BHR Earnings
Wednesday, May 06 2026
Revenue Estimate
$202M
Current Price
$2.50
Our Position
neutralFlat RevPAR but EBITDA grows through asset reshuffling
est. revisions stable
BHR is squeezing more profit out of a stagnant top line through cost discipline and strategic asset moves. The disconnect between flat RevPAR and rising EBITDA suggests operational leverage is working—but the lack of pricing power in Q4 flags demand headwinds that portfolio shuffling can only mask for so long.
Watch: 2025 full-year guidance will clarify whether BHR expects RevPAR to recover or if margin expansion alone must carry earnings. Watch for commentary on the LXR repositioning's revenue impact and any further asset sales.
Data Signal Summary
1 bullish
3 bearish
Estimates down -700%
Put/call 0.1 (bullish skew)
Price downtrend
Insider selling
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-2.7%
Est. Revisions (30d)
-700.0% 1up/0dn
Analyst Target (mean)
$4 $4–$4 +60%
Options P/C Ratio
0.10
Est. Dispersion
0% 1 analysts
Fund Convergence
strong Renaissance, Citadel, Two Sigma
Recent Activity
insider trades
13 transactions
Award
·
CARTER STEFANI D (Director)
·3,489 shares
Award
·
BENNETT MONTGOMERY J. (Director)
·734,979 shares
Award
·
JOHNSON REBECA M (Director)
·14,925 shares
Award
·
STOCKTON RICHARD J. (Chief Executive Officer)
·524,985 shares
Award
·
EVANS MARY CANDACE (Director)
·32,224 shares
8 more
Award
·
COE JUSTIN
·11,182 shr
Award
·
SIRNA KELLIE
·1,799 shr
Award
·
ROSE ALEX
·10,289 shr
Other
·
ROSE ALEX
·70,839 shr
Award
·
MUSSER REBECCA
·5,561 shr
Sell
·
VAZIRI ABTEEN
·1,782 shr
·$6,700
Award
·
RINALDI MATTHEW D
·14,925 shr
Award
·
FEARN KENNETH HOPKINS JR
·14,925 shr
Explore more
