Target Hospitality (TH): Buy, sell, or hold post Q1 earnings?
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Target Hospitality Corp.(NasdaqCM:TH) added to Russell Small Cap Comp Growth Benchmark
Target Hospitality Corp. (NasdaqCM:TH) has been added to the Russell Small Cap Comp Growth Benchmark, along with other Russell indices including the Russell 2500 Growth, Russell 2000 Growth, and Russell 3000E Growth Benchmarks. This news follows several recent updates for the company, including initiating coverage from Deutsche Bank, a secondary offering of common shares, and their Q1 2026 earnings report. The stock showed a 0.84% gain, priced at $20.44.
Target Hospitality Corp.(NasdaqCM: TH) added to Russell 3000 Growth Benchmark
Target Hospitality Corp. (NasdaqCM: TH) has been added to the Russell 3000 Growth Benchmark, as announced on June 28, 2026. This inclusion often signals increased visibility and potential for investment from growth-focused funds. The company specializes in integrated hospitality services for workforce communities, particularly in the natural resources and government sectors.
Target Hospitality Corp.(NasdaqCM: TH) added to Russell 2500 Growth Benchmark
Target Hospitality Corp. (NasdaqCM:TH) has been added to the Russell 2500 Growth Benchmark, an index that tracks the performance of small and mid-cap growth companies. This inclusion is part of several recent additions for Target Hospitality to various Russell growth benchmarks, including the Russell Small Cap Comp Growth, Russell 2000 Growth, and Russell 3000E Growth. The company, which provides specialty rental and hospitality services, recently reported its first-quarter 2026 earnings, with an expected revenue range of $370M - $380M for the full year 2026.
TDR-linked holders in Target Hospitality (TH) move 1.34M shares
TDR-linked holders in Target Hospitality (TH) reported an internal redistribution of 1,344,460 common shares on June 18, 2026, from MFA Global S.a r.l. and Arrow Holdings S.a r.l. to certain limited partners for no monetary consideration. Following this transaction, TDR Capital-associated entities continue to indirectly hold 45,978,409 shares of Target Hospitality, clarifying that this move was a restructuring of existing holdings rather than a market sale or purchase. The TDR-related persons disclaim beneficial ownership beyond their pecuniary interest, as detailed in the SEC Form 4 filing.
Form 4 Target Hospitality Corp For: 22 June By Investing.com
This article announces a Form 4 filing for Target Hospitality Corp (TH) on June 22. It mentions the event as part of the stock market news and includes current stock performance (TH +1.89%). The content also lists various market indices, commodity prices, and trending stocks.
Large TDR Capital group holders update 46.2% stake in Target Hospitality (TH)
A group led by TDR Capital has updated its ownership stake in Target Hospitality Corp. (TH) to 46.2%, or 45,978,409 shares, via an amended Schedule 13D/A filing. The amendment primarily reflects an in-kind distribution of 1,344,460 common shares on June 18, 2026, by Arrow Holdings and MFA Global to certain limited partners, which adjusted the allocation of shares without altering the group's overall control. The filing also details the beneficial ownership structure and confirms no criminal or civil securities violations by the reporting persons in the last five years.
Form 4 Target Hospitality Corp For: 22 June By Investing.com
This article from Investing.com announces the filing of Form 4 for Target Hospitality Corp on June 22. It is a very brief financial news update, providing the stock symbol TH and its slight negative percentage change. The article primarily serves as a placeholder for a financial filing, surrounded by various market data, news headlines, and navigational elements.
Target Hospitality stock hits all-time high at 18.94 USD By Investing.com
Target Hospitality Corp's stock recently achieved an all-time high of $18.94, currently trading at $18.95 with a market capitalization of $1.88 billion. The company has seen a significant 1-year change of 168.81% and a year-to-date return of 130%. Despite this performance, InvestingPro data suggests the stock may be overvalued relative to its Fair Value, and the company recently reported a Q1 2026 loss per share that missed forecasts, alongside completing a secondary stock offering from which it received no proceeds.
