Private Capital Management (NYSE: TH) holds 5.09% of Target Hospitality
Private Capital Management, LLC has reported a 5.09% beneficial ownership stake in Target Hospitality Corp. (NYSE: TH) as of March 31, 2026. The SEC filing, a Schedule 13G, indicates a passive investment with Private Capital Management holding 5,101,355 shares. This includes both sole and shared voting and dispositive powers, with the firm disclaiming beneficial ownership for shares where it only has dispositive power.
Target Hospitality (NASDAQ:TH) Hits New 1-Year High - Should You Buy?
Target Hospitality (NASDAQ:TH) recently hit a new 52-week high, trading up significantly on high volume, despite a recent EPS miss and negative profitability metrics. Analyst opinions are mixed, resulting in a "Moderate Buy" consensus with a $11.00 price target, while insiders still hold a substantial portion of shares. The company, a lodging solutions provider for remote workforces, saw shifts in institutional investment, with some increasing and others initiating stakes.
Stifel reiterates Target Hospitality stock rating on data center deal By Investing.com
Stifel maintained its Buy rating and an $11.00 price target for Target Hospitality (NASDAQ:TH) following a significant five-year contract win with a hyperscaler, which includes $550 million in guaranteed revenue. This deal is expected to significantly boost the company's EBITDA, with most financial impact anticipated in 2027 and beyond, supporting Stifel's higher EBITDA forecast of $130 million for 2027. Despite the stock's recent surge and strong performance, InvestingPro data suggests it might be overvalued at current levels.
Target Hospitality Secures over $550 Million Multi-Year Contract with Top Five Hyperscaler Supporting A Data Center Development
Target Hospitality Corp. has announced a multi-year lease and services agreement worth over $550 million with a top-five hyperscaler to develop a data center campus in North Texas. The company will construct and provide comprehensive facility and hospitality services for approximately 4,000 individuals, with initial occupancy expected in Q3 2026. This contract, which strengthens Target Hospitality's strategic growth initiatives and diversifies its revenue mix, includes options for extension through January 2035.
Target Hospitality (NASDAQ: TH) lands $550M hyperscaler data center hub deal
Target Hospitality (NASDAQ: TH) has secured a multi-year Data Center Hub Contract worth over $550 million in committed minimum revenue with a top-five hyperscaler. This deal involves building and operating a large "Data Center Hub" community in North Texas to accommodate approximately 4,000 people, with construction starting immediately and full completion by Q2 2027. The company projects this contract to significantly boost its financial outlook, aiming for annualized revenue above $500 million and Adjusted EBITDA above $160 million by mid-2027.
Oppenheimer Is Bullish on Target Hospitality Stock Amid Major Data Center Pivot: Analysts Call for 16% Upside
Oppenheimer has upgraded Target Hospitality (TH) stock to "Outperform" with an $11 price target, citing the company's strategic pivot towards remote lodging for data center development. Analysts see a potential 16% upside from current levels as Target Hospitality repositiones itself to support the AI infrastructure buildout. The company has secured over $740 million in multi-year contract awards, including significant deals related to hyperscale AI data centers.
Oppenheimer upgrades Target Hospitality (TH)
This article reports that Oppenheimer has upgraded its rating for Target Hospitality (TH). The content of the article is not provided, so further details about the upgrade are unknown.
Target Hospitality (NASDAQ:TH) Upgraded by Oppenheimer to "Outperform" Rating
Oppenheimer has upgraded Target Hospitality (NASDAQ:TH) to an "Outperform" rating from "Market Perform," setting an $11 price objective, which suggests a potential 20.88% upside. The stock has a "Moderate Buy" consensus from analysts, though individual ratings range from Strong Buy to Sell. Despite missing EPS estimates in its latest quarterly report, the company exceeded revenue forecasts, and insiders, including an EVP who recently sold shares, collectively own a significant portion of the stock.
