HST

Host Hotels ResortsC

Nasdaq / Equity Real Estate Investment Trusts (REITs)

At close

2026-07-21

Current thesis

The post-earnings bull case is that Q1 showed real operating strength rather than a purely asset-sale EPS lift: comparable hotel revenues rose 4.7%, comparable hotel EBITDA rose 7.0%, RevPAR grew 4.4%, and management raised 2026 RevPAR guidance while pairing it with a special dividend and ongoing buybacks.

Posture

Mixed

Lead driver

Value

What changed

Value remains the lead driver in the composite.

What can break

Luxury and group lodging demand can soften if macro travel budgets weaken, limiting the benefit of the Q1 beat.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $22.00 · Bull $24.00 · Bear $18.50

Data freshness

Prices

As of 2026-07-21

Fundamentals

As of 2026-07-20 • Vendor: Data Vendor v1

Scores

As of 2026-07-21 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-08 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-21

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $24.85

Why

Momentum73 · Δ7d -1.1

Value52 · Δ7d -

Sentiment35 · Δ7d -6.4

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

-1.1

Δ21d

-6.4

Value

39% active weight

Current posture

7d trendFlat

Δ7d

Δ21d

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-6.4

Δ21d

-3.8

Why this grade

Composite grade C. Momentum 72.6 / Value 52.0 / Sentiment 35.4

Fundamentals (TTM)

As of 2026-07-20

Market Cap

$16.48B

Beta

1.18

Shares Out

684.88M

P/E (TTM)

17.1

P/S (TTM)

2.10

P/FCF (TTM)

270.89

Rev YoY

+3.2%

EPS YoY

+101.8%

Gross Margin

+16.0%

Op Margin

+13.8%

Net Debt

$4.87B

Current Ratio

8.42

As of 2026-07-21 • Updated nightlySource: Internal modelMethodology