Target Hospitality
About: Target Hospitality Corp is a vertically integrated specialty rental and hospitality services company in the United States. The company provides vertically integrated specialty rental and comprehensive hospitality services including catering food services, maintenance, housekeeping, grounds-keeping, on-site security, overall workforce lodge management, and laundry service. Its operating segment includes HFS-South and HFS-Midwest; Government; TCPL Keystone and others. It generates a majority of its revenue from the Government segment which consists of specialty rental and vertically integrated hospitality services revenue from customers with Government contracts located in Texas.
Employees: 770
0
Funds holding %
of 7,310 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 4 (+2) [Q1 2025]
81% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $7.12M
31% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 36
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
2% more funds holding
Funds holding: 128 [Q4 2024] → 131 (+3) [Q1 2025]
1.39% more ownership
Funds ownership: 28.78% [Q4 2024] → 30.18% (+1.39%) [Q1 2025]
28% less capital invested
Capital invested by funds: $275M [Q4 2024] → $197M (-$78M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for TH.
Financial journalist opinion
Neutral
PRNewsWire
1 month ago
Target Hospitality Announces Seat on $4 Billion Multi-Year U.S. Government Strategic Sourcing Vehicle
THE WOODLANDS, Texas , May 21, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (Nasdaq: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services, today announced it has been awarded a seat on a multi-year, $4.0 Billion, Emergency Detention and Related Services Strategic Sourcing Vehicle ("SSV"). The SSV establishes the contracting vehicle necessary to support the Department of Homeland Security ("DHS") and U.S. Immigration and Customs Enforcement ("ICE") response to certain Executive Orders issued on January 20, 2025.
Neutral
Zacks Investment Research
1 month ago
Target Hospitality (TH) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Target Hospitality (TH) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Zacks Investment Research
1 month ago
Target Hospitality (TH) Reports Q1 Loss, Tops Revenue Estimates
Target Hospitality (TH) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to earnings of $0.20 per share a year ago.
Neutral
Seeking Alpha
1 month ago
Target Hospitality Corp. (TH) Q1 2025 Earnings Call Transcript
Target Hospitality Corp. (NASDAQ:TH ) Q1 2025 Earnings Conference Call May 19, 2025 9:00 AM ET Company Participants Mark Schuck - IR Brad Archer - CEO Jason Vlacich - CFO and CAO Conference Call Participants Stephen Gengaro - Stifel Scott Schneeberger - Oppenheimer Greg Gibas - Northland Securities Operator Good morning, ladies and gentlemen, and welcome to the Target Hospitality First Quarter 2025 Earnings Call Conference Call. At this time, all lines are in listen-only mode.
Neutral
PRNewsWire
1 month ago
Target Hospitality Reports First Quarter 2025 Results with Continued Focus on Pursuing Strong Strategic Growth Pipeline
THE WOODLANDS, Texas , May 19, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (NASDAQ: TH), one of North America's largest providers of vertically-integrated modular accommodations and value-added hospitality services, today reported results for the three months ended March 31, 2025. Financial and Operational Highlights Revenue of $69.9 million for the three months ended March 31, 2025.
Neutral
Zacks Investment Research
1 month ago
Here's What to Know Ahead of Target Hospitality's Q1 Earnings
TH's first-quarter 2025 results are likely to reflect declining contributions from reportable segments. Know what the quarter will look like here.
Neutral
PRNewsWire
1 month ago
Target Hospitality Announces First Quarter 2025 Earnings Release and Conference Call Schedule
THE WOODLANDS, Texas , May 9, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services, today announced that it will release its first quarter 2025 financial results before the market opens on Monday, May 19, 2025. The Company has also scheduled a conference call for Monday, May 19, 2025, at 9:00 am Eastern Time (8:00 am Central Time) to discuss the results.
Neutral
PRNewsWire
1 month ago
Target Hospitality to Participate in Oppenheimer 20th Annual Industrial Growth Conference
THE WOODLANDS, Texas , May 6, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services, today announced that it will attend and present at the Oppenheimer 20th Annual Industrial Growth Conference on Wednesday, May 7, 2025. Presentation Details Oppenheimer 20th Annual Industrial Growth Conference Date: Wednesday, May 7, 2025 Time: 3:00 pm Eastern Time (2:00 pm Central Time) The event will be broadcast live via webcast.
Positive
Seeking Alpha
2 months ago
Target Hospitality: Buy At A Bargain Despite A Weaker FY25 Target
Target Hospitality Corp. faces revenue headwinds due to PCC contract loss but shows resilience through enhanced efficiency and financial sustainability. New contracts with CoreCivic and Lithium Americas Corp. cannot offset the impact of PCC, but they diversify revenue streams and reduce reliance on single government contracts. Strong Balance Sheet and positive cash flows support operations despite revenue challenges; DCF Model suggests a 42% upside potential.
Positive
Zacks Investment Research
3 months ago
Target Hospitality Q4 Earnings & Revenues Beat Estimates, Stock Rises
TH's fourth-quarter 2024 results benefit from operational flexibility, enabling it to navigate varying business cycles and shifting customer demands.
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