Q1 Earnings Estimate for TH Issued By Northland Securities
Northland Securities has issued Q1 2026 earnings estimates for Target Hospitality (NASDAQ:TH), forecasting earnings per share of ($0.12) for the quarter and ($0.26) for the full year 2026, significantly below the current consensus of $0.65. The company recently reported a Q4 EPS miss of ($0.15) against an estimate of ($0.10) but beat revenue expectations. Analysts have mixed ratings for TH, with an average "Moderate Buy" and a target price of $11.00, while insider activity shows an EVP recently sold 9,000 shares.
Earnings Flash (TH) Target Hospitality Posts Q4 Loss $0.15 a Share, vs. FactSet Est of $0.11 Loss
Target Hospitality (TH) reported a fourth-quarter loss of $0.15 per share, which was wider than the FactSet estimate of a $0.11 loss. Despite this, the company's Q4 revenue reached $89.8 million, exceeding FactSet's expectation of $85.8 million. Target Hospitality also provided 2026 full-year total revenue guidance ranging from $320 million to $330 million, surpassing the FactSet consensus of $285.3 million.
Target Hospitality (NASDAQ: TH) posts 2025 loss but lands $740M in new contracts
Target Hospitality (NASDAQ: TH) reported a significant net loss of $37.1 million in 2025, swinging from a previous profit, primarily due to the termination of the high-margin Pecos Children’s Center contract. Despite this downturn, the company secured over $740 million in new multi-year contracts since February 2025, focused on its Workforce Hospitality Solutions segment, which is expected to drive margin improvement and growth through 2026. Target Hospitality ended 2025 with strong liquidity of $183 million and zero net debt, positioning it for future expansion in strategic high-growth markets like AI infrastructure and power generation.
Target Hospitality (NASDAQ:TH) Rating Lowered to Sell at Wall Street Zen
Wall Street Zen downgraded Target Hospitality (NASDAQ:TH) from a "hold" to a "sell" rating, despite analysts generally having a "Moderate Buy" consensus with an average target price of $11.00. The company reported a Q4 EPS miss, negative net margin, and negative ROE. An executive recently sold a significant block of shares, though insiders still own 68% of the company.
Exploring analyst estimates for Target Hospitality (TH) Q4 earnings, beyond revenue and EPS
This article focuses on the importance of looking beyond just revenue and EPS when analyzing Target Hospitality's upcoming Q4 earnings report. It suggests that factors like occupancy rates and average daily rates (ADR) will be crucial for understanding the company's performance, given its business model of providing temporary lodging and catering. The article aims to guide investors and analysts on what key metrics to prioritize for a more comprehensive assessment.
Target Hospitality Stock Soars 13.78%, Hits Intraday High of $9.53
Target Hospitality Corp. stock surged 13.78% today, reaching an intraday high of $9.53, and has seen notable increases over the past week and month, significantly outperforming the S&P 500 annually. Despite this stock performance, the company faces financial challenges including declining operating profit, negative results for six consecutive quarters, and high debt levels, with a market capitalization of USD 691 million and a P/E ratio of 52.00.
Target Hospitality (NASDAQ: TH) extends performance periods on 2023 PSUs
Target Hospitality (NASDAQ: TH) has extended the performance period for the Diversification EBITDA metric of its 2023 executive performance stock units from February 28, 2026, to February 28, 2027. This change, approved by the Compensation Committee, follows a previous extension of the total shareholder return performance period to December 31, 2026. The company also released an updated investor presentation on March 11, 2026.
AI data centers fuel $150M+ worker housing contracts in West Texas
Target Hospitality (NASDAQ: TH) announced its full-year 2025 results, reporting $320.6 million in revenue and a net loss of $37.1 million, attributing the decline to contract terminations and investments in its Workforce Hospitality Solutions (WHS) segment. The company secured over $740 million in multi-year contracts since February 2025, including new $129 million and $23 million contracts for West Texas and Pecos power communities supporting AI infrastructure and reactivating over 1,800 beds. Target Hospitality provided a positive 2026 outlook, forecasting revenues between $320-$330 million and Adjusted EBITDA of $60-$70 million, driven by scaling WHS contracts and margin recovery.
