TARGET HOSPITALITY CORP.
In the published model solve dated 2026-Q2, anchored at $20.58, TARGET HOSPITALITY CORP. (TH) is priced for +18.3% 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: 2026-09-09 (items 8.01, 9.01); 2026-09-01 (items 7.01); 2026-08-26 (items 7.01, 8.01, 9.01); 2026-08-10 (items 2.02, 9.01); 2026-08-05 (items 5.02, 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.