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Apple Hospitality REIT Inc

Apple Hospitality REIT Inc

APLE
$16.84USD↓-0.12%-0.02 today

MARKET CAP

4.0B

P/E (TTM)

23.1x

FWD P/E

22.0x

DAY RANGE

$17 – $17

52W RANGE

$11
$17

AI Summary

Stalk
Buy NowMedium

APLE remains in a Stage 2 advancing regime with bullish medium- and long-term bias. Price has recently pulled back into its rising 9/21 EMA zone and is holding support, offering a favorable entry under the Stable strategy. Execution now on this pullback interaction aligns with the healthy trend structure and prepares for further upside. Primary risks include a potential Stage 2→3 transition as valuation and RSI approach upper bounds.

  • ↑Comparable RevPAR at $115 (+2.2% YoY) and 73% occupancy sustain ~32.2% EBITDA margin
  • ↑Plans $80–$90M in 2026 renovations across 21 hotels to maintain competitiveness
  • ↓Weak growth and profitability factors signal future RevPAR and earnings pressure
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The case for & against

Bull & Bear analysis

Bullish

Apple Hospitality REIT, Inc. (NYSE: APLE) is a leading real estate investment trust that owns a diversified portfolio of premium-branded hotels across the United States, targeting both business and leisure travelers. With management overseeing 216 hotels, comprising almost 30,000 guest rooms, the company is well-positioned to capitalize on recovery trends in the hospitality industry. Its focus on high-quality room offerings and disciplined capital allocation serves as a strategic pillar amid ongoing economic fluctuations and uncertainties related to governmental travel policies.

Bull says

  • ↑Comparable RevPAR at $115 (+2.2% YoY) and 73% occupancy sustain ~32.2% EBITDA margin
  • ↑Plans $80–$90M in 2026 renovations across 21 hotels to maintain competitiveness
  • ↑Returned $57M to shareholders via dividends (7.2% yield) and share repurchases
  • ↑Preliminary Q2 RevPAR growth >4% driven by leisure travel momentum
  • ↑High earnings yield and strong book-to-price ratio boost valuation appeal
  • ↑Diversified portfolio and disciplined capital allocation mitigate demand volatility

Bear says

  • ↓Weak growth and profitability factors signal future RevPAR and earnings pressure
  • ↓Government travel pullback trimmed occupancy by 12% in key markets
  • ↓Macroeconomic headwinds may curb leisure and business travel demand
  • ↓Franchise conversions could disrupt operations and incur unexpected costs
  • ↓Shares appear ~7% overvalued amid size and volatility risks
  • ↓Low hedge fund interest may dampen stock momentum and liquidity

Investment themes with APLE

Hotel & Resorts REITs↑ +0.26%

RHP · APLE · DRH

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-10-2026neutral

Transcript signals

Bull points

  • Should we continue to see growth industry-wide and specific to our portfolio like we have year-to-date, my expectation is that the market would get meaningfully more active with buyers beginning to stretch for individual assets.
  • I think the demand strength across our portfolio was much stronger than we anticipated through the first quarter, and as Liz highlighted, has carried forward into April.
  • We are pleased to report a strong start to the year, with comparable hotels rep part growth of more than 2%, despite challenging year-over-year comparisons to the first quarter of 2025.

Bear points

  • the same factors that are limiting new supply in our markets make underwriting development difficult. Meaning, you know, I think in most markets, costs of construction have increased faster than fundamentals for hotels have improved.
  • the ongoing conflict in the Middle East and its effects on global energy markets adds to an uncertain geopolitical and economic backdrop,
  • The current transaction environment does not yet support accretive opportunities relative to our cost of capital, and we do not currently have any agreements for acquisitions in 2026.
Read full transcript analysis ›