$TH

Target Hospitality Corp.

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No SEC Form 4 filings for $TH in the last 30 days.

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Q2 Earnings Roundup: Choice Hotels (NYSE:CHH) And The Rest Of The Consumer Discretionary - Travel and Vacation Providers Segment

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.

Why Target Hospitality (TH) Stock Is Trading Up Today

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.

TH sentiment & insider activity

Over the past 7 days, alphai's AI scored 4 news stories mentioning TH (Target Hospitality Corp.). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.

Recent TH coverage spans earnings, market movers and financial news.

What's driving TH

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.

News on $TH

Score
$CHHHighAI 8/10

Q2 Earnings Roundup: Choice Hotels (NYSE:CHH) And The Rest Of The Consumer Discretionary - Travel and Vacation Providers Segment

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.

$THMed

TH Looks 117.1% Overvalued on GF Value™

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.

$THHighAI 9/10

Why is Target Hospitality stock surging today?

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.

$THHighAI 9/10

Target Hospitality stock surges 10% on $250M contract win

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.

$THHighAI 9/10

Target Hospitality Secures New Multi-Year Contract Expected to Generate Approximately $250 Million of Revenue to Support a Top-Five Hyperscaler Data Center Project

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.

$ARMKMed

Top Business and Info Services Stocks, Deutsche Bank Says

Deutsche Bank analyst Faiza Alwy identified top Business and Info Services stocks post-Q2 earnings. Aramark (ARMK) and TransUnion (TRU) raised outlooks, while CoStar Group (CSGP) lowered guidance. Equifax (EFX) and Fair Isaac (FICO) beat EPS estimates. Moody’s (MCO) and S&P Global (SPGI) surpassed revenue and profit forecasts. Republic Services (RSG) and Trinity Health (TH) showed upside potential. Deutsche Bank upgraded Trinity Health (TH) to Buy.

$RCLMedAI 8/10

Consumer Discretionary - Travel and Vacation Providers Stocks Q2 Highlights: Royal Caribbean (NYSE:RCL)

Royal Caribbean (RCL) reported Q2 revenue of $4.83B, up 6.5% YoY, meeting expectations. Full-year EPS guidance exceeded estimates, but shares fell 5.3%. Target Hospitality (TH) surged 6.8% after a strong quarter, while Hilton Grand Vacations (HGV) dropped 13.3% after missing estimates. Choice Hotels (CHH) and Marriott Vacations (VAC) also reported Q2 results, with mixed market reactions.

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