Target Hospitality Corp. (TH)
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-10-29
$13.67-4.00%
Close 2026-10-30 · 1-day change
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-10-29
Research Workspace
Put TH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Diversified Support Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 12% over the past year.
View GrowthManagement screens weak on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 36% in its worst 12-month stretch.
View RiskTH depends on revenue growth continuing despite weak recent performance and an unfavorable sector backdrop. Revenue grew 39% year over year in Q2 FY2026, when TH beat EPS consensus. TH trades at 4× sales versus a 2× peer median, near its 5× historical multiple. The desk says expectations look modest versus its growth view, despite the peer premium. The risk is that the premium compresses, especially after TH’s sharp drop from its recent high. The model puts the next-quarter miss probability near 34%. Peer multiples imply a price about 16% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. TH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering TH (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for TH in the last 4 months.
Continue this research
Compare TH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Diversified Support Services — fair value, gap to price, and forward P/E.
Compare the value case
Put TH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve full-year 2026 revenue between $410M and $420M
Price target increase suggests positive growth outlook.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $13.67
The last 12 months of price, then the range of analyst 12-month targets from today’s $13.67.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Threatens: Maintain disciplined capital expenditures of $490-$510 million in 2026
Secondary offering may impact capital structure and liquidity.
Threatens: Maintain disciplined capital expenditures of $490-$510 million in 2026
Dilution may affect capital structure and liquidity objectives.
Advances: Achieve full-year 2026 revenue between $410M and $445M
Guidance upgrade supports revenue growth objective.
Advances: Expand Workforce Hospitality Solutions segment with multi-year contracts
New deal supports expansion of Workforce Hospitality Solutions segment.
Advances: Expand Workforce Hospitality Solutions segment with multi-year contracts
Securing a $250 million contract supports workforce hospitality expansion.
Advances: Expand Workforce Hospitality Solutions segment with multi-year contracts
Major contract win aligns with workforce hospitality expansion.
Advances: Achieve full-year 2026 revenue between $410M and $420M
Stock surge reflects positive outlook on revenue growth.
