Should You Buy Hyatt Hotels Corp (H) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Buy
Latest Price
158.160
1 Day change
0.83%
52 Week Range
174.580
Analysis Updated At
2026/01/28
Buy (long-term). Hyatt is pulling back into a key support zone (~157.9) with an oversold/weak short-term setup, but longer-term fundamentals and sentiment are still constructive (expanding pipeline, loyalty growth, and generally bullish Street price targets). Given you’re a beginner long-term investor and don’t want to wait for a perfect entry, the current price near support is a reasonable “buy now” level rather than chasing higher levels closer to resistance (~165–172).
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Technical Analysis
Trend/price action: Short-term bearish/weak, trading below the pivot (164.865) and sitting just above first support S1 (157.914). This suggests the stock is currently in a pullback phase, but it’s also near a level where buyers often step in.
Momentum: MACD histogram is -1.351 and negatively expanding (bearish momentum still building). RSI(6) at ~33 is near oversold territory, implying downside may be getting stretched and a bounce risk is rising.
Levels to watch: Support 157.9 then 153.6. Resistance/pivot 164.9, then 171.8. From here, upside confirmation would be a reclaim of ~165; failure to hold ~158 risks a drift toward ~154.
Near-term pattern odds (provided): 70% chance of -0.26% next day, -0.41% next week, but +2.77% next month—consistent with near-term softness and better medium-term recovery potential.
Options Data
Bearish
Open Interest Put-Call Ratio
Bearish
Option Volume Put-Call Ratio
Sentiment read: Both open interest P/C (1.08) and, more importantly, volume P/C (1.52) skew bearish near-term (more puts trading than calls), implying hedging or cautious positioning.
Volatility: 30D IV ~36.6 vs historical vol ~34.7 (slightly elevated). IV percentile ~70.8 suggests options are relatively pricey versus much of the past year—often consistent with uncertainty heading into events (earnings on 2026-02-12 pre-market).
Takeaway: Options market is cautious/defensive in the short run, which aligns with the currently weak technical momentum, but it doesn’t negate a long-term buy if you’re comfortable owning through near-term noise.
Technical Summary
Sell
7
Buy
6
Positive Catalysts
- Growth pipeline: Development pipeline ~148,000 rooms (+7% YoY), signaling continued unit growth and future fee/earnings potential.
- Strong signing momentum: Highest signing volume in five years; U.S. signings +30% with expansion into new markets.
- Asia growth: Essentials portfolio pipeline growth >50% YoY in Greater China and notable momentum in India/Indonesia.
- Loyalty flywheel: World of Hyatt >63M members; engaged members spend materially more—supports occupancy, pricing power, and direct-channel strength.
- Hedge fund activity: “Hedge Funds are Buying,” with a very large reported increase in buying amount last quarter—supports institutional confidence.
- Upcoming catalyst: QDEC 2025 earnings on 2026-02-12 (pre-market) could re-rate the stock if results/guide are solid.
Neutral/Negative Catalysts
- Technical weakness: MACD is bearish and worsening; stock is below pivot resistance (~165). Short-term trend remains fragile.
- Latest provided quarter profitability deterioration: Net income and EPS were negative in 2025/Q3 with margin pressure.
- Analyst caution emerging: Evercore downgraded to In Line citing more balanced risk/reward after the stock’s rerating; some commentary points to “soft-ish” quarters and anticipation already priced in.
- No supportive political flow: No recent congress trading data available (no visibility from that channel).
Financial Performance
Latest quarter provided: 2025/Q3.
- Revenue: $917M, +16.22% YoY (solid top-line growth).
- Profitability: Net income -$49M (down -110.40% YoY) and EPS -0.51 (down -111.02% YoY), indicating losses widened versus the prior year period.
- Margins: Gross margin 50.82%, down -13.02% YoY (margin compression).
Read-through: Hyatt is growing revenue but saw profitability and margin pressure in 2025/Q3. For a long-term investor, the key question into the next earnings (QDEC 2025 on 2026-02-12) is whether margins stabilize and whether growth translates back into consistent earnings power.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent trend: Price targets are generally being lifted/maintained at relatively high levels (roughly $175–$200), but sentiment is getting more balanced as the stock has rerated. Notably, Evercore downgraded to In Line (while raising PT to $175), arguing catalysts are largely realized and risk/reward is more even at current levels.
Wall Street pros (bull case):
- Multiple firms keep Buy/Overweight/Outperform views with PTs up to ~$200, citing potential re-rating versus peers and value from owned-asset monetization/capital return.
- Macro travel backdrop for 2026 is viewed positively by some (stable demand, limited supply supporting pricing, strong event calendar).
Wall Street cons (bear case):
- Some expect a “soft-ish” quarter and note parts of the expected macro improvement may already be priced in.
- Downgrade language implies fewer near-term catalysts after prior gains, increasing sensitivity to any earnings/guide disappointment.
Influential buying/selling check:
- Insiders: Neutral (no significant trend last month).
- Politicians/Congress: No recent congress trading data available.
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 USD and a high forecast of 203 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 USD and a high forecast of 203 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
Averages
177.92
High
203
Current: 156.860
Low
154
Averages
177.92
High
203
Evercore ISI
Outperform
to
In Line
downgrade
$170 -> $175
AI Analysis
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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