Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Host Hotels & Resorts (HST)
NASDAQReal EstateReit - Hotel & MotelSnapshot 2026-11-04
$24.63-5.67%
Close 2026-11-05 · 1-day change
NASDAQReal EstateReit - Hotel & MotelSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.06 → 1.06 EPS · FY ending Dec 31, 2027 · 7 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 7 to 7; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for HST yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS at or above $1.30 in 2026 | A primary condition in Host Hotels & Resorts's published investment case. The stated target is >=$1.30. | Intact | EPS falls below $1.30 in FY26 | Diluted EPS: $0.35 per share FY2026-Q2; GAAP. Published target: >=$1.30. Annual target cannot be compared with a quarterly or TTM observation. Aug 7, 20260.35 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
HST is a hotel-focused real estate investment with a cyclical operating backdrop, rather than a steady, predictable compounder. Its multi-year view is intact: recent financial performance is strong, but earnings quality is fragile and management execution is rated neutral.
HST is rated cheap versus peers, and the evidence describes current pricing as justified rather than unusually fragile. The expectations gap is modest, so the market does not appear to be assuming a large disconnect from the business outlook.
Near-term results have been strong: comparable hotel Total RevPAR grew 5.9% year over year in 2026-Q2, and 2026 revenue and earnings guidance has risen. Yet past earnings surprises have been erratic, and the recent negative capital-allocation event adds some uncertainty; the near-term miss risk is described as low.
The multi-year thesis depends on continued hotel revenue growth and on management maintaining the higher guidance. A guidance reversal would damage credibility, while Federal Reserve rate cuts could support the sector; weakness among hotel peers could remove that support.
Over the next 1 to 3 years, HST combines improving operating results and peer-relative cheapness with fragile earnings quality and meaningful guidance risk. The thesis remains intact, but depends on sustained execution and sector conditions. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Host Hotels & Resorts's published investment case. The stated target is >=$6.097 billion. |
| Intact |
| Revenue falls below $6.097 billion in FY26 |
Revenue: $1.64B FY2026-Q2; GAAP. Published target: >=$6.097 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 7, 20261,640,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Total RevPAR growth of at least 3.5% in 2026 | A primary condition in Host Hotels & Resorts's published investment case. The stated target is >=3.5% YoY. | Intact | RevPAR growth falls below 3.5% in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain valuation discount to peers with P/E below 16.2 | The stock trades cheaply with a P/E of 12.3, below peers at 16.2. | Intact | P/E rises above 16.2 without earnings growth | P/E (TTM): 11.81x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202611.8145 ratio · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.02 → $1.06 · observed estimates
$6.16B → $6.21B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.02 | $6,157,326,340 | 5 / 16 |
| 2026-07-25 | $1.00 | $6,145,369,285 | 7 / 13 |
| 2026-07-26 | $1.02 | $6,157,326,340 | 5 / 16 |
| 2026-07-27 | $1.00 | $6,145,369,285 | 7 / 13 |
| 2026-07-28 | $1.00 | $6,145,369,285 | 7 / 13 |
| 2026-07-29 | $1.00 | $6,145,369,285 | 7 / 13 |
| 2026-07-30 | $1.02 | $6,157,701,340 | 5 / 16 |
| 2026-07-31 | $1.02 | $6,165,211,160 | 5 / 16 |
| 2026-08-01 | $1.03 | $6,153,233,958 | 7 / 13 |
| 2026-08-02 | $1.03 | $6,153,233,958 | 7 / 13 |
| 2026-08-03 | $1.02 | $6,165,211,160 | 5 / 16 |
| 2026-08-04 | $1.03 | $6,153,233,958 | 7 / 13 |
| 2026-08-05 | $1.03 | $6,153,233,958 | 7 / 13 |
| 2026-08-06 | $1.02 | $6,144,225,240 | 5 / 15 |
| 2026-08-07 | $1.03 | $6,148,358,958 | 7 / 12 |
| 2026-08-08 | $1.03 | $6,148,358,958 | 7 / 12 |
| 2026-08-09 | $1.02 | $6,170,626,580 | 5 / 16 |
| 2026-08-10 | $1.03 | $6,148,358,958 | 7 / 12 |
| 2026-08-12 | $1.03 | $6,148,358,958 | 7 / 12 |
| 2026-08-13 | $1.03 | $6,148,358,958 | 7 / 12 |
| 2026-08-14 | $1.03 | $6,148,358,958 | 7 / 12 |
| 2026-08-15 | $1.03 | $6,148,358,958 | 7 / 13 |
| 2026-08-16 | $1.03 | $6,148,358,958 | 7 / 13 |
