Truist Securities lowers PebbleBrook Hotel stock price target to $9

Published 02/06/2025, 14:22
Truist Securities lowers PebbleBrook Hotel stock price target to $9

On Monday, Truist Securities lowered its price target for PebbleBrook Hotel Trust stock to $9 from the previous $10, while maintaining a Hold rating. The decision reflects ongoing caution regarding city-specific challenges and summer leisure trends. The stock, currently trading at $9.18, has seen a significant decline of about 34% over the past year, with its market capitalization now at $1.1 billion.

The updated price target is based on an unchanged 12.0x multiple of the 2026 EBITDA estimate. Truist Securities adjusted its 2025 expected Adjusted EBITDAre to $328 million, down from $342 million, and revised the AFFO per share estimate to $1.42 from $1.50. The 2026 Adjusted EBITDAre estimate was also adjusted to $329 million, with the AFFO per share remaining at $1.44. Current EBITDA stands at $307.5 million, with the company trading at an EV/EBITDA multiple of 11.6x.

The research firm expressed concerns about the current macroeconomic environment, highlighting potential downside risks due to PebbleBrook’s high relative leverage. Despite these challenges, Truist Securities considers the stock to be fairly priced under the current conditions.

PebbleBrook Hotel Trust, listed on the New York Stock Exchange under the ticker NYSE: PEB, continues to face scrutiny from analysts as it navigates these market conditions.

In other recent news, Pebblebrook Hotel Trust (NYSE:PEB) reported its first-quarter 2025 earnings, surpassing analyst expectations with an earnings per share (EPS) of -$0.37, compared to the forecast of -$0.39. The company also exceeded revenue forecasts, reporting $320.27 million against an expected $312.38 million. Pebblebrook’s same property hotel EBITDA and adjusted EBITDA surpassed midpoints by $4.3 million and $4.1 million, respectively. The company completed a $15 million renovation of the Hyatt Centric in Santa Monica during this period. Despite these positive results, Pebblebrook slightly reduced its full-year outlook, citing potential economic slowdowns in the latter half of 2025. The company remains cautious but prepared, with a flexible capital strategy to adapt to changing market conditions. CEO John Bortz emphasized the company’s preparedness for economic uncertainties, stating they have the flexibility and liquidity to adapt quickly.

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