HST

Host Hotels & Resorts, Inc. ·Nasdaq Global Select·Real Estate
22.81 live · 2026-08-12 15:59

Some scores are at the bottom of their range

This score sits at the bottom of the 0–100 range. The underlying calculation was negative, so the displayed value is a floor, not a measurement of zero.

  • Tactical Score: displayed 0, underlying value -68.2
4.1%
Brown Bear Score
24.2%
Business Conviction Score
20.7%
Position Health Score
1.8%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · +44.8% · range 15.72–25.54

The Businesswhat the company reports

Business & cash flow

OCF / assets 11.6%
FCF / revenue 24.7%
Gross margin 29.2%
ROIC 9.1%
Forward P/E 21.7

This company does not report capital expenditure in the standard filing tag, so free cash flow cannot be derived and FCF/assets is not shown — common for asset managers, REITs, insurers and utilities. OCF/assets is shown instead, and it is the other measure Brown Bear's testing found to survive. Assets are from the latest annual filing (FY2025).

Price vs Earnings growth

Price has run ahead of forward EPS growth by 75.6pp

Confidence 95.0/100

Takeaway Price has moved further than forward earnings growth currently justifies — worth weighing against the rest of the entry case.

Reported earnings

Next report 2026-11-03 · consensus EPS 0.10

Q2 23 revenue: 1.39bnQ2 23 net income: 210.00mQ2 23 EPS: 0.29Q3 23 revenue: 1.21bnQ3 23 net income: 111.00mQ3 23 EPS: 0.16Q3 23Q4 23 revenue: 1.32bnQ4 23 net income: 132.00mQ4 23 EPS: 0.19Q1 24 revenue: 1.47bnQ1 24 net income: 268.00mQ1 24 EPS: 0.38Q1 24Q2 24 revenue: 1.47bnQ2 24 net income: 239.00mQ2 24 EPS: 0.34Q3 24 revenue: 1.32bnQ3 24 net income: 82.00mQ3 24 EPS: 0.12Q3 24Q4 24 revenue: 1.43bnQ4 24 net income: 108.00mQ4 24 EPS: 0.15Q1 25 revenue: 1.59bnQ1 25 net income: 248.00mQ1 25 EPS: 0.36Q1 25Q2 25 revenue: 1.59bnQ2 25 net income: 221.00mQ2 25 EPS: 0.32Q3 25 revenue: 1.33bnQ3 25 net income: 161.00mQ3 25 EPS: 0.23Q3 25Q4 25 revenue: 1.60bnQ4 25 net income: 135.00mQ4 25 EPS: 0.19Q1 26 revenue: 1.65bnQ1 26 net income: 494.00mQ1 26 EPS: 0.72Q1 26

Revenue Net incomeEPS (GAAP) (0.12–0.72, own scale) Derived Q4

12 quarters to Q1 26. Revenue and net income share one scale, so the gap between them is the margin. The line is GAAP EPS — it spans every quarter shown, where the reported figure only goes back as far as the consensus feed does.

Quarter endingRevenueYoY Net incomeEPS (GAAP) EPS reportedvs consensus Filed
2026-03-31 1.65bn +3.2% 494.00m 0.72 0.72 +59.4% 2026-05-08
2025-12-31 (derived) 1.60bn +12.3% 135.00m 0.19 0.31 +66.0% 2026-02-25
2025-09-30 1.33bn +0.9% 161.00m 0.23 0.23 +469.3% 2025-11-07
2025-06-30 1.59bn +8.2% 221.00m 0.32 2025-08-01