Earnings call transcript: Target Hospitality Q4 2025 results reveal strategic growth amid EPS miss
Target Hospitality (TH) reported Q4 2025 earnings, missing EPS estimates at -$0.15 against a -$0.08 forecast, but slightly exceeding revenue expectations at $89.8 million. Despite the EPS miss, the stock surged 16.54% pre-market due to investor optimism over strategic initiatives, including expansions in the WHS (Workforce Hospitality Solutions) segment and data centers, and a strong liquidity position with zero net debt. The company projects 2026 revenue between $320 million and $330 million, expecting significant growth from its WHS segment driven by AI infrastructure and power generation developments.
Target Hospitality (NASDAQ:TH) Issues Quarterly Earnings Results
Target Hospitality (NASDAQ:TH) recently reported its quarterly earnings, missing analysts' EPS estimates by $0.05 with an EPS of ($0.15) but exceeding revenue expectations at $89.78 million. The company currently has a "Hold" consensus rating from analysts with an average price target of $11.00, and corporate insiders own a significant portion of its stock.
(TH) Target Hospitality Expects 2026 Total Revenue Range $320M - $330M, vs. FactSet Est of $285.3M
Target Hospitality (TH) projects its total revenue for 2026 to be in the range of $320 million to $330 million, significantly exceeding FactSet's estimated $285.3 million. This announcement was made alongside their Q4 2025 earnings call and full-year results, where the company reported a Q4 revenue of $89.8 million against an $85.8 million estimate. Despite a swinging to a Q4 loss, the positive revenue guidance suggests a strong outlook for the upcoming fiscal year.
Target Hospitality (TH) Earnings Call Transcript
Target Hospitality (TH) recently held an earnings call highlighting its significant growth in the Workforce Hospitality Solutions (WHS) segment, driven by new long-term contracts totaling over $740 million since February 2025. The company is focusing on high-growth end markets like data centers, AI infrastructure, and power generation, with WHS expected to contribute over 40% of consolidated revenue by 2026. Management emphasized the strategic deployment of its remaining 3,000–4,000 idle beds into these commercial contracts and provided a positive 2026 outlook with anticipated revenue between $320-$330 million and adjusted EBITDA between $60-$70 million.
Earnings Flash (TH) Target Hospitality Posts Q4 Revenue $89.8M, vs. FactSet Est of $85.8M
Target Hospitality (TH) reported Q4 revenue of $89.8 million, exceeding FactSet's estimate of $85.8 million. The company expects total revenue for 2026 to be in the range of $320 million to $330 million, also surpassing FactSet's estimate of $285.3 million. Despite increased revenue, Target Hospitality swung to a Q4 loss of $0.15 per share, compared to an estimated loss of $0.11 per share.
Target Hospitality: Q4 Earnings Snapshot
Target Hospitality (TH) reported a Q4 loss of $14.9 million, or 15 cents per share, missing analyst expectations of a 10 cent loss. However, the company's revenue of $89.8 million exceeded Street forecasts of $85.2 million. For the full year, Target Hospitality reported a $37.1 million loss on $320.6 million in revenue, and expects future annual revenue between $320 million and $330 million.
Target Hospitality (TH) To Report Earnings Tomorrow: Here Is What To Expect
Target Hospitality (TH), a workforce housing company, is set to report its earnings this Wednesday. The company exceeded analysts' revenue and EPS estimates last quarter, and the market anticipates a 2.6% year-on-year revenue growth for the upcoming report. Analysts have generally maintained their estimates, and Target Hospitality's stock has outperformed its sector peers recently.
Target Hospitality secures $43M multi-year contract for data center accommodations
Target Hospitality (TH) has secured a multi-year contract worth $43 million to provide accommodations for a data center project. This agreement highlights the growing demand for specialized housing solutions supporting large-scale industrial and technological developments.
Target Hospitality (TH) Expected to Announce Earnings on Wednesday
Target Hospitality (NASDAQ:TH) is projected to release its Q4 2025 earnings before market open on Wednesday, March 11th, with analysts expecting a loss of ($0.10) per share and revenue of $85.2 million. The stock currently trades at $7.83, with a negative P/E ratio, and has received mixed ratings from Wall Street analysts, resulting in a consensus "Hold" rating with an $11.00 price target. Insider activity includes EVP Heidi Lewis selling 9,000 shares, while institutional investors have adjusted their stakes in the company.
