Wyndham Hotels & Resorts, Inc. Stock 12‑Month Price Target Cut to $95.76, Implies 22% Upside

Wyndham Hotels reported Q3 revenue of $410M, in line with estimates, and raised full-year Adjusted EPS guidance to $4.88. U.S. travel demand drove growth, while margin compression persisted due to higher costs and portfolio upgrades. International markets showed mixed results, with China facing headwinds. Management expects multiyear tailwinds from U.S. infrastructure investments.

Wyndham reported Q3 revenue of $410M, in line with estimates, and raised its full-year Adjusted EPS guidance to $4.88. Management highlighted resilient consumer demand and infrastructure investments. Analysts discussed travel trends, fee growth, AI adoption, and room quality. Operating margin declined to 42% from 46.6% YoY.

Wyndham Hotels & Resorts (WH) reported Q3 net revenue of $410M, up 7% YoY, with adjusted EBITDA of $207M. U.S. RevPAR grew 8% in key states, while international RevPAR declined 3% YoY but improved sequentially. The company's pipeline reached a record 264,000 rooms, with a focus on higher-fee hotels. Wyndham updated its 2026 outlook, expecting global RevPAR growth of 0.5% to 1% and adjusted EBITDA of $740M to $745M. The company repurchased $91M of shares in Q3 and paid $32M in dividends.

Wyndham Hotels reported Q3 2026 earnings with US RevPAR up 6% driven by strong demand, while international RevPAR declined 3%. Net room growth outlook narrowed to 4%. CEO Geoffrey Ballotti attributed US RevPAR growth to broad-based demand and resilient consumers. The company expects a durable demand tailwind from infrastructure investments. International markets, particularly China and the Middle East, faced challenges. Royalty rate expansion was below average due to Revo-related noise.

Morgan Stanley maintained an Overweight rating on Wyndham Hotels & Resorts (WH) and raised its price target to $97 from $92, citing strong brand portfolio and recovery potential. WH is currently trading at $77.19, with a GF Value™ of $88.63, indicating a 12.9% undervaluation. The company has a GF Score™ of 72, showing solid performance in profitability and valuation but weaknesses in financial strength and momentum.

Wyndham Hotels (WH) reported Q3 2026 earnings, with US RevPAR up 6% and global RevPAR up 2% in constant currency. The company generated $270M in free cash flow and returned $290M to shareholders. The board increased share repurchase authorization by $400M. International markets showed mixed results, with China RevPAR down 10%. Wyndham opened 18,000 rooms and grew its development pipeline to a record 264,000 rooms. Ancillary revenues increased 10% year to date.