Stifel cuts Host Hotels price target to $17, maintains Buy rating

On Wednesday, Stifel analysts revised their financial outlook for Host Hotels & Resorts, Inc. (NASDAQ:HST), leading to a change in the company’s price target. The firm lowered the price target to $17.00, a decrease from the previous $20.50, while still maintaining a Buy rating on the stock.

The adjustment was based on updated estimates for the company’s future funds from operations (FFO). Stifel now expects Host Hotels’ 2025 FFO to be $1.83 per share, down from the prior estimate of $1.89. Similarly, the 2026 FFO forecast has been reduced to $2.01 per share from the earlier projection of $2.06. This aligns with InvestingPro data showing that two analysts have recently revised their earnings expectations downward for the upcoming period. Subscribers can access 8 additional exclusive ProTips and comprehensive financial analysis for HST.

Stifel’s decision to revise the price target and FFO estimates for Host Hotels was influenced by current weaker trends observed in the second quarter of 2025. The firm also noted that the second half of 2025 and the year 2026 might experience impacts due to the prevailing macroeconomic uncertainty.

The analyst’s comments highlight the firm’s cautious stance on the near-term performance of Host Hotels, taking into account the broader economic conditions that could affect the hospitality industry. Despite the lowered estimates and price target, Stifel’s continuation of a Buy rating indicates a positive long-term view on the stock’s potential.

Host Hotels & Resorts, Inc. is a publicly traded lodging real estate investment trust that owns hotels and resorts in the United States and abroad. The company’s stock performance and financial health are closely watched by investors given its position in the hospitality sector, which is sensitive to economic changes.

In other recent news, Host Hotels & Resorts Inc. has been the focus of multiple analyst assessments, reflecting a range of perspectives on its future performance. Jefferies analyst David Katz downgraded Host Hotels from Buy to Hold, setting a new price target of $14, citing concerns over economic visibility and potential margin pressures, despite the company’s strategic mergers and acquisitions. Meanwhile, Morgan Stanley (NYSE:MS)’s Stephen W. Grambling upgraded the stock to Equalweight but reduced the price target to $15, noting the company’s valuation has reached trough levels not seen since before the pandemic. Citi analysts maintained a Buy rating but adjusted the price target to $19, reflecting updated financial models and a revised full-year 2025 core FFO estimate.

Jefferies also reduced its price target from $21 to $20 while maintaining a Buy rating, highlighting Host Hotels’ potential for growth driven by recent acquisitions and capital projects, despite anticipated cost pressures in 2025. Citi maintained a $21 price target and Buy rating, acknowledging a conservative outlook due to higher labor costs and slower recovery in certain markets. The company is expected to benefit from insurance proceeds and condominium sales, which may offset some negative impacts.

These recent developments indicate varied analyst opinions on Host Hotels, with some expressing caution due to economic uncertainties and others pointing to potential growth opportunities. The company’s financial outlook and strategic initiatives remain under close watch by investors and market analysts.

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