$TH

Target 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. Marriott (MAR) reported $7.07B revenue, up 4.8% YoY, lagging expectations. Carnival (CCL) reported $6.66B revenue, up 5.3% YoY, meeting expectations. TH stock is up 11.3%, while HGV, MAR, and CCL stocks are down 18%, 10.6%, and 15.3% respectively since reporting.

Norwegian Cruise Line (NCLH) reported Q2 revenue of $2.64B, up 4.9% YoY, meeting expectations but missing full-year EBITDA guidance. Target Hospitality (TH) outperformed with $85.46M revenue, up 38.7% YoY, beating estimates. Hilton Grand Vacations (HGV) missed expectations with $1.36B revenue, down 2.7% from estimates. Carnival (CCL) and Royal Caribbean (RCL) also reported mixed results. Sector stocks are down 10.5% on average post-earnings.

Frontier (ULCC) reported Q2 revenue of $1.28B, up 37.7% YoY, beating estimates. Despite strong results, its stock fell 10.4%. Other travel and vacation providers showed mixed Q2 results, with Target Hospitality (TH) up 9.4% and Hilton Grand Vacations (HGV) down 19.9% post-earnings. The sector's stocks are down 10.5% on average since earnings.

Choice Hotels (CHH) stock fell 4.8% post-earnings, trading at $103.38. Target Hospitality (TH) reported $85.46M revenue, up 38.7% YoY, beating estimates, and stock rose 10.5% to $18.25. Hilton Grand Vacations (HGV) missed expectations with $1.36B revenue, down 17.5% to $42.40. Travel + Leisure (TNL) reported $1.06B revenue, up 4.4%, stock down 6.3% to $68.76. Lindblad Expeditions (LIND) reported $199.2M revenue, up 18.6%, but stock fell 11.3% to $26.25.

Target Hospitality (TH) shares rose 11.7% after announcing a $250M contract for a data center project, raising its 2026 revenue and EBITDA guidance. Analysts at Stifel increased their price target to $26. The company's stock has seen significant volatility, up 133% YTD.

Target Hospitality Corp (TH) raised its 2026 revenue forecast to $415.77M and adjusted EBITDA guidance to $105M-$115M, driven by expanded warehouse services contracts with Target. The company's P/S ratio is 5.0x, above historical and industry norms, indicating high growth expectations. TH's GF Score™ is 66, with strengths in growth but weaknesses in valuation and momentum. Insiders and gurus show mixed activity.

Target Hospitality (TH) stock rose 6.0% in pre-market trading after announcing a multi-year $250M deal with a top-five hyperscaler for data center support. The company raised its 2026 revenue outlook and highlighted a strategic shift toward AI-driven data center infrastructure. The stock traded near $18.43, significantly above its 52-week low of $5.97.

Target Hospitality (NASDAQ:TH) shares rose 10% after announcing a $250M contract to support a data center project in West Texas. The multi-year deal is expected to generate revenue through 2030 and diversify the company's portfolio. Target Hospitality raised its 2026 revenue and EBITDA guidance, projecting significant growth through 2027.

Target Hospitality Corp. (TH) signed a multi-year lease and services agreement to support a data center in West Texas. The contract, starting in August 2026, has a four-year term and includes early termination rights for the customer. The company also revised its financial outlook.

Target Hospitality (TH) secured a multi-year contract worth $250M to support a top-five hyperscaler's data center project. The company raised its 2026 revenue outlook to $435M-$445M and adjusted EBITDA to $105M-$115M. Target plans to complete the project by modifying existing assets with less than $15M in capital investment.