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Host Hotels & Resorts Inc

Host Hotels & Resorts Inc

HST
$23.94USD↑+1.14%+0.27 today

MARKET CAP

16.4B

P/E (TTM)

15.2x

FWD P/E

24.4x

DAY RANGE

$23 – $24

52W RANGE

$15
$25

AI Summary

Stalk
Buy NowMedium

HST remains in a Stage 2 advancing corrective phase, with a repaired EMA structure and a Bullish Pivot Point confirming downside control failure and reinforcing a medium-term bullish bias. Price is pulling back into rising EMAs and holding just above the 50-day SMA, with RSI neutral and no signs of exhaustion, offering a favorable entry opportunity at support rather than chasing recent highs.

  • ↑Adjusted EBITDA RE reached $543 M, a 5.6% YoY increase, signaling strong demand recovery.
  • ↑Comparable hotel REVPAR rose 4.6% YoY, with World Cup events set to add ~60 bp.
  • ↓Weak growth indicators and downward revision trends could curb future revenue.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Host Hotels & Resorts (NASDAQ: HST) is a leading lodging real estate investment trust (REIT) specializing in luxury and upscale hotels across prime urban and resort markets in the United States. As the largest lodging REIT, Host Hotels strategically focuses on enhancing value through property renovations, optimization of guest experiences, and maximizing shareholder returns, capitalizing on trends in leisure travel.

Bull says

  • ↑Adjusted EBITDA RE reached $543 M, a 5.6% YoY increase, signaling strong demand recovery.
  • ↑Comparable hotel REVPAR rose 4.6% YoY, with World Cup events set to add ~60 bp.
  • ↑Repurchased 4 M shares for $75 M in Q1 and declared a special dividend.
  • ↑$2.1 B in renovations underway, targeting mid-teens cash-on-cash returns.
  • ↑FFO per share grew 4.7% to $0.67; raised 2026 REVPAR guidance to 3–4.5%.
  • ↑High earnings yield, 0.57% dividend yield, plus strong momentum and liquidity.

Bear says

  • ↓Weak growth indicators and downward revision trends could curb future revenue.
  • ↓Rising labor costs +6% risk margin compression amid tight wage market.
  • ↓Elevated short interest reflects skepticism and may increase share volatility.
  • ↓Revenue reliant on major events like World Cup carries attendance risk.
  • ↓Macroeconomic uncertainty can dampen luxury travel demand and guest spending.
  • ↓Modest profitability scores and weak growth factors limit upside potential.

Investment themes with HST

Nuclear↑ +1.23%

Nuclear energy production and related companies

WELL · PLD · EQIX

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-09-2026neutral

Transcript signals

Bull points

  • If we thought it was the right capital allocation decision to sell assets that would result in a special dividend in the event we couldn't do a like-kind exchange and we created significant shareholder value, that is certainly something we would do.
  • We think that's a good metric, and it adds to growth in FFO per share, which has – know done quite well over uh over time i mean from 2019 to 2025 our ffo per share was 19 percent our growth and you know relative to the other full service lodging reads uh they had minus 33 percent ffo per share
  • Dispositions are many times as beneficial, if not more beneficial, than acquisitions.

Bear points

  • The rate for the second half is almost a point lower than the rate growth that we saw in the first half, primarily due to the high season of many resorts being in Q1.
  • Our expectation for wage rates is a sustained increase of about 5%, reflecting ongoing pressures in labor costs.
  • overall business trends in demand remains below pre-pandemic levels, government volume has stabilized,
Read full transcript analysis ›