Analysts Raise Host Hotels Forecasts Following Positive Q3 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
0mins
Should l Buy HST?
Source: Benzinga
Strong Q3 Performance: Host Hotels & Resorts reported a quarterly FFO of 35 cents, surpassing estimates, with sales of $1.331 billion also exceeding expectations.
Increased FY2025 Guidance: The company raised its FY2025 FFO guidance from $1.98-$2.02 to $2.03, reflecting positive momentum and industry leadership.
RevPAR Growth: Comparable hotel Total RevPAR grew by 0.8% over Q3 2024, driven by strong transient demand, with expectations for continued growth in 2024.
Analyst Upgrades: Following the earnings announcement, analysts adjusted their price targets, with Compass Point upgrading the stock to Buy and raising the target to $22.5.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy HST?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on HST
Wall Street analysts forecast HST stock price to rise
9 Analyst Rating
5 Buy
4 Hold
0 Sell
Moderate Buy
Current: 19.540
Low
18.00
Averages
19.75
High
22.00
Current: 19.540
Low
18.00
Averages
19.75
High
22.00
About HST
Host Hotels & Resorts, Inc. is a lodging real estate investment trust. The Company owns luxury and upper-upscale hotels. The Company's operations are conducted solely through Host Hotels & Resorts, L.P. and its subsidiaries. The Company owns 75 properties in the United States and five properties internationally totaling approximately 42,900 rooms. It also holds non-controlling interests in seven domestic and one international joint ventures. It partners with brands such as Marriott, Ritz-Carlton, Westin, Sheraton, W, St. Regis, The Luxury Collection, Hyatt, Fairmont, 1 Hotels, Hilton, Four Seasons, Swissotel, ibis and Novotel, as well as independent brands. The Company's properties include AC Hotel Scottsdale North, The Ritz-Carlton O'ahu, Turtle Bay, Grand Hyatt San Francisco, The Westin Denver Downtown, 1 Hotel Central Park, JW Marriott Atlanta Buckhead, JW Marriott Houston by The Galleria, Four Seasons Resort and Residences Jackson Hole, and Hyatt Regency Reston.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

- Market Performance: Equities experienced a decline last week, with all three major indexes falling by at least 1.2%.
- Economic Indicators: This downturn occurred despite a better-than-expected jobs report from the Bureau of Labor Statistics and a relatively stable inflation report.
See More
- Increased Market Volatility: Last week, stocks in software, real estate, financial services, and logistics faced selling pressure due to concerns over AI-related disruptions, with the Nasdaq Composite falling 0.2% and a weekly loss of 2.1%, indicating market sensitivity to AI impacts.
- Consumer Spending Data Focus: This week's highlight will be the Personal Consumption Expenditures (PCE) report on Friday, which will provide insights into consumer spending in December and inflation trends, especially following last week's unexpected slowdown in the Consumer Price Index (CPI).
- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
- Ongoing AI Impact: As AI tools' potential effects intensify across various sectors, software stocks like Salesforce (CRM) and ServiceNow (NOW) have seen significant declines, reflecting the market's heightened vigilance regarding AI disruptions, necessitating close monitoring of future industry developments.
See More
- Monetary Policy Balance: As Fed Chair Powell's tenure approaches its end, the market is keenly focused on his performance in balancing maximum employment and stable prices, especially with the upcoming release of the latest meeting minutes, marking one of his final meetings in office.
- Interest Rate Challenges: During Powell's leadership, the Fed has navigated emergency interventions and an aggressive rate-hiking cycle, with the benchmark rate rising from near zero to over 5%; despite initially viewing inflation as 'transitory,' achieving a 'soft landing' for the economy will be a key part of his legacy.
- Market Reaction Expectations: Investors are optimistic about the upcoming personal consumption expenditure data, although the cooler-than-expected CPI could impact the Fed's interest rate outlook, with markets currently pricing in only two quarter-point cuts for the year.
- Industry Dynamics Observation: As concerns over AI disruption grow, stocks in software, finance, and real estate have seen declines, prompting investors to search for the next potentially affected sectors, with Walmart and Deere's upcoming earnings reports likely to be focal points for market attention.
See More
- Market Sentiment Shift: As fears grow that artificial intelligence could disrupt demand rather than enhance it, software and AI-exposed stocks have faced significant sell-offs at the start of 2023, particularly in February, leading investors to reassess their risk exposure.
- Capital Flow Changes: Goldman Sachs equity strategist Ben Snider indicates that capital is rotating towards sectors perceived as insulated from AI disruption, marking a clear departure from last year's market strategies and reflecting diminished investor confidence in AI themes.
- Cyclical Industry Rally: Despite software stocks experiencing one of their worst weeks since the 2022 rate-hike panic, cyclical and consumer-linked industries have continued their recent rallies, indicating a growing preference for traditional sectors among investors.
- Strong Dow Jones Performance: Amid the decline in software stocks, the Dow Jones Industrial Average has rallied towards all-time highs, suggesting increased investor confidence in industries tied to physical assets and cyclical activity, further emphasizing the market's demand for safety from AI-driven productivity risks.
See More
- EPS Revision Grades: Digital Realty Trust (DLR) and Prologis (PLD) both received an A+ rating from analysts, indicating strong confidence in their near-term performance, which may attract more investor interest.
- Market Confidence Boost: Weyerhaeuser (WY) and Crown Castle (CCI) also earned an A rating, suggesting that market expectations for their earnings are improving, potentially driving their stock prices higher.
- Investor Attention: Simon Property Group (SPG) and Host Hotels & Resorts (HST) received A ratings as well, reflecting analysts' optimistic outlook on their future performance, which could draw more institutional investors' attention.
- Overall Trend: Kimco Realty (KIM), Public Storage (PSA), and Welltower (WELL) all achieved A ratings, indicating a positive trend across the real estate sector, potentially providing more investment opportunities for investors.
See More
- Stock Performance: OUTFRONT Media's shares have surged 43.8% over the past three months, significantly outperforming the industry average growth of 0.5%, indicating strong market performance and increased investor confidence.
- Financial Outlook: Analysts have revised the company's 2025 FFO per share estimate upward by 2.1% to $1.94, and the 2026 estimate by 1.9% to $2.15, reflecting a positive outlook on its long-term growth potential.
- Asset Acquisitions: In the first nine months of 2025, OUTFRONT Media acquired several assets for approximately $10.4 million, enhancing its diversified portfolio and positioning the company for future revenue growth.
- Digital Transformation: The company's investments in digital advertising displays have increased its total digital displays to 1,906 and digital transit displays to 31,358, which will create new advertising relationships and revenue growth opportunities.
See More









