Target Hospitality Corp. (TH) | Rumor.io

Target Hospitality

Attention (50-day avg)0%

Attention rank (50-day avg)#2,599

Bullish sentiment (50-day avg)100%

Price to earnings ratio77.2

Market capitalization1.9B

Earnings per share-0.37

Dividend yield (TTM)—

Revenue (annual)320.6M

Net income (annual)-37.1M

Social

What share of all stock conversation is about TH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% +0	0% 0

Apr 1

Target Hospitality Corp. (TH) has landed a $550M multi-year contract with a top-five hyperscaler to build and operate a 4,000-person data center community in North Texas.
The contract is expected to generate guaranteed minimum revenue of over $550 million over approximately five years and has raised the 2026 outlook for the company.
Analysts are rapidly upgrading their price targets for TH following the announcement, with some predicting the stock could challenge highs of the day.

Generated by AI

Sentiment

Of the messages about TH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	100%	95.98% +12.34
Bearish	—	0% 0	0%	4.02% -12.34

Bullish· Apr 1

Target Hospitality Corp. ($TH) has signed a massive multi-year lease and services agreement with a top hyperscaler, securing a minimum of $550 million in revenue through 2031.
This deal has forced management to raise their 2026 revenue projections from $320M-$330M to $360M-$370M, with a goal of exceeding $500 million by mid-2027.
The company's pivot into the high-growth AI Infrastructure space is expected to re-rate analysts' views, moving it from a "cyclic" play to a secular growth opportunity.

Bearish· Feb 24

Target Hospitality Corp. ($TH) stock has plummeted after the government terminated a major contract, leading to a 42% decline since the start of the thread.
The company's high concentration of risk, as evidenced by its reliance on government contracts, has led to significant losses and raises concerns about its financial stability.
Target Hospitality's financials, including its $353 million in total available liquidity, have been called into question, with some suggesting that the company may be vulnerable to further government contract cancellations.

Generated by AI

Topics

Of the messages about TH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	—	50.64%
Analysts	—	—	—	14.33%
Controversies	—	—	—	0%
Earnings	—	—	—	10.19%
Macro	—	—	—	14.65%
Technical Analysis	—	—	—	10.19%

Mar 10

Target Hospitality Corp. ($TH) reported Q4 earnings of $0.31 per diluted share, up from $0.03 a year earlier, with revenue of $152.4 million, a 86.5% increase from the previous year.
The company achieved record-setting 2022 results, with revenue of $502.0 million, a 72% year-over-year increase, and net income of $73.9 million.
Target Hospitality announced a significant milestone towards a multiyear contract award for an expanded humanitarian community, with record Adjusted EBITDA of $264.7 million for the year ended December 31, 2022.

Generated by AI

Community

Of the messages about TH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	0%	0%	16.59%
Newcomers	—	100%	100%	83.41%

Regulars· Jun 11

The regulars are focused on the unusual high call volume of 3.9K, which is 1.8K% of the 30d avg call volume of 218.55, indicating potential buying interest in Target Hospitality Corp.
The regulars have noted a pattern of the stock popping over its 200 Day Moving Average, followed by a crash when Negative Unusual Options floods in, with the stock currently on the 8/30 #Dread Report due to #RareDread flow.
The regulars have highlighted the significant short float of 3.8% and the recent +4.2% gain, recommending taking profits on trades with the algorithm doing so as well, and noting the current price of $7.102 and float of 33.1M.

Newcomers· May 19

Newcomers are focused on Target Hospitality's Q1 2025 results, noting a revenue decline and missed EPS expectations due to contract terminations.
The company's recent contract wins, including the $246M Dilley contract and $140M Workforce Hub deal, are seen as a positive factor in its strategic growth pipeline.
Despite the revenue decline, Target Hospitality's strong liquidity and continued momentum in executing on recent contract wins are viewed as a positive outlook for the company.

Generated by AI

Target Hospitality (TH) has drawn attention after a recent stretch of mixed share performance, with the stock down over the past week yet higher over the past month. The move invites a closer look at what investors are currently pricing in. In the short term, momentum has cooled, with a 1-day share price return down 6.2% and a 7-day share price return down 9.3%. However, Target Hospitality still operates against a strong backdrop, reflected in a year-to-date share price return of 138.3% and a...

17h agoYahoo Finance

1 High-Flying Stock for Long-Term Investors and 2 We Brush Off

Detailed price information for GE Vernova Inc (GEV-N) from The Globe and Mail including charting and trades.

2d agoThe Globe and Mail

Is Target Hospitality’s (TH) Big Buyback a Sign of Undervaluation or Insider Hesitation?

Target Hospitality (NASDAQ:TH) presents a compelling capital allocation story: a specialized modular housing provider leveraging disciplined balance sheet management to capitalize on multi-year industrial demand. Carrying a low net leverage ratio of 0.6x as of June 30, and generating $111 million in year-to-date operating cash flow, the company has built a solid liquidity foundation driven […]

6d agoYahoo Finance

Insider Buying: Executive Doubles Down, Buys Nearly 6,000 Shares

Motley Fool Press Release.

7d agoThe Globe and Mail

Target Hospitality stock hits all-time high at 20.91 USD

11d agoInvesting.com

Target Hospitality CEO Archer Buys 13,385 Shares | The Motley Fool

Archer's open-market purchase brings his direct holdings to approximately 1.8 million shares.

12d agoThe Motley Fool

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3	United Maritime CorporationUSEA	0%0
4	The Allstate CorporationALL	0%0
5	Arhaus, Inc. Class A Common StockARHS	0%-0.01
6	Hilton Grand Vacations Inc.HGV	0%0
7	Navient CorporationNAVI	0%new
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9	4D Molecular Therapeutics, Inc.FDMT	0%new
10	Biomea Fusion Inc.BMEA	0.01%-0.01

Target Hospitality Corp.

