Ladenburg Raises Host Hotels & Resorts (HST) Target to $28 – What It Means

Ladenburg Research lifted the price target for Host Hotels & Resorts (NASDAQ:HST) to $28, maintaining a Buy rating as the company's RevPAR growth outperformed market expectations.

Ladenburg’s Fresh Focus on HST

On June 10, Ladenburg raised its target from $25 to $28 and kept a Buy stance, citing RevPAR (Revenue Per Available Room) growth that exceeded consensus forecasts.

BMO Capital’s Shifted Outlook

BMO Capital followed on June 12, boosting its target from $24 to $27 while assigning an Outperform rating. The update emphasized the strong RevPAR performance as a driver for Q2 results, rather than the uncertain upside from the upcoming World Cup.

RevPAR Metrics and Market Dynamics

■RevPAR growth is robust, lifting earnings projections.

■World Cup expectations remain muted, with hotel rates declining in roughly 70% of lodging REITs since April.

■Operations span the United States, Brazil, and Canada, providing geographic diversification.

Key Takeaways for Investors

■AI‑focused stocks are touted as offering higher upside with lower downside risk compared to HST.

■Trump‑era tariffs and onshoring trends benefit certain sectors, but have limited impact on the hospitality space.

■Sustainable RevPAR growth remains the primary catalyst for future price targets and stock performance.

Kemal Tekin – EM Desk Head: "The upgraded targets from Ladenburg and BMO Capital reflect solid fundamentals at HST. Nevertheless, global hospitality demand uncertainty and the allure of AI‑centric alternatives call for a balanced portfolio approach. While short‑term volatility is possible, the steady RevPAR trajectory positions HST as a defensible medium‑term hold."