DailyIQ
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Sector:Real EstateAll sectors
Last updated 4 minutes ago

HST·Host Hotels & Resorts, Inc.

$.
-. (-.%)
After Hours
High
$23.34
Open
$23.17
Market Cap
15.88B
52W High
$25.41
Low
$22.98
P. Close
$23.17
P/E
15.70
52W Low
$15.12
Fwd P/E
22.94
DailyIQ Est.
$24.89
Technical Score (1D)
55
BUY
News Sentiment
74
BULLISH
Host Hotels & Resorts has experienced notable share‑price appreciation over the past three months, driven by expanding RevPAR and sustained travel demand. The company’s capital‑recycling program has further bolstered its outlook, signaling that management is actively returning cash to shareholders while still investing in growth. Analysts have lifted price targets to $27, citing the World Cup and rising RevPAR as catalysts, implying a stronger valuation; investors should monitor actual RevPAR performance during the tournament. The World Cup is expected to lift demand in key markets, potentially boosting occupancy rates and ADR for HST’s luxury and upper‑upscale portfolio, so watch occupancy rates during the event. HST’s strong balance sheet and healthy cash flow position it well to weather interest‑rate hikes, which historically benefit hotel occupancy and pricing power, and traders should watch the trajectory of rates and their impact on occupancy. Recent technical analysis gives HST a 10/10 rating, suggesting momentum that could translate into a breakout if support levels hold, so watch for confirmation of a breakout above resistance. The company’s Q2 2026 earnings call is scheduled for August 6, where management will discuss the quarter’s results and guidance on RevPAR targets and capital allocation, and traders should watch for any revisions to RevPAR guidance and capital‑recycling plans. In the next 1–10 trading days, focus on the earnings call and any updates on occupancy and ADR trends, as these will confirm whether the recent upside is sustainable.
Earnings Summary
Host Hotels & Resorts, Inc. (HST) is a leading lodging real‑estate investment trust that owns and operates 74 U.S. and five international hotels, delivering premium guest experiences through partnerships with brands such as Marriott, Hyatt, Hilton and Four Seasons. The REIT focuses on luxury and upper‑upscale properties, positioning it within the broader hospitality sector where occupancy and ADR dynamics drive performance. In the most recent quarters, HST posted EPS that consistently beat analyst expectations: Q4 2024 EPS of $0.15 versus an estimate of $0.126, Q1 2025 $0.35 versus $0.28, Q2 2025 $0.32 versus $0.2275, Q3 2025 $0.23 versus $0.04354, Q4 2025 $0.51 versus $0.1876, and Q1 2026 $0.67 versus $0.33333, while revenue grew from $1.428 billion in Q4 2024 to $1.645 billion in Q1 2026, with a dip in Q3 2025 followed by a rebound in Q4 2025 and Q1 2026; the trend shows a gradual acceleration in earnings growth despite a temporary revenue slowdown. Historically, HST has maintained a streak of EPS beats across six consecutive quarters, and revenue growth has remained positive over the same period, underscoring a resilient earnings trajectory even as the hotel market faces seasonal fluctuations. Recent analyst commentary highlights a bullish outlook tied to the upcoming World Cup, improved RevPAR metrics, and the REIT’s sensitivity to rising interest rates, with multiple upgrades to price targets and a strong technical rating that suggest potential upside momentum; these developments reinforce confidence that higher occupancy and ADR will translate into stronger operating income. Investors should watch the Q2 2026 earnings call for confirmation of RevPAR and occupancy trends, guidance on asset‑sale plans or dividend adjustments, and any impact of interest‑rate movements on demand, as these factors will be key to validating the current bullish narrative and determining the REIT’s near‑term valuation trajectory.

EPS

EstBeatMiss
$-0.05$0.15$0.36$0.56$0.76Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.33 - -
Q1'26$0.33$0.67+101.0%
Q4'25$0.19$0.51+171.9%
Q3'25$0.04$0.23+428.2%
Q2'25$0.23$0.32+40.7%
Q1'25$0.28$0.35+25.0%

Revenue

EstBeatMiss
$1.3B$1.4B$1.5B$1.6B$1.7BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.6B - -
Q1'26$1.6B$1.6B+3.1%
Q4'25$1.5B$1.6B+6.1%
Q3'25 - $1.3B -
Q2'25 - $1.6B -
Q1'25 - $1.6B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

HST Stock Snapshot

HST is currently trading at $23.18, giving Host Hotels & Resorts, Inc. a market cap of 15.88B and a P/E ratio of 15.7. Today's range spans $22.98–$23.34, with shares opening at $23.17 and moving up $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 55/100 (HOLD) with a news sentiment reading of 74/100.

Over the past year HST has traded between $15.12 and $25.41 - the current price is +53.3% off the 52-week low and -8.8% from the high. 27 analysts cover the stock with a Hold consensus and a mean 12-month target of $24.40 (range $21.00–$28.00), implying upside of +5.3%.

Sector rotation context matters for HST's HOLD phase (55/100, HOLD): in Real Estate, large-cap names (15.88B market cap) with neutral technicals and bullish sentiment (74/100) are often in a staging area ahead of a rotation trade. The current P/E ratio stands at 15.7. Price: $23.18 (in the upper portion of its 52-week range in $15.12–$25.41). When sector flows resume, names that consolidated cleanly rather than correcting sharply tend to lead the next leg - and HST's current setup fits that pattern.

The 52-week range of $15.12–$25.41 for HST provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $23.18 (in the upper portion of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 55/100 and bullish news backdrop (74/100) don't break the tie yet, but they narrow the probability distribution toward the upside.