TH
Target Hospitality Corp.
$16.44
-1.62%
$1.7B
No data for this timeframe.
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders8 funds
Inst. Value$26.7M
Inst. Activity2 buys / 3 sells
Reddit Sentiment33° Cool
SEC Reports6
Exchange Nasdaq·Sector Hotels, Rooming Houses, Camps & Other Lodging Places·Inc. DE·CIK 0001712189·Prev Close $16.71
Recent Activity
May 29, 2026
Insider
TDR Capital II Investments LP sold 8,050,000 shares
10%+ Owner @ $16.36 ($131.7M)
May 28, 2026
SEC
Target Hospitality Corp. filed an 8-K reporting that its controlling shareholders, entities controlled by TDR Capital LL
8-K — Impact 5/10
May 28, 2026
Insider
TDR Capital II Investments LP sold 1,203,134 shares
10%+ Owner @ $0.00 ($0.00)
May 21, 2026
Insider
Jimmerson Martin L. sold 16,061 shares
Director @ $0.00 ($0.00)
May 12, 2026
earnings_calendar
TH Q1 2026 Earnings Scheduled — 2026-05-12
May 11, 2026
SEC
Target Hospitality reported Q1 2026 revenue of $72.8M (+4.1% YoY) but net loss widened to -$13.0M from -$6.5M, with Adju
8-K — Impact 7/10
May 7, 2026
SEC
Target Hospitality appointed Paul Hohnsbeen as an independent director, effective May 5, 2026. Mr. Hohnsbeen brings deep
8-K — Impact 2/10
Inst.
MORGAN STANLEY — TRIM
99,333 shares ($795.7K)
Price Targets
$22.00
+33.8% upside
Strong Buy
Current $16.44
Low $21.00
Median $22.00
High $23.00
4 analysts
$21.00
$23.00
Analyst Ratings
5Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Apr 9, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Apr 6, 2026 | Stifel | REITERATE | Buy → Buy |
| Mar 17, 2026 | Oppenheimer | UPGRADE | Perform → Outperform |
| Dec 30, 2025 | Stifel | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.10 ▼ -28.7% | $-0.11 — $-0.07 | 33% YoY | 4 |
| Next Q | $-0.02 ▼ -266.6% | $-0.05 — $0.01 | -732% YoY | 4 |
| Current FY | $-0.19 ▼ -1.0% | $-0.23 — $-0.13 | 19% YoY | 4 |
| Next FY | $0.67 ▲ +98.5% | $0.59 — $0.82 | 465% YoY | 4 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $15.7M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $7.3M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $2.2M | NEW |
| MORGAN STANLEY | $795.7K | TRIM |
| WELLS FARGO & COMPANY/MN | $288.6K | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | TDR Capital | J | $131.7M |
| May 28, 2026 | TDR Capital | J | $0.00 |
| May 21, 2026 | Jimmerson Martin | M | $0.00 |
| May 21, 2026 | Jimmerson Martin | A | $0.00 |
| May 21, 2026 | Jimmerson Martin | M | $0.00 |
Reddit Sentiment
33°
Cool
Bearish
Neutral
Bullish
8 institutional holders with $26.7M total value (3,334,339 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, CHARLES. Net selling activity: 3 institutions trimmed/exited vs 2 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,955,135 | $15.7M | 58.6% | ADD +43.0% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 910,424 | $7.3M | 27.3% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 273,163 | $2.2M | 8.2% | NEW |
| 4 | MORGAN STANLEY | 99,333 | $795.7K | 3.0% | TRIM -49.6% |
