|
Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Just For You
Harley-Davidson Rallies 38%, But Analysts See Downside AheadReported by Jennifer Ryan Woods. Posted: 4/22/2026. 
Key Points
- Harley-Davidson’s recent rally, with shares up about 38% over the past month, comes after a steep decline.
- Fourth-quarter results underscored continued weakness, with a $2.44 per share loss far worse than expectations as shipments fell 16% year over year and margins were hit by tariffs, discounting, and efforts to reduce dealer inventory.
- Analysts remain cautious on the stock, with an average price target about 10% below current levels and roughly 17% of the float sold short.
- Special Report: Elon Musk already made me a “wealthy man”
Investors have been revving their engines as Harley-Davidson Inc. (NYSE: HOG) rebounds from a major sell-off. However, with analysts' average price target more than 10% below the current price and the company still facing significant challenges, the market may be wondering whether the rally is approaching a roadblock. Currently trading above $24, shares are up about 38% over the past month and roughly 18% year-to-date, significantly outperforming the auto industry and the S&P 500.
Tesla's most recent SEC filing contains a single line showing $12 billion in revenue from a new venture Elon Musk has been quietly building inside the company — one that has nothing to do with cars, robots, space, or AI.
Blackstone calls the underlying opportunity a $23 trillion market. On July 22, Elon is expected to go public with it. Former hedge fund manager Adam O'Dell says he already knows what's coming — and is sharing the name and ticker of one of his top picks to play it, free. Watch Adam O'Dell's full briefing and claim your free ticker now
The rally follows a steep decline: shares fell more than 45% over six months, dropping from a 52-week high of $31.25 in mid-September to a 52-week low of $17.09 in mid-March. That slide shrank the company’s market cap from over $3.6 billion to below $2 billion. While the recent rise has lifted the stock about 10% over the last 12 months, shares remain down almost 50% over the past five years. The decline reflects a mix of pressures Harley has faced, including an aging core customer base, increased competition, and broader macroeconomic headwinds. Volume Declines, Inventory Issues, and Tariffs Weighed on Q4 ResultsHarley has reported inconsistent earnings and revenue over multiple quarters, including several misses. The fourth quarter of 2025 was another difficult period, capping off a challenging year for the company. On Feb. 10, Harley reported a Q4 loss of $2.44 per share, significantly wider than the 93-cent loss in the prior year and far worse than the 92-cent loss Wall Street was expecting. Revenue of roughly $496 million was almost 10% below the prior year, though about $14 million above expectations. Much of the quarter’s weakness was driven by a decline in wholesale volume, with shipments down 16% year over year. Results were also pressured by higher tariff-related costs, lower pricing, and increased promotional activity as the company worked through dealer inventory. The company's electric motorcycle business, LiveWire—in which Harley retains a majority stake—remained a weak spot, posting another operating loss in the quarter, although the loss narrowed from the previous year. Focus Turns to Upcoming Strategic PlanIn Harley’s Q4 earnings call on Feb. 10, Chief Executive Artie Starrs, who assumed the role in October, said, “We do not believe [the results] reflect the full potential of this company. 2025 was a challenging year. While some of the pressures we are facing are macro-driven, others are firmly within our control, and we are moving with urgency, focus, and discipline to address them.” Despite the difficult quarter, shares rose roughly 4% after the report, likely driven by investor optimism about the company’s upcoming strategic plan, which it plans to announce in May. The plan is expected to focus on improving dealer profitability, reigniting brand momentum, and cutting costs as the iconic company seeks to regain its footing. Harley projects $150 million in annual cost savings beginning in 2027. Harley Makes Moves to Revive the Business Ahead of Turnaround PlanHarley has already taken steps to reposition the business, including a strategic partnership in which it sold a small equity stake and a portion of its loan portfolio from its financial services arm. The company said the transaction, which closed in the fourth quarter, will create a more capital-light, lower-risk model. The company also unveiled a rebranding initiative. The new RIDE platform incorporates the historic Harley-Davidson Bar & Shield logo and is “a nod to where it all began and a signal to the role heritage continues to play in shaping the future of Harley-Davidson,” the company said in a press release. Analysts Take Cautious Approach as Price Targets Suggest DownsideAnalysts appear to be taking a wait-and-see approach until there is more clarity around Harley’s turnaround strategy. The consensus rating for the stock is Hold, with four Sell ratings, three Buy ratings, and four Holds. The average price target of $21.67 is about 10% below the current price, implying potential downside over the next 12 months. The lowest target is $12, with six others below the current price, ranging from $15 to $24. Three analysts have targets above the current price at $25, $34, and $35. That cautious outlook is also reflected in the stock’s short interest, which has been trending higher, with roughly 17% of the float sold short. The stock’s valuation may still appeal to some investors. Harley trades at a price-to-earnings (P/E) ratio of about 9.3X, well below the broader auto industry, which trades around 44X. The stock also trades at a price-to-sales ratio near 0.6X. Ultimately, whether that valuation proves compelling will depend on the company’s ability to execute. Harley is an iconic American brand with a historically loyal customer base, but it has struggled to maintain that position in recent years. If investors buy into the company’s plans and management follows through, momentum could be rebuilt—but the path forward will likely take time, and in the near term the road for the stock may be bumpy. |
Post a Comment
Post a Comment