TARGET HOSPITALITY CORP.
In the published model solve dated 2026-Q2, anchored at $15.77, TARGET HOSPITALITY CORP. (TH) is priced for +12.8% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Target Hospitality builds and runs remote workforce lodging, and its book has just re-pointed toward data centers and power: since January 2026 it has announced over $1.4 billion of multi-year Workforce Hospitality Solutions contracts covering more than 9,000 beds, including a 48-month AI-infrastructure award expected to generate more than $750 million [Source: Q1 2026 results, May 2026]. • The near-term financials still show the trough that the price is looking past: first quarter revenue was
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125 institutional managers reported holding TH in 13F filings for the quarter ended 2026-03-31. Together they hold about 31% of the company; the top 10 hold 19%. 19 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 3.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
TH's share count grew 3.5% over the past five years even with $33.50M spent on repurchases. It pays no dividend. Cash returned over the past three years: $33.50M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at TH over the trailing three years: 2025: 2 buys totaling $1.99M. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
TH's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | +7.8% | +13.2% |
| 2023-11-09 | -3.6% | -24.3% |
| 2024-03-14 | +4.8% | +28.6% |
| 2024-05-09 | +5.0% | -23.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
TH's latest 8-K filings: 2026-08-10 (items 2.02, 9.01); 2026-08-05 (items 5.02, 9.01); 2026-07-27 (items 1.01, 2.03, 8.01, 9.01); 2026-05-28 (items 8.01, 9.01); 2026-05-21 (items 5.07, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.