Target Hospitality (TH) EVP’s RSU vesting boosts stake as shares withheld for taxes
Target Hospitality's EVP, Heidi Diane Lewis, saw her stake in the company increase due to the vesting of Restricted Stock Units (RSUs) on February 27 and March 1, 2026. While a portion of shares was automatically withheld to cover tax liabilities associated with these vesting events, these were not open-market sales. The transactions resulted in a net increase in her direct holdings of Target Hospitality common stock, with unvested RSUs having various future vesting schedules.
Target Hospitality Adopts New Performance-Based Executive Equity Plan
Target Hospitality (TH) has adopted a new performance-based executive equity plan, aligning executive compensation with shareholder returns and financial metrics. The new plan, approved on February 25, 2026, includes restricted stock unit (RSU) and performance stock unit (PSU) agreements, with PSU vesting tied equally to total shareholder return and Adjusted EBITDA performance. This strategic move aims to motivate and retain senior leadership while further aligning their incentives with the company's overall performance.
Target Hospitality (TH) EVP converts 7,813 RSUs into common shares
Target Hospitality (TH) Executive Vice President Brendan Dowhaniuk converted 7,813 restricted stock units (RSUs) into common shares on February 27, 2026. This transaction increased his direct holdings to 25,523 shares of common stock. The RSUs were converted at a price of $0.0000 per share, indicating they are part of his equity compensation plan.
Target Hospitality (TH) SVP logs RSU vesting and tax-share disposals
Target Hospitality Corp.'s SVP of Finance & IR, Mark Schuck, reported RSU vesting and related tax-share disposals on February 27, 2026, and March 1, 2026. These transactions involved restricted stock units converting to common stock as part of routine equity compensation, with shares also being disposed of at $7.79 each to cover tax liabilities. All transactions were reported as direct ownership, reflecting both newly acquired shares and those withheld for taxes.
New performance-based stock awards at Target Hospitality (NASDAQ: TH)
Target Hospitality (NASDAQ: TH) has updated its long-term incentive program for senior leaders, approving new forms of executive restricted stock unit (RSU) and performance stock unit (PSU) agreements. PSUs will now vest based equally on the company's Total Shareholder Return and Adjusted EBITDA performance, with vesting ranging from 0% to 200%. The company granted PSUs to three executives: Troy Schrenk (400,000 PSUs), Brendan Dowhaniuk (300,000 PSUs), and Heidi Lewis (175,000 PSUs) to motivate, incentivize, and retain them.
Target Hospitality (TH) CFO nets shares after RSU vesting and tax withholding
Target Hospitality Corp.'s CFO, Jason Paul Vlacich, reported the vesting of Restricted Stock Units (RSUs) and subsequent share settlements on February 27 and March 1, 2026. He acquired common stock at $0.0000 per share, while a portion of shares was withheld at $7.79 per share to cover tax liabilities. The filing indicates these transactions represent routine RSU settlements and that significant unvested RSU awards remain.
Target Hospitality (TH) CFO receives 43,353 RSUs and reports tax share withholding
Target Hospitality Corp.'s CFO, Jason Paul Vlacich, was granted 43,353 Restricted Stock Units (RSUs) on February 25, 2026, which will vest over four years. He also had 12,458 RSUs exercised on February 24, 2026, with 3,033 shares withheld for tax purposes. Following these transactions, the CFO's direct holdings include 130,196 common shares and 142,895 RSUs.
Target Hospitality (TH) SVP receives 8,671 RSUs and withholds shares for taxes
Target Hospitality Corp. Senior Vice President of Finance and Investor Relations, Mark Schuck, reported receiving a grant of 8,671 Restricted Stock Units (RSUs) on February 25, 2026. Prior to this, on February 24, 2026, 7,475 RSUs vested, and 1,820 common shares were sold at $6.67 to cover tax obligations. Following these transactions, Schuck directly holds 24,677 common shares and several unvested RSU awards.
