SecBot SecBot

TH

Target Hospitality Corp.
Nasdaq· Hotels, Rooming Houses, Camps & Other Lodging Places· Inc. DE· CIK 0001712189 Services
$14.28 +0.49 (+3.59%)
Oct 26 4:00 PM ET · prev $13.79
Market cap
$1.4B
Small cap
Consensus
Buy
93% Buy or better · 14 analysts
Median target
$25.00
+75% · range $23.00–27.00
Next earnings
Nov 11
in 16 days · EPS est. −$0.01
1 year
+97.3%
from $7.24 · Oct 27
30 days
−26.0%
from $19.30
52-week range
$6.22–21.45
−33% from high · low Nov 13
Avg volume 20D
2.32M
Oct 2 spike 8.98M
Short interest
3.68M
≈3.7% of shares · −3.5%
Days to cover
1.7
at average volume
Insider net
-$202.0M
2 buyers · 1 seller · since Mar 1
New fund stakes
6
Q2 2026 13F · 0 exits
SecBot read MIXED 7 reports · 90 days
Balance 1 bearish · 3 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 6/7 ·Next Earnings date, Nov 11, 2026
Strongest BEARISH TDR Capital (through Arrow Holdings and MFA Global) sold 11,000,000 shares of Target Hospitality Corp. at…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    2 insiders bought $375.2K at an average $19.45. 1 insider sold $202.4M. Price is 27% below their cost.

  • InstitutionsBULLISH

    Q2 2026: 40 added (6 new), 9 trimmed or exited. Largest new: Westfield Capital Management $42.8M, Driehaus Capital Management $34.2M.

  • AnalystsBULLISH

    13 of 14 rate it Buy or better. Every target is above the price.

  • EstimatesRISING

    Current-quarter EPS estimate −$0.016 → −$0.007 over 90 days. 2 up, 1 down in 30 days.

  • Short sellersSTEADY

    Short interest −3.5% to 3.68M shares. 1.7 days to cover, ≈3.7% of shares.

  • TrendDOWNTREND

    22% below its 50-day average.

Who's buying

13F· Q2 2026
6
new positions
0
exits
$148.3M
in new stakes
FundMoveSharesValue
BlackRock, Inc.ADD3,158,745$64.3M
WESTFIELD CAPITAL MANAGEMENT CO LPNEW2,103,813$42.8M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD1,841,889$37.5M
DRIEHAUS CAPITAL MANAGEMENT LLCNEW1,679,925$34.2M
Point72 Asset Management, L.P.NEW1,190,691$24.2M
JENNISON ASSOCIATES LLCNEW938,269$19.1M
MILLENNIUM MANAGEMENT LLCDOUBLED795,645$16.2M
Qube Research & Technologies LtdNEW699,710$14.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

14 analysts
Buy 93% rate it Buy or better
Strong Buy5Buy8Hold1Sell0Strong Sell0
12-month targets · 5 analysts

Price is below the lowest target. Median implies +75%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Sep 14, 2026Morgan Stanley
MAINTAIN
MAINTAINOverweight
Sep 8, 2026Oppenheimer
MAINTAIN
MAINTAINOutperform
Aug 17, 2026Morgan Stanley
INITIATE
INITIATEOverweight
Jul 14, 2026Oppenheimer
MAINTAIN
MAINTAINOutperform
May 13, 2026Oppenheimer
MAINTAIN
MAINTAINOutperform

Insider ledger

Form 4
$375.2K
bought · 2 insiders
$202.4M
sold · 1 insider
−26.5%
vs their $19.45 cost
DateInsiderTypeValue
Oct 22, 2026
Robertson Stephen
Director
OTHER56,273 sh
Oct 22, 2026
Robertson Stephen
Director
OTHER189,563 sh
Oct 22, 2026
Robertson Stephen
Director
OTHER246,100 sh
Oct 22, 2026
Robertson Stephen
Director
OTHER178,361 sh
Oct 1, 2026
TDR Capital II Investments LP
10%+ Owner
SELL$202.4M
Sep 25, 2026
Robertson Stephen
Director
OTHER146,741 sh
Sep 25, 2026
Robertson Stephen
Director
OTHER465,105 sh
Sep 25, 2026
Robertson Stephen
Director
OTHER247,703 sh

Earnings setup

Estimates
Nov 11
reports in 16 days
−$0.01
EPS estimate, this quarter
+57%
estimate change, 90 days
2↑ 1↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q-$0.01-$0.05–$0.04+0.0%$119.9M
Next Q$0.18$0.14–$0.22+0.0%$161.3M
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
3,684,756
shares short
-3.5%
vs prior settlement
1.7
days to cover
≈3.7%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 Insider
Robertson Stephen acquired 56,273 shares
Director
Oct 22, 2026 Insider
Robertson Stephen acquired 189,563 shares
Director
Oct 22, 2026 Insider
Robertson Stephen acquired 246,100 shares
Director
Oct 5, 2026 SEC
TDR Capital (through Arrow Holdings and MFA Global) sold 11,000,000 shares of Target Hospitality Corp. at $18.40 per…
SC 13D/A — Impact 7/10
Sep 18, 2026 SEC
Two senior insiders at Target Hospitality, including the CEO/President and Chief Commercial Officer, made open-market…
CLUSTER — Impact 5/10
Sep 8, 2026 Offering
Target Hospitality Announces Pricing of Upsized Secondary Offering and Concurrent Stock Repurchase
THE WOODLANDS, Texas, Sept. 8, 2026 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality" o
Sep 1, 2026 SEC
Target Hospitality Corp. filed an 8-K on September 1, 2026, solely to disclose that it posted an investor presentation…
8-K — Impact 2/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
3,158,745 shares ($64.3M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 11, 2026
Earnings date
TH Q3 2026 Earnings Scheduled — 2026-11-11
Recent
Sep 8, 2026
Offering
Target Hospitality Announces Pricing of Upsized Secondary Offering and Concurrent Stock Repurchase
THE WOODLANDS, Texas, Sept. 8, 2026 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality" or the "Company") (Nasdaq: TH), one of North…
Sep 8, 2026
Offering
Target Hospitality Announces Launch of Secondary Offering and Concurrent Stock Repurchase
THE WOODLANDS, Texas, Sept. 8, 2026 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality" or the "Company") (Nasdaq: TH), one of North…
Aug 10, 2026
Earnings date
TH Q2 2026 Earnings Scheduled — 2026-08-10
Aug 5, 2026
Earnings date
TH Q2 2026 Earnings Scheduled — 2026-08-05
Aug 3, 2026
Earnings
Target Hospitality Announces Second Quarter 2026 Earnings Release and Conference Call Schedule
THE WOODLANDS, Texas, Aug. 3, 2026 /PRNewswire/ -- (PRNewswire) – Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company")…

SecBot reports

13 filings · 3 bullish · 3 bearish · 1 mixed · 6 neutral
All TH filing & press-release reports (13)