Estimates for Concluded Stock Value of Host Hotels & Resorts by Financial Analysts on Wall Street
Host Hotels & Resorts, Inc. (HST), the world's largest lodging real estate investment trust, has seen a dip in performance this year despite a solid earnings surprise history and a 8.2% year-over-year increase in total revenues for Q2, reaching $1.6 billion.
Despite the impressive revenue growth, the company's operating profit for Q2 declined by 5.1% to $277 million, primarily due to failure to optimize cost structures. This was further compounded by a decrease in comparable hotel EBITDA margin by 120 basis points, partly because the prior year included $21 million in business interruption proceeds related to Maui wildfires which did not recur in 2025.
Host's leadership remains confident and has raised its full-year 2025 outlook for comparable hotel revenue per available room (RevPAR) and adjusted EBITDAre. However, they have also tempered expectations, anticipating softer demand in the second half of the year, especially due to lower short-term group bookings and international demand imbalances. This mixed outlook reflects macroeconomic uncertainties impacting investor sentiment despite the company’s strong balance sheet and portfolio reinvestments.
The cautious market outlook has contributed to Host’s stock decline over 10% year-to-date, lagging both the broader market and real estate sector benchmarks. The stock prices dropped 2.5% in yesterday's trading session, adding to the yearly losses.
Analysts expect HST to report a 2.5% year-over-year drop in AFFO to $1.92 per share for the full fiscal 2025. The mean price target for HST is $17.91, representing a 13.9% upside potential. The Street-high target for HST is $21, suggesting a notable 33.6% premium to current price levels.
As of now, there are 16 analysts covering the HST stock, with 8 "Strong Buys", 1 "Moderate Buy", and 7 "Holds". A month ago, there were 9 analysts giving "Strong Buy" recommendations for HST.
It's important to note that all information and data in this article is solely for informational purposes. For more details, view the website Disclosure Policy here. Aditya Sarawgi did not have positions in any of the securities mentioned in the article.
On Jul. 31, Stifel analyst Simon Yarmak maintained a "Buy" rating on HST and raised the price target from $17 to $19.
Host Hotels & Resorts, Inc. (HST) currently has a market cap of $11.2 billion. The S&P 500 Index's gains in 2025 are 7.8%, while HST's are 10.3% lower. Over the past year, the S&P 500 Index has returned 16.6%, while HST has returned 11.7% lower.
- Despite Host Hotels & Resorts (HST) reporting an 8.2% year-over-year increase in total revenues for Q2 and raising its full-year outlook for comparable hotel revenue per available room (RevPAR) and adjusted EBITDAre, the company's stock has declined over 10% year-to-date, partly due to a decrease in operating profit and a cautious outlook for the second half of the year.
- In light of the company's stock decline and the macroeconomic uncertainties impacting investor sentiment, some analysts are suggesting a buy rating on HST, such as Stifel's Simon Yarmak who recently raised his price target from $17 to $19.
