Ladenburg and BMO Capital raise Host Hotels price targets on RevPAR strength
Ladenburg Thalmann and BMO Capital have independently lifted their price targets for Host Hotels & Resorts, citing stronger-than-expected RevPAR growth that suggests potential upside for second-quarter results.
Ladenburg Thalmann raised its price target for Host Hotels & Resorts to US$28 from US$25 on 10 June, maintaining a Buy rating. In a research note, the firm highlighted that the company’s Revenue Per Available Room (RevPAR) growth has exceeded expectations, noting that market expectations remain low. This upgrade positions the lodging real estate investment trust as a key focus for investors tracking the sector’s performance.
Two days later, on 12 June, BMO Capital followed suit, lifting its price target to US$27 from US$24 while maintaining an Outperform rating. The update was part of a broader research note covering Gaming and Lodging names, with the firm observing that strong RevPAR performance suggests upside to Q2 results and outlooks. This positive outlook persists even if World Cup-related upside fails to materialise, as anticipation for the event has taken a back seat to fundamental revenue metrics.
BMO Capital noted that hotel prices have continued to moderate, moving lower at 70% of lodging REIT hotels since April. Despite this moderation, the firm’s assessment indicates that the underlying strength in RevPAR provides a buffer, allowing for potential upside in quarterly results despite low expectations for World Cup-driven demand.
Host Hotels & Resorts is a real estate investment trust involved in the management of luxury and upper-upscale hotels, with operations divided into the United States, Brazil, and Canada. The company’s recent analyst attention comes against a backdrop of broader market activity, including the SpaceX IPO debut on 11 June 2026 and positive sentiment surrounding US-Iran peace talks.
While the source material acknowledges the potential of Host Hotels as an investment, it also suggests that certain AI stocks may offer greater upside potential and less downside risk. The report references a separate analysis on short-term AI stocks benefiting from Trump-era tariffs and onshoring trends, though this perspective appears distinct from the core analyst ratings provided by Ladenburg and BMO.