TH - Target Hospitality Corp Stock Price and Quote
This article provides a detailed stock quote and financial overview for Target Hospitality Corp (TH), including its latest closing price, performance metrics, and key financial ratios. It also lists recent analyst ratings and a chronological feed of company news and insider transactions, highlighting events such as earnings reports, contract announcements, and secondary offerings.
TDR Capital entities trim Target Hospitality (TH) stake via 8.05M-share sale
Entities associated with TDR Capital have reduced their indirect stake in Target Hospitality (TH) through a series of transactions. This included the distribution of 1,203,134 shares to limited partners for no consideration and the sale of 8,050,000 shares in an underwritten public offering at $16.3625 per share. After these activities, the TDR Capital-affiliated entities still indirectly hold 47,322,869 shares, though they disclaim beneficial ownership beyond their pecuniary interest.
TDR Capital group (NASDAQ: TH) revises 47.5% Target Hospitality stake after 8.05M-share sale
TDR Capital-affiliated investors have revised their stake in Target Hospitality Corp. (NASDAQ: TH) through an amended Schedule 13D filing. The filing details the in-kind distribution of 1,203,134 shares and the secondary sale of 8,050,000 shares at $16.3625 each, executed by Arrow Holdings and MFA Global through an underwriting agreement. Despite these transactions, TDR Capital-related entities maintain a significant beneficial ownership of 47.5% of Target Hospitality's common stock, reflecting a reallocation of holdings rather than new capital raised by the company.
Target Hospitality Announces Closing of Secondary Offering and Full Exercise of Underwriters' Option to Purchase Additional Shares
Target Hospitality Corp. announced the closing of its previously announced underwritten secondary offering of 7,000,000 shares of common stock, along with the full exercise of the underwriters' option to purchase an additional 1,050,000 shares. The shares were sold by existing stockholders, not the Company, at a price of $17.00 per share. The Company did not receive any proceeds from the offering.
Target Hospitality prices $119M secondary share offering; stock moves down
Target Hospitality (TH) announced the pricing of a secondary public offering of 9.2 million shares by an affiliate of Arrow Debt Partners at $12.90 per share, aiming to raise $118.68 million. The company will not receive any proceeds from this offering, which is expected to close on or about June 3, 2026. Following the announcement, Target Hospitality's stock experienced a 6% decline in after-hours trading.
Target Hospitality Announces Closing of Secondary Offering and Full Exercise of Underwriters' Option to Purchase Additional Shares
Target Hospitality announced the closing of a secondary offering of 7,000,000 shares of its common stock, held by Arrow Holdings S.à r.l. and MFA Global S.à r.l., at $17.00 per share. The underwriters also fully exercised their option to purchase an additional 1,050,000 shares. The company did not sell any shares in the offering and did not receive any proceeds.
Target Hospitality (TH) registers 7.0M resale shares; $17 price
Target Hospitality (TH) has filed a resale prospectus supplement to register 7 million shares of Common Stock, plus an option for an additional 1.05 million shares, held by affiliates of TDR Capital LLP at an offering price of $17.00 per share. The company itself will not receive any proceeds from this sale; rather, the net proceeds, after underwriting discounts, will go to the selling stockholders. This offering will result in Target Hospitality ceasing to be a "controlled company" under Nasdaq governance standards.
Target Hospitality (NASDAQ: TH) holders sell $119M in secondary share offering
Target Hospitality Corp. announced a secondary public offering of 7,000,000 shares of its common stock at $17.00 per share, which were sold by existing stockholders Arrow Holdings S.à r.l. and MFA Global S.à r.l. The total gross proceeds to the selling stockholders amount to approximately $119 million, and Target Hospitality itself is not selling any shares and will not receive any proceeds from this offering. The underwriters also have a 30-day option to purchase up to an additional 1,050,000 shares.
