TH

Target Hospitality Corp. delivered robust 2Q26 results, with revenue up 39% YoY and adjusted EBITDA up 5x, driven by WHS segment strength. TH secured $1.4B in multi-year contracts, expanding its bed pipeline to potentially 20,000, ensuring strong earnings visibility and growth runway. Management raised 2026 revenue and EBITDA guidance, citing AI data center buildouts and power generation expansion as key demand drivers for WHS.

Target Hospitality (TH) possesses solid growth attributes, which could help it handily outperform the market.

The mean of analysts' price targets for Target Hospitality (TH) points to a 36.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Raises Full-Year 2026 Revenue and Adjusted EBITDA ( 1)  Outlook at the Midpoint by 6% and 22%, Respectively THE WOODLANDS, Texas, Aug. 26, 2026 /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 a new multi-year lease and services agreement (the "Contract") to provide comprehensive facility and hospitality services for a top-five hyperscaler's data center development in the Pecos region of West Texas (the "Community"). Target will deliver a full-turnkey community that leverages its premium modular accommodations and all-inclusive hospitality services, including elevated lifestyle amenities, to support approximately 1,100 individuals.

Target Hospitality Corp. (TH) Q2 2026 Earnings Call Transcript

Target Hospitality NASDAQ: TH reported second-quarter results marked by growth in its Workforce Hospitality Solutions, or WHS, segment, higher customer advance payments and an increased full-year outlook as it ramps recently awarded contracts tied to data center, power generation and other infrastructure projects.

The headline numbers for Target Hospitality (TH) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Target Hospitality (TH) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to a loss of $0.15 per share a year ago.

Since January 2026, secured over $1.4 billion of multi-year contract awards across diversified, high-growth strategic Workforce Hospitality Solutions end markets, supporting improved profitability and strong cash generation Raises Full-Year 2026 Revenue and Adjusted EBITDA (1) Outlook by 11% and 13%, Respectively THE WOODLANDS, Texas, Aug. 10, 2026 /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 June 30, 2026. Financial and Operational Highlights for the quarter ended June 30, 2026 Revenue increased 39% to $85.5 million compared to the same period in 2025.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Target Hospitality (TH), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2026.