| 2026-08-17 | $1.03 | $6,148,358,958 | 7 / 13 |
| 2026-08-18 | $1.03 | $6,148,358,958 | 7 / 13 |
| 2026-08-19 | $1.03 | $6,148,358,958 | 7 / 13 |
| 2026-08-20 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-21 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-22 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-23 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-24 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-25 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-26 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-27 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-28 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-29 | $1.06 | $6,177,874,810 | 7 / 13 |
| 2026-08-30 | $1.07 | $6,191,266,464 | 7 / 13 |
| 2026-08-31 | $1.07 | $6,191,266,464 | 7 / 13 |
| 2026-09-01 | $1.07 | $6,191,266,464 | 7 / 13 |
| 2026-09-02 | $1.07 | $6,191,266,464 | 7 / 13 |
| 2026-09-03 | $1.07 | $6,191,266,464 | 7 / 12 |
| 2026-09-04 | $1.07 | $6,191,266,464 | 7 / 12 |
| 2026-09-05 | $1.07 | $6,191,266,464 | 7 / 12 |
| 2026-09-06 | $1.07 | $6,191,266,464 | 7 / 12 |
| 2026-09-07 | $1.07 | $6,191,266,464 | 7 / 12 |
| 2026-09-08 | $1.07 | $6,191,266,464 | 7 / 12 |
| 2026-09-09 | $1.07 | $6,191,266,464 | 7 / 12 |
| 2026-09-10 | $1.06 | $6,198,862,631 | 7 / 12 |
| 2026-09-11 | $1.06 | $6,188,947,322 | 7 / 13 |
| 2026-09-12 | $1.06 | $6,188,947,322 | 7 / 13 |
| 2026-09-13 | $1.06 | $6,188,947,322 | 7 / 13 |
| 2026-09-14 | $1.06 | $6,188,947,322 | 7 / 13 |
| 2026-09-15 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-16 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-17 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-18 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-19 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-20 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-21 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-22 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-23 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-24 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-25 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-26 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-27 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-28 | $1.06 | $6,184,277,143 | 7 / 13 |
| 2026-09-29 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-09-30 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-01 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-02 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-03 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-04 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-05 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-06 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-07 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-08 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-09 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-10 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-11 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-12 | $1.06 | $6,186,072,322 | 7 / 13 |
| 2026-10-13 | $1.07 | $6,186,072,322 | 7 / 13 |
| 2026-10-14 | $1.07 | $6,186,072,322 | 7 / 13 |
| 2026-10-15 | $1.06 | $6,186,816,072 | 7 / 13 |
| 2026-10-16 | $1.06 | $6,186,816,072 | 7 / 13 |
| 2026-10-17 | $1.06 | $6,186,816,072 | 7 / 13 |
| 2026-10-18 | $1.06 | $6,186,816,072 | 7 / 13 |
| 2026-10-19 | $1.06 | $6,186,816,072 | 7 / 13 |
| 2026-10-20 | $1.06 | $6,186,816,072 | 7 / 13 |
| 2026-10-21 | $1.06 | $6,189,616,948 | 7 / 13 |
| 2026-10-22 | $1.06 | $6,189,616,948 | 7 / 13 |
| 2026-10-23 | $1.06 | $6,191,554,701 | 7 / 13 |
| 2026-10-24 | $1.06 | $6,196,604,964 | 7 / 13 |
| 2026-10-25 | $1.06 | $6,196,604,964 | 7 / 13 |
| 2026-10-26 | $1.06 | $6,199,681,520 | 7 / 13 |
| 2026-10-27 | $1.06 | $6,199,681,520 | 7 / 13 |
| 2026-10-28 | $1.06 | $6,213,774,253 | 7 / 13 |
| 2026-10-29 | $1.06 | $6,214,893,510 | 7 / 13 |
| 2026-10-30 | $1.06 | $6,214,893,510 | 7 / 12 |
| 2026-10-31 | $1.06 | $6,214,893,510 | 7 / 13 |
| 2026-11-01 | $1.06 | $6,214,893,510 | 7 / 13 |
| 2026-11-02 | $1.06 | $6,214,893,510 | 7 / 13 |
| 2026-11-03 | $1.06 | $6,214,893,510 | 7 / 13 |
| 2026-11-04 | $1.06 | $6,214,893,510 | 7 / 13 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 12 Buy / Strong Buy · 9 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 4 recorded
1 raises · 0 cuts · 0 unchanged · 2 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.