Added to YB: 2026-04-02
Pitch date: 2026-02-10
HOG [bearish]
Harley-Davidson, Inc.
-12.95%
current return
Author Info
No bio for this author
Company Info
Harley-Davidson, Inc. manufactures and sells motorcycles in the United States and internationally. The company operates in three segments: Harley-Davidson Motor Company, LiveWire, and Harley-Davidson Financial Services.
Market Cap
$2.7B
Pitch Price
$20.68
Price Target
11.00 (-53%)
Dividend
2.93%
EV/EBITDA
7.44
P/E
13.19
EV/Sales
0.88
Sector
Automobiles
Category
turnaround
Harley-Davidson, Inc. - $HOG (short)
HOG (short): Estimates $0.50 2026 EPS vs consensus $2.06, $1.19 2027 base case. HDFS sale to KKR hugely dilutive despite mgmt hype of 'value unlock' - sold $5B loans 11x, cut BV 80%, bought back stock/bonds pre-reveal. Core motorcycle shipments down 60% in 20yrs, aging demographic. Target $11 (10x 2027), -40% downside. Risks: dealer inventory pop, short squeeze, buybacks.
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