Target Hospitality (TH)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from TH's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Target Hospitality's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $214M | $334M | $366M | $266M | $275M |
| Net income | -$5M | $74M | $174M | $71M | -$37M |
| Free cash flow | — | — | — | — | — |
| EPS (diluted) | -$0.05 | $0.74 | $1.56 | $0.70 | -$0.37 |
| Operating margin | 17.3% | 52.3% | 65.8% | 40.9% | -12.6% |
Where the revenue comes from
Revenue by segments, fiscal 2025. Every breakdown, year by year.
Superinvestors who own TH
From each investor's latest 13F filing (what a 13F shows). 1 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $2M | 0.00% | Q2 2026 |
Insider buying
Open-market purchases by Target Hospitality's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Sep 18, 2026 | Troy C. Schrenk Chief Commercial Officer |
5,907 | $21.16 | $124,992 |
| Sep 15, 2026 | James Bradley Archer Director and CEO and President |
13,385 | $18.69 | $250,166 |
| Dec 3, 2025 | Stephen Robertson |
125,000 | $7.94 | $992,500 |
| Nov 17, 2025 | Stephen Robertson |
145,000 | $6.85 | $993,250 |
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In the full deep dive
Questions
Are Target Hospitality insiders buying the stock?
4 open-market insider purchases of TH in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Target Hospitality?
1 of the superinvestors Investingly tracks hold TH in their latest 13F, including Cliff Asness.
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Prices and ratios as of Oct 8, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.