Added to YB: 2026-08-28
Pitch date: 2026-08-26
TH [neutral]
Target Hospitality Corp.
+9.6%
current return
Author Info
No bio for this author
Company Info
Target Hospitality Corp. operates as a specialty rental and hospitality services company in North America.
Market Cap
$1.7B
Pitch Price
$17.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.74
P/E
-44.50
EV/Sales
4.93
Sector
Hotels, Restaurants and Leisure
Category
growth
Stocks in Play - 26th August 2026 - TH: New Multi-Year Contract
TH (monitor): Target Hospitality signed a roughly $250M contract through August 2030 to house about 1,100 workers at a West Texas data-center project. FY2026 revenue and adjusted EBITDA guidance rose 6% and 22% at the midpoint, while capex remained $490M-$510M excluding acquisitions; 2027-exit targets for the existing portfolio also increased. The company is a secondary AI-infrastructure beneficiary, with the immediate decision point being whether trading volume strengthens at the open.
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