Target Hospitality (NASDAQ:TH) Shares Gap Up – Still a Buy?

Target Hospitality Corp. (NASDAQ:TH) gapped up before the market opened on Thursday . The stock had previously closed at $9.08, but opened at $9.47. Target Hospitality shares last traded at $9.4690, with a volume of 384,923 shares.

More Target Hospitality News

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

• Positive Sentiment: Company raised FY‑2026 revenue guidance to $320M–$330M, well above consensus, driving optimism about forward growth and contract visibility. Target Hospitality stock gains over 6% on strong 2026 revenue outlook
• Positive Sentiment: Company announced large committed multi‑year contracts (notably a $129M, 1,400‑bed West Texas power community and a $23M, 400‑bed Pecos Power Community), adding material recurring revenue backlog and supporting the higher guidance. Target Hospitality Announces 2025 Results
• Positive Sentiment: Full‑year 2025 revenue came in at ~$320.6M, confirming the company’s scale and supporting investor confidence in the revenue trajectory. Target Hospitality’s (NASDAQ:TH) Q4 CY2025: Beats On Revenue
• Neutral Sentiment: Management held an earnings call and provided slide materials and a transcript; read for details on contract timing, margin outlook and capital deployment plans. Target Hospitality Corp. (TH) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Multiple media outlets summarized the quarter and guidance — useful for hearing different analyst takes and context on the guidance beat. Target Hospitality: Q4 Earnings Snapshot
• Negative Sentiment: Q4 EPS missed estimates (reported loss of $0.15 vs. consensus loss of $0.10) and the company remains modestly unprofitable with negative net margin and ROE — a reminder margins need to improve for the rally to be durable. Target Hospitality (TH) Reports Q4 Loss, Tops Revenue Estimates
• Negative Sentiment: Despite revenue strength, the company’s near‑term profitability and ability to convert new contracts into positive free cash flow remain key risks; analysts will watch execution against the larger 2026 revenue goal. Target Hospitality Earnings Release and Materials

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Weiss Ratings reiterated a “sell (d)” rating on shares of Target Hospitality in a research report on Monday, December 29th. Wall Street Zen upgraded Target Hospitality from a “sell” rating to a “hold” rating in a research report on Saturday, November 15th. Finally, Stifel Nicolaus set a $11.00 price target on Target Hospitality in a research note on Wednesday. One research analyst has rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat, Target Hospitality presently has a consensus rating of “Hold” and a consensus price target of $11.00.

Target Hospitality Trading Up 4.6%

The business’s 50-day simple moving average is $7.51 and its two-hundred day simple moving average is $7.80. The firm has a market capitalization of $947.91 million, a price-to-earnings ratio of -86.36 and a beta of 1.36. The company has a quick ratio of 0.96, a current ratio of 0.96 and a debt-to-equity ratio of 0.01.

Target Hospitality (NASDAQ:TH) last posted its quarterly earnings data on Wednesday, March 11th. The company reported ($0.15) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.10) by ($0.05). Target Hospitality had a negative return on equity of 1.78% and a negative net margin of 3.08%.The company had revenue of $89.78 million for the quarter, compared to analysts’ expectations of $85.20 million. Equities analysts forecast that Target Hospitality Corp. will post 0.65 earnings per share for the current year.

Insider Activity at Target Hospitality

In other news, EVP Heidi Diane Lewis sold 13,456 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $8.50, for a total transaction of $114,376.00. Following the completion of the transaction, the executive vice president directly owned 140,742 shares in the company, valued at $1,196,307. This trade represents a 8.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 68.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Target Hospitality

Hedge funds have recently bought and sold shares of the company. Cooper Creek Partners Management LLC purchased a new position in Target Hospitality during the 2nd quarter valued at about $8,556,000. 71 West Capital Partners acquired a new stake in shares of Target Hospitality during the fourth quarter worth about $7,147,000. Vanguard Group Inc. lifted its position in shares of Target Hospitality by 43.0% during the third quarter. Vanguard Group Inc. now owns 1,994,641 shares of the company’s stock worth $16,915,000 after purchasing an additional 600,181 shares in the last quarter. Royce & Associates LP purchased a new position in shares of Target Hospitality in the fourth quarter valued at approximately $2,801,000. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Target Hospitality by 25.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 1,051,089 shares of the company’s stock valued at $8,913,000 after purchasing an additional 211,634 shares during the period. Institutional investors and hedge funds own 32.40% of the company’s stock.

Target Hospitality Company Profile

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.