Target Hospitality stock rating upgraded by Stifel on data center contract

Published 19/08/2025, 05:08
Target Hospitality stock rating upgraded by Stifel on data center contract

Investing.com - Stifel has upgraded Target (NYSE:TGT) Hospitality (NASDAQ:TH) from Hold to Buy and raised its price target to $11.00 from $7.50, citing the company’s entry into the data center business. The company, currently trading at a P/E ratio of 72x with a market capitalization of $801 million, has maintained strong liquidity with a current ratio of 1.47.

The upgrade follows Target Hospitality’s announcement of its first data center contract, a two-year agreement with minimum commitments of $43 million.

Stifel’s revised target price is based on a scenario analysis that assumes Target Hospitality will operate 5,000 rooms for data center customers and 3,400 for Government Services over the next few years.

The investment firm believes there are several similar deals in Target Hospitality’s pipeline, suggesting potential for further growth in this new business segment.

Target Hospitality, which provides accommodation and hospitality services, is expanding beyond its traditional markets with this strategic move into the data center sector.

In other recent news, Target Hospitality Corp reported its second-quarter earnings for 2025, surpassing revenue expectations. The company achieved a revenue of $62 million, exceeding the forecast of $59.43 million. However, the earnings per share (EPS) were -$0.1223, slightly missing the anticipated -$0.11. Additionally, Target Hospitality announced a multi-year contract to provide hospitality services for a data center campus in the Southwestern United States. This agreement is projected to generate approximately $43 million in revenue through September 2027, with about $5 million expected in 2025. These developments highlight significant financial activities for Target Hospitality.

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