Added to YB: 2026-09-23
Pitch date: 2026-09-22
TH [bullish]
Target Hospitality Corp.
-24.26%
current return
Author Info
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Company Info
Target Hospitality Corp. operates as a specialty rental and hospitality services company in North America.
Market Cap
$2.1B
Pitch Price
$21.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
35.09
P/E
-54.58
EV/Sales
6.02
Sector
Hotels, Restaurants and Leisure
Category
growth
Target Hospitality Corp. (TH)
TH: Target Hospitality’s temporary workforce communities are a leveraged play on AI data-center and power construction, with more than 9,000 contracted beds and $1.4B of awards since January 2026. FY26 guidance calls for 37% revenue and 106% EBITDA growth, followed by consensus estimates of 71% and 143% in FY27. At 11x NTM EBITDA versus a 5.8x five-year median, continued growth is essential; otherwise the stock likely struggles.
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