What is Northland Securities’ Estimate for TH Q4 Earnings?

Target Hospitality Corp. (NASDAQ:TH) – Analysts at Northland Securities issued their Q4 2026 earnings per share (EPS) estimates for Target Hospitality in a research report issued to clients and investors on Thursday, March 12th. Northland Securities analyst G. Gibas forecasts that the company will post earnings per share of ($0.02) for the quarter. The consensus estimate for Target Hospitality’s current full-year earnings is $0.65 per share.

Several other research analysts have also issued reports on TH. Wall Street Zen upgraded shares of Target Hospitality from a “sell” rating to a “hold” rating in a research note on Saturday, November 15th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Target Hospitality in a research report on Monday, December 29th. Stifel Nicolaus set a $11.00 price objective on Target Hospitality in a research report on Wednesday. Finally, Texas Capital upgraded Target Hospitality from a “hold” rating to a “strong-buy” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $11.00.

Target Hospitality Price Performance

Target Hospitality stock opened at $9.70 on Friday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 0.96 and a current ratio of 0.96. The company’s 50 day simple moving average is $7.55 and its 200-day simple moving average is $7.81. The company has a market capitalization of $967.87 million, a price-to-earnings ratio of -25.53 and a beta of 1.36. Target Hospitality has a 1 year low of $5.41 and a 1 year high of $9.90.

Target Hospitality (NASDAQ:TH) last issued its quarterly earnings results on Wednesday, March 11th. The company reported ($0.15) earnings per share for the quarter, missing the consensus estimate of ($0.10) by ($0.05). The company had revenue of $89.78 million for the quarter, compared to analysts’ expectations of $85.20 million. Target Hospitality had a negative return on equity of 8.55% and a negative net margin of 11.58%.

Insiders Place Their Bets

In other news, EVP Heidi Diane Lewis sold 9,000 shares of Target Hospitality stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $7.34, for a total value of $66,060.00. Following the completion of the transaction, the executive vice president owned 131,742 shares in the company, valued at approximately $966,986.28. This trade represents a 6.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 68.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Target Hospitality

Hedge funds have recently modified their holdings of the stock. IFP Advisors Inc lifted its stake in Target Hospitality by 88.0% in the 3rd quarter. IFP Advisors Inc now owns 4,002 shares of the company’s stock worth $35,000 after purchasing an additional 1,873 shares in the last quarter. Russell Investments Group Ltd. raised its stake in Target Hospitality by 121.5% in the third quarter. Russell Investments Group Ltd. now owns 4,494 shares of the company’s stock worth $38,000 after buying an additional 2,465 shares in the last quarter. State of Alaska Department of Revenue acquired a new position in shares of Target Hospitality during the third quarter valued at $44,000. Tripletail Wealth Management LLC bought a new position in shares of Target Hospitality during the 3rd quarter worth approximately $55,000. Finally, FourThought Financial Partners LLC purchased a new position in Target Hospitality in the third quarter worth about $95,000. 32.40% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Target Hospitality

Here are the key news stories impacting Target Hospitality this week:

• Positive Sentiment: Company raised FY2026 revenue guidance to roughly $320M–$330M versus street consensus near $276M — a large upside to expectations that analysts and investors cheered. Article Title
• Positive Sentiment: Announced new committed multi‑year contracts (including a $129M, 1,400‑bed West Texas power/data center project and a $23M, 400‑bed Pecos power contract) and noted >$740M of multi‑year contracts announced since Feb 2025 — supports revenue visibility. Article Title
• Positive Sentiment: Q4 revenue topped estimates — $89.78M reported vs. ~$85.2M expected, indicating demand remained strong even as the company invests in growth. Article Title
• Neutral Sentiment: Full Q4 earnings call transcript, slide deck and conference call are available for details on revenue drivers and contract cadence (useful for digging into margin/booking timing). Article Title
• Neutral Sentiment: Street consensus listed an average analyst EPS forecast of ~0.65 for the current fiscal year, which implies expectations for improvement from recent losses — monitor guidance details and margin trajectory. Article Title
• Negative Sentiment: Q4 EPS missed expectations: ($0.15) vs. consensus ($0.10) — the company remains unprofitable on a GAAP basis, which keeps valuation metrics challenged. Article Title
• Negative Sentiment: Margins and profitability remain weak (negative net margin, negative ROE) and liquidity metrics are modest (current ratio ~0.96), so execution on converting backlog to profitable cash flow will be key to sustain the rally. Article Title

Target Hospitality Company Profile

Target Hospitality is a lodging solutions provider specializing in the ownership and operation of modular workforce housing communities across North America. The company serves large-scale clients in the energy, mining, construction and government sectors that require temporary or long-term accommodations for remote workforces. Its housing portfolio includes suite-style units, single-family cabins and “man-camp” dormitories, designed to match project size, duration and workforce composition.

In addition to lodging, Target Hospitality delivers integrated support services such as on-site dining and culinary management, housekeeping, maintenance, facility management and logistics planning.