$TH

Target 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.

Target 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.

Schrenk Troy C. (Chief Commercial Officer) purchased 5,907 shares of Target Hospitality Corp. (TH) at $21.16 ($0.12M total) on 2026-09-18.

Target Hospitality's stock hit an all-time high of $20.91, up 139.72% over the past year. The company secured a $250M contract for data center services. Morgan Stanley raised its price target to $25, while Stifel increased it to $26, both citing higher EBITDA forecasts. The company launched a secondary offering of 14M shares at $18.50 each, with gross proceeds of $259M for selling shareholders.

Target Hospitality Corp (TH) shares rose 10.7% to $20.76, near its 52-week high. The stock is up 159.2% year-to-date. GuruFocus values it at $8.44, indicating 146.0% overvaluation. Insiders have bought $2.2M in shares over 12 months. The company is unprofitable and cash-flow negative.

Archer James Bradley (Director and CEO and President) purchased 13,385 shares of Target Hospitality Corp. (TH) at $18.69 ($0.25M total) on 2026-09-15.

Morgan Stanley raised its price target for Target Hospitality to $25 from $22, citing a new 1,100-bed contract and increased revenue projections. The broker expects $843M in 2027 revenue and $319M in adjusted EBITDA, up from prior estimates. The upgrade is based on the company's competitive advantages and near-term execution pipeline.

Target Hospitality (TH) reported Q2 revenues of $85.46M, up 38.7% YoY, beating estimates. Stock up 14.1%. Hilton Grand Vacations (HGV) reported $1.36B, up 7.3% YoY, missing estimates. Stock down 21.1%. Norwegian Cruise Line (NCLH) reported $2.64B, up 4.9% YoY, mixed results. Stock down 25.6%. Carnival (CCL) reported $6.66B, up 5.3% YoY, mixed results. Stock down 23.1%.

Target Hospitality (TH) stock fell 7.1% in pre-market trading after major selling stockholders priced a 14 million share secondary offering at $18.50 per share, a discount to the previous close. The offering, totaling $259 million, was for the selling parties, not the company. Target Hospitality announced a $30 million share repurchase to offset the impact. Oppenheimer maintained an Outperform rating and raised its price target to $27. The broader market is under pressure due to rising oil price

Target Hospitality (TH) announced a secondary offering of 13M shares by two major shareholders, not the company. TH's P/S ratio is 5.79, above its historical median of 1.9x, indicating market expectations of future growth despite its unprofitability. The company's GF Score is 66, with strengths in growth and weaknesses in valuation. Insiders and institutions show mixed but generally positive activity.