Host Hotels & Resorts, Inc. research snapshot
HST AI stock analysis reads Host Hotels & Resorts as a high-quality luxury and upper-upscale lodging REIT with improved RevPAR, raised 2026 guidance, an investment-grade balance sheet, and active capital recycling. The stock closed at $25.13 on July 31, 2026, near its 52-week high, after a roughly 56% twelve-month gain. The outlook remains scenario-based because hotel demand is cyclical, Q1 2026 net income included asset-sale gains, and the stock now trades above the average analyst price target.
Current price
$25.13
Market cap
$17.45 billion
AI score
72 / 100
Rating
Quality lodging REIT with improving demand now trading above the average analyst target
Trend status
Uptrend with price above all key moving averages near the 52-week high
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Host owns a concentrated portfolio of luxury and upper-upscale hotels, monetizing rooms, food and beverage, meetings, resorts, and ancillary spending through premium travel demand. | High |
| Moat | The moat comes from irreplaceable locations, scale, brand-managed assets, balance sheet access, and renovation capital, but hotels have low switching costs for guests. | Medium-high |
| Management | CEO James F. Risoleo and the board have emphasized asset recycling, dividends, buybacks, reinvestment, and maintaining an investment-grade balance sheet. | High |
| Financial trend | FY2025 revenue reached about $6.114 billion and net income was $765 million. Q1 2026 showed 4.4% comparable RevPAR growth and $501 million of net income, helped by asset sales, and the company raised full-year 2026 guidance. | High |
| Valuation | At $25.13, verified inputs imply about 17.1x TTM EPS, 12.2x price to FFO, 2.83x sales, and 2.52x book value. The average analyst target of $24.85 is now below the share price. | Medium-high |
| Technical trend | HST was above the 20-day, 50-day, 100-day, and 200-day moving averages with a 14-day RSI near 61, close to the $25.71 52-week high. | Medium-high |
| Risk level | Risk is moderate to elevated because lodging REIT cash flow can be hit by recession, weaker group travel, labor inflation, insurance, capex needs, and higher rates, and the stock is no longer cheap after a strong rally. | Medium-high |
| AI confidence | Descriptive confidence is high because filings and market data are available. Return confidence is lower because the stock depends on travel demand, FFO durability, and multiples. | High data confidence |
| Investment certainty | HST looks like a quality cyclical REIT watchlist candidate rather than a defensive income stock, and the margin of safety is thinner after the rally. | Medium |
HST AI stock forecast
The HST AI stock forecast should be read as scenario math, not a guaranteed target. Using the August 2, 2026 research cutoff, the July 31, 2026 close of $25.13, and the raised 2026 adjusted FFO guidance range of $2.10 to $2.16 per share as the cash-flow base, the tested three-year ranges are a bearish $16 to $19 area, a base $24 to $27 area, and a bullish $32 to $35 area before dividends.
$32 to $35
More likely if comparable RevPAR growth stays near the raised 3.0% to 4.5% 2026 outlook, group and luxury leisure demand keep improving, renovations lift rates, margins expand, and investors pay a premium lodging REIT multiple near 13x to 14x FFO.
$24 to $27
More likely if comparable RevPAR grows in the low to mid single digits, adjusted FFO grows modestly, asset sales and buybacks remain disciplined, and the market values HST near an 11x to 12x FFO multiple.
$16 to $19
More likely if travel budgets weaken or a recession hits, group demand disappoints, labor and insurance costs rise faster than rates, asset-sale gains fade, interest rates pressure REIT multiples, or capex needs absorb free cash flow.
HST AI technical analysis
HST AI technical analysis turned constructive as of the July 31, 2026 close. The stock closed near $25.13, above the 20-day moving average near $24.06, the 50-day moving average near $24.04, the 100-day moving average near $22.16, and the 200-day moving average near $20.16, with a 14-day RSI near 61 and a 14-day ATR near $0.58.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $25.13 | StockAnalysis showed a July 31, 2026 close at $25.13, up about 56% over the prior 52 weeks and near the top of the range. |
| Near support | $24.00 to $24.10 | This cluster holds the 20-day moving average near $24.06 and the 50-day moving average near $24.04, so it is the first zone where buyers have stepped in. |
| Secondary support | $22.16 | The 100-day moving average sits near $22.16 and would be the next meaningful level below the near support band. |
| 200-day moving average | $20.16 | Barchart and StockAnalysis both cited the 200-day moving average near $20.16, the key long-term trend line to defend. |
| Near resistance | $25.71 | The 52-week high near $25.71 is the immediate overhead level. A confirmed break would open room for a re-rating. |
| Momentum | RSI 61, +DI above -DI | A 14-day RSI near 61 is bullish but not yet overbought, and a positive directional index spread supports the uptrend. |
| Volume monitor | About 8.8 to 9.0 million shares | StockAnalysis cited a 20-day average volume near 8.8 million shares and Barchart near 9.0 million. Breakouts should be judged against this reference. |
| Volatility | 14-day ATR near $0.58 | Barchart showed a 14-day average true range near $0.58, roughly 2.3% of price, with 14-day historic volatility near 21%. |
| Invalidation | Close below $24 | A decisive close below the $24.00 to $24.10 moving-average cluster would break the short-term uptrend. A close below $20.16 would be a more serious long-term warning. |
HST AI trading strategy
The HST AI trading strategy below is a planning framework for risk control, not personal investment advice. It separates recurring hotel demand from asset-sale gains, respects that the stock is near a 52-week high, and requires technical confirmation before acting.
