Q1 Earnings Estimate for TH Issued By Northland Securities

Target Hospitality Corp. (NASDAQ:TH) – Analysts at Northland Securities issued their Q1 2026 earnings estimates for shares of Target Hospitality in a note issued to investors on Thursday, March 12th. Northland Securities analyst G. Gibas forecasts that the company will post earnings of ($0.12) per share for the quarter. The consensus estimate for Target Hospitality’s current full-year earnings is $0.65 per share. Northland Securities also issued estimates for Target Hospitality’s Q2 2026 earnings at ($0.08) EPS, Q3 2026 earnings at ($0.04) EPS and FY2026 earnings at ($0.26) EPS.

Several other equities analysts have also recently issued reports on the company. Stifel Nicolaus set a $11.00 price target on Target Hospitality in a report on Wednesday. Weiss Ratings reissued a “sell (d)” rating on shares of Target Hospitality in a report on Monday, December 29th. Wall Street Zen downgraded shares of Target Hospitality from a “hold” rating to a “sell” rating in a research report on Saturday. Finally, Texas Capital raised shares of Target Hospitality from a “hold” rating to a “strong-buy” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $11.00.

Target Hospitality Stock Down 4.0%

TH stock opened at $9.31 on Monday. Target Hospitality has a twelve month low of $5.52 and a twelve month high of $9.90. The company has a market cap of $928.95 million, a P/E ratio of -24.50 and a beta of 1.36. The business has a fifty day moving average of $7.57 and a 200-day moving average of $7.80.

Target Hospitality (NASDAQ:TH) last announced its quarterly earnings data on Wednesday, March 11th. The company reported ($0.15) EPS for the quarter, missing analysts’ consensus estimates of ($0.10) by ($0.05). The firm had revenue of $89.78 million during the quarter, compared to the consensus estimate of $85.20 million. Target Hospitality had a negative net margin of 11.58% and a negative return on equity of 8.65%.

Insider Activity

In other news, EVP Heidi Diane Lewis sold 9,000 shares of the firm’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $7.34, for a total value of $66,060.00. Following the transaction, the executive vice president directly owned 131,742 shares in the company, valued at $966,986.28. This trade represents a 6.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 68.00% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Target Hospitality

Several hedge funds have recently added to or reduced their stakes in the stock. Royal Bank of Canada boosted its holdings in Target Hospitality by 3,549.2% during the first quarter. Royal Bank of Canada now owns 43,863 shares of the company’s stock worth $289,000 after buying an additional 42,661 shares during the last quarter. AQR Capital Management LLC bought a new stake in shares of Target Hospitality in the 1st quarter valued at about $114,000. Goldman Sachs Group Inc. raised its position in shares of Target Hospitality by 104.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 280,288 shares of the company’s stock valued at $1,844,000 after acquiring an additional 143,505 shares during the period. Empowered Funds LLC acquired a new stake in shares of Target Hospitality in the 1st quarter valued at approximately $660,000. Finally, Strs Ohio bought a new position in Target Hospitality during the 1st quarter worth approximately $131,000. Institutional investors and hedge funds own 32.40% of the company’s stock.

About Target Hospitality

Target Hospitality is a lodging solutions provider specializing in the ownership and operation of modular workforce housing communities across North America. The company serves large-scale clients in the energy, mining, construction and government sectors that require temporary or long-term accommodations for remote workforces. Its housing portfolio includes suite-style units, single-family cabins and “man-camp” dormitories, designed to match project size, duration and workforce composition.

In addition to lodging, Target Hospitality delivers integrated support services such as on-site dining and culinary management, housekeeping, maintenance, facility management and logistics planning.