Target Hospitality Corp. (NASDAQ:TH) Stock Now Rated "Moderate Buy" by Wall Street Brokerages
Target Hospitality Corp. (NASDAQ:TH) has received a "Moderate Buy" rating from Wall Street brokerages, with an average 12-month price target of $25.20, significantly above its current trading price of $18.84. Insider buying activity, including purchases by the CEO and another insider, alongside increased institutional investment, indicates confidence in the company. Despite reporting better-than-expected quarterly earnings and revenue, the company remains unprofitable with a negative net margin.
Target Hospitality Corp. (TH) Stock Price | Live Quotes & Charts | NASDAQ
Target Hospitality Corp. (TH) stock is currently trading at $18.91, down 7.67% or $1.57. The article provides live quotes and charts for TH but notes that analyst ratings and earnings information are not currently available. It also highlights a 2-day stock trading bootcamp.
A 10% holder proposes a Target Hospitality (Nasdaq: TH) share sale. Another seller reported $48.5M.
Arrow Holdings S.a.r.l., a 10% stockholder of Target Hospitality Corp. (TH), proposes to sell 8,361,829 shares of common stock valued at approximately $153.86 million, with an approximate sale date of October 1, 2026. The notice also reveals that MFA Global S.a.r.l. sold 2,638,171 shares worth $48.54 million in the past three months, with these sales aggregated under Rule 144. The shares to be sold were acquired in a 2019 business-combination transaction.
A 10% holder proposes selling Target Hospitality (TH) shares through Morgan Stanley.
MFA Global S.a.r.l., a 10% stockholder of Target Hospitality Corp. (TH), proposes to sell 2,638,171 common shares valued at approximately $48.5 million through Morgan Stanley & Co. LLC. The proposed sale has an approximate date of October 1, 2026, and follows previous sales by Arrow Holdings S.a r.l. of over 8.3 million shares in the prior three months. This transaction falls under Rule 144, which governs the resale of restricted and insider-held securities.
Form 144 Target Hospitality Corp. For: 1 October By Investing.com
This article announces a Form 144 filing for Target Hospitality Corp. (TH) on October 1st, as reported by Investing.com. The brief notice provides no further details regarding the filing's content.
Form 144 Target Hospitality Corp. For: 1 October By Investing.com
This article announces the filing of Form 144 by Target Hospitality Corp. on October 1st. It provides no further details regarding the content of the Form 144 filing itself but lists financial market data and related news. The primary purpose of the article appears to be a notification of this specific regulatory filing.
Form 4 Target Hospitality Corp For: 29 September By Investing.com
The article reports on a Form 4 filing for Target Hospitality Corp (TH) as of September 29, 2026. It provides the stock symbol and current trading performance for TH, alongside various market data for indices, commodities, bonds, and other stocks. The primary content is a financial market update rather than a detailed analysis of the Form 4.
More than 2 million Target Hospitality (TH) shares went to limited partners in a distribution.
Target Hospitality (TH) distributed 2,652,046 shares of common stock to certain limited partners on September 25, 2026, as disclosed in an amended SEC Schedule 13D filing. The filing indicates shared voting and dispositive power among several entities and individuals, including Manjit Dale, Gary Lindsay, Thomas Mitchell, TDR Capital LLP, and TDR Capital II Investments L.P., over 27.8% of shares. Other reporting persons, including Sapphire Holding, Arrow Holdings, MFA Holding, MFA Limited Partnership SLP, and MFA Global, also reported significant ownership percentages.
Target Hospitality (NASDAQ:TH) Stock Price Down 7.6% - Time to Sell?
Target Hospitality (NASDAQ:TH) saw its stock price drop by 7.6% on Monday, trading at $19.02, despite maintaining positions above its 50-day and 200-day moving averages. Analysts have a "Moderate Buy" consensus with an average price target of $25.20, suggesting potential upside. Recent insider buying by CEO James Archer and another insider, coupled with new institutional positions from BlackRock and Senator Investment Group, indicate continued confidence in the company.
