THIndustrials · Specialty Business ServicesThe 4 Wall Street analysts covering Target Hospitality Corp. hold a median 12-month price target of $24 — +34.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 15 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Target Hospitality Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (95): The shares have been drifting up relative to others.
Accruals (14): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TH, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +34.7% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 July 2026 | Oppenheimer | Maintains | Outperform | $21 → $24 |
| 13 May 2026 | Oppenheimer | Maintains | Outperform | — |
| 9 Apr 2026 | Oppenheimer | Maintains | Outperform | — |
| 6 Apr 2026 | Stifel | Reiterates | Buy | — |
| 17 Mar 2026 | Oppenheimer | Upgrade | Outperform | — |
| 30 Dec 2025 | Stifel | Reiterates | Buy | — |
| 19 Aug 2025 | Stifel | Upgrade | Buy | — |
| 31 Mar 2025 | Stifel | Maintains | Hold | — |
| 26 Feb 2025 | Stifel | Maintains | Hold | — |
| 29 Jan 2025 | Northland Capital Markets | Upgrade | Outperform | — |
| 14 Nov 2024 | Oppenheimer | Reinstates | Perform | — |
| 13 Nov 2024 | Northland Capital Markets | Maintains | Market Perform | — |
| 12 Apr 2024 | Stifel | Downgrade | Hold | — |
| 26 Mar 2024 | Stifel | Maintains | Buy | — |
| 25 Mar 2024 | Oppenheimer | Maintains | Outperform | — |
| 14 Mar 2024 | Stifel | Maintains | Buy | — |
| 18 Dec 2023 | Stifel | Maintains | Buy | — |
| 3 Oct 2023 | Oppenheimer | Maintains | Outperform | — |
| 10 Aug 2023 | Oppenheimer | Maintains | Outperform | — |
| 4 Apr 2023 | Oppenheimer | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TH appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 10% of US stocks
Cheaper than 25% of US stocks
Cheaper than 23% of US stocks
Cheaper than 7% of US stocks
Higher than 83% of US stocks
Higher than 41% of US stocks
Higher than 9% of US stocks
Higher than 25% of US stocks
Higher than 19% of US stocks
Higher than 36% of US stocks
Higher than 33% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Target Hospitality Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Target Hospitality Corp. held its Q2 2026 earnings call, and Seeking Alpha published the transcript of the event.
Why it matters — The earnings call transcript provides TH watchers with management's direct commentary on quarterly results and the company's outlook.
Target Hospitality reported second-quarter results featuring growth in its Workforce Hospitality Solutions segment, higher customer advance payments, and an increased full-year outlook. The company is ramping recently awarded contracts tied to data center, power generation, and other infrastructure projects.
Why it matters — The raised full-year outlook and contract ramp-up signal expanding demand and strengthening fundamentals for Target Hospitality's business.
Target Hospitality (TH) reported its second-quarter earnings for the period ended June 2026. The report provides headline results while also prompting a comparison of key metrics against Wall Street estimates and year-ago figures.
Why it matters — TH watchers can assess how the company's quarterly performance compares to analyst expectations and prior-year results.
Target Hospitality reported a second-quarter loss of $0.09 per share, beating the Zacks Consensus Estimate of a $0.10 loss and improved from the $0.15 per share loss in the same quarter last year. Revenue also exceeded estimates.
Why it matters — The narrower loss and revenue beat indicate that Target Hospitality's underlying business performance was stronger than analysts had anticipated.
Target Hospitality reported second-quarter 2026 results with revenue up 39% year-over-year to $85.5 million. Since January 2026, the company secured over $1.4 billion in multi-year contract awards across its Workforce Hospitality Solutions end markets and raised its full-year 2026 revenue and Adjusted EBITDA outlook by 11% and 13%, respectively.
Why it matters — The substantial contract awards and raised full-year guidance signal strengthening demand and improved profitability for Target Hospitality's strategic growth segments.
The 4 Wall Street analysts covering Target Hospitality Corp. have a median 12-month price target of $24, with estimates ranging from $22 to $24. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 4 analysts covering Target Hospitality Corp., 3 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Target Hospitality Corp. 37 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Target Hospitality Corp. ranks 37 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (95 of 100).
No one can know that. What the data says: the median 12-month target from 4 analysts implies +34.7% from the last close, and Ticker Nerd's factor model ranks Target Hospitality Corp. 37 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Target Hospitality Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TH are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $22 to $24 over the next 12 months.
Target Hospitality Corp. returned +118.5% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Target Hospitality Corp. is a vertically integrated specialty rental and hospitality services company operating in North America.
The most recent item we track (Seeking Alpha, 10 Aug 2026): "Target Hospitality Corp. (TH) Q2 2026 Earnings Call Transcript". Target Hospitality Corp. held its Q2 2026 earnings call, and Seeking Alpha published the transcript of the event.
Target Hospitality Corp. is a vertically integrated specialty rental and hospitality services company operating in North America. It specializes in providing comprehensive workforce housing solutions, including rental accommodation units combined with catering, food services, maintenance, housekeeping, grounds-keeping, security, health and recreation facilities, workforce community management, concierge, and laundry services. The company serves key sectors through its primary segments: Hospitality & Facilities Services - South, focusing on natural resources and development industries in Texas and New Mexico; Government, delivering services to U.S. government contractors primarily in Texas; and other operations supporting similar clients elsewhere. Target Hospitality Corp. also caters to emerging demands in data centers, energy projects, and large-scale infrastructure via initiatives like the Target Hyper/Scale sub-brand and Data Center Communities, offering turnkey housing for specialized workforces. Founded in 1978 and headquartered in The Woodlands, Texas, it plays a vital role in supporting remote and high-demand operational environments across industrials and government-related markets.
CEO Mr. James Bradley Archer · 902 employees · United States · https://www.targethospitality.com