Target Hospitality
About: Target Hospitality Corp is a vertically integrated specialty rental and hospitality services company in the United States. The company provides vertically integrated specialty rental and comprehensive hospitality services including catering food services, maintenance, housekeeping, grounds-keeping, on-site security, overall workforce lodge management, and laundry service. Its operating segment includes HFS-South and HFS-Midwest; Government; TCPL Keystone and others. It generates a majority of its revenue from the Government segment which consists of specialty rental and vertically integrated hospitality services revenue from customers with Government contracts located in Texas.
Employees: 770
0
Funds holding %
of 7,429 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
77% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 31
47% more call options, than puts
Call options by funds: $5.23M | Put options by funds: $3.56M
14% more capital invested
Capital invested by funds: $197M [Q1] → $225M (+$27.5M) [Q2]
1.59% more ownership
Funds ownership: 30.18% [Q1] → 31.76% (+1.59%) [Q2]
9% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 22
0% more funds holding
Funds holding: 131 [Q1] → 131 (+0) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$11
24%
upside
Avg. target
$11
24%
upside
High target
$11
24%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Stifel Stephen Gengaro | 24%upside $11 | Buy Upgraded | 19 Aug 2025 |
Financial journalist opinion
Based on 8 articles about TH published over the past 30 days
Positive
Invezz
6 days ago
Target Hospitality shares surge 10% after Stifel upgrade, bets on data centre expansion
Target Hospitality Corp (NASDAQ: TH) saw its shares climb 10% on Tuesday after Stifel upgraded the stock from Hold to Buy and raised its price target from $7.50 to $11.00. The investment firm cited the company's entry into the data center market as a key driver of future growth.
Neutral
PRNewsWire
1 week ago
Target Hospitality Expands Strategic Diversification with Multi-Year Contract Supporting Growing Data Center End-Market
THE WOODLANDS, Texas , Aug. 18, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (Nasdaq: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services, today announced a multi-year lease and services agreement ("Data Center Community Contract") to construct and provide comprehensive facility services and hospitality solutions supporting the development of a regional data center campus located in the Southwestern United States ("Data Center Community" or the "Community"). Target will construct and provide full turnkey support for the Data Center Community, including premium culinary offerings, facilities management, and comprehensive support services.
Neutral
Seeking Alpha
2 weeks ago
Target Hospitality Corp. (TH) Q2 2025 Earnings Call Transcript
Target Hospitality Corp. (NASDAQ:TH ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants James Bradley Archer - CEO, President & Non-Independent Director Jason Paul Vlacich - CFO & Chief Accounting Officer Mark Schuck - Senior Vice President of Investor Relations & Financial Planning Conference Call Participants Daniel Erik Hultberg - Oppenheimer & Co. Inc., Research Division Gregory Thomas Gibas - Northland Capital Markets, Research Division Stephen David Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division Operator Good morning, ladies and gentlemen, and welcome to the Target Hospitality Second Quarter 2025 Earnings Conference Call. [Operator Instructions] This call is being recorded on Thursday, August 7, 2025.
Neutral
Zacks Investment Research
2 weeks ago
Here's What Key Metrics Tell Us About Target Hospitality (TH) Q2 Earnings
While the top- and bottom-line numbers for Target Hospitality (TH) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
The Motley Fool
2 weeks ago
Target Hospitality (TH) Q2 Revenue Up 9%
Target Hospitality (TH) Q2 Revenue Up 9%
Negative
Zacks Investment Research
2 weeks ago
Target Hospitality (TH) Reports Q2 Loss, Tops Revenue Estimates
Target Hospitality (TH) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to earnings of $0.18 per share a year ago.
Neutral
PRNewsWire
2 weeks ago
Target Hospitality Announces Second Quarter 2025 Results and Raises Full-Year 2025 Outlook, Reflecting Continued Progress on Strategic Diversification Initiatives
THE WOODLANDS, Texas , Aug. 7, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (NASDAQ: TH), one of North America's largest providers of vertically-integrated modular accommodations and value-added hospitality services, today reported results for the three months ended June 30, 2025. Financial Highlights for the Second Quarter 2025 Revenue of $61.6 million.
Neutral
PRNewsWire
3 weeks ago
Target Hospitality Announces Second Quarter 2025 Earnings Release and Conference Call Schedule
THE WOODLANDS, Texas , July 31, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services, today announced that it will release its second quarter 2025 financial results before the market opens on Thursday, August 7, 2025. The Company has also scheduled a conference call for Thursday, August 7, 2025, at 9:00 am Eastern Time (8:00 am Central Time) to discuss the results.
Neutral
PRNewsWire
3 months ago
Target Hospitality Announces Seat on $4 Billion Multi-Year U.S. Government Strategic Sourcing Vehicle
THE WOODLANDS, Texas , May 21, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (Nasdaq: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services, today announced it has been awarded a seat on a multi-year, $4.0 Billion, Emergency Detention and Related Services Strategic Sourcing Vehicle ("SSV"). The SSV establishes the contracting vehicle necessary to support the Department of Homeland Security ("DHS") and U.S. Immigration and Customs Enforcement ("ICE") response to certain Executive Orders issued on January 20, 2025.
Neutral
Zacks Investment Research
3 months ago
Target Hospitality (TH) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Target Hospitality (TH) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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