Northland Securities Brokers Lift Earnings Estimates for TH

Target Hospitality Corp. (NASDAQ:TH) – Equities researchers at Northland Securities lifted their Q2 2026 earnings per share (EPS) estimates for shares of Target Hospitality in a research report issued to clients and investors on Thursday, April 2nd. Northland Securities analyst G. Gibas now expects that the company will earn ($0.07) per share for the quarter, up from their prior forecast of ($0.08). The consensus estimate for Target Hospitality’s current full-year earnings is $0.65 per share. Northland Securities also issued estimates for Target Hospitality’s Q3 2026 earnings at ($0.01) EPS, Q4 2026 earnings at $0.02 EPS and FY2026 earnings at ($0.19) EPS.

Target Hospitality (NASDAQ:TH) last announced its earnings results on Wednesday, March 11th. The company reported ($0.15) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.10) by ($0.05). Target Hospitality had a negative return on equity of 8.65% and a negative net margin of 11.58%.The firm had revenue of $89.78 million during the quarter, compared to the consensus estimate of $85.20 million.

Other analysts also recently issued reports about the company. Weiss Ratings reiterated a “sell (d)” rating on shares of Target Hospitality in a research note on Friday, March 27th. Oppenheimer upgraded Target Hospitality from a “market perform” rating to an “outperform” rating and set a $11.00 price target for the company in a research report on Tuesday, March 17th. Stifel Nicolaus restated a “buy” rating and issued a $15.00 price objective (up from $11.00) on shares of Target Hospitality in a research report on Monday. Wall Street Zen upgraded Target Hospitality from a “sell” rating to a “hold” rating in a research report on Saturday. Finally, Texas Capital upgraded Target Hospitality from a “hold” rating to a “strong-buy” rating in a research report on Thursday, March 12th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $13.00.

Target Hospitality Trading Up 1.5%

TH traded up $0.21 during trading on Tuesday, hitting $13.83. 193,820 shares of the company’s stock traded hands, compared to its average volume of 588,336. The company’s 50 day simple moving average is $8.39 and its two-hundred day simple moving average is $7.98. Target Hospitality has a 12-month low of $5.97 and a 12-month high of $14.13. The stock has a market capitalization of $1.38 billion, a price-to-earnings ratio of -36.39 and a beta of 1.12.

Institutional Trading of Target Hospitality

Hedge funds and other institutional investors have recently made changes to their positions in the business. Tudor Investment Corp ET AL raised its stake in Target Hospitality by 29.4% in the 3rd quarter. Tudor Investment Corp ET AL now owns 291,903 shares of the company’s stock worth $2,475,000 after acquiring an additional 66,322 shares during the last quarter. Strs Ohio acquired a new stake in shares of Target Hospitality during the 1st quarter valued at about $131,000. Mercer Global Advisors Inc. ADV acquired a new stake in shares of Target Hospitality during the 4th quarter valued at about $118,000. AQR Capital Management LLC acquired a new stake in shares of Target Hospitality during the 1st quarter valued at about $114,000. Finally, Tripletail Wealth Management LLC grew its position in shares of Target Hospitality by 62.2% during the 4th quarter. Tripletail Wealth Management LLC now owns 11,630 shares of the company’s stock valued at $93,000 after acquiring an additional 4,460 shares during the period. Hedge funds and other institutional investors own 32.40% of the company’s stock.

Insider Transactions at Target Hospitality

In other Target Hospitality news, EVP Heidi Diane Lewis sold 9,000 shares of the stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $7.34, for a total transaction of $66,060.00. Following the sale, the executive vice president owned 131,742 shares of the company’s stock, valued at approximately $966,986.28. This trade represents a 6.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 68.00% 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.