Added to YB: 2026-05-26
Pitch date: 2026-03-18
HOG [bullish]
Harley-Davidson, Inc.
+38.85%
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
$2.5B
Pitch Price
$17.09
Price Target
40.00 (+69%)
Dividend
3.16%
EV/EBITDA
7.05
P/E
12.23
EV/Sales
0.83
Sector
Automobiles
Category
value
Harley-Davidson, Inc. - $HOG
HOG: HDMC enterprise value <$700M post-Q1 '26 HDFS dividend (~$250M). CEO Starrs reversing predecessor's failures: reintroducing entry-level bikes (Sportster), repairing dealer relations, axing DEI/WFH policies, refocusing marketing. LiveWire shutdown likely by '27 (-$75M loss). Strong balance sheet: $1B+ net cash (60% market cap), $2.8B book value, $2.2B liquidation value vs $1.9B market cap. Expecting $4B rev, 10% EBITDA margin by '27. 7.5x EBITDA + net cash + HDFS = $40 PT. 16% short interest, May Investor Day catalyst. CEO bought $286K stock @ $19.10.
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