Earnings response

Typical move around a filing ±1.1%
On an ordinary two days ±1.5% — filings move it 0.7× as much
Direction 8 up, 4 down over 12 filings
Revenue change and price reaction, by quarter
Q2 22 revenue +112.8% year on yearQ2 22 filed 2022-08-05: price +2.5%Q3 22 revenue +40.9% year on yearQ3 22 filed 2022-11-04: price +1.1%Q3 22Q1 23 revenue +28.6% year on yearQ1 23 filed 2023-05-05: price +0.6%Q2 23 revenue +0.9% year on yearQ2 23 filed 2023-08-04: price -0.1%Q2 23Q3 23 revenue +2.1% year on yearQ3 23 filed 2023-11-06: price -1.1%Q1 24 revenue +6.5% year on yearQ1 24 filed 2024-05-03: price +1.7%Q1 24Q2 24 revenue +5.2% year on yearQ2 24 filed 2024-08-02: price -5.0%Q3 24 revenue +8.6% year on yearQ3 24 filed 2024-11-08: price +0.3%Q3 24Q1 25 revenue +8.4% year on yearQ1 25 filed 2025-05-02: price +1.5%Q2 25 revenue +8.2% year on yearQ2 25 filed 2025-08-01: price -0.2%Q2 25Q3 25 revenue +0.9% year on yearQ3 25 filed 2025-11-07: price +5.0%Q1 26 revenue +3.2% year on yearQ1 26 filed 2026-05-08: price +0.5%Q1 26

Revenue up year on year Revenue down Price move around the filing separate scales — a crossing means nothing

Quarter endingFiledRevenue YoY Move around filingNext 20 sessions vs SPY
2026-03-31 2026-05-08 +3.2% +0.5% +12.7%
2025-09-30 2025-11-07 +0.9% +5.0% -4.3%
2025-06-30 2025-08-01 +8.2% -0.2% +7.4%
2025-03-31 2025-05-02 +8.4% +1.5% +0.5%

Share count

Diluted shares over time

Diluted shares Return since the previous filing

Direction Shrinking — shares retired
Diluted shares 689.3M as at 2026-03-31
Change over 1 year -1.3%
Change over 3 years -3.6%
Public float $10.41bn as at 2025-06-30 (10-K)

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyCurrent Price Reasonable
Reference band 22.46 — 23.03
Protective stop 21.24 (Atr, 6.6% risk)
Support 22.78 (3 touches, 0.1% away)
Resistance 23.55 (3.3% away)

Takeaway The shares are nearer the floor than the ceiling: about 0.1% above 22.78, a price buyers have stepped in at before, and 3.3% below 23.55, where sellers have turned up before. That floor has held 3 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 6.6% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice BELOW the cloud | periods 5/15/30 (57% of classic 9/26/52)
LinesTenkan/Kijun BEAR (fresh down cross, 4d ago) | cloud twist BEAR (fresh down, 2d ago)
Cloud eventFresh down breakout 4d ago
Cloud thickness33% percentile (thin — little structure to fight through)
Chikou spanNot clear of price from 26 periods ago
Weekly cloudPrice INSIDE the weekly cloud (context only, not scored)

Takeaway The stock is trading below its cloud — a shaded band drawn from several of its own moving averages, currently 23.65 to 24.00. Being below it means the medium-term picture is pointing downwards, and that band is the first hurdle it would have to climb back through. Its shorter-term averages agree with that.

Trailing returns

21 days -2.5%
63 days +4.8%
126 days +14.4%
252 days +48.9%
Below 252d high10.7%

Trend context

PositionBelow trend
ExtensionNormal
Trend slopeFalling
Direction of travelHolding its deviation

Takeaway The share price is below the level its own longer-run trend suggests is fair, and that fair level is drifting down. The gap between the two has been fairly steady. Neither is stretched far enough to stand out.

Volatility

State No recent compression
Current band width16.1% of price
Recent tightest12.8% (3 sessions ago, narrower than 41.0% of its history)
Expansion since1.25×
Band 22.30 — 26.19

Takeaway Lately this share price has been swinging around inside a range roughly 16% wide. That is normal for this stock, so there is nothing unusual to read into it either way.

Historical trends

0255075100Share price 22.29–25.542026-07-032026-08-12
Position Health Business Conviction Share price

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger MACD bullish crossover repair trigger repair engine identifies this as the nearest technical repair catalyst · Broadly stable
  2. Trigger 2 EMA50 reclaim +3.9% gap is improving · Broadly stable
  3. Trigger 3 Relative momentum leadership holds already satisfied Track 2 pathway: relative momentum leadership is already present; maintaining it supports upgrade pressure · Broadly stable
  4. Trigger 4 RSI recovery above 50 secondary repair secondary repair catalyst could add confirmation if the primary trigger develops · Deteriorating rapidly
  5. Trigger 5 Volume confirmation above 1.5x +0.50x volume confirmation would improve confidence in the pathway · Broadly stable

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityNo filings in the window
Buy filings0
Sell filings0

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Below its signal line
Confirmation Moderate

No absorption or distribution event in the recent window.