7M Target Hospitality shares hit market as TDR-backed investors sell
Target Hospitality (TH) announced an underwritten secondary offering of 7 million shares, with selling stockholders Arrow Holdings S.à r.l. and MFA Global S.à r.l. (controlled by TDR Capital) selling the shares. The company itself is not issuing new shares and will not receive any proceeds from the offering. The market reacted negatively to the announcement, with TH stock declining by 6.06% on the day the news was published.
Target Hospitality announces secondary stock offering
Target Hospitality (TH) announced a secondary public offering of 4 million shares of its common stock by an affiliate of Arrow Debt Partners. The underwriters have a 30-day option to purchase up to an additional 600,000 shares. Target Hospitality will not receive any proceeds from this offering.
Target Hospitality closes secondary offering of 8.05m shares By Investing.com
Target Hospitality (NASDAQ:TH) has completed a secondary offering of 8,050,000 shares of common stock, with shares sold by entities managed by TDR Capital LLP at $17.00 each. Target Hospitality did not sell any shares or receive proceeds from this offering. Despite the stock trading near its 52-week high and delivering a 136% return, InvestingPro analysis suggests it is overvalued, although analysts maintain higher price targets.
Director at Target Hospitality (TH) exercises 16,061 RSUs, granted 7,597
Target Hospitality (TH) director Alejandro Hernandez recently exercised 16,061 Restricted Stock Units (RSUs) into common shares, increasing his direct holdings to 32,901 shares. On the same date, May 21, 2026, he was granted an additional 7,597 RSUs, which are set to vest on May 21, 2027, or earlier. This activity reflects routine equity compensation and not open-market transactions.
Target Hospitality (TH) director Patenaude exercises 16,061 RSUs and receives 7,597-unit grant
Target Hospitality Corp. director Pamela H. Patenaude exercised 16,061 Restricted Stock Units (RSUs) on May 21, 2026, converting them into common stock. Concurrently, she received a new grant of 7,597 RSUs which will vest in full by May 21, 2027. This activity is part of routine director equity compensation and does not involve open-market transactions, bringing her direct holdings to 69,375 common shares and 7,597 unvested RSUs.
Target Hospitality Announces Launch of Secondary Offering
Target Hospitality Corp. announced the launch of a secondary offering of 7,000,000 shares of its common stock by existing selling stockholders, Arrow Holdings S.à r.l. and MFA Global S.à r.l. The company itself is not offering any shares and will not receive proceeds from this offering. Morgan Stanley & Co. LLC and Deutsche Bank Securities Inc. are acting as book-running managers for the offering.
Target Hospitality (TH) director Medler exercises 16,061 RSUs and gains 7,597-unit grant
Target Hospitality (TH) director Linda R. Medler exercised 16,061 Restricted Stock Units (RSUs) on May 21, 2026, converting them into common stock, increasing her direct ownership to 62,885 shares. On the same day, she received a new grant of 7,597 RSUs which are set to vest on May 21, 2027, or earlier. These transactions were reported in a Form 4 filing, detailing her equity compensation-related activities.
Target Hospitality Corp. (TH) director awarded 7,597 RSUs and exercises 347
Target Hospitality Corp. director Paul Hohnsbeen reported routine equity compensation activity, exercising 347 previously granted Restricted Stock Units (RSUs) into common shares and receiving a new grant of 7,597 RSUs. The exercise occurred on May 21, 2026, at a price of $0.0000 per share, resulting in him holding 347 common shares. The new RSU grant vests in full on May 21, 2027, or earlier, upon the next annual stockholder meeting.
[Form 4] Target Hospitality Corp. Insider Trading Activity
Target Hospitality Corp. director Martin L. Jimmerson reported insider trading activity involving Restricted Stock Units (RSUs) and Common Stock. On May 21, 2026, he exercised 16,061 RSUs into common stock, increasing his direct holdings to 172,465 shares, and was granted 7,597 new RSUs that vest on May 21, 2027, or the date of the next annual stockholder meeting. This activity is considered routine equity compensation and has a neutral impact and sentiment according to Rhea-AI.
