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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
81% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 31
56% more call options, than puts
Call options by funds: $6.71M | Put options by funds: $4.3M
15% more capital invested
Capital invested by funds: $197M [Q1] → $226M (+$28.7M) [Q2]
1.75% more ownership
Funds ownership: 30.18% [Q1] → 31.93% (+1.75%) [Q2]
9% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 22
1% more funds holding
Funds holding: 131 [Q1] → 132 (+1) [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
1 analyst rating
Stifel
Stephen Gengaro
|
$11
|
Buy
Upgraded
|
19 Aug 2025 |
Financial journalist opinion