Pebblebrook's stock has surged 25% in 30 days on the thesis that major sporting events will flood its urban hotels with demand. The question is how much of that future RevPAR is already baked into an $18.90 share price trading above analyst targets.
Pebblebrook beat Q4 estimates and guided for RevPAR growth in 2026, but the stock still sits roughly 50% below the company's own NAV estimate of $23.50 per share. That gap tells a story about what the public markets actually think of urban hotel recovery, and owners holding similar assets should be paying attention.
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