Target Hospitality (NASDAQ:TH) Reaches New 52-Week High - Still a Buy?
Target Hospitality (NASDAQ:TH) recently hit a new 52-week high, trading above its moving averages, with analysts maintaining a "Moderate Buy" rating and a consensus price target of $25.20. Despite exceeding quarterly revenue and EPS estimates, the company remains unprofitable with negative margins. CEO James Archer and another insider recently purchased shares, signaling confidence.
CEO, President & Non-Independent Director of Target Hospitality James Archer Buys More Stock
James Archer, CEO of Target Hospitality (NASDAQ:TH), recently purchased US$250k worth of company stock at US$18.69 per share. While this was a notable insider buy, the shareholding increase was small percentage-wise. Historically, insiders have bought at lower prices, with the average buy price around US$7.89, suggesting they saw value then, but this recent purchase shows continued insider confidence despite the company not being profitable in the last year.
CEO, President & Non-Independent Director of Target Hospitality James Archer Buys More Stock
Target Hospitality's CEO, President, and Non-Independent Director, James Archer, recently purchased US$250k worth of company stock at US$18.69 per share. This purchase, while not a substantial increase in his overall shareholding, follows a larger insider buy last year by Non-Executive Chairman Stephen Robertson, who acquired US$993k worth of shares at a much lower price of US$6.85. The article highlights that insider buying indicates confidence, especially given that the company has not been profitable in the last twelve months, suggesting insiders believe the share price might be undervalued.
Target Hospitality stock hits all-time high at 20.91 USD By Investing.com
Target Hospitality (TH) stock recently hit an all-time high of $20.91, reflecting a 139.72% increase over the past year and 159% year-to-date returns. Despite this growth, InvestingPro analysis suggests the stock is currently overvalued. The company also announced a significant multi-year contract worth $250 million and has seen raised price targets from Morgan Stanley and Stifel.
Insider ups stake in Target Hospitality (TH) with 5,907-share buy
Target Hospitality's Chief Commercial Officer, Troy C. Schrenk, purchased 5,907 shares of common stock on September 18, 2026, at $21.16 per share in an open-market transaction. This purchase increased his direct holdings to 216,995 shares. The filing indicates that this transaction was not made under a Rule 10b5-1 trading plan.
A major Target Hospitality (TH) backer just sold millions of shares. The filing shows what price they got.
Entities associated with TDR Capital, a major shareholder of Target Hospitality Corp. (TH), disposed of 16.1 million shares in an underwritten public offering on September 10, 2026, at a price of $17.71375 per share. Following this sale, these entities collectively hold nearly 30 million shares indirectly. The transaction, filed as a Form 4, details the participants and their remaining indirect holdings in the company.
Troy Schrenk Buys 5,907 Shares of Target Hospitality (NASDAQ:TH) Stock
Troy Schrenk, an insider at Target Hospitality (NASDAQ:TH), recently purchased 5,907 shares for approximately $124,992, increasing his stake by 2.8%. This transaction comes as the company's stock trades near its 52-week high, with significant trading volume. Target Hospitality also reported better-than-expected quarterly results, and analysts maintain a "Moderate Buy" rating with an average price target of $25.20.
Target Hospitality (NASDAQ:TH) Sets New 12-Month High - Here's Why
Target Hospitality (NASDAQ:TH) recently hit a new 52-week high of $21.20, driven by positive analyst outlooks, exceeding quarterly earnings expectations, and significant insider buying by CEO James Archer. The company reported a loss of $0.09 per share against an expected $0.11 loss, with revenues of $85.45 million topping consensus estimates. Analysts maintain a "Moderate Buy" rating with an average price target of $25.20, with several firms raising their targets.
Target Hospitality CEO Archer James Bradley Acquires 13,385 Shares at $18.69 Each
Target Hospitality CEO and President, Archer James Bradley, recently acquired 13,385 shares of the company stock at $18.69 per share on September 15, 2026. This transaction increased his total ownership to 1,845,441 shares, representing approximately 0.7% of his holdings. The purchase was an open-market transaction, providing insight into the CEO's continued investment in the company.