Industrials
Specialty Business Services

Target Hospitality Corp. is a specialty rental and hospitality services company focused on providing turnkey lodging and site support solutions across North America. Target Hospitality designs, builds, owns, and operates modular accommodation communities that serve workforce, government, and project-based customers in remote or infrastructure-constrained locations. Its offerings include lodging units, catering and food service, housekeeping, laundry, maintenance, grounds care, security, recreation facilities, and community management. The company serves industries such as energy, natural resources, construction, and government operations, where temporary housing and integrated support services are needed to keep large teams onsite. Through its vertically integrated model, Target Hospitality delivers customized accommodations and operational support as part of comprehensive community-based hospitality solutions.

Website

Location

9320 Lakeside Boulevard

The Woodlands, TX, 77381

United States

Social

What share of all stock conversation is about TH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% +0	0% 0

Apr 1

Target Hospitality Corp. (TH) has landed a $550M multi-year contract with a top-five hyperscaler to build and operate a 4,000-person data center community in North Texas.
The contract is expected to generate guaranteed minimum revenue of over $550 million over approximately five years and has raised the 2026 outlook for the company.
Analysts are rapidly upgrading their price targets for TH following the announcement, with some predicting the stock could challenge highs of the day.

Generated by AI

Sentiment

Of the messages about TH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	100%	95.98% +12.34
Bearish	—	0% 0	0%	4.02% -12.34

Bullish· Apr 1

Target Hospitality Corp. ($TH) has signed a massive multi-year lease and services agreement with a top hyperscaler, securing a minimum of $550 million in revenue through 2031.
This deal has forced management to raise their 2026 revenue projections from $320M-$330M to $360M-$370M, with a goal of exceeding $500 million by mid-2027.
The company's pivot into the high-growth AI Infrastructure space is expected to re-rate analysts' views, moving it from a "cyclic" play to a secular growth opportunity.

Bearish· Feb 24

Target Hospitality Corp. ($TH) stock has plummeted after the government terminated a major contract, leading to a 42% decline since the start of the thread.
The company's high concentration of risk, as evidenced by its reliance on government contracts, has led to significant losses and raises concerns about its financial stability.
Target Hospitality's financials, including its $353 million in total available liquidity, have been called into question, with some suggesting that the company may be vulnerable to further government contract cancellations.

Generated by AI

Topics

Of the messages about TH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	—	50.64%
Analysts	—	—	—	14.33%
Controversies	—	—	—	0%
Earnings	—	—	—	10.19%
Macro	—	—	—	14.65%
Technical Analysis	—	—	—	10.19%

Mar 10

Target Hospitality Corp. ($TH) reported Q4 earnings of $0.31 per diluted share, up from $0.03 a year earlier, with revenue of $152.4 million, a 86.5% increase from the previous year.
The company achieved record-setting 2022 results, with revenue of $502.0 million, a 72% year-over-year increase, and net income of $73.9 million.
Target Hospitality announced a significant milestone towards a multiyear contract award for an expanded humanitarian community, with record Adjusted EBITDA of $264.7 million for the year ended December 31, 2022.

Generated by AI

Community

Of the messages about TH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	0%	0%	16.59%
Newcomers	—	100%	100%	83.41%

Regulars· Jun 11

The regulars are focused on the unusual high call volume of 3.9K, which is 1.8K% of the 30d avg call volume of 218.55, indicating potential buying interest in Target Hospitality Corp.
The regulars have noted a pattern of the stock popping over its 200 Day Moving Average, followed by a crash when Negative Unusual Options floods in, with the stock currently on the 8/30 #Dread Report due to #RareDread flow.
The regulars have highlighted the significant short float of 3.8% and the recent +4.2% gain, recommending taking profits on trades with the algorithm doing so as well, and noting the current price of $7.102 and float of 33.1M.

Newcomers· May 19

Newcomers are focused on Target Hospitality's Q1 2025 results, noting a revenue decline and missed EPS expectations due to contract terminations.
The company's recent contract wins, including the $246M Dilley contract and $140M Workforce Hub deal, are seen as a positive factor in its strategic growth pipeline.
Despite the revenue decline, Target Hospitality's strong liquidity and continued momentum in executing on recent contract wins are viewed as a positive outlook for the company.

Generated by AI

Target Hospitality

Social

Apr 1

Sentiment

Bullish· Apr 1

Bearish· Feb 24

Topics

Mar 10

Community

Regulars· Jun 11

Newcomers· May 19

News

Target Hospitality (TH) Pulls Back, Is It Still Below Fair Value?

1 High-Flying Stock for Long-Term Investors and 2 We Brush Off

Is Target Hospitality’s (TH) Big Buyback a Sign of Undervaluation or Insider Hesitation?

Insider Buying: Executive Doubles Down, Buys Nearly 6,000 Shares

Target Hospitality stock hits all-time high at 20.91 USD

Target Hospitality CEO Archer Buys 13,385 Shares | The Motley Fool

Also Discussed

Target Hospitality Corp.

Company Information

Location

News

Target Hospitality (TH) Pulls Back, Is It Still Below Fair Value?

1 High-Flying Stock for Long-Term Investors and 2 We Brush Off

Is Target Hospitality’s (TH) Big Buyback a Sign of Undervaluation or Insider Hesitation?

Insider Buying: Executive Doubles Down, Buys Nearly 6,000 Shares

Target Hospitality stock hits all-time high at 20.91 USD

Target Hospitality CEO Archer Buys 13,385 Shares | The Motley Fool

Also Discussed

Social

Apr 1

Sentiment

Bullish· Apr 1

Bearish· Feb 24

Topics

Mar 10

Community

Regulars· Jun 11

Newcomers· May 19