Target Hospitality Corp.

Target Hospitality Corp.

THยทNASDAQ

$17.06

-0.64%
IndustrialsSpecialty Business Services

Target Hospitality Corp. operates as a specialty rental and hospitality services company in North America. The company operates through four segments: Hospitality & Facilities Services - South, Hospitality & Facilities Services - Midwest, Government, and TCPL Keystone. It owns a network of specialty rental accommodation units with approximately 15,528 beds across 27 communities, which include 26 owned and 1 leased; and operates 1 community not owned or leased by the company. Target Hospitality Corp. also provides catering and food, maintenance, housekeeping, grounds-keeping, security, health and recreation, workforce community management, concierge, and laundry services. It serves the U.S. government, government contractors, investment grade natural resource development companies, and energy infrastructure companies. The company was founded in 1978 and is headquartered in The Woodlands, Texas.

At a Glance

Live Snapshot
Market Cap$1.71B
EPS-0.3700
P/E Ratio-46.11
Earnings Date08/06/2026
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Target Hospitality Corp. Street Expectations Map

TH ยท NASDAQ

Wall Street analysts project that TH stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 18.00, with estimates ranging from a low of 11.00 to a high of 22.00.

Lowest Target
11.00
-35.52%
Consensus Target
18.00
5.51%
Highest Target
22.00
28.96%

The consensus 1-year price target stands at 18.00, with estimates ranging from a low of 11.00 to a high of 22.00.

Analyst Consensus Analysis

Upside Potential

+5.5%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

61.1% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.82x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Target Hospitality Corp. Forward Estimates of Revenue

TH ยท NASDAQ
Latest Revenue
320.63M
FY 2025
Avg Estimate
279.95M
FY 2026
Estimate Range
252.86M - 307.25M
Analyst Spread

Forward Growth Analysis

Projected Growth-12.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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Target Hospitality Corp. Forward Estimates of Net Income

TH ยท NASDAQ
Latest Net Income
-37.12M
FY 2025
Avg Estimate
-25.53M
FY 2026
Estimate Range
-28.49M - -22.56M
Analyst Spread

Forward Growth Analysis

Projected Growth+31.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Target Hospitality Corp. Forward Estimates of EPS

TH ยท NASDAQ
Latest EPS
-0.37
FY 2025
Avg Estimate
$-0.26
FY 2026
Estimate Range
$-0.28 - $-0.22
Analyst Spread

Forward Growth Analysis

Projected Growth+30.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Target Hospitality Corp. Forward Estimates of EBIT

TH ยท NASDAQ
Latest EBIT
-32.05M
FY 2025
Avg Estimate
63.36M
FY 2026
Estimate Range
57.23M - 69.54M
Analyst Spread

Forward Growth Analysis

Projected Growth+297.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Target Hospitality Corp. Forward Estimates of EBITDA

TH ยท NASDAQ
Latest EBITDA
41.33M
FY 2025
Avg Estimate
112.78M
FY 2026
Estimate Range
101.86M - 123.77M
Analyst Spread

Forward Growth Analysis

Projected Growth+172.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Target Hospitality Corp. Forward Estimates of SG&A Expense

TH ยท NASDAQ
Latest SG&A Expense
58.51M
FY 2025
Avg Estimate
38.31M
FY 2026
Estimate Range
34.60M - 42.04M
Analyst Spread

Forward Growth Analysis

Projected Growth-34.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Target Hospitality Corp. Insider Positioning

TH ยท NASDAQ

During the last 12 months, insiders have purchased $1.99M and sold $835K worth of TH shares, resulting in $1.15M of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

22.5K

180.44K

Net Activity

-180K

-$180K

6-9 Months

Bought

270.0K

1.99M

Sold

79.6K

654.23K

Net Activity

+1.3M

+$1.33M

9-12 Months

Bought

37.5K

3.00

Sold

0

0.00

Net Activity

+3

+$3

Top Buyers

1
RS

Robertson Stephen

Director

270.0K sharesโ€ข2 transactions

$1.99M

2
LHD

Lewis Heidi Diane

Officer: Evp, General Counsel & Sec

37.5K sharesโ€ข1 transactions

$3

Top Sellers

1
STC

Schrenk Troy C.

Officer: Sevp, Operations & Cco

49.3K sharesโ€ข1 transactions

$423K

2
LHD

Lewis Heidi Diane

Officer: Evp, General Counsel & Sec

52.7K sharesโ€ข5 transactions

$411K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Positive insider sentiment with $1.15M net buying. Buying activity substantially exceeds selling, indicating insider confidence.

Buy/Sell Ratio

2.38:1

Strong buy/sell ratio. Buying is at least double the selling activity, suggesting robust insider confidence.

Insider Participation

Balanced

2 insider buyers and 2 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.