What is Northland Securities’ Estimate for TH Q4 Earnings?

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

Target Hospitality (NASDAQ:TH) last posted its quarterly earnings data 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 business had revenue of $89.78 million during the quarter, compared to the consensus estimate of $85.20 million. Target Hospitality had a negative return on equity of 8.55% and a negative net margin of 11.58%.

TH has been the topic of a number of other reports. Wall Street Zen raised 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 note on Monday, December 29th. Texas Capital upgraded shares of Target Hospitality from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Finally, Stifel Nicolaus set a $11.00 price objective on Target Hospitality in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $11.00.

Target Hospitality Stock Performance

NASDAQ:TH 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. Target Hospitality has a fifty-two week low of $5.41 and a fifty-two week high of $9.90. The company has a market cap of $967.87 million, a price-to-earnings ratio of -25.53 and a beta of 1.36. The stock has a fifty day moving average price of $7.55 and a 200-day moving average price of $7.81.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Rubric Capital Management LP raised its holdings in Target Hospitality by 9.5% during the second quarter. Rubric Capital Management LP now owns 2,189,456 shares of the company’s stock valued at $15,589,000 after buying an additional 189,456 shares in the last quarter. Vanguard Group Inc. increased its position in shares of Target Hospitality by 43.0% during the 3rd quarter. Vanguard Group Inc. now owns 1,994,641 shares of the company’s stock valued at $16,915,000 after purchasing an additional 600,181 shares during the period. Cooper Creek Partners Management LLC acquired a new stake in Target Hospitality during the 2nd quarter valued at $8,556,000. Dimensional Fund Advisors LP raised its stake in shares of Target Hospitality by 17.0% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,176,561 shares of the company’s stock valued at $9,425,000 after acquiring an additional 171,324 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its stake in Target Hospitality by 25.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,051,089 shares of the company’s stock worth $8,913,000 after acquiring an additional 211,634 shares during the last quarter. Hedge funds and other institutional investors own 32.40% of the company’s stock.

Insiders Place Their Bets

In other Target Hospitality news, EVP Heidi Diane Lewis sold 9,000 shares of the stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $7.34, for a total transaction of $66,060.00. Following the completion of the transaction, the executive vice president owned 131,742 shares of the company’s stock, valued at $966,986.28. This represents a 6.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 68.00% of the company’s stock.

More Target Hospitality News

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.