Target Hospitality outlines 2026 outlook of $370M-$380M revenue as it targets exiting 2027 with $680M+ annualized revenue
Target Hospitality (TH) has provided its financial outlook for 2026, projecting revenues between $370 million and $380 million. The company aims to significantly increase its annualized revenue to over $680 million by the end of 2027. This ambitious growth projection indicates a strong focus on expansion and future profitability.
[8-K] Target Hospitality Corp. Reports Material Event
Target Hospitality Corp. (TH) has filed an 8-K report detailing the outcomes of its 2026 Annual Meeting of Stockholders. All four management proposals were approved, including the election of six directors, ratification of Ernst & Young LLP as the independent auditor, advisory approval of executive compensation, and an increase in authorized common shares for the 2019 Incentive Award Plan.
Target Hospitality secures $750M contract amid data center boom
Target Hospitality has secured a 48-month contract valued at over $750 million to provide housing and hospitality services for 3,370 workers involved in AI infrastructure development. This deal signifies the company's strategic pivot towards supporting the data center boom, with significant capital investment planned for 2026. While the contract represents a major growth opportunity, its success hinges on efficient project execution and converting substantial upfront costs into future revenues and margins.
Consumer Discretionary - Travel and Vacation Providers Stocks Q1 Highlights: Target Hospitality (NASDAQ:TH)
This article provides Q1 highlights for consumer discretionary travel and vacation providers, focusing on Target Hospitality (NASDAQ:TH). It details Target Hospitality's strong Q1 revenue and impressive full-year guidance, leading to a 20.1% stock increase since reporting. The article also briefly covers the Q1 performance of Sabre (NASDAQ:SABR), Delta (NYSE:DAL), Hilton Grand Vacations (NYSE:HGV), and United Airlines (NASDAQ:UAL).
Target Hospitality: Is AI pivot paying off?
Target Hospitality, a company providing remote worker accommodations, recently reported a revenue decline and continued losses, yet its stock surged by 14%. This optimism is driven by new contracts worth $750 million and $550 million for supporting AI data center construction, leading the company to raise its year-end revenue and EBITDA targets. While this pivot to serving the AI industry appears lucrative, questions remain about the long-term durability of this growth and margin improvement, especially given the company's previous downward trend since 2023.
Target Hospitality Announces First Quarter 2026 Results Highlighting Sustained Momentum and Continued Execution on Strategic Transformation
Target Hospitality announced its Q1 2026 results, revealing a net loss of ($13.0) million on revenue of $72.8 million. The company reported significant traction in its Workforce Hospitality Solutions (WHS) segment, securing over $1.4 billion in multi-year contracts since January 2026, primarily supporting AI infrastructure development. Target Hospitality is forecasting full-year 2026 revenue between $370 and $380 million and Adjusted EBITDA between $75 and $85 million, driven by this strategic transformation towards high-quality end-market demand.
Earnings call transcript: Target Hospitality Q1 2026 misses EPS, stock rises
Target Hospitality (TH) reported a Q1 2026 EPS of -$0.13, missing the -$0.09 forecast, and revenue of $73 million, slightly below expectations. Despite the miss, the stock rose 5.81% in pre-market trading, driven by investor optimism over its strategic initiatives in AI infrastructure and an upward revision of its 2026 revenue guidance to $370-$380 million. The company secured new multi-year contracts worth over $2 billion, aiming to make its Workforce Hospitality Solutions (WHS) segment its largest operating segment by year-end.
Earnings call transcript: Target Hospitality Q1 2026 misses EPS, stock rises
Target Hospitality (TH) reported a Q1 2026 loss per share of $0.13, missing analyst forecasts, though its stock rose by 5.81% in pre-market trading, signaling positive investor sentiment. The company's revenue of $73 million also slightly missed expectations, but its strategic focus on AI infrastructure contracts and increased guidance for 2026 are seen as key growth drivers. Target Hospitality secured significant multiyear contracts totaling over $2 billion, primarily in its rapidly expanding Workforce Hospitality Solutions (WHS) segment, which is projected to become its largest operating segment by the end of 2026.