| 5 | WELLS FARGO & COMPANY/MN | 36,031 | $288.6K | 1.1% | ADD +46.2% |
| 6 | BANK OF AMERICA CORP /DE/ | 29,758 | $238.4K | 0.9% | TRIM -73.2% |
| 7 | FMR LLC | 20,101 | $161.0K | 0.6% | DOUBLED +378.7% |
| 8 | TWO SIGMA INVESTMENTS, LP | 10,394 | $83.3K | 0.3% | TRIM -70.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 196,934 | 99,333 | -49.6% | $795.7K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 24,641 | 36,031 | +46.2% | $288.6K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 111,223 | 29,758 | -73.2% | $238.4K | 2025-Q4 |
| FMR LLC | DOUBLED | 4,199 | 20,101 | +378.7% | $161.0K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 35,394 | 10,394 | -70.6% | $83.3K | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 1,394,460 | 1,994,641 | +43.0% | $16.9M | 2025-Q3 |
| VANGUARD GROUP INC | TRIM | 1,937,339 | 1,394,460 | -28.0% | $9.9M | 2025-Q2 |
| UBS Group AG | TRIM | 256,248 | 150,956 | -41.1% | $1.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 50,498 | 111,693 | +121.2% | $795.3K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 15,743 | 20,621 | +31.0% | $146.8K | 2025-Q2 |
| UBS Group AG | ADD | 141,245 | 256,248 | +81.4% | $1.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 129,161 | 46,824 | -63.7% | $308.1K | 2025-Q1 |
| MORGAN STANLEY | ADD | 159,983 | 205,801 | +28.6% | $2.0M | 2024-Q4 |
| UBS Group AG | DOUBLED | 33,946 | 141,245 | +316.1% | $1.4M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 10,148 | 15,394 | +51.7% | $148.8K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 271,590 | — | $2.1M | 2024-Q3 |
| MORGAN STANLEY | ADD | 98,077 | 159,983 | +63.1% | $1.2M | 2024-Q3 |
14 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | TDR Capital II Investments LP | 10%+ Owner | J | 8,050,000 | $16.36 | $131.7M |
| May 28, 2026 | TDR Capital II Investments LP | 10%+ Owner | J | 1,203,134 | $0.00 | $0.00 |
| May 21, 2026 | Jimmerson Martin L. | Director | M | 16,061 | $0.00 | $0.00 |
| May 21, 2026 | Jimmerson Martin L. | Director | A | 7,597 | $0.00 | $0.00 |
| May 21, 2026 | Jimmerson Martin L. | Director | M | 16,061 | $0.00 | $0.00 |
| May 21, 2026 | Medler Linda R | Director | M | 16,061 | $0.00 | $0.00 |
| May 21, 2026 | Robertson Stephen | Director | M | 20,950 | $0.00 | $0.00 |
| May 21, 2026 | Robertson Stephen | Director | A | 9,567 | $0.00 | $0.00 |
| May 21, 2026 | Robertson Stephen | Director | M | 20,950 | $0.00 | $0.00 |
| May 21, 2026 | Medler Linda R | Director | M | 16,061 | $0.00 | $0.00 |
| May 21, 2026 | Medler Linda R | Director | A | 7,597 | $0.00 | $0.00 |
| May 21, 2026 | PATENAUDE PAMELA H. | Director | M | 16,061 | $0.00 | $0.00 |
| May 21, 2026 | PATENAUDE PAMELA H. | Director | M | 16,061 | $0.00 | $0.00 |
| May 21, 2026 | PATENAUDE PAMELA H. | Director | A | 7,597 | $0.00 | $0.00 |
| May 21, 2026 | Hohnsbeen Paul | Director | M | 347 | $0.00 | $0.00 |
| May 21, 2026 | Hohnsbeen Paul | Director | M | 347 | $0.00 | $0.00 |
| May 21, 2026 | Hohnsbeen Paul | Director | A | 7,597 | $0.00 | $0.00 |
