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The contract adds a meaningful, near-term revenue stream and lifts 2026 guidance, signaling scalable growth and potential margin expansion as WHS contracts scale. However, material upside depends on pipeline conversion and demand sustainment in hyperscaler data centers.
What happened, with direct paths to the underlying reporting
Target Hospitality announced a new multi-year WHS contract for a top-five hyperscaler data center in Pecos, serving about 1,100 people. The deal adds roughly $250 million in revenue through August 2030 and lifts 2026 guidance to $435–445 million in revenue and $105–115 million in Adjusted EBITDA, with capital-light modifications under $15 million.
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