Target Hospitality: Is AI pivot paying off?
Target Hospitality, a company providing accommodation for workers in remote areas, saw its stock jump 14% despite a decrease in revenue and continued losses in Q1 2026. This optimism stems from recently secured contracts worth a combined $1.3 billion to support AI data center construction, leading to significantly raised profitability forecasts. While this "AI pivot" is a strategic shift for the company, the article questions the long-term durability of such growth for investors.
Target Hospitality Announces Board Appointment Focused on Advancing Strategic Growth Initiatives
Target Hospitality (NASDAQ: TH) announced the appointment of Paul Hohnsbeen to its Board of Directors, effective May 5, 2026. Mr. Hohnsbeen will serve as an independent director and a member of the Nominating and Corporate Governance Committee. The company is a key provider of modular accommodations and hospitality services in North America.
Target Hospitality (NASDAQ: TH) posts Q1 loss but lands $750M AI infrastructure contract
Target Hospitality (NASDAQ: TH) reported a wider Q1 2026 net loss of $13.0 million, despite a slight revenue increase to $72.8 million. This was largely due to the termination of a key government contract and ramp-up costs for new projects. However, the company secured over $2.0 billion in multi-year contracts since February 2025, including a significant $750 million AI Infrastructure Community contract, and projects annualized revenue above $680 million and Adjusted EBITDA above $240 million exiting 2027.
Earnings Flash (TH) Target Hospitality Corp. Reports Q1 Revenue $72.8M, vs. FactSet Est of $73.2M
Target Hospitality Corp. (TH) reported its Q1 revenue at $72.8 million, falling slightly short of the FactSet estimate of $73.2 million. The company also posted a Q1 loss of $0.13 per share, which was wider than the FactSet estimate of a $0.11 loss. Despite missing revenue estimates, Target Hospitality expects its full-year 2026 revenue to be in the range of $370 million to $380 million, exceeding FactSet's estimate of $365.6 million.
Target Hospitality Announces Board Appointment Focused on Advancing Strategic Growth Initiatives
Target Hospitality has appointed Paul Hohnsbeen to its Board of Directors as an independent director and member of the Nominating and Corporate Governance Committee. Mr. Hohnsbeen brings extensive experience in data center ecosystems, real estate development, construction, and energy infrastructure. His expertise is expected to help Target Hospitality strengthen its position in high-value, high-growth end markets, particularly those related to AI-driven data center development.
What To Expect From Target Hospitality’s (TH) Q1 Earnings
Target Hospitality (TH) is scheduled to report its Q1 earnings before market open on Monday. The company exceeded revenue expectations last quarter, and analysts anticipate a 4.7% year-on-year revenue growth for the upcoming quarter. Its peers in the consumer discretionary sector, Sabre and Hilton Grand Vacations, have already reported strong Q1 results, suggesting positive sentiment for the travel and vacation providers segment.
Target Hospitality Details $1B+ WHS Pivot, $550M Hyperscaler Deal at Oppenheimer Chat
Target Hospitality (NASDAQ:TH) is strategically shifting its focus towards large, multiyear workforce housing contracts, particularly benefiting from the growth in data center and power infrastructure development. The company has announced over $1 billion in new contracts since early 2025 within its Workforce Hospitality Solutions (WHS) segment, including a significant 4,000-bed hyperscaler deal valued at a minimum of $550 million. While anticipating negative free cash flow in the current year due to investments, Target Hospitality projects exponential growth and positive free cash flow by late 2027, aiming for approximately $160 million in annualized adjusted EBITDA and $500 million in annualized revenue.
Target Hospitality delivers 63% return after Fair Value call By Investing.com
InvestingPro's Fair Value models identified Target Hospitality Corp. (NASDAQ:TH) as significantly undervalued in August 2024, projecting a 48% upside. Twenty months later, the company delivered a 63% return, driven by strategic expansion into data center hospitality and significant deals. This success story highlights the effectiveness of comprehensive Fair Value analysis in identifying mispriced investment opportunities.