Target Hospitality (TH) EVP receives RSU and up to 175,000 PSU awards
Target Hospitality Corp.'s EVP, General Counsel & Secretary, Heidi Diane Lewis, received 28,902 Restricted Stock Units (RSUs) and a maximum of 175,000 Performance Stock Units (PSUs). The RSUs will vest in four annual installments starting February 25, 2027, while the PSUs are contingent on the company's stock price hitting specific volume-weighted average price targets between $20.00 and $30.00, with earned PSUs vesting on June 30, 2028. Additionally, on February 24, 2026, Lewis exercised RSUs and surrendered common shares for tax liabilities.
Target Hospitality (TH) CEO logs major RSU grant and tax share withholding
Target Hospitality Corp. CEO James Bradley Archer reported significant equity transactions, including a grant of 137,283 restricted stock units (RSUs) on February 25, 2026, which will vest over four years. He also exercised 62,292 RSUs into common shares and had 24,511 shares withheld to cover tax liabilities from a vesting event on February 24, 2026. Following these transactions, Archer directly holds 1,782,390 common shares and 473,232 RSUs.
Target Hospitality (TH) awards EVP RSUs and up to 300K PSUs
Target Hospitality (TH) has awarded its EVP of Strategy & Corporate Development, Brendan Dowhaniuk, 25,289 Restricted Stock Units (RSUs) and up to 300,000 Performance Stock Units (PSUs). The RSUs will vest in four annual installments starting in February 2027, while the PSUs are performance-based, contingent on the company's stock reaching price targets between $20.00 and $30.00, with cumulative vesting by June 30, 2028. This move aligns executive compensation with shareholder interests and company performance.
Stocks making big moves yesterday: Strategy, CAVA, CLEAR Secure, Super Micro, and Target Hospitality
This article highlights several companies whose stocks experienced significant gains yesterday. Strategy (MSTR) rose 9% due to a Bitcoin rally, CAVA (CAVA) increased by 20.7% after exceeding Q4 revenue and profit expectations, and CLEAR Secure (YOU) saw a 23.4% jump following strong Q4 results. Super Micro (SMCI) gained 8% with announcements on AI infrastructure and a new data platform, while Target Hospitality (TH) increased 6.5% after expanding its workforce housing capacity.
Target Hospitality Corp. Forms Death Cross, Signaling Bearish Trend Ahead
Target Hospitality Corp. has formed a Death Cross, a technical indicator suggesting a bearish trend due to its short-term moving average crossing below its long-term moving average. The company has underperformed the S&P 500 significantly over the past year and year-to-date, with technical indicators like MACD, Bollinger Bands, and KST confirming a downward momentum. Investors are advised to be cautious as this pattern signals potential future challenges for the company in a competitive market.
Target Hospitality (NASDAQ:TH) Shares Gap Up - Time to Buy?
Target Hospitality (NASDAQ:TH) gapped up recently, opening at $6.90 after closing at $6.54, with its last trade around $6.97. Analyst opinions are mixed, with one "Buy" and one "Sell" rating, leading to a consensus "Hold" and an $11.00 price target. The article highlights significant insider activity, including an EVP selling shares and a Director purchasing a large block, with corporate insiders owning about 68% of the company.
Target Hospitality Corp. Announces Second 400-Bed Expansion to Data Center Community, Increasing Total Capacity to over 1,000 Beds
Target Hospitality Corp. announced a second 400-bed expansion to its data center community, bringing the total capacity to over 1,000 beds. This expansion, costing an estimated $15 to $18 million, is expected to provide approximately $49 million in committed minimum revenue over an initial two-year term starting June 2026, increasing the total committed minimum revenue for the expanded community to over $130 million. The company highlights this growth as a response to accelerating demand for customized workforce accommodations supporting AI and data center development.
Target Hospitality Announces Second 400-Bed Expansion to Data Center Community, Increasing Total Capacity to Over 1,000 Beds
Target Hospitality (Nasdaq: TH) announced a second 400-bed expansion to its data center community, bringing the total capacity to over 1,000 beds. This expansion, valued at approximately $49 million in committed minimum revenue over an initial two-year term, increases the total committed minimum revenue for the entire data center community to more than $130 million. The company has begun construction on this expansion, expecting it to be completed by June 2026, and anticipates a net capital investment of $15-18 million.
