Q4 EPS Estimate for Target Hospitality Increased by Analyst

Key Points

• Northland Securities raised its Q4 2026 EPS estimate for Target Hospitality to $0.09 from $0.07 and projected FY2027 EPS of $0.78.
• Target Hospitality’s latest quarter beat expectations, reporting a $0.09 per-share loss versus the projected $0.11 loss and revenue of $85.45 million versus the $79.30 million consensus.
• Analyst sentiment remains a Moderate Buy, with an average price target of $21.25, although the company continues to report negative profitability metrics and a net loss.

Target Hospitality Corp. (NASDAQ:TH - Free Report) - Research analysts at Northland Securities boosted their Q4 2026 EPS estimates for Target Hospitality in a research note issued to investors on Tuesday, August 11th. Northland Securities analyst G. Gibas now expects that the company will post earnings of $0.09 per share for the quarter, up from their prior estimate of $0.07. The consensus estimate for Target Hospitality's current full-year earnings is ($0.19) per share. Northland Securities also issued estimates for Target Hospitality's FY2027 earnings at $0.78 EPS.

Target Hospitality (NASDAQ:TH - Get Free Report) last posted its earnings results on Monday, August 10th. The company reported ($0.09) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.11) by $0.02. The business had revenue of $85.45 million for the quarter, compared to analyst estimates of $79.30 million. Target Hospitality had a negative net margin of 10.85% and a negative return on equity of 9.68%.

A number of other equities analysts have also commented on the company. Weiss Ratings lowered Target Hospitality from a "sell (d+)" rating to a "sell (d)" rating in a research note on Friday. Oppenheimer increased their target price on Target Hospitality from $21.00 to $24.00 and gave the company an "outperform" rating in a research note on Tuesday, July 14th. Finally, Deutsche Bank Aktiengesellschaft assumed coverage on Target Hospitality in a report on Monday, June 1st. They issued a "hold" rating and a $22.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $21.25.

Target Hospitality Stock Up 3.4%

Target Hospitality stock opened at $16.62 on Wednesday. The company has a debt-to-equity ratio of 0.08, a current ratio of 0.85 and a quick ratio of 0.85. Target Hospitality has a fifty-two week low of $5.97 and a fifty-two week high of $20.85. The firm has a fifty day moving average price of $17.55 and a two-hundred day moving average price of $13.72. The firm has a market cap of $1.66 billion, a price-to-earnings ratio of -43.74 and a beta of 1.49.

Institutional Trading of Target Hospitality

Hedge funds and other institutional investors have recently bought and sold shares of the stock. IFP Advisors Inc raised its position in shares of Target Hospitality by 88.0% during the third quarter. IFP Advisors Inc now owns 4,002 shares of the company's stock valued at $35,000 after buying an additional 1,873 shares during the last quarter. Russell Investments Group Ltd. grew its position in Target Hospitality by 121.5% during the third quarter. Russell Investments Group Ltd. now owns 4,494 shares of the company's stock worth $38,000 after buying an additional 2,465 shares in the last quarter. Galaxy Digital Capital Management GP LLC acquired a new stake in Target Hospitality during the first quarter worth about $67,000. State of Wyoming bought a new position in Target Hospitality during the second quarter valued at about $191,000. Finally, Amundi bought a new position in Target Hospitality during the first quarter valued at about $101,000. 32.40% of the stock is currently owned by institutional investors and hedge funds.

Key Target Hospitality News

Here are the key news stories impacting Target Hospitality this week:

• Positive Sentiment: Revenue and earnings beat expectations. Second-quarter revenue rose 39% year over year to approximately $85.5 million, exceeding the $79.3 million analyst consensus. The company reported a loss of $0.09 per share, narrower than the expected $0.11 loss and the year-ago $0.15 loss. Target Hospitality Q2 earnings report
• Positive Sentiment: Management raised its full-year outlook. Target Hospitality now expects 2026 revenue of $410 million to $420 million, well above the approximately $376 million consensus estimate. The company also increased its full-year adjusted EBITDA outlook by 13%, while revenue guidance rose 11%. Target Hospitality second-quarter results
• Positive Sentiment: Contract momentum supports future growth. Since January, the company has secured more than $1.4 billion in multiyear contract awards across strategic WHS markets. Management projected exit-2027 annualized revenue above $700 million and adjusted EBITDA above $260 million, reinforcing the bullish long-term growth case. Target Hospitality 2027 outlook
• Neutral Sentiment: Short-interest data provides no actionable signal. The reported August and July short-interest totals were both zero, producing a zero-day days-to-cover ratio. Because the figures show no short position, the data does not indicate meaningful short-covering pressure or heightened bearish positioning.
• Negative Sentiment: Profitability remains a concern. Despite the improvement, Target Hospitality still posted a quarterly net loss, negative net margin and negative return on equity. Investors will likely monitor whether new contracts translate into sustainable positive earnings and cash flow.

About Target Hospitality

Target Hospitality is a lodging solutions provider specializing in the ownership and operation of modular workforce housing communities across North America. The company serves large-scale clients in the energy, mining, construction and government sectors that require temporary or long-term accommodations for remote workforces. Its housing portfolio includes suite-style units, single-family cabins and “man-camp” dormitories, designed to match project size, duration and workforce composition.

In addition to lodging, Target Hospitality delivers integrated support services such as on-site dining and culinary management, housekeeping, maintenance, facility management and logistics planning.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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