DailyIQ
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Sector:Real EstateAll sectors
Last updated 9 minutes ago

HST·Host Hotels & Resorts, Inc.

$.
+. (+.%)
After Hours
High
$23.33
Open
$23.12
Market Cap
15.88B
52W High
$25.41
Low
$23.00
P. Close
$23.17
P/E
15.70
52W Low
$15.12
Fwd P/E
23.09
DailyIQ Est.
$24.89
Technical Score (1D)
68
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 $23.00–$23.33, with shares opening at $23.12 and moving up $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) 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%.

The BUY technical setup for HST (68/100) is worth attention in the context of the broader Real Estate sector. At $23.18 (in the upper portion of its 52-week range), with 15.88B in capitalization and bullish sentiment at 74/100 The current P/E ratio stands at 15.7., this large-cap name sits at the intersection where momentum strategies and fundamental growth investors both find something to like. Annual range: $15.12–$25.41.

Earnings revision cycles in large-cap Real Estate names tend to compound: when technicals confirm a BUY thesis (68/100) and news sentiment (74/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $23.18 (in the upper portion of its 52-week range), HST's position within the $15.12–$25.41 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.