Added to YB: 2026-08-11
Pitch date: 2026-08-09
HTZ [bullish]
Hertz Global Holdings, Inc.
-1.4%
current return
Author Info
No bio for this author
Company Info
Hertz Global Holdings, Inc. operates as a vehicle rental company. It operates through two segments: Americas RAC and International RAC.
Market Cap
$809.1M
Pitch Price
$2.15
Price Target
4.00 (+76%)
Dividend
N/A
EV/EBITDA
44.11
P/E
-1.99
EV/Sales
2.39
Sector
Ground Transportation
Category
turnaround
The Market Sees a Rental-Car Company. I See the Infrastructure Layer for Autonomy. - Hertz Global Holdings, Inc.
HTZ: Levered rental-car turnaround + AV infrastructure optionality (Oro). Q2 rev $2.4B (+10%), adj EBITDA $81M vs $18M, RPD +9%. Q3 guide $275-325M. EV already prices ~$1B EBITDA; base $4-5, bull $12-15, strategic $22-30, tail $80. Risks: $5.6B net debt, 2028-29 maturities, dilution stack, thin liquidity. Live squeeze (97.5M SI, but ~37M is convert hedging). Long 15k shares + 2028 LEAPs.
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