| May 21, 2026 | HERNANDEZ ALEJANDRO | Director | A | 7,597 | $0.00 | $0.00 |
| May 21, 2026 | HERNANDEZ ALEJANDRO | Director | M | 16,061 | $0.00 | $0.00 |
| May 21, 2026 | HERNANDEZ ALEJANDRO | Director | M | 16,061 | $0.00 | $0.00 |
| May 5, 2026 | Hohnsbeen Paul | Director | A | 347 | $0.00 | $0.00 |
| Apr 23, 2026 | TDR Capital II Investments LP | 10%+ Owner | J | 8,050,000 | $13.27 | $106.8M |
| Mar 1, 2026 | Vlacich Jason Paul | CFO | M | 9,889 | $0.00 | $0.00 |
| Mar 1, 2026 | Schrenk Troy C. | SEVP, Operations & CCO | M | 7,252 | $0.00 | $0.00 |
| Mar 1, 2026 | Vlacich Jason Paul | CFO | M | 9,889 | $0.00 | $0.00 |
| Mar 1, 2026 | Schrenk Troy C. | SEVP, Operations & CCO | M | 7,252 | $0.00 | $0.00 |
| Mar 1, 2026 | Lewis Heidi Diane | EVP, General Counsel & Sec | M | 4,615 | $0.00 | $0.00 |
| Mar 1, 2026 | Lewis Heidi Diane | EVP, General Counsel & Sec | M | 4,615 | $0.00 | $0.00 |
| Mar 1, 2026 | Archer James Bradley | Director and CEO and President | M | 25,053 | $0.00 | $0.00 |
| Mar 1, 2026 | Archer James Bradley | Director and CEO and President | M | 25,053 | $0.00 | $0.00 |
| Feb 27, 2026 | Dowhaniuk Brendan | EVP, Strategy & Corp. Dev. | M | 7,813 | $0.00 | $0.00 |
| Feb 27, 2026 | Schrenk Troy C. | SEVP, Operations & CCO | M | 12,277 | $0.00 | $0.00 |
| Feb 27, 2026 | Dowhaniuk Brendan | EVP, Strategy & Corp. Dev. | M | 7,813 | $0.00 | $0.00 |
| Feb 27, 2026 | Vlacich Jason Paul | CFO | M | 13,393 | $0.00 | $0.00 |
| Feb 27, 2026 | Vlacich Jason Paul | CFO | M | 13,393 | $0.00 | $0.00 |
| Feb 27, 2026 | Schrenk Troy C. | SEVP, Operations & CCO | M | 12,277 | $0.00 | $0.00 |
| Feb 27, 2026 | Lewis Heidi Diane | EVP, General Counsel & Sec | M | 8,929 | $0.00 | $0.00 |
| Feb 27, 2026 | Lewis Heidi Diane | EVP, General Counsel & Sec | M | 8,929 | $0.00 | $0.00 |
| Feb 27, 2026 | Archer James Bradley | Director and CEO and President | M | 42,411 | $0.00 | $0.00 |
| Feb 27, 2026 | Archer James Bradley | Director and CEO and President | M | 42,411 | $0.00 | $0.00 |
| Feb 25, 2026 | Hahamski Cyril Jordanov | Chief Accounting Officer | A | 10,838 | $0.00 | $0.00 |
| Feb 25, 2026 | Dowhaniuk Brendan | EVP, Strategy & Corp. Dev. | A | 25,289 | $0.00 | $0.00 |
| Feb 25, 2026 | Schuck Mark | SVP, Finance & IR | A | 8,671 | $0.00 | $0.00 |
| Feb 25, 2026 | Vlacich Jason Paul | CFO | A | 43,353 | $0.00 | $0.00 |
| Feb 25, 2026 | Lewis Heidi Diane | EVP, General Counsel & Sec | A | 28,902 | $0.00 | $0.00 |
| Feb 25, 2026 | Lewis Heidi Diane | EVP, General Counsel & Sec | A | 175,000 | $0.00 | $0.00 |
| Feb 25, 2026 | Schrenk Troy C. | SEVP, Operations & CCO | A | 39,740 | $0.00 | $0.00 |
| Feb 25, 2026 | Schrenk Troy C. | SEVP, Operations & CCO | A | 400,000 | $0.00 | $0.00 |
| Feb 25, 2026 | Archer James Bradley | Director and CEO and President | A | 137,283 | $0.00 | $0.00 |
| Feb 25, 2026 | Dowhaniuk Brendan | EVP, Strategy & Corp. Dev. | A | 300,000 | $0.00 | $0.00 |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 3 neutral. Avg impact: 4.7/10.
