil Demand And Rising Costs Will Crush Operations
Key Takeaways Dependence on oil, gas, and specialized contracts exposes earnings and occupancy rates to sector volatility, technological shifts, and customer renewal risks. High fixed costs and capital needs magnify downside impacts from demand drops, margin pressures, and increasing competition in flexible accommodations.Read more
9
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AN
US$10
3.9% undervalued intrinsic discount
Fair Value
Profit Margin
8.39%
Future PE
47.31x
Price in 2029
US$12.68
North American Energy Demand Will Spur Growth Despite Price Pressures
Key Takeaways Strong positioning in large, multi-year contracts and proactive asset deployment underpin stable, high-margin revenues amid expanding government and energy sector demand. Vertically integrated model and capital flexibility enable growth, increased customer penetration, and efficient value creation through industry outsourcing trends.Read more
3
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AN
US$11
12.6% undervalued intrinsic discount
Fair Value
Profit Margin
13.59%
Future PE
22.48x
Price in 2029
US$13.95
Explosive Data Center Trend Will Undermine Future Value
Key Takeaways Investor optimism about growth, government contracts, and data center demand may not match actual long-term revenue and earnings due to cyclical and political risks. Rising competition and technological advances threaten pricing power and asset utilization, potentially eroding margins and weakening the sustainability of current business advantages.Read more
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US$10.5
8.5% undervalued intrinsic discount
Fair Value
Revenue
-4.82% p.a.
Profit Margin
8.23%
Future PE
62.07x
Price in 2028
US$13.36
Trending Discussion
Recently Updated Narratives
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TH: Expanded Data Center Community Will Support Future Upside For Remote Housing
Fair Value: US$10 3.9% undervalued intrinsic discount
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TH: Power Community Contract Will Support Future Cash Flows And Upside Potential
Fair Value: US$11 12.6% undervalued intrinsic discount
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Explosive Data Center Trend Will Undermine Future Value
Fair Value: US$10.5 8.5% undervalued intrinsic discount
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Snowflake Analysis
Target Hospitality Corp. Key Details
About TH
- Founded
- 1978
- Employees
- 902
- CEO
- WebsiteView website
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.