What To Expect From Target Hospitality’s (TH) Q1 Earnings
Target Hospitality (TH) is set to report its Q1 earnings, with analysts expecting a 4.7% year-on-year revenue growth, a significant turnaround from the previous year's decline. The company has a history of surpassing Wall Street's expectations, and investor sentiment in the consumer discretionary - travel and vacation providers segment has been positive. Peers like Sabre and Hilton Grand Vacations have already reported strong Q1 results, suggesting a potentially favorable environment for Target Hospitality's upcoming report.
Target Hospitality to Participate in Oppenheimer 21st Annual Industrial Growth Conference
Target Hospitality announced its participation in the Oppenheimer 21st Annual Industrial Growth Conference on Wednesday, May 6, 2026. The company, a leading provider of modular accommodations and hospitality services in North America, will present at 2:15 pm Eastern Time. A live webcast and replay of the presentation will be available via the Investors section of Target Hospitality's website.
New Target Hospitality (TH) director receives 347 RSU grant
Target Hospitality (TH) director Paul Hohnsbeen received a grant of 347 Restricted Stock Units (RSUs) on May 5, 2026, as part of his compensation for joining the board. These RSUs, each representing a share of common stock or its cash equivalent, are set to vest in full on May 21, 2026, under the company's 2019 Incentive Award Plan. This transaction was reported in a Form 4 filing and does not involve any open-market purchases or sales by Hohnsbeen.
Target Hospitality (TH) names Paul Hohnsbeen independent director to board
Target Hospitality Corp. (TH) has appointed Paul Hohnsbeen, age 70, as an independent director to its Board of Directors, effective May 5, 2026. Hohnsbeen, a seasoned digital infrastructure and real estate executive, will also serve on the Nominating and Corporate Governance Committee, bringing valuable expertise to support the company's strategic expansion into high-growth markets like AI-driven data centers. His term will run until the company's 2027 Annual Meeting of Stockholders.
Target Hospitality adds data center executive to board By Investing.com
Target Hospitality (NASDAQ:TH) has appointed Paul Hohnsbeen, COO of Aligned Data Centers, to its Board of Directors as an independent director. This appointment aligns with the company's recent strategic moves, including a five-year contract with a hyperscaler for data center accommodations, valued at a minimum of $550 million. The company, which provides modular accommodations and hospitality services, anticipates this new contract to significantly boost its revenue and bed capacity.
Target Hospitality to Participate in Oppenheimer 21st Annual Industrial Growth Conference
Target Hospitality Corp. (NASDAQ: TH) announced its participation in the Oppenheimer 21st Annual Industrial Growth Conference, scheduled for Wednesday, May 6, 2026, at 2:15 pm Eastern Time. The company, a major provider of modular accommodations and hospitality services in North America, will present live via webcast. A replay will also be available on their Investors section.
Large Target Hospitality (TH) owner TDR Capital group plans big share sales
TDR Capital-affiliated entities, who beneficially own 56.8% of Target Hospitality Corp. (TH), have announced intentions to sell some or substantially all of their holdings over time. This group, including Sapphire Holding and MFA entities, recently sold 8,050,000 shares in an underwritten secondary offering at $13.265 per share, which closed on April 23, 2026. The SEC filing indicates a potential long-term reduction in their position and may increase perceived share overhang for Target Hospitality.
Target Hospitality completes 8.05M share secondary offering By Investing.com
Target Hospitality (NASDAQ:TH) has completed a secondary offering of 8.05 million shares of common stock at $14.00 per share, with the proceeds going to selling entities controlled by TDR Capital LLP, not the company itself. The offering included an additional 1.05 million shares from the underwriters' option. This follows recent news of a significant contract secured by Target Hospitality for hyperscaler accommodations, leading to increased price targets from analysts.