BEARISH
8-K
5/10
Target Hospitality Corp. filed an 8-K reporting that its controlling shareholders, entities controll
May 28, 2026
MIXED
8-K
7/10
Target Hospitality reported Q1 2026 revenue of $72.8M (+4.1% YoY) but net loss widened to -$13.0M fr
May 11, 2026
NEUTRAL
8-K
2/10
Target Hospitality appointed Paul Hohnsbeen as an independent director, effective May 5, 2026. Mr. H
May 7, 2026
NEUTRAL
8-K
4/10
Target Hospitality Corp. (TH) announced a secondary public offering of 7 million shares by existing
Apr 22, 2026
BEARISH
8-K
7/10
Target Hospitality issued a preliminary earnings release for Q1 2026, estimating revenue between $70
Apr 21, 2026
NEUTRAL
DEFA14A
3/10
Target Hospitality Corp. is holding its 2026 annual meeting to elect six directors, ratify Ernst & Y
Apr 7, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 5 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$22.00 mean target
+33.8% upside
Strong Buy (1.50)
$21.00 Low
$23.00 High
| Metric | Value |
|---|---|
| Current Price | $16.44 |
| Target Low | $21.00 |
| Target Mean | $22.00 |
| Target Median | $22.00 |
| Target High | $23.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.10 | $-0.11 | $-0.07 | 33.3% | -28.7% | 1↑ 0↓ | $0.1B | 28.7% | 4 |
| Next Q 2026-09-30 |
$-0.02 | $-0.05 | $0.01 | -732.1% | -266.6% | 1↑ 0↓ | $0.1B | 0.0% | 4 |
| Current FY 2026-12-31 |
$-0.19 | $-0.23 | $-0.13 | 18.6% | -1.0% | 1↑ 1↓ | $0.4B | 17.3% | 4 |
| Next FY 2027-12-31 |
$0.67 | $0.59 | $0.82 | 464.6% | +98.5% | 1↑ 1↓ | $0.6B | 68.8% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.097 | |
| 7d ago | $-0.107 | +0.010 |
| 30d ago | $-0.075 | -0.022 |
| 60d ago | $-0.070 | -0.027 |
| 90d ago | $-0.055 | -0.042 |
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Apr 9, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Apr 6, 2026 | Stifel | REITERATE | Buy | Buy |
| Mar 17, 2026 | Oppenheimer | UPGRADE | Perform | Outperform |
| Dec 30, 2025 | Stifel | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| Feb 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| Jan 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
33°
Cool
Bearish
Neutral
Bullish
2 mentions
0 bullish
2 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 7, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 7, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
May 12, 2026
earnings_calendar
TH Q1 2026 Earnings Scheduled — 2026-05-12
May 11, 2026
earnings_calendar
TH Q1 2026 Earnings Scheduled — 2026-05-11
May 5, 2026
short_interest
FTD: TH — 76,913 shares ($1.2M) failed to deliver
Settlement: 20260505, Price: $15.15, FTD Value: $1,165,231.95, TARGET HOSPITALITY CORP COM (D
May 4, 2026
short_interest
FTD: TH — 76,919 shares ($1.1M) failed to deliver
Settlement: 20260504, Price: $14.68, FTD Value: $1,129,170.92, TARGET HOSPITALITY CORP COM (D
May 1, 2026
short_interest
FTD: TH — 43,796 shares ($0.6M) failed to deliver
Settlement: 20260501, Price: $14.54, FTD Value: $636,793.84, TARGET HOSPITALITY CORP COM (D
Apr 28, 2026
short_interest
FTD: TH — 225,829 shares ($3.2M) failed to deliver
Settlement: 20260428, Price: $14.30, FTD Value: $3,229,354.7, TARGET HOSPITALITY CORP COM (D
Apr 20, 2026
short_volume
Short Volume: TH — 65.2% short (0.4M / 0.7M)
Short: 446,787 | Exempt: 9,498 | TRF Vol: 685,166 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Mar 11, 2026
earnings_calendar
TH Q4 2025 Earnings Before Market Open — 2026-03-11