Target Hospitality (TH) heads into Q1 earnings with revenue growth expected

Target Hospitality (TH) is scheduled to report first-quarter earnings before the market opens on May 18, 2026, with analysts expecting revenue to rise 4.7% year over year. The workforce housing company reported fourth-quarter revenue of $89.78 million, up 7.3% from a year earlier and above analyst estimates. It also issued full-year revenue and EBITDA guidance that topped expectations, though utilized beds fell 28.9% year over year to 8,466. Analyst estimates have largely been unchanged over the past 30 days. Shares of Target Hospitality have gained 8.2% over the past month, compared with an average 5% increase among travel and vacation provider peers. The stock recently traded at $15.65, below the average analyst price target of $16.