Target Hospitality Corp.
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No enriched coverage for $TH in the last 7 days.
Oppenheimer's Fall 2026 SMID-cap stock picks include four Strong Buy-rated companies: Semtech (SMTC, 4.96), Onto Innovation (ONTO, 4.83), Life Time Group (LTH, 4.72), and Pursuit Attractions (PRSU, 4.61). The remaining nine stocks received Hold ratings, with scores ranging from 3.48 to 2.78. Seeking Alpha's Quant Rating system evaluates stocks on valuation, growth, profitability, and momentum.
TDR Capital II Investments LP sold 11,000,000 indirectly-held shares of Target Hospitality Corp. (TH) at $18.40 ($202.40M total) on 2026-10-01. Filed jointly with Arrow Holdings S.a.r.l. (10% owner), MFA Holding S.a.r.l. (10% owner), MFA Limited Partnership SLP (10% owner), MFA Global S.a.r.l. (10% owner), TDR Capital LLP (10% owner), Sapphire Holding S.a r.l. (10% owner), Lindsay Gary (10% owner), DALE MANJIT (10% owner) and Mitchell Thomas Andrew (10% owner).
Target Hospitality (TH) shares fell 7.6% due to new SEC Form 144 filings from large stockholders, signaling potential share sales. This follows a September secondary offering of 14.0 million shares. Despite a new $250M contract, the decline appears driven by ownership changes rather than operational issues. Insiders and hedge funds have shown mixed activity.
Recent TH coverage spans corporate actions, financial news and insider activity.
In the last 30 days, TH insiders filed 3 SEC Form 4 transactions — 2 purchases ($375K) and 1 sale ($202.4M). The most active reporter was Archer James Bradley, Director and CEO and President, with 1 filing.
Neutral rating likely yields little price movement.
Large insider sale suggests reduced confidence and may trigger selling pressure.
The new filing signals imminent secondary‑sale pressure, likely pushing the stock lower.
Heavy secondary supply and insider block sales are likely to push the price lower despite a buyback cushion.
Positive earnings surprise and strong revenue growth
AlphAI scores every news story that mentions TH with an AI model for sentiment and relevance, and aggregates insider trades from Target Hospitality Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Oppenheimer's Fall 2026 SMID-cap stock picks include four Strong Buy-rated companies: Semtech (SMTC, 4.96), Onto Innovation (ONTO, 4.83), Life Time Group (LTH, 4.72), and Pursuit Attractions (PRSU, 4.61). The remaining nine stocks received Hold ratings, with scores ranging from 3.48 to 2.78. Seeking Alpha's Quant Rating system evaluates stocks on valuation, growth, profitability, and momentum.
2 min readTDR Capital II Investments LP sold 11,000,000 indirectly-held shares of Target Hospitality Corp. (TH) at $18.40 ($202.40M total) on 2026-10-01. Filed jointly with Arrow Holdings S.a.r.l. (10% owner), MFA Holding S.a.r.l. (10% owner), MFA Limited Partnership SLP (10% owner), MFA Global S.a.r.l. (10% owner), TDR Capital LLP (10% owner), Sapphire Holding S.a r.l. (10% owner), Lindsay Gary (10% owner), DALE MANJIT (10% owner) and Mitchell Thomas Andrew (10% owner).
1 min readTarget Hospitality (TH) shares fell 7.6% due to new SEC Form 144 filings from large stockholders, signaling potential share sales. This follows a September secondary offering of 14.0 million shares. Despite a new $250M contract, the decline appears driven by ownership changes rather than operational issues. Insiders and hedge funds have shown mixed activity.
2 min readTarget Hospitality (TH) stock fell -8.15% on October 2, 2026, amid heavy selling from private equity owners and insiders. The company's stock price dropped from around $21 to $18.81, with a secondary offering of 14 million shares priced at $18.50. TH reported $85.5M revenue, a net loss of $9.0M, and strong cash flow. Management plans to repurchase up to $30M of stock to offset selling pressure.
2 min readTarget Hospitality (TH) reported Q2 revenue of $85.46M, up 38.7% YoY, beating estimates. Hilton Grand Vacations (HGV) reported $1.36B revenue, up 7.3% YoY, missing estimates. Norwegian Cruise Line (NCLH) reported $2.64B revenue, up 4.9% YoY, in line with estimates. Choice Hotels (CHH) reported $440.8M revenue, up 3.4% YoY, beating estimates.
3 min readCarnival (CCL) reported Q2 revenues of $6.66B, up 5.3% YoY, meeting expectations but missing EBITDA guidance. The stock fell 26.7% post-earnings. Target Hospitality (TH) beat estimates with 38.7% revenue growth, rising 17%. Hilton Grand Vacations (HGV) missed expectations, dropping 30.1%. Hyatt (H) and Delta (DAL) also reported, with Delta beating estimates and falling 5.6%. The sector is down 9.2% since earnings.
3 min readTarget Hospitality (TH) reported strong Q2 2026 results with revenue up 39% YoY to $85.5M and adjusted EBITDA more than quintupling. The company raised full-year guidance and announced a $30M share buyback. However, it recorded a net loss of $9M and faces questions about cash flow sustainability and capital allocation priorities.
3 min readTarget Hospitality (TH) raised $259 million via a follow-on equity offering at $18.50 per share. The company's stock has surged 24.35% in 30 days and 161.60% year-to-date. Analysts project 45.1% annual revenue growth and margin expansion to 20.2% over three years, valuing the stock at $24, suggesting 11.7% undervaluation. However, risks include potential slowdowns in data center commitments and political shifts affecting government contracts.
2 min readTarget Hospitality Corp's Chief Commercial Officer, Troy Schrenk, bought 5,907 shares at $21.16 each, increasing his stake to 216,995 shares. The company has a market cap of $2.08 billion. Over the past year, Schrenk has bought 5,907 shares and sold 49,344 shares. GuruFocus values the stock at $8.46, suggesting it is significantly overvalued. 6 gurus hold shares, with 3 adding and 2 trimming positions.
2 min readSchrenk Troy C. (Chief Commercial Officer) purchased 5,907 shares of Target Hospitality Corp. (TH) at $21.16 ($0.12M total) on 2026-09-18.
1 min read
