Host Hotels & Resorts, Inc.

(NASDAQ Global Select)
Back to all articles
Somewhat Bullish +45

The Zacks Analyst Blog Highlights Host Hotels & Resorts, Realty Income and Simon Property

Earnings report AI-generated analysis

πŸ“… Host Hotels & Resorts is scheduled to release its second-quarter earnings on Aug. 5, 2026, after market close.

πŸ“Š The company carries a Zacks Rank #2 (Buy) and an Earnings ESP of +1.48%.

πŸ’° Consensus revenue estimates for the quarter are pegged at $1.62 billion, indicating a 2.2% year-over-year increase.

πŸ“ˆ Analysts expect AFFO per share to reach 62 cents, implying a 6.9% year-over-year growth.

🏨 The company's portfolio of luxury and upper-scale hotels in top U.S. markets and the Sunbelt region is expected to drive RevPAR growth.

πŸ’‘ Strategic capital allocations are anticipated to improve portfolio quality and strengthen competitive advantage in key markets.

⚠️ High interest expenses are identified as a likely headwind that may spoil margins during the reported quarter.

πŸ“‰ Over the trailing four quarters, Host Hotels has outpaced consensus estimates for AFFO per share on all occasions with an average beat of 8.66%.

Bullish Signals
  • Host Hotels & Resorts carries a Zacks Rank #2 (Buy) and a positive Earnings ESP of +1.48%, suggesting a high probability of delivering a positive earnings surprise.
  • The company's portfolio of luxury and upper-scale hotels in top U.S. markets and the Sunbelt region is expected to benefit from improved group and transient demand, supporting RevPAR growth.
  • Strategic capital allocations are anticipated to improve portfolio quality and strengthen competitive advantage, likely driving margin expansion.
  • Over the trailing four quarters, Host Hotels has outpaced consensus estimates for adjusted funds from operations (AFFO) per share on all occasions with an average beat of 8.66%.
Risk Factors
  • High interest expenses are expected to act as a significant headwind and potentially spoil margins during the second-quarter reporting period.
  • The consensus revenue estimate of $1.62 billion represents only a modest 2.2% year-over-year increase, suggesting limited top-line growth momentum relative to peers.
Full Analysis
Zacks Equity Research analysts highlight Host Hotels & Resorts (HST), Realty Income, and Simon Property Group as key REITs to watch ahead of their second-quarter earnings reports scheduled for August 5-10, 2026. The article notes that while the broader hotel and retail sectors showed resilient growth in Q2 2026 with rising occupancy and revenue per available room, investors are advised to focus on companies with room to surprise positively rather than those that have already rallied. Host Hotels & Resorts specifically is noted for having a Zacks Rank of #2 (Buy) and a positive Earnings ESP of +1.48%. The company's portfolio of luxury and upper-scale hotels in top U.S. markets and the Sunbelt region is expected to benefit from improved group and transient demand, driving RevPAR growth. Analysts anticipate that strategic capital allocations will improve portfolio quality and drive margin expansion, though high interest expenses are expected to act as a headwind during the reporting period. Consensus estimates for Host Hotels & Resorts peg second-quarter 2026 revenues at $1.62 billion, representing a 2.2% increase from the prior year quarter, with AFFO per share estimated at 62 cents, implying a 6.9% year-over-year growth. The company has historically outpaced consensus estimates for adjusted funds from operations over the trailing four quarters, averaging an 8.66% beat.