Host Hotels vs. MGM Resorts: 2026 travel stock comparison

What happened: Analysts have compared Host Hotels & Resorts (HST) and MGM Resorts (MGM) for 2026 travel stock investments. HST, the largest hotel REIT, owns 71 upscale U.S. properties. MGM, a diversified gaming and hospitality company, boasts a TTM operating cash flow of $2.55 billion. CBRE downgraded MGM to 'Hold' on June 3, setting a $50 price target.

Market impact: This comparison affects travel and leisure stocks, with investors weighing HST's premium portfolio against MGM's diversified offerings. HST's upscale focus may appeal to luxury travel investors, while MGM's gaming and digital sports betting could attract those seeking diversified growth.

What to watch next: On July 28, HST reports earnings. On August 15, MGM follows suit. These earnings reports will provide updates on each company's performance and growth prospects, driving further investment decisions. Additionally, monitor regulatory developments around digital sports betting, which could impact MGM's growth trajectory.