Host Hotels & Resorts (HST)
NASDAQReal EstateReit - Hotel & MotelSnapshot 2026-07-07
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Track HST free→NASDAQReal EstateReit - Hotel & MotelSnapshot 2026-07-07
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Track HST free→Host Hotels & Resorts is growing revenue with a raised 2026 revenue guidance near $6.18 billion. Profit per share is expected to rise to about $1.37 in 2026. RevPAR growth guidance was increased to 3.5% to 5.0%, boosted by events like the World Cup. The stock trades cheaply with a P/E of 12.3, below peers at 16.2.
Hotel demand could weaken, hurting revenue and profit growth. RevPAR growth might fall below the raised 3.5% floor. Rising costs or economic shocks could pressure margins and earnings. The sector faces headwinds that could slow recovery.
The market prices in about flat revenue growth and values the stock roughly 14% below our fair value estimate. Our fair value is above the Street median, reflecting a more optimistic view on recovery and profit growth.
Breaks if: EPS falls below $1.30 in FY26
Host Hotels & Resorts aims to increase its EPS guidance for the full year 2026.
Stated in 2 of last 2 quarters. EPS guidance for 2026 is $1.30 to $1.37. The company is on track with its priority to increase EPS guidance, reflecting a positive trajectory.
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“The Company estimates its 2026 guidance as follows: Diluted earnings per common share $1.30 to $1.37.”
“We are increasing our EPS guidance for 2026.”
Breaks if: Revenue falls below $6.097 billion in FY26
Host Hotels & Resorts aims to maintain its revenue guidance for the full year 2026.
Stated in 2 of last 2 quarters. Revenue guidance for 2026 is $6,097 to $6,184 million. The company is maintaining its revenue guidance, indicating a stable trajectory in line with its stated priority.
“The Company estimates its 2026 guidance as follows: Total revenues under GAAP (in millions) $6,097 to $6,184.”
“We are maintaining our revenue guidance for 2026.”
Breaks if: RevPAR growth falls below 3.5% in FY26
Host Hotels & Resorts aims to increase its Total RevPAR growth guidance for 2026.
Stated in 2 of last 2 quarters. RevPAR growth guidance increased to 3.5% to 5.0% for 2026. The company is delivering on its stated priority to increase RevPAR growth guidance, reflecting a positive trajectory.
“We are increasing our 2026 comparable hotel Total RevPAR growth guidance range to 3.5% to 5.0% over last year.”
“We expect continued RevPAR growth as part of our 2026 strategy.”
Breaks if: P/E rises above 16.2 without earnings growth