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October 26, 2026 | Unsubscribe
Hello!
New Alert: Host Digital Inc. (NYSE American: HOST)
HOST is our new NYSE American high growth alert.
We were amongst the first to bring it to your attention in early September after which it rallied +89% in under 2 weeks.
Now, HOST could be positioning for its next big move higher.
HOST is in the single hottest theme in the entire market - AI and high-performance computing data center infrastructure.
Plus, most investors screening for AI data center names have no idea this company exists yet.
HOST, the new AI entity, just started trading on the NYSE in September.
HOST is a NYSE American listed “vertically integrated digital infrastructure company”.
HOST “primarily develops, acquires, owns, and operates institutional-quality data centers in the United States that support AI and HPC workloads.”
The company “focuses on RightScaled sites of 20 MW to 100 MW with existing or near-term access to power, leased under long-term contracts to strong or credit-enhanced counterparties”.
HOST “seeks to own and control the real estate, power, and data center infrastructure at each site, and provides turnkey facilities where tenants select and deploy their own compute infrastructure and model layers”.
HOST is “led by CEO Harmol Samra, formerly of PGIM, Starwood and ICONIQ, where they developed a 2.2GW data center platform with 82 sites worldwide, and Chairman Shawn Matthews, the former CEO of global investment bank Cantor Fitzgerald”.
The “development model is centered on three disciplines:
securing near-term, energized power;
targeting right-sized sites with approximately 20 MW to 100 MW of grid power available today or in the near-term, supplemented by behind-the-meter generation where appropriate; and
developing against long-term contracted demand supported by strong or credit-enhanced counterparties.”
Why This Matters Right Now…
The entire AI buildout has run into a bottleneck that has nothing to do with chips.
It is power.
As the company’s Chief Executive Officer put it directly:
"Power-ready sites capable of meeting AI deployment timelines are increasingly scarce.”
That scarcity is exactly what creates enormous opportunity, and the company already owns an energized facility with contracted demand attached to it.
HOST has announced multiple accomplishments recently.
At the end of August, the company announced:
“Host Digital Secures $1.25 Billion, 15-Year AI Data Center Lease”
Transaction and Lease Highlights
“$1.25 billion in base-term contracted revenue: Host Digital's 15-year lease is structured on a take-or-pay basis with annual rent escalators and renewal options.
43 MW of critical IT load: Host Digital will deliver capacity at its existing northeast Oklahoma data center facility, with delivery to tenant expected in the first half of 2027.
Approximately $3.2 billion in potential contract value: If all renewal options are exercised, the lease represents approximately $3.2 billion in contracted revenue over a 30-year total term.
The lease is expected to be supported by a backstop from a U.S.-based, investment grade global technology company
Furthermore:
"The 43 MW, 15-year lease provides a contracted foundation for our northeast Oklahoma facility and validates Host Digital's strategy," said Harmol Samra, Chief Executive Officer of Host Digital and expected Chief Executive Officer of the combined company. "Power-ready sites capable of meeting AI deployment timelines are increasingly scarce. Our team is focused on converting that advantage into execution by delivering this capacity in the first half of 2027 and scaling a repeatable model for leading AI and HPC customers."
On September 21, 2026, the company announced:
“Host Digital Inc. Announces Closing of Common Stock Offering”
HOST “announced the closing of its previously announced underwritten public offering”.
“The Offering generated gross proceeds of approximately $17.5 million, before deducting underwriting discounts and commissions and offering expenses.”
HOST “intends to use the net proceeds from the Offering for data center investments, general and administrative expenses, capital expenditures, working capital and other general corporate purposes.”
In addition, on September 22, the company announced:
“Host Digital Debuts on NYSE American as HOST and Exercises its Right to Acquire a Second Site from its Sponsor for its AI Data Center Platform”
“Site II would add approximately $391 million in base-term contracted revenue to previously announced base-term contracted revenue of $1.25 billion for Site I.”
“Host Digital also announced that it has signed a Preferential Rights Agreement with its Sponsor, which provides Host Digital with a right of first offer and a right of first refusal on qualifying data center projects held by its Sponsor. Host Digital expects to acquire from the Sponsor a second data center facility, also located in northeast Oklahoma ("Site II"). The Sponsor has signed a 12-year take-or-pay lease for Site II, with a publicly traded AI cloud provider, for approximately 20 MW of gross / 16 MW of critical IT load, representing approximately $391 million in base-term rent, or approximately $819 million over a total 22-year term assuming all renewal options are exercised, which is expected to be supported by a lease backstop from an investment-grade publicly listed U.S.-based global technology company.”
TRANSACTION AND LEASE HIGHLIGHTS
“Merger completed: Host Digital completed its merger with Host Digital Infrastructure LLC on September 17, 2026. Following the Closing of the priced offering, HOST's outstanding share count is 48,088,414, which implies a market capitalization of $384,947,754.07 as of market close on September 21, 2026.”
“Trading as HOST: Shares began trading on the NYSE American under the ticker symbol "HOST" on Friday, September 18, 2026.”
