Analysts expect Host Hotels & Resorts to report Q2 2026 revenue of $1.62 billion and funds from operations (FFO) of $0.62 per share, while the current stock price of $25.09 sits slightly above the average analyst price target of $24.27. The primary story for investors is the company's RevPAR growth trajectory, particularly how the luxury and upper-upscale segments are performing amidst evolving travel patterns.
Management recently raised full-year guidance, signaling confidence in sustained demand across its resort-heavy portfolio. Furthermore, analysts are watching for early impacts from the 2026 FIFA World Cup travel boom, as several of the company's premier properties have been selected to host national delegations and events.