<div id="readability-page-1"><p>Target Hospitality (NASDAQ:TH - Get Free Report) released its earnings results on Monday. The company reported ($0.13) EPS for the quarter, missing analysts' consensus estimates of ($0.11) by ($0.02), FiscalAI reports. Target Hospitality had a negative return on equity of 8.65% and a negative net margin of 11.58%.The company had revenue of $72.78 million during the quarter, compared to analyst estimates of $73.20 million.</p><div><p><span></span><span>Get <strong>Target Hospitality</strong> alerts:</span></p></div><p>Here are the key takeaways from Target Hospitality's conference call:</p><ul>   <li>Target has secured <strong>more than $2 billion</strong> of multiyear contracts since February 2025 (about <strong>$1.8 billion</strong> in WHS) and reports an active pipeline exceeding <strong>20,000 beds</strong>, including a 4,000‑bed Data Center Hub (~$550M) and a 3,300‑bed AI Infrastructure Community (~$750M).</li>   <li>Management raised 2026 guidance to <strong>$370–$380M</strong> revenue and <strong>$75–$85M</strong> adjusted EBITDA, and now targets exiting 2027 with &gt;$680M revenue and &gt;$240M adjusted EBITDA, reflecting material expected growth as new WHS contracts ramp.</li>   <li>The WHS segment is expanding rapidly and is expected to be the largest segment by end of 2026 (&gt;45% of consolidated revenue), with disclosed contract-level margins of roughly <strong>40–50%</strong>, supporting long‑term margin expansion.</li>   <li>Q1 was transitional — total revenue of ~<strong>$73M</strong> and adjusted EBITDA of ~<strong>$10M</strong> — with margins compressed by elevated operating, mobilization and construction expenses as WHS communities are brought online.</li>   <li>Significant near‑term capital deployment could pressure cash flow: Q1 capex was ~<strong>$46M</strong>, the AI community requires ~<strong>$200–210M</strong> (≈95% in 2026), and full‑year capex guidance is <strong>$460–480M</strong>, while available liquidity was ~<strong>$150M</strong> (net leverage 0.6x).</li> </ul><h2>Target Hospitality Price Performance</h2><p>TH stock traded up $2.48 during trading on Monday, hitting $17.81. 2,370,681 shares of the company traded hands, compared to its average volume of 830,009. Target Hospitality has a 1 year low of $5.97 and a 1 year high of $18.01. The company has a market cap of $1.78 billion, a PE ratio of -46.72 and a beta of 1.43. The stock's 50-day simple moving average is $11.62 and its 200 day simple moving average is $8.97. </p><h2>Hedge Funds Weigh In On Target Hospitality</h2><p>Institutional investors have recently made changes to their positions in the company. Invesco Ltd. lifted its stake in shares of  Target Hospitality by 20.1% in the 4th quarter. Invesco Ltd. now owns 70,385 shares of the company's stock valued at $564,000 after purchasing an additional 11,793 shares during the period.  Mercer Global Advisors Inc. ADV purchased a new position in  Target Hospitality in the fourth quarter valued at $118,000.  Fuller &amp; Thaler Asset Management Inc. acquired a new position in shares of  Target Hospitality in the fourth quarter worth about $448,000.  Empowered Funds LLC raised its position in shares of  Target Hospitality by 34.1% in the fourth quarter. Empowered Funds LLC now owns 216,340 shares of the company's stock worth $1,733,000 after acquiring an additional 55,046 shares during the period.  Finally, Millennium Management LLC purchased a new stake in shares of  Target Hospitality during the 4th quarter worth about $167,000. 32.40% of the stock is owned by hedge funds and other institutional investors. </p><h2>Wall Street Analysts Forecast Growth</h2><p>TH has been the subject of a number of research analyst reports. Stifel Nicolaus  reaffirmed a &#34;buy&#34; rating and issued a $15.00 price target (up from $11.00) on shares of Target Hospitality in a report on Monday, April 6th. Texas Capital upgraded Target Hospitality from a &#34;hold&#34; rating to a &#34;strong-buy&#34; rating in a research note on Thursday, March 12th. Oppenheimer lifted their price target on Target Hospitality from $11.00 to $18.00 and gave the stock an &#34;outperform&#34; rating in a research report on Thursday, April 9th. Weiss Ratings  reissued a &#34;sell (d)&#34; rating on shares of Target Hospitality in a report on Friday, March 27th. Finally, Wall Street Zen upgraded Target Hospitality from a &#34;sell&#34; rating to a &#34;hold&#34; rating in a research note on Saturday, April 4th. One investment 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 stock. According to MarketBeat.com, the stock  has a consensus rating of &#34;Moderate Buy&#34; and a consensus price target of $16.50.</p><p><b>Get Our Latest Report on Target Hospitality</b></p><h2>Target Hospitality Company Profile</h2> (Get Free Report)<p>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. </p><p>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.</p><h2>Featured Articles</h2><ul><li>Five stocks we like better than Target Hospitality</li><li>MercadoLibre Boldly Invests in Growth: Discount Deepens</li><li>AI Dividend Increases: 3 Massive Winners Boosting Payouts</li><li>Manic Monday.com: The Rally Is Just the Beginning for this SaaS Leader</li><li>5 Stocks Positioned to Benefit From the AI Inference Boom</li></ul><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/EarningsChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9VEg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="325" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/EarningsChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9VEg"/></p><p><em>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.</em></p><h2>Should You Invest $1,000 in Target Hospitality Right Now?</h2><p>Before you consider Target Hospitality, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Target Hospitality wasn't on the list.</p><p>While Target Hospitality currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

<p>Target Hospitality (NASDAQ:TH) reported quarterly earnings of ($0.13) EPS, missing estimates by $0.02. Revenue was $72.78 million, below the expected $73.20 million. The company has secured over $2 billion in multiyear contracts and raised its 2026 revenue guidance to $370–$380 million. Despite a transitional Q1 with compressed margins, Target expects significant growth in the WHS segment. The stock traded up to $17.81, with a market cap of $1.78 billion. Analysts have mixed ratings, with a consensus rating of "Moderate Buy" and a price target of $16.50.</p>

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Target Hospitality (NASDAQ:TH) Releases Quarterly Earnings Results, Misses Estimates By $0.02 EPS