“Site I: With the closing of the merger, Site I is now owned by Host Digital. The fully executed 15-year, take-or-pay lease is for 55 MW gross / 43 MW of critical IT load, representing approximately $1.25 billion in base-term contracted revenue, or approximately $3.2 billion over a 30-year total term if all renewal options are exercised, and a Year 1 contracted revenue of $67 million, with delivery expected in the first quarter of 2027. The terms also include a 3.0% annual rent escalator with the tenant bearing operating expenses. The lease is expected to be supported by a lease backstop from an investment-grade publicly listed U.S.-based global technology company.”
“Site II: Host Digital expects to acquire from the Sponsor a second data center facility, also located in northeast Oklahoma ("Site II"), pursuant to its rights under the Preferential Rights Agreement. The Sponsor has signed a 12-year take-or-pay lease with a publicly traded AI cloud provider for approximately 20 MW gross / 16 MW of critical IT load, representing approximately $391 million in base-term rent, or approximately $819 million over a total 22-year term assuming all renewal options are exercised, and Year 1 contracted revenue of $28.3 million. The terms also include a 2.5% annual rent escalator with the tenant bearing operating expenses. The lease is expected to be supported by a lease backstop from a different investment-grade publicly listed U.S.-based global technology company. The contribution of Site II remains subject to negotiation and the execution of definitive agreements.[1]”
“Sponsor relationship: Under the Preferential Rights Agreement, Sponsor provided the Company with a 24-month exclusive right of first offer and right of first refusal on qualifying data center assets from the Sponsor's pipeline, which includes an additional 450 MW of RightScaled data center assets with the potential ability to be delivered to tenants in 2027, as well as longer-term, "land and expand" growth from both grid and behind-the-meter expansions at existing sites, followed by the potential development of larger scale projects which may potentially be delivered to tenants in 2028 and beyond.”
“Differentiated approach: Host Digital expects to target a combination of RightScaled, 20-100 MW grid-powered assets with existing or near-term electricity in place, which it expects to be able to deliver to tenants in 2026, 2027 and 2028, and which can potentially be expanded with additional utility capacity and behind-the-meter private grid generation, along with larger scale opportunities which may potentially be delivered in 2028 and beyond. This "barbell" approach aims to accelerate revenue by emphasizing speed to power, while maximizing opportunities for scale over time. The Company focuses on rapidly delivering "turnkey" facilities, which go beyond a typical powered shell to meet tenants, chipmakers and end users where they are, in what the Company considers a "sweet spot" of development cost and lease rates.”
Here are some of the company’s comments from this press release:
"Host Digital is entering the public markets with the three things that matter most in AI infrastructure today: access to power, contracted demand, and a model we can repeat," said Shawn Matthews, Chairman of Host Digital. "At our initial site, we have 43 MW of critical IT load committed under a long-term lease. We now have started negotiations to acquire a second energized and leased facility. If we complete that acquisition, Host Digital expects to have approximately 59.3 MW of total contracted critical IT load and an aggregate of $1.64 billion in base-term contracted revenue across the two sites. Our listing on the New York Stock Exchange American gives us a public-markets platform to continue building that portfolio with discipline."
In addition, most recently, the company announced:
“Host Digital Letter to Shareholders”
“Money, Rates, and Megawatts. The Three Questions Deciding the AI Buildout.”
Last week, the company announced:
“Host Digital Authorizes $15 Million Share Buyback Program”
“Board believes the current share price does not reflect the value of Host Digital's contracted AI data center platform”
HOST “announced that its Board of Directors has unanimously authorized a share repurchase program under which the Company may repurchase up to $15 million of its outstanding common stock for up to one year.”
As the company further explains:
“The authorization reflects the Board's confidence in Host Digital's long-term strategy and gives the Company the flexibility to repurchase shares when it believes the market price does not reflect the value of its business, while continuing to prioritize the financing and delivery of its contracted data center projects.
Host Digital's first project, Site I in northeast Oklahoma, is an energized facility with 55 megawatts ("MW") of gross power and 43 MW of critical IT load. The site is leased under a 15-year take-or-pay agreement representing approximately $1.25 billion in base-term contracted revenue, with rent that increases 3% annually. The lease is expected to be supported by a backstop from a U.S.-based, investment-grade global technology company, and the Company is targeting delivery to its tenant in the first quarter of 2027.
Host Digital also continues to pursue the acquisition of a second energized and leased site in northeast Oklahoma from its sponsor, as previously disclosed.”
Here are some of the comments from this press release:
“The Board authorized this program because we believe the market is undervaluing Host Digital and the assets it controls,” said Shawn Matthews, Chairman of the Board of Host Digital. “We see an opportunity to build long-term value per share by repurchasing stock at prices that do not appropriately reflect what this business is worth, in our view. We will weigh any repurchases against our project commitments and other uses of capital.”
Furthermore:
"Our share price hasn't changed the power available at Site I or the signed 15-year take-or-pay lease behind it," said Harmol Samra, Host Digital's Chief Executive Officer. "We're targeting delivery in the first quarter of 2027, and our top priority remains financing, developing, and delivering our contracted projects. We'll evaluate repurchases alongside those commitments and our other capital needs."
We believe HOST could be positioned for significant upside.
Make sure to do your own due diligence.
Happy Trading!
SmallCapStocks Team
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