Takeaway The heaviest trading has been happening on days when the price falls: when large numbers of shares change hands, the price has tended to go down rather than up. That tells you where the weight of trading has been. It does not tell you what happens next, and it is not a signal to sell.

Options Positioning

Binary-event risk flagged

HST: binary-event risk suspected -- Term structure inverted (near 101% IV vs far 47% IV, ratio 2.17); Implied move 12.6% is 1.60x the ATR-expected 7.9% over 9d. Options market is pricing a discrete catalyst; technical breakout signals are unreliable until it resolves.

Implied volatility 101% near (9d) · 46% far (65d) — Term structure inverted — the market is pricing an event in the near window
Term structure 2.17× near/far
Historical volatility 34%
Implied vs historical 2.94× — Options are priced well above what the stock has actually done
Implied move ±12.6% by 2026-08-21 — Large relative to this stock's normal daily range
Implied move vs ATR 1.60×
Skew Call Skew (0.62×)
Call wall 26.00 (+14.0% away)
Put wall 17.00 (-25.4% away)
Gamma pin 26.00
  • Term structure inverted (near 101% IV vs far 47% IV, ratio 2.17)
  • Implied move 12.6% is 1.60x the ATR-expected 7.9% over 9d

Takeaway Insuring against a move in this stock costs more for the next few weeks than for the next few months. Traders usually pay up like that when they know something is coming soon — results, a court ruling, a regulatory decision. Options traders are positioned for a move of around 12.6% in either direction by 2026-08-21. The overall shape suggests they expect a one-off result that lands either well or badly, rather than a gradual drift.

Chain as at 2026-08-12. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Stock Rotation Headwind

Rotation health 3.5/100; Severe Rotation Headwind.

Rotation health 3.5
Rotation strength 92.2
LegQuadrantRS-RatioRS-Mom
Stock vs sector Lagging 89.1 75.6
Stock vs SPY Lagging 81.2 82.6
Sector vs SPY Lagging 80.6 83.3

Direction of travel: South-West / deteriorating rotation

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Piotroski F-score 7/9 (+10.0)
  • Altman Z-score 3.16 (+3.0)
  • Gross margin quality: 29.2% (+0.9)
  • ROIC quality: 9.1% (+1.2)
  • FCF margin quality: 24.7% (+6.0)
  • FCF margin improving by -1.7 pts (+-1.0)
  • High earnings quality (accrual ratio -0.057) (+2.0)
  • Track 2: ADX 35.9 and flat (+12.0)
  • Track 2: relative momentum rank 0.83 (+10.9)
  • Track 2: EMA50 slope improving 0.3% (+0.8)
  • Track 2: Bollinger position 0.13 (+1.0)

Negative signals

  • Track 2: weak MACD histogram (-0.30)
  • Track 2: weak MACD line/signal structure (-15.0)
  • Track 2: MACD slope deteriorating (-5.0)
  • Track 2: weak volume for momentum setup (0.89x average)
  • Relative strength versus sector deteriorating
  • Track 2: bearish DI spread (-18.2)
  • Track 2: price below EMA20 by 4.7%
  • Track 2: EMA20 slope deteriorating -2.8%
  • Track 2: MACD histogram deteriorating (-0.37)
  • Track 2: RSI deterioration/overheating 39.9, 5-day change -29.7
  • Track 2: weak VPT confirmation (-0.23)
  • Track 2: price below EMA50 by 3.8%
  • Gross margin improving by -24.2 pts (+-1.0)
  • Track 2 structural exemption: structural score 21.1/100 below the 25 quality floor; this is an unowned speculative candidate, so the universal SELL gate was skipped and the Track 2 momentum/RRG grid was allowed to evaluate instead. Structural quality here is weak by design for this kind of candidate -- treat any resulting BUY as higher risk than a Track 1 signal.

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.