Host Hotels & Resorts is a leading lodging REIT with a diversified portfolio of 80 hotels, rated as a buy for future growth. HST's strong balance sheet, investment-grade rating, and $2.3B liquidity position enable opportunistic investments and resilience in economic downturns. Ongoing renovations and participation in major capital programs are driving higher revenue per room, with macro travel trends and upcoming events supporting demand.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Affluent consumer spending remains robust, driven by the wealth effect and record-high asset values, supporting continued momentum in select real estate and leisure stocks. Top Strong Buy picks include HST, XHR, DRH, HHH, and MLCO, each positioned to benefit from high-end travel, real estate, and luxury experiences. HST, XHR, and DRH leverage pricing power in upscale hotels and resorts, while HHH capitalizes on master-planned community development. MLCO rides Macau's gaming recovery.
Host Hotels is likely undervalued, offering inflation protection and a 5% yield, with a focus on upper-tier lodging assets. HST's stable cash flows, lower leverage, and non-core asset sales position it well amid economic bifurcation that supports high-end travel demand. Despite rising costs, HST's valuation discount to peers like Hilton and Marriott is unjustified, with a price target of $25.30 based on a 7% cap rate and its NOI.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Host Hotels & Resorts, Inc. (NASDAQ:HST ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants e - Corporate Participant e - Corporate Participant Jaime N. Marcus - Senior Vice President of Investor Relations James F.
The headline numbers for Host Hotels (HST) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Host Hotels (HST) came out with quarterly funds from operations (FFO) of $0.58 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to FFO of $0.57 per share a year ago.
HST's Q2 earnings are likely to have benefited from its group business and strategic capital allocations. However, high interest expenses remain a concern.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Real estate investment trust (REIT) Host Hostels and Resorts Inc (NASDAQ:HST) is up 4.4% at $16.03 at last glance, after Wells Fargo lifted its price target to $18 from $16, maintaining its "overweight" rating.
Improvement in group travel demand and business transient demand, and capital-recycling moves are likely to aid HST's performance in the quarters ahead.