Target Hospitality (NASDAQ:TH) Trading Down 5.3% - Here's Why
Target Hospitality (NASDAQ:TH) shares experienced a 5.3% decline on Friday with diminished trading volume. The stock closed at $6.63, falling below its 50-day and 200-day moving averages. Analyst ratings are mixed, with a consensus "Hold" and an average price target of $11.00, while insider transactions show both selling by an EVP and significant buying by a director.
Target Hospitality (NASDAQ:TH) Trading Down 4.1% - Should You Sell?
Target Hospitality (NASDAQ:TH) saw its stock price drop by 4.1% on Thursday, trading at $7.08. Analysts hold a cautious "Hold" rating with an average price target of $11.00, while insider activity is mixed, with some selling and some buying shares. The company, which provides lodging solutions for remote workforces, has a market capitalization of $706.4 million.
Lewis, Target Hospitality Corp. EVP, sells $66k in stock By Investing.com
Heidi Diane Lewis, EVP at Target Hospitality Corp (NASDAQ:TH), sold 9,000 shares of common stock totaling $66,060 on January 20, 2026, pursuant to a pre-arranged trading plan. Despite recent expansion projects and a new Chief Accounting Officer, the company has not been profitable in the last year, though InvestingPro data indicates it holds more cash than debt.
Lewis, Target Hospitality Corp. EVP, sells $66k in stock
Heidi Diane Lewis, EVP at Target Hospitality Corp, sold 9,000 shares of common stock for a total of $66,060 on January 20, 2026, pursuant to a 10b5-1 trading plan. Following the sale, she directly owns 131,742 shares. The company recently announced significant expansions in its data center accommodation project and secured a substantial contract for a power generation project.
Insider Selling: Target Hospitality (NASDAQ:TH) EVP Sells 9,000 Shares of Stock
Target Hospitality (NASDAQ:TH) EVP Heidi Diane Lewis recently sold 9,000 shares of company stock for $66,060, reducing her stake by 6.39%. This transaction on January 20th, at an average price of $7.34, follows previous sales in December and November. The company, which provides modular workforce housing, has a market cap of $764 million and mixed analyst ratings with a consensus "Hold" and an average price target of $13.
Veteran with over 25 years in finance to lead Target Hospitality accounting
Target Hospitality (Nasdaq: TH) announced the appointment of Cyril J. Hahamski as Chief Accounting Officer, effective January 13, 2026. Mr. Hahamski, with over 25 years of finance experience, will be responsible for the company's accounting functions, including external financial reporting, internal controls, and management reporting. This strategic hire aims to bolster Target Hospitality's internal capabilities as it pursues various growth opportunities, while Jason Vlacich will continue in his role as Chief Financial Officer.
Target Hospitality Appoints Cyril Hahamski Chief Accounting Officer
Target Hospitality (TH) has appointed Cyril J. Hahamski as Chief Accounting Officer, separating the CAO role from the CFO duties previously held by Jason Vlacich. Hahamski brings over 25 years of experience in finance and will oversee the company's accounting operations, external reporting, and internal controls. This move aims to strengthen the company's financial reporting capabilities and support its growth strategy and strategic expansion plans.
Target Hospitality appoints Cyril Hahamski as chief accounting officer By Investing.com
Target Hospitality (NASDAQ:TH) has appointed Cyril J. Hahamski as its new Chief Accounting Officer. Hahamski brings over 25 years of experience to the role, where he will oversee accounting functions, while Jason Vlacich remains Chief Financial Officer. Despite facing anticipated sales decline, the company holds more cash than debt and reported strong Q3 2025 earnings and new contract wins.
Stifel Maintains Target Hospitality(TH.US) With Buy Rating, Announces Target Price $11
Stifel analyst Stephen Gengaro has reiterated a buy rating for Target Hospitality (TH.US), setting a target price of $11. According to TipRanks data, Gengaro has a 49.0% success rate and a 15.1% average return over the past year. This report offers insights into analyst performance based on independent third-party analysis.