James Bradley Archer Acquires 13,385 Shares of Target Hospitality (NASDAQ:TH) Stock
Target Hospitality CEO James Bradley Archer recently purchased 13,385 shares of the company's stock for approximately $250,166, increasing his direct ownership to 1.85 million shares. The stock traded near its one-year high, and the company surpassed quarterly revenue and earnings expectations. Analysts currently have a "Moderate Buy" consensus rating with an average price target of $25.20.
Target Hospitality (NASDAQ: TH) Activist Stake Drops to 30.5% Following $17.71-Per-Share Sale of 16.1M Shares
Activist investors in Target Hospitality (NASDAQ: TH), specifically Arrow Holdings and MFA Global, have reduced their stake to 30.5% after selling 16.1 million shares at $17.71375 each. Despite the sale, the group, managed by TDR Capital, maintains its activist classification under Schedule 13D, retaining significant voting and disposition power. The offering included the full exercise of underwriters' options for an additional 2.1 million shares, with the sale closing on September 10, 2026.
16.1M Target Hospitality (TH) shares offered by major holders
A TDR Capital-led group, including entities like Sapphire Holding S.a r.l. and Arrow Holdings S.a r.l., reported a 30.5% beneficial ownership of Target Hospitality (TH) common stock in an amended Schedule 13D/A filing. The filing also disclosed a secondary offering that closed on September 10, 2026, where Arrow Holdings and MFA Global sold 16.1 million shares of Target Hospitality common stock at $17.71375 per share, underwritten by firms including Morgan Stanley. This significant sale indicates a partial divestment by these major holders.
WINTON GROUP Ltd Invests $1.50 Million in Target Hospitality Corp. $TH
WINTON GROUP Ltd has invested approximately $1.50 million in Target Hospitality Corp. (NASDAQ:TH) by acquiring 73,566 shares, representing a 0.07% stake in the company. Despite remaining unprofitable, Target Hospitality outperformed analyst revenue and EPS estimates in its latest quarterly report, with several hedge funds also adjusting their positions in the stock. Analysts generally maintain a "Moderate Buy" rating for Target Hospitality, with an average price target above its current market price.
Target Hospitality closes secondary offering, buys back shares
Target Hospitality Corp. (NASDAQ:TH) has completed a secondary offering of 16.1 million shares at $18.50 each, sold by TDR Capital LLP entities. The company itself did not sell shares but repurchased 1,693,599 shares from the underwriters using cash on hand and its ABL Credit Facility, holding them as treasury shares. Morgan Stanley, Deutsche Bank, and J.P. Morgan served as book-running managers for the offering.
Target Hospitality Announces Pricing of 14 Million Share Secondary Offering at $18.50 Each
Target Hospitality Corp. announced the pricing of a secondary public offering of 14 million common stock shares at $18.50 each, sold by stockholders affiliated with TDR Capital. Concurrently, Target Hospitality will repurchase approximately $30 million worth of shares at the same price, funded by cash on hand and its ABL Credit Facility. The company itself will not receive any proceeds from the secondary offering.
HighTower Advisors LLC Raises Stock Position in Target Hospitality Corp. $TH
HighTower Advisors LLC increased its stake in Target Hospitality Corp. (NASDAQ:TH) by 14.9% during the second quarter, bringing its total holdings to 1.84 million shares valued at $37.5 million. This move comes as other institutional investors also adjusted their positions in the company, which reported better-than-expected quarterly revenue and a narrower loss per share. Analysts generally hold a "Moderate Buy" rating for Target Hospitality, with an average price target of $24.60.
Target Hospitality Corp. (NASDAQ:TH) Receives Average Rating of "Moderate Buy" from Analysts
Target Hospitality Corp. (NASDAQ:TH) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $24.60. Recent analyst actions include Morgan Stanley initiating coverage with an "overweight" rating and Oppenheimer raising its price target to $27 with an "outperform" rating. The company recently beat quarterly earnings expectations, reporting an adjusted EPS loss of $0.09 and revenue of $85.45 million, although it remains unprofitable.