Wait for HST to confirm a break above the $25.71 52-week high with volume above the recent 8.8 to 9.0 million share reference, then check whether RevPAR, group demand, margin commentary, and 2026 adjusted FFO guidance support the trend.
Treat a failed breakout that closes back below the $24.00 to $24.10 moving-average cluster as invalidation, especially if lodging REIT multiples or RevPAR guidance move lower.
If HST pulls back toward the $24.00 to $24.10 support band, compare the price reaction with hotel demand data, labor costs, renovation disruption, dividend coverage, and share repurchase activity before treating it as a buying zone.
Do not average down without a defined exit. A close below $24 changes the setup from support defense to trend damage, and a close below $20.16 would be a bigger warning.
Track comparable RevPAR and Total RevPAR growth, adjusted EBITDAre, adjusted FFO per share, capex, asset sales, the debt maturity schedule, regular and special dividends, buybacks, and high-end travel demand.
Keep position size tied to scenario evidence. A lodging REIT can look expensive on the same FFO that looked cheap before a demand or interest-rate shock, so monitor the multiple as well as the operating trend.
Investment research summary
Host sells access to premium hotel real estate. Customers pay for rooms, meetings, resorts, food and beverage, and location-driven travel experiences, while Host earns returns by owning, renovating, financing, and recycling hotel assets.
The moat is strongest in hard-to-replicate real estate, scale, relationships with global hotel brands, access to capital, and operational benchmarking across a large portfolio. It is weaker at the guest level because travelers can choose other hotels quickly.
The thesis fails if luxury travel slows, group demand weakens, labor inflation outruns room-rate growth, renovation disruption lasts longer than expected, debt costs rise, or asset sales make earnings quality look stronger than recurring cash flow.
Management has emphasized balance sheet strength, asset recycling, dividends, buybacks, and reinvestment in transformational capital programs. The key test is whether capital allocation keeps raising asset quality without overpaying late in the cycle.
Lodging is not a civilization-level platform shift, but premium leisure, group travel, resorts, and events like the FIFA World Cup can support long-term cash flow when properties are scarce and well maintained. The industry remains cyclical and rate-sensitive.
At about $25.13, verified math shows roughly 17.1x TTM EPS, 12.2x price to FFO, 2.83x sales, and 2.52x book value. Margin of safety depends on adjusted FFO durability, not the one-time lift from Q1 2026 asset-sale gains, and the consensus target is now below the price.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| HST price | $25.13, up about 56% over 52 weeks | StockAnalysis quote and statistics | August 2, 2026 |
| Market cap | $17.45 billion | StockAnalysis statistics | August 2, 2026 |
| Shares outstanding | 694.51 million shares outstanding, 684.88 million current share class | StockAnalysis statistics | August 2, 2026 |
| FY2025 revenue | $6.114 billion | StockAnalysis financials | August 2, 2026 |
| FY2025 net income | $765 million | StockAnalysis financials | August 2, 2026 |
| Q1 2026 comparable RevPAR | $244.11, up 4.4% year over year; Total RevPAR $418.20, up 4.6% | Host Hotels Q1 2026 results | August 2, 2026 |
| Q1 2026 net income | $501 million, helped by asset-sale gains | Host Hotels Q1 2026 results | August 2, 2026 |
| 2026 guidance | Comparable RevPAR growth 3.0% to 4.5%, adjusted FFO per share $2.10 to $2.16, net income $908 to $955 million | Host Hotels Q1 2026 results | August 2, 2026 |
| Debt balance | $5.1 billion at March 31, 2026, no maturities in 2026 | Host Hotels Q1 2026 results | August 2, 2026 |
| Cash and liquidity | Cash and cash equivalents $1.703 billion, about $3.4 billion total available liquidity at March 31, 2026 | Host Hotels Q1 2026 results | August 2, 2026 |
| Dividend | $0.95 annualized dividend, 3.78% yield, including a $0.72 special dividend paid July 15, 2026 | StockAnalysis dividend data | August 2, 2026 |
| Valuation ratios | PE 17.12, forward PE 25.71, price/FFO 12.21, PS 2.83, PB 2.52 | StockAnalysis statistics | August 2, 2026 |
| Moving averages and momentum | 20-day MA $24.06, 50-day MA $24.04, 100-day MA $22.16, 200-day MA $20.16, 14-day RSI near 61 | Barchart technical analysis and StockAnalysis statistics | August 2, 2026 |
| Analyst consensus | Buy consensus from 21 analysts, average price target $24.85, range $21 to $28 | StockAnalysis forecast | August 2, 2026 |
This HST AI stock analysis is an informational research tool only and is not investment advice, a recommendation, or a promise of future returns. Forecast ranges are scenarios based on available public data as of August 2, 2026 and can be wrong if hotel demand, RevPAR, asset-sale gains, labor costs, interest rates, dividends, or market multiples change.
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