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TH

Target Hospitality Corp.

TH

NASDAQ·Industrials·Specialty Business Services·Mkt cap $1.8B

$18.39

+1.77%

P/E

-48.65

Mkt Cap

$1.8B

52-Wk Range

$5.97–$20.85

52-Week Range

$5.97 - $20.85

P/E

-48.65

Fwd P/E

-269.12

Beta

1.49

Div Yield

0.00%

Avg Vol

1.4M

Shares Out

100.2M

Mkt Cap

$1.8B

Price action

Price chart

Up 102.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established network of 15,528 beds across 27 strategically located communities
  • Integrated service model combining accommodation with catering, maintenance, and facility management
  • Long-term relationships with government and investment-grade corporate clients
  • Recurring revenue model with multi-year contracts from stable customer base

Bear Case

1 risk

  • Average volatility.

Growth

Moderate growth ahead

Increased infrastructure spending and energy sector development projects

Value

Deep value opportunity - significant discount to Business Process Outsourcing peers

Momentum

Strong

+6.6% over 3m

Quality

Thin

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 10, 2026

Reported EPS of -$0.09 vs -$0.11 consensus (+15.1% surprise). Revenue of $85.5M vs $79.3M expected (+7.8%). Beat on both top and bottom lines.

EPS beat +15.1%
Rev beat +7.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+15.1%

Revenue trend · last 8Q

-34%

-34%

-39%

+4%

+7%

+4%

+39%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$95.2M

$83.7M

$69.9M

$61.6M

$99.4M

$89.8M

$72.8M

$85.5M

Margins · last 8Q

Gross

18.5%

Operating

-8.8%

Profit

-10.6%

Wall Street consensus

4 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Deutsche Bank · Aug 27, 2026

vs Industry

How TH stacks vs Specialty Business Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.