Target Hospitality prices $259M secondary stock offering by major shareholders
Target Hospitality announced a secondary offering of 14 million shares by major shareholders, valued at approximately $259 million. The company itself is not selling shares but plans to repurchase about $30 million of its own stock. This move provides shareholder liquidity without diluting existing ownership, while the repurchase indicates confidence in the company's value.
Target Hospitality Corp. $TH Shares Purchased by Bank of America Corp DE
Bank of America Corp DE significantly increased its stake in Target Hospitality Corp. (NASDAQ:TH) by 340.9% in the first quarter, now owning 131,198 shares valued at $1.22 million. Institutional investors and hedge funds collectively hold 32.4% of the company's stock. Analysts maintain a "Moderate Buy" rating with an average price target of $24.00, while the company recently reported beating quarterly revenue and adjusted EPS expectations.
Target Hospitality Corp. (NASDAQ: TH) Announces Investor Presentation Release on September 1, 2026
Target Hospitality Corp. (NASDAQ: TH) will release an investor presentation on its website on September 1, 2026, in compliance with Regulation FD. The presentation will include forward-looking statements with cautionary language and will be signed by Heidi D. Lewis, Executive Vice President, General Counsel, and Secretary. This information will be accessible on the company's investor relations page.
BlackRock Inc. Buys New Position in Target Hospitality Corp. $TH
BlackRock Inc. has acquired a significant new position in Target Hospitality Corp. (NASDAQ:TH), purchasing over 3.1 million shares valued at approximately $64.3 million in the second quarter. This investment gives BlackRock a 3.15% stake in the company, contributing to the 32.4% ownership by institutional investors. Target Hospitality reported quarterly revenue exceeding expectations, despite a negative net margin, and analysts generally maintain a "Moderate Buy" rating with an average price target of $24.00.
Certain Common Stock of Target Hospitality Corp. are subject to a Lock-Up Agreement Ending on 27-AUG-2026.
Certain common stock of Target Hospitality Corp. are subject to a 91-day lock-up agreement, preventing selling stockholders, executive officers, and directors from selling or transferring shares until August 27, 2026. This agreement, starting May 28, 2026, aims to stabilize the stock following an offering, with exceptions requiring prior written consent from Morgan Stanley & Co. LLC and Deutsche Bank Securities Inc.
Target Hospitality Gets $250 Million Contract to Support Hyperscaler Data Center Project
Target Hospitality (TH) has secured a new $250 million contract to support a hyperscaler data center project. This news follows a series of positive updates for the company, including recent upgrades from Deutsche Bank and Morgan Stanley, and a raised revenue guidance for the full year 2026. The company specializes in integrated specialty rental and hospitality services across various sectors.
Target Hospitality (TH) signs multi-year West Texas data center deal
Target Hospitality Corp. (TH) has secured a new multi-year contract worth approximately $250 million with a top-five hyperscaler for a data center development in West Texas. This deal is expected to generate significant revenue through August 2030 and involves leveraging existing assets with a capital investment of less than $15 million. The company also raised its full-year 2026 revenue and Adjusted EBITDA outlooks by 6% and 22%, respectively, and projects substantial annualized revenue and Adjusted EBITDA by the end of 2027.
Target Hospitality wins $250M data center contract, raises outlook By Investing.com
Target Hospitality (NASDAQ:TH) has secured a multi-year contract worth approximately $250 million to provide facility and hospitality services for a data center in West Texas. This agreement, which will support around 1,100 individuals, is expected to start initial occupancy in Q3 2026 and will utilize existing assets with minimal capital investment. The company has also raised its full-year 2026 financial outlook, projecting revenues between $435 million and $445 million and adjusted EBITDA between $105 million and $115 million.
Target Hospitality stock surges 10% on $250M contract win By Investing.com
Target Hospitality (NASDAQ:TH) shares surged 10% after securing a new multi-year contract worth approximately $250 million. This contract involves providing comprehensive facility and hospitality services for a hyperscaler data center development in West Texas, supporting around 1,100 individuals. The company also raised its full-year 2026 revenue and adjusted EBITDA outlooks, projecting significant growth based on its expanding contract portfolio.
