• 简

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Host Hotels & Resorts (HST): Assessing Valuation After Earnings Beat and $400 Million Senior Notes Offering

    Simply Wall St·12/19/2025 03:34:42
    语音播报

    Host Hotels & Resorts (HST) just cleared a meaningful hurdle, topping quarterly earnings expectations while pairing that upside surprise with a $400 million senior notes offering that signals confidence in funding its next phase of growth.

    See our latest analysis for Host Hotels & Resorts.

    The upbeat earnings and financing news comes as the share price trades near a fresh 52 week high at $18.46, with a solid year to date share price return and a stronger multi year total shareholder return. This suggests momentum is still building rather than fading.

    If this kind of lodging rebound has you thinking more broadly about cyclical opportunities, it may be worth exploring fast growing stocks with high insider ownership as a way to spot other high conviction ideas.

    With earnings beating expectations, a solid balance sheet, and the stock trading just below analyst targets while still showing an implied intrinsic discount, is Host Hotels & Resorts a value opportunity, or is future growth already priced in?

    Most Popular Narrative: 6.7% Undervalued

    With Host Hotels & Resorts last closing at $18.46 against a narrative fair value near $19.79, the storyline tilts toward modest upside, driven by operating momentum and richer future multiples.

    The fair value estimate has risen slightly, moving from approximately $19.54 to $19.79 per share, reflecting modestly stronger fundamentals. The future P/E multiple has expanded noticeably, from approximately 21.4x to 23.7x, suggesting a richer valuation on forward earnings despite lower margin assumptions.

    Read the complete narrative.

    Curious why a slow and steady revenue path can still back a premium earnings multiple, even with slimmer margins baked in, and what that implies for long term upside versus today’s price? The narrative breaks down a precise earnings trajectory, embeds subtle shifts in profitability, and still lands on a valuation that leans higher than the market is currently willing to pay.

    Result: Fair Value of $19.79 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, structural headwinds in business travel, along with rising capital and labor costs, could pressure margins and limit how much upside the current narrative can deliver.

    Find out about the key risks to this Host Hotels & Resorts narrative.

    Build Your Own Host Hotels & Resorts Narrative

    If you see the outlook differently or want to dig into the numbers yourself, you can quickly build a custom view in under three minutes with Do it your way.

    A great starting point for your Host Hotels & Resorts research is our analysis highlighting 2 key rewards and 5 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    Before you move on, consider scanning curated stock ideas on Simply Wall Street that match your style, so potential winners do not pass you by.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.