HST
Host Hotels & ResortsNASDAQReal EstateReit - Hotel & MotelSnapshot 2026-05-08
As of May 8, 2026, HST has a composite score of 24.2, categorized with a signal label of "mild favorable." This score is influenced by a medium confidence level of 78.3 and reflects various factors, including a macro score of 26.3 and a quality score of 61.1. The analysis is provisional, indicating that the data may change.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.20
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $0.35 → $0.34 (-3.2% / 30d). 1 raised, 1 cut, 4 covering analysts.
0 upgrades, 0 downgrades / 30d, 5 maintained. 57% of analysts rate Buy.
1 PT revisions / 30d. Avg target 6.1% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase Total RevPAR growth guidancegrowthbehind17% progress
5/6: “We are increasing our 2026 comparable hotel Total RevPAR growth guidance range to 3.5% to 5.0% over last year.”
Why this status
Newly stated in 2026-Q1. Host Hotels & Resorts increased its 2026 comparable hotel Total RevPAR growth guidance to 3.5% to 5.0% over last year. This is a new priority, and its impact on financials will be observed in future quarters.
- 2.Maintain revenue guidance for 2026growthbehind17% progress
5/6: “The Company estimates its 2026 guidance as follows: Current Full Year 2026 Guidance... Total revenues under GAAP (in millions) $6,097 to $6,184.”
Why this status
Stated in 2 of last 2 quarters. Host Hotels & Resorts maintains its 2026 revenue guidance between $6,097 million and $6,184 million. Revenue for 2025-Q4 was $1,296 million, indicating a consistent trajectory towards the guidance range.
- 3.Increase EPS guidance for 2026growthbehind17% progress
5/6: “The Company estimates its 2026 guidance as follows: Current Full Year 2026 Guidance... Diluted earnings per common share $1.30 to $1.37.”
Why this status
Stated in 2 of last 2 quarters. Host Hotels & Resorts increased its 2026 EPS guidance to $1.30 to $1.37. The EPS for 2025-Q3 was $0.23, showing a positive trajectory towards the new guidance range.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 21%; 252d 25%.
Drawdown — Max 1y −9%. Bad day move −2%.
Beta to sector ETF (XLRE) — 0.83 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 58/100, drawdown 81/100, beta 83/100, earnings vol —.
via XLRE
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase Total RevPAR growth guidance
GrowthNew since 2026-05-06Host Hotels & Resorts aims to increase its 2026 comparable hotel Total RevPAR growth guidance to 3.5% to 5.0% over last year.
BehindNewly stated in 2026-Q1. Host Hotels & Resorts increased its 2026 comparable hotel Total RevPAR growth guidance to 3.5% to 5.0% over last year. This is a new priority, and its impact on financials will be observed in future quarters.
17%CEO/CFO:“We are increasing our 2026 comparable hotel Total RevPAR growth guidance range to 3.5% to 5.0% over last year.”Multiple sourcesSource dated 2026-05-06Stated 1 of last 8 quartersFirst seen 2026-05-06Show history (1)
- 2026-Q1Multiple sources
“We are increasing our 2026 comparable hotel Total RevPAR growth guidance range to 3.5% to 5.0% over last year.”
- #2
Maintain revenue guidance for 2026
GrowthNew since 2026-05-06Host Hotels & Resorts maintains its revenue guidance for 2026 between $6,097 million and $6,184 million.
BehindStated in 2 of last 2 quarters. Host Hotels & Resorts maintains its 2026 revenue guidance between $6,097 million and $6,184 million. Revenue for 2025-Q4 was $1,296 million, indicating a consistent trajectory towards the guidance range.
17%CEO/CFO:“The Company estimates its 2026 guidance as follows: Current Full Year 2026 Guidance... Total revenues under GAAP (in millions) $6,097 to $6,184.”Multiple sourcesSource dated 2026-05-06Stated 2 of last 8 quartersFirst seen 2026-05-06Show history (2)
- 2026-Q1Multiple sources
“The Company estimates its 2026 guidance as follows: Current Full Year 2026 Guidance... Total revenues under GAAP (in millions) $6,097 to $6,184.”
- 2025-Q4Multiple sources
“The guidance for net income and Adjusted EBITDAre also includes an estimated $20 million to $25 million net contribution from sales expected to close.”
- #3
Increase EPS guidance for 2026
GrowthNew since 2026-05-06Host Hotels & Resorts increased its 2026 EPS guidance to a range of $1.30 to $1.37.
BehindStated in 2 of last 2 quarters. Host Hotels & Resorts increased its 2026 EPS guidance to $1.30 to $1.37. The EPS for 2025-Q3 was $0.23, showing a positive trajectory towards the new guidance range.
17%CEO/CFO:“The Company estimates its 2026 guidance as follows: Current Full Year 2026 Guidance... Diluted earnings per common share $1.30 to $1.37.”Multiple sourcesSource dated 2026-05-06Stated 2 of last 8 quartersFirst seen 2026-05-06Show history (2)
- 2026-Q1Multiple sources
“The Company estimates its 2026 guidance as follows: Current Full Year 2026 Guidance... Diluted earnings per common share $1.30 to $1.37.”
- 2025-Q4Multiple sources
“Based upon the above parameters, the Company estimates its 2026 guidance as follows: Full Year 2026 Guidance Low-end of range High-end of range Diluted earnings per common share $1.19 $1.27.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Not enough peers to compare yet.
Cheaper than its own typical valuation.
P/E over the last 5 years
38 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
HST Host Hotels & Resorts | +24 | inexpensive | low |
WELL Welltower | +7.9 | expensive | low |
PLD Prologis | +10 | full | low |
EQIX Equinix | +22 | fair | moderate |
AMT American Tower | +18 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If real_estate sector trend rises from +0.00 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter EPS surprise repeats current direction (latest surprise +116.0% on 2026-03-31)+2.4 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-05-06)-16 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-8.0 pts
- If real_estate sector trend falls from +0.00 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-063d agoItem 2.02
Results of Operations and Financial Condition. On May 6, 2026, Host Hotels & Resorts, Inc. issued a press release announcing its financial results for the first quarter ended March 31, 2026. The press release referred to supplemental financial information for the quarter that is available on the Company’s website at www.hosthotels.com . A copy of the press release and the supplemental financial information are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Report. The infor…
earnings preannouncement—score 62
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.