Nicholas Investment Partners LP Purchases New Position in Target Hospitality Corp. $TH
Nicholas Investment Partners LP has acquired a new position in Target Hospitality Corp. (NASDAQ:TH), purchasing 269,595 shares valued at approximately $5.5 million in the second quarter. This move makes them a significant institutional investor in the company, which now has 32.4% institutional ownership. Analysts maintain a "Moderate Buy" rating for Target Hospitality, with an average price target of $21.40, following the company's recent earnings beat.
Morgan Stanley initiates Target Hospitality stock at overweight By Investing.com
Morgan Stanley has initiated coverage on Target Hospitality (NASDAQ:TH) with an overweight rating and a price target of $22.00, suggesting a 26% potential upside from its current trading price. The company, which provides lodging for workforces in remote areas, is strategically shifting towards data center, power, and critical-minerals markets and has secured over $2 billion in multiyear contracts since early 2025. Despite a 118% year-to-date return, analysts do not anticipate profitability this year, though significant revenue growth is expected in 2026 and 2027.
Target Hospitality Corp. (NASDAQ:TH) Given Consensus Recommendation of "Moderate Buy" by Analysts
Target Hospitality Corp. (NASDAQ:TH) has received a "Moderate Buy" consensus rating from five analysts, with an average 12-month price target of $21.25, surpassing its current share price of $17.44. The company recently exceeded quarterly earnings expectations, reporting an adjusted loss of $0.09 per share against a projected $0.11 loss, and revenues of $85.45 million compared to estimates of $79.30 million. Institutional investors and hedge funds collectively own 32.4% of the stock.
Target Hospitality Announces Second Quarter 2026 Results Highlighting Strong Execution on Recent Contract Awards and Sustained Momentum on Strategic Growth Initiatives
Target Hospitality announced strong second-quarter 2026 results, driven by significant growth in its Workforce Hospitality Solutions (WHS) segment and over $1.4 billion in new multi-year contract awards since January 2026. The company raised its full-year 2026 revenue and Adjusted EBITDA outlook by 11% and 13%, respectively, and secured a new $660 million credit facility to enhance financial flexibility. Target Hospitality is positioned for sustained growth by capitalizing on demand from AI-driven data centers, power generation, and critical infrastructure development, with an active growth pipeline exceeding 20,000 beds.
Target Hospitality Corp. Rings the Nasdaq Stock Market Closing Bell
Target Hospitality Corp. (Nasdaq: TH), a leading provider of specialty rental modular accommodations and hospitality solutions, celebrated by ringing the Closing Bell at the Nasdaq MarketSite in Times Square. Brad Archer, President and CEO, had the honor of ringing the bell. This event highlights the company's presence on the Nasdaq Stock Market.
Target Hospitality (NASDAQ:TH) Trading Up 6.7% Following Earnings Beat
Target Hospitality (NASDAQ:TH) saw its shares rise by 6.7% after reporting better-than-expected second-quarter results, with revenue of $85.45 million and an adjusted loss of $0.09 per share, both surpassing analyst forecasts. Management subsequently raised its 2026 revenue outlook to $410 million–$420 million and increased its adjusted EBITDA forecast by 13%, backed by over $1.4 billion in newly secured multiyear contracts. Despite this positive momentum and a "Moderate Buy" analyst consensus, the company's continued negative net margin and negative return on equity indicate that profitability remains a concern for investors.
Target Hospitality (TH) Q2 Earnings Report Preview: What To Look For
Target Hospitality (TH) is set to report its Q2 earnings before market open this Monday. The market anticipates a 28.7% year-over-year revenue growth, a significant turnaround from the previous year's decrease, despite the company missing analysts' revenue expectations last quarter. Peers in the consumer discretionary - travel and vacation providers segment have shown mixed results, with Target Hospitality's stock currently trading below its average analyst price target.
