Exploring the Trump Organization's Gradual Vietnam 'Mega Project'

Written by Emily J. Thompson, Senior Investment Analyst

H-0.89%

BIDU-0.68%

Source: WSJ

Updated: Nov 20 2025

0mins

Source: WSJ

Trump's Business Deal: In September of last year, Donald Trump and his son Eric signed a deal with a Vietnamese development company to create a $1.5 billion golf resort.
Key Figures Involved: The signing took place at Mar-a-Lago, with Dang Thanh Tam, the chairman of the development company, and Charles Boyd-Bowman, the project's head, present for the photo opportunity.

$163.975+Infinity%1D

Analyst Views on H

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

9 Buy

3 Hold

0 Sell

Strong Buy

Current: 165.440

Low

154.00

Averages

177.92

High

203.00

Current: 165.440

Low

154.00

Averages

177.92

High

203.00

Evercore ISI

Outperform

In Line

downgrade

$170 -> $175

2026-01-22

New

Reason

Evercore ISI

Price Target

$170 -> $175

AI Analysis

2026-01-22

New

downgrade

Outperform

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. The Company’s portfolio includes more than 1,450 hotels and all-inclusive properties in 82 countries across six continents. The Company's 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 and Unscripted by Hyatt.

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.