Host Hotels & Resorts, Inc.

(NASDAQ Global Select)
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Bullish +75

Host Hotels (HST) Tops Q1 FFO and Revenue Estimates

AI-generated analysis

🏨 Host Hotels (HST) reported Q1 funds from operations (FFO) of $0.67 per share, exceeding the consensus estimate of $0.63.

πŸ“ˆ Quarterly revenue reached $1.65 billion, surpassing analyst expectations by 0.86%.

πŸ‘ The company has topped FFO and revenue estimates in all four consecutive quarters.

πŸ†™ Stock performance has outpaced the broader market with shares gaining approximately 20.2% versus the S&P 500's 6% since January.

⚠️ Current estimate revision trends are mixed, resulting in a Zacks Rank #3 (Hold) rating which suggests neutral near-term stock movement.

πŸ“… Upcoming consensus estimates project $0.61 quarterly FFO on $1.64 billion revenue for the next quarter and $2.09 FFO on $6.14 billion revenue for the full fiscal year.

🏒 Host Hotels operates within the Zacks "REIT and Equity Trust - Other" industry, which is currently ranked in the top 24% of all tracked industries.

πŸ” Analysts note that future stock price movement will largely depend on management commentary during the upcoming earnings call regarding sustainability.

πŸ”„ Chatham Lodging (CLDT), a peer in the same REIT sector, is scheduled to report its Q1 results on May 7.

πŸ“Š Peer expectations indicate Chatham Lodging will report $0.16 per share in earnings and $65.17 million in revenue for the quarter ended March 2026.

Bullish Signals
  • Host Hotels (HST) reported Q1 Funds From Operations (FFO) of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.63 and beating last year's FFO of $0.64 per share.
  • The company surpassed consensus revenue estimates four times over the last four quarters, demonstrating consistent outperformance with Q1 revenues of $1.65 billion versus an expected lower figure.
  • Host Hotels shares have gained approximately 20.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 6%.
  • The company operates within the Zacks REIT and Equity Trust - Other industry, which is currently ranked in the top 24% of over 250 Zacks industries.
  • Research indicates that the top 50% of Zacks-ranked industries historically outperform the bottom 50% by a factor of more than 2 to 1.
Risk Factors
  • The stock's immediate price movement and future performance depend largely on management's commentary, as there are no easy answers to what's next.
  • Ahead of the earnings release, estimate revisions for Host Hotels were mixed, leading to a Zacks Rank #3 (Hold) status.
  • A Hold rating indicates that shares are expected to perform in line with the market rather than outperforming it in the near future.
  • The company's industry peers, such as Chatham Lodging Trust (CLDT), face declining revenue expectations of -5.1% for the upcoming quarter, which could weigh on sentiment.
  • Host Hotels' industry rank is only in the top 24% of Zacks industries, suggesting a lower relative position compared to the majority of peers that could outperform.
Full Analysis
Host Hotels & Resorts (HST) reported strong first-quarter results, beating consensus estimates for both funds from operations (FFO) and revenue. The company posted an FFO of $0.67 per share, surpassing the Zacks Consensus Estimate of $0.63, compared to $0.64 a year ago. Revenue reached $1.65 billion for the quarter ended March 2026, exceeding estimates by 0.86%, while year-over-year revenue grew from $1.59 billion. This marks the fourth consecutive quarter of surpassing FFO consensus estimates. The stock has gained approximately 20.2% year-to-date, significantly outpacing the S&P 500's 6% gain. Analysts and the article note that future price movement will largely depend on management's commentary during the earnings call. Based on the mixed trend in estimate revisions prior to the report, the stock currently holds a Zacks Rank #3 (Hold), suggesting it is expected to perform in line with the market in the near term. Forward-looking consensus estimates project an FFO of $0.61 per share and revenue of $1.64 billion for the upcoming quarter, with annualized full-year expectations set at $2.09 per share on $6.14 billion in revenue. The broader REIT industry is currently ranked in the top 24% of Zacks industries, which research indicates generally outperforms the bottom half by a factor of more than two to one.