Hyatt Hotels Corp's stock fell 3.00% and hit a 20-day low amid positive market conditions, with the Nasdaq-100 up 0.91% and the S&P 500 up 0.43%.
The company reported a record development pipeline of approximately 148,000 rooms for 2025, reflecting a 7% increase from the previous year. This growth was driven by a 30% increase in signings in the U.S., the highest in five years, and significant expansion in the Asia Pacific region, particularly in Greater China, India, and Indonesia. The strong performance indicates a robust market position and developer confidence in Hyatt's brand portfolio.
This development growth positions Hyatt favorably for future market share expansion, especially in the luxury segment, as the company continues to attract interest from global owners and developers.
Wall Street analysts forecast H stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for H is 177.92 USD with a low forecast of 154.00 USD and a high forecast of 203.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast H stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for H is 177.92 USD with a low forecast of 154.00 USD and a high forecast of 203.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 156.860
Low
154.00
Averages
177.92
High
203.00
Current: 156.860
Low
154.00
Averages
177.92
High
203.00
Evercore ISI
Outperform
to
In Line
downgrade
$170 -> $175
2026-01-22
Reason
Evercore ISI
Price Target
$170 -> $175
AI Analysis
2026-01-22
downgrade
Outperform
to
In Line
Reason
Evercore ISI downgraded Hyatt to In Line from Outperform with a price target of $175, up from $170. This is "not a macro call" as the firm expects industry RevPAR to begin to improve sequentially in Q2, but over the last year Hyatt shares have rerated and the risk/reward "feels more balanced at current levels" with catalysts now realized, the analyst tells investors.
Barclays
Overweight
maintain
$200 -> $198
2026-01-16
Reason
Barclays
Price Target
$200 -> $198
2026-01-16
maintain
Overweight
Reason
Barclays lowered the firm's price target on Hyatt to $198 from $200 and keeps an Overweight rating on the shares. The firm adjusted lodging targets as part of a Q4 preview. It expects "another soft-ish" quarter, and says the stocks have moved ahead on anticipation of a better macro environment.
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Morgan Stanley
Overweight
maintain
$168 -> $194
2026-01-16
Reason
Morgan Stanley
Price Target
$168 -> $194
2026-01-16
maintain
Overweight
Reason
Morgan Stanley raised the firm's price target on Hyatt to $194 from $168 and keeps an Overweight rating on the shares. Gaming, lodging and leisure fundamentals were "muted" in 2025, with select areas of acceleration skewed to companies serving older, wealthier consumers, the analyst tells investors in a 2026 look ahead note on the group. For 2026, the firm expects "more of the same fundamentally," with the added wrinkle of rates boosting goods over services, the analyst added.
Bernstein
Outperform
maintain
$188 -> $189
2026-01-06
Reason
Bernstein
Price Target
$188 -> $189
2026-01-06
maintain
Outperform
Reason
Bernstein raised the firm's price target on Hyatt to $189 from $188 and keeps an Outperform rating on the shares. The firm says it normally bemoans the fact that every year our outlook piece has to be overly focused on recession risk. 2026 looks a rare exception, which should be a good year for travel with more stable U.S./China markets, limited supply supporting pricing and a strong event calendar. Bernstein is positive on the fundamentals, but notes that for OTAs, the AI question will dominate as online travel stocks remain at the center of the AI debate.
About H
Hyatt Hotels Corporation is a global hospitality company. Its portfolio of properties consists of full-service hotels and resorts, select service hotels, all-inclusive resorts, and other properties. Its offering includes brands in the Luxury Portfolio, including Park Hyatt, Alila, Miraval, Impression by Secrets, and The Unbound Collection by Hyatt; the Lifestyle Portfolio, including Andaz, Thompson Hotels, The Standard, Dream Hotels, The StandardX, Breathless Resorts & Spas, JdV by Hyatt, Bunkhouse Hotels, and Me and All Hotels; the Inclusive Collection, including Zoetry Wellness & Spa Resorts, Hyatt Ziva, Hyatt Zilara, Secrets Resorts & Spas, Dreams Resorts & Spas, Hyatt Vivid Hotels & Resorts, Sunscape Resorts & Spas, Alua Hotels & Resorts, and Bahia Principe Hotels & Resorts; the Classics Portfolio, including Grand Hyatt, Hyatt Regency, Destination by Hyatt, Hyatt Centric, Hyatt Vacation Club, and Hyatt; and the Essentials Portfolio, including Caption by Hyatt, UrCove, and others.
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.
