Host Hotels and Resorts

HST · NASDAQ

$24.80+$0.61 (+2.52%)TodayMarket closed · Oct 20, 7:48 PM ET

Prev close $24.19

HST analyst rating

HoldConsensus of 10 analysts over the last 12 months. 40% rate it a buy.

Strong buy0
Buy4
Hold6
Underperform0
Sell0

12-month price target · 21 analysts

Average $25.91 (+4.5% upside)

Low: $21.21
Now: $24.80
High: $30.45

Upgrades and downgrades

The latest rating actions, newest first

HST analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Oct 13, 2026	Maintains	Equal-Weight	$24.00 → $25.00	38%
Morgan Stanley	Oct 12, 2026	Maintains	Equal-Weight	$22.00 → $24.00	58%
Truist Securities	Sep 10, 2026	Maintains	Buy	$24.00 → $27.00	53%
Cantor Fitzgerald	Aug 11, 2026	Maintains	Neutral	$23.00 → $24.00	40%
Evercore ISI Group	Jul 28, 2026	Maintains	In-Line	$24.00 → $25.00	57%
Wells Fargo	Jul 23, 2026	Maintains	Overweight	$25.00 → $26.00	47%
JP Morgan	Jul 21, 2026	Maintains	Neutral	$22.00 → $25.00	48%
Barclays	Jul 21, 2026	Maintains	Equal-Weight	$23.00 → $24.00	38%
Ladenburg Thalmann	Jun 10, 2026	Maintains	Buy	$25.00 → $28.00	52%
UBS	Jun 2, 2026	Maintains	Neutral	$20.00 → $23.00	58%

The case for and against

Updated Jan 18, 2025

Bull case

Host Hotels & Resorts has demonstrated resilience in its financial performance, with comparable hotel portfolio RevPAR experiencing a marginal increase of 0.1% over the previous quarter, reflecting a steady recovery trend. The company's robust average occupancy rate of 74.7% paired with a consistent average room rate of approximately $305 indicates strong demand, especially in urban and resort markets, while management anticipates continued improvement in these metrics moving forward. Additionally, the positive impact of insurance proceeds from the Ritz-Carlton Naples on EBITDA margins, combined with signs of increased group business and food & beverage spending, further reinforces a favorable outlook for Host Hotels & Resorts.

Bear case

Host Hotels & Resorts has revised its hotel EBITDA margin assumption down to 29.1%-29.6%, reflecting a slight degradation in operational efficiency, evidenced by a 2Q24 comparable hotel EBITDA margin of 32.6%, which shows a decline from the previous year. Additionally, the company reduced its fiscal year 2024 adjusted FFO per share and adjusted EBITDA forecasts, indicating a downward trend in anticipated financial performance amidst rising operational costs. The forecast for comparable hotel RevPAR for FY2024 has also been downgraded to a range of -1% to +1%, which highlights the financial challenges posed by increased wage and insurance expenses, as well as the slower-than-expected recovery from recent wildfires impacting revenue.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.