Deutsche Bank Flags 3 Buy-rated Leisure Stocks After August Selloff
Deutsche Bank highlighted three Buy-rated leisure stocks: Travel + Leisure (TNL) with 45% upside, Ryman Hospitality (RHP) with 26% upside, and Host Hotels & Resorts (HST) with 31% upside. All three stocks have seen multiple compression since summer peaks, presenting potential entry points for investors. Each company recently reported strong Q2 results and raised full-year outlooks.
How this was made
The 30-second read
Why it matters
Analyst upgrades and fresh earnings beats provide new price catalysts for the three stocks.
Market read
The note creates fresh buying opportunities in the lodging REIT space, potentially influencing sector ETFs and related equities.
What to watch
Rising interest rates and potential travel demand volatility could limit upside.
Background
Deutsche Bank released a sector note highlighting three leisure‑sector REITs after a broad August sell‑off.
Ticker impact
Deutsche Bank upgraded Travel + Leisure to Buy with a 45% upside target after the company reported Q2 revenue of $1.06 billion that beat estimates.
upward pressure toward DB's price target
The upgrade and strong revenue surprise provide a clear catalyst for buying pressure.
Ryman Hospitality posted Q2 earnings and revenue above expectations and announced a $5.1 million share offering to fund two Orlando resort acquisitions.
moderate upside as investors price the acquisition and earnings beat
Both the earnings surprise and the acquisition funding signal growth, likely lifting the stock.
Host Hotels & Resorts beat Q2 earnings and revenue forecasts and raised its full‑year adjusted EBITDA guidance by $20 million.
upward move toward DB's 31% upside target
Improved guidance and beat reinforce the analyst's buy rating, encouraging buying.
Market effects
The upgrades highlight a broader undervaluation in lodging REITs, suggesting potential upside across the sector.
U.S. hospitality and leisure stocks may see buying interest following the analyst calls.
International investors tracking U.S. REITs could reallocate into these names.
Counterpoint
Valuation compression may reflect underlying demand weakness; the upgrades could be premature.
Key entities
- Financial InstitutionDeutsche Bank
Issuer of the analyst upgrades and price targets.
- CompanyTravel + Leisure
Leisure REIT upgraded to Buy.
- CompanyRyman Hospitality Properties
Leisure REIT with earnings beat and share offering.
- CompanyHost Hotels & Resorts
Leisure REIT with earnings beat and guidance raise.