Earnings Flash (TH) Target Hospitality Corp. Reports Q2 Revenue $85.5M, vs. FactSet Est of $79.3M
Target Hospitality Corp. (TH) reported Q2 revenue of $85.5 million, surpassing FactSet's estimate of $79.3 million. This news was released on August 10, 2026, indicating a stronger financial performance than anticipated for the quarter.
Target Hospitality Announces Second Quarter 2026 Results Highlighting Strong Execution on Recent Contract Awards and Sustained Momentum on Strategic Growth Initiatives
Target Hospitality (TH) announced strong Q2 2026 results, driven by significant growth in its Workforce Hospitality Solutions (WHS) segment and successful execution of recent contract awards. The company secured over $1.4 billion in multi-year contracts and raised its full-year 2026 revenue and Adjusted EBITDA outlook by 11% and 13% respectively. These achievements were supported by expanded liquidity through a new $660 million credit facility, positioning Target Hospitality to capitalize on increasing demand in AI-driven infrastructure and power generation markets.
Earnings call transcript: Target Hospitality tops revenue view in Q2 2026
Target Hospitality (TH) reported strong Q2 2026 results, exceeding revenue forecasts with $85.46 million due to significant growth in its Workforce Hospitality Solutions (WHS) segment. Despite an adjusted EPS miss, the stock rose as investors prioritized robust sales, new contract wins totaling over $1.4 billion, and an improved full-year 2026 outlook. The company is experiencing rapid expansion, driven by demand for large-scale workforce housing from data center and infrastructure customers, leading to raised revenue and EBITDA guidance for 2026 and 2027.
Target Hospitality (TH) Reports Q2 Earnings: What Key Metrics Have to Say
Target Hospitality (TH) reported strong Q2 2026 results, with revenue reaching $85.46 million, a 38.7% year-over-year increase, and an EPS of -$0.09, an improvement from -$0.15 a year ago. The company exceeded analyst estimates for both revenue and EPS, driven by significant growth in its Government segment. Key metrics, such as revenue from Workforce Hospitality Solutions and the Government segment, also surpassed expectations, indicating robust underlying performance.
Target Hospitality raises 2026 outlook on contract wins By Investing.com
Target Hospitality (NASDAQ:TH) has raised its full-year 2026 revenue and adjusted EBITDA guidance by 11% and 13% respectively, following strong second-quarter results and significant contract wins. The company reported a 39% increase in Q2 revenue to $85.5 million and secured over $1.4 billion in multi-year contracts for its Workforce Hospitality Solutions segment, primarily supporting data center and power generation infrastructure. This growth was also bolstered by the completion of ramp-up phases at its Dilley, Texas facility.
Target Hospitality (NASDAQ:TH) Announces Quarterly Earnings Results
Target Hospitality (NASDAQ:TH) announced its quarterly earnings, reporting a loss of $0.09 per share, exceeding analyst expectations of a $0.11 loss, with revenues of $85.45 million against an estimated $79.30 million. Despite beating estimates, the company remains unprofitable with negative net margins and return on equity. Wall Street analysts maintain a "Moderate Buy" rating with an average price target of $20.33, with Oppenheimer raising its target to $24.00.
Target Hospitality (TH) lifts 2026 outlook after strong Q2 growth and $1.4B awards
Target Hospitality (TH) reported robust Q2 2026 results, with revenue increasing by 39% to $85.5 million and Adjusted EBITDA soaring by 420% to $18.2 million, largely driven by its Workforce Hospitality Solutions segment. The company has secured over $1.4 billion in multi-year contract awards since January 2026, representing more than 9,000 WHS beds, leading to an upward revision of its full-year 2026 revenue and Adjusted EBITDA outlook by 11% and 13% respectively. Additionally, Target Hospitality replaced its $175 million revolver with a new $660 million asset-based revolving credit facility, significantly enhancing its liquidity and financial flexibility for future growth.
Form 8K Target Hospitality Corp For: 10 August By Investing.com
This article reports that Target Hospitality Corp filed a Form 8K on August 10. The 8K filing is a required SEC document for public companies to announce major events that shareholders should know about. No further details about the content of the 8K are provided in this brief announcement.
