Target Hospitality

TH

Market cap $741M

Target Hospitality Corp. still experiences the impact of contract cancellations, but financial resilience is evident. Its decent liquidity ensures it can sustain its increasing capacity and debt repayments while covering new capex. Its new contracts can strengthen its performance in the coming years and support its upside.

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.

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.

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.

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.

Target Hospitality (TH) Q2 Revenue Up 9%

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.

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.

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.

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.