Host Hotels & Resorts has seen its fair value estimate nudged upward to $18.86, reflecting new performance metrics. The discount rate has notably dropped to 7.77 percent, signaling improved perceptions of the company’s risk profile. This change arrives amid strong second-quarter results and an increase in the company’s 2025 outlook, fueling both bullish enthusiasm and ongoing debate among analysts. Stay tuned to learn proactive ways to track these evolving perspectives in the months ahead.

Analyst Price Targets don’t always capture the full story. Head over to our Company Report to find new ways to value Host Hotels & Resorts.

Analyst coverage of Host Hotels & Resorts has intensified following its recent earnings beat and upwardly revised outlook. The latest available commentary provides insight into how Wall Street is weighing the company’s valuation and growth trajectory.

Bullish Takeaways

• UBS analyst Robin Farley raised the firm’s price target on Host Hotels to $18 from $17, acknowledging the company’s strong execution after second-quarter RevPAR and EBITDA results surpassed expectations.

• The same analyst noted that guidance for fiscal 2025 was lifted above prior estimates, highlighting management’s confidence in continued growth momentum.

Bearish Takeaways

• Despite the improved outlook, UBS maintains a Neutral rating. This indicates that some caution remains regarding valuation and the prospect that much of the near-term upside may already be reflected in the stock price.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

NasdaqGS:HST Community Fair Values as at Nov 2025

• Host Hotels & Resorts, Inc. (NasdaqGS:HST) has been removed from the FTSE All-World Index (USD), which marks a shift in its inclusion within major global equity benchmarks.

• The company reported robust second-quarter earnings, exceeding analysts’ expectations for both RevPAR and EBITDA. It also issued an upbeat outlook for 2025.

• Market analysts have revisited their ratings, with some raising price targets following the strong financial results. They are maintaining cautious optimism about near-term valuation.

• Fair Value: The fair value estimate has increased slightly from $18.81 to $18.86, reflecting updated performance metrics.

• Discount Rate: The discount rate has fallen notably, from 8.41 percent to 7.77 percent. This suggests improved perceived risk or a lower cost of capital.

• Revenue Growth: The anticipated revenue growth rate remains stable, with a minimal decrease from 1.95 percent to 1.94 percent.

• Net Profit Margin: Net profit margin has risen marginally, from 11.06 percent to 11.07 percent.

• Future P/E: The projected future price-to-earnings ratio has decreased slightly, moving from 22.51x to 22.17x.

Story continues

A Narrative is a clear and accessible way to understand the story behind a company’s numbers. It connects a company’s financial forecast and fair value to the bigger picture, making investment decisions more dynamic and understandable. Narratives, available on Simply Wall St’s Community page, help millions of investors decide when to buy or sell by comparing Fair Value to Price. They are updated automatically as fresh news or earnings are released.

Head over to the original Host Hotels & Resorts Narrative and follow along for:

• Insights into how strategic upgrades and experiential travel trends are powering revenue and premium market positioning for Host Hotels & Resorts.

• Quantitative breakdowns of future growth forecasts, margins, and what would need to happen for the share price to beat analyst expectations.

• Balanced perspective on both upside potential and key risks, helping you decide when fair value and market price suggest a buying or selling opportunity.

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.

Companies discussed in this article include HST.

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