Evaluating Host Hotels & Resorts (HST)’s Valuation After Fairmont Mayakoba’s 2026 FIFA World Cup Selection

Host Hotels & Resorts (HST) is in the spotlight after Fairmont Mayakoba, one of its managed properties, was officially selected to accommodate national team delegations during the 2026 FIFA World Cup. The choice stands out as third-party validation of the resort’s security, logistics, and service standards.

See our latest analysis for Host Hotels & Resorts.

The World Cup designation has added fresh momentum to Host Hotels & Resorts, coming after a period of mixed market sentiment. Despite a recent 30-day share price return of -7.08%, the stock’s 7-day share price gain of 2.91% and a robust 65.97% total return over five years hint at underlying growth potential as confidence rebuilds.

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With shares trading at a notable discount to analyst price targets and the company showing steady financial growth, the question arises: Is Host Hotels & Resorts currently undervalued, or is the market already pricing in its next phase of expansion?

Most Popular Narrative: 12.3% Undervalued

With the most popular narrative projecting a fair value of $18.56, Host Hotels & Resorts trades below this estimate. The last close at $16.28 creates an opportunity for further discussion about whether current pricing fully reflects the long-term upside potential.

The ongoing rebound and expansion in leisure and experiential travel is driving outsized transient demand at Host's luxury and upper-upscale resorts. This is evidenced by double-digit RevPAR and F&B growth at destinations like Maui and Miami. As travel preferences continue tilting toward experiences, this is expected to support above-average revenue and margin growth over the long term.

Read the complete narrative.

What’s behind this bullish target? The narrative is betting on accelerating travel trends and aggressive premium repositioning. Discover which financial levers could drive revenues and reshape margins beyond Wall Street’s consensus.

Result: Fair Value of $18.56 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent headwinds in business travel or heightened weather-related disruptions could present challenges to Host Hotels & Resorts’ long-term growth expectations and analyst confidence.

Find out about the key risks to this Host Hotels & Resorts narrative.

Build Your Own Host Hotels & Resorts Narrative

If you see things differently or would rather investigate the details yourself, you can quickly put together your own perspective in just a few minutes, then Do it your way.

A great starting point for your Host Hotels & Resorts research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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