Host Hotels & Resorts: Impressive Earnings Make This A Buy

Philip Wang 1.21K Followers Follow Summary Host Hotels & Resorts is upgraded to 'Buy' with a $25/share price target, reflecting improved fundamentals and attractive risk/reward. HST delivered a strong Q2 2026, raising AFFO guidance to $2.15–$2.18/share and achieving robust RevPAR growth across key markets. The company maintains sector-best balance sheet strength, ample liquidity, and a comfortably covered 3.5% dividend yield. Transformation programs are progressing under budget, with renovation drag fading and post-renovation RevPAR gains exceeding targets. JHVEPhoto/iStock Editorial via Getty Images Introduction I wrote about Host Hotels & Resorts ( HST ) earlier this year in May, following the release of its Q1 2026 results. I downgraded my rating on the company to a “Hold”, with my thesis being This article was written by Philip Wang 1.21K Followers Follow Dividend-focused investor specializing in REITs. I write fundamental deep dives on REITs, emphasizing sustainable dividends, balance sheet strength, and catalysts. Follow me for cycle-aware, income-oriented REIT ideas with clear Buy/Hold/Sell calls. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in HST over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.