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.
Exclusive Article
Harley-Davidson Rallies 38%, But Analysts See Downside AheadSubmitted by Jennifer Ryan Woods. Publication Date: 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: Have $500? Invest in Elon’s AI Masterplan
Investors have been revving their engines as Harley-Davidson Inc. (NYSE: HOG) rebounds from a major sell-off. However, with analyst estimates more than 10% below the current price and the company still facing significant challenges, the market may be wondering whether the rally is nearing a roadblock. Shares of the American motorcycle maker are currently trading above $24, up about 38% over the last month and significantly outperforming the auto industry and the S&P 500. Year to date, shares have risen 18%.
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itself - it's the infrastructure behind it.
One small-cap company supplies a mission-critical component to Musk's xAI Colossus site that can't be built around. While retail waits for a ticker that doesn't exist yet, early money is moving into this supplier at a fraction of its potential value. See the small-cap stock powering the SpaceX buildout today
The rally follows a steep decline: shares fell more than 45% over six months, sliding from a 52-week high of $31.25 in mid-September to a 52-week low of $17.09 in mid-March. During that period the company’s market cap shrank from more than $3.6 billion to under $2 billion. The recent rise has lifted the stock about 10% over the last 12 months; however, shares remain down almost 50% over the past five years. That longer-term decline reflects a mix of pressures Harley has faced, including a demographic shift as its core customer base ages, increased competition, and broader macroeconomic headwinds. Volume Declines, Inventory Issues, and Tariffs Weighed on Q4 ResultsHarley has reported inconsistent earnings and revenue across multiple quarters, including several misses. The fourth quarter of 2025 was another difficult one, capping off a challenging year for the company. On Feb. 10, Harley reported a Q4 loss of $2.44 per share, far wider than the 93-cent loss in the prior year and much worse than the 92-cent loss Wall Street had expected. Revenue of roughly $496 million was nearly 10% below the prior year, though about $14 million above estimates. 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 unit, LiveWire—of which Harley retains a majority stake—was also a weak spot, posting another operating loss in the quarter, although that loss narrowed from the prior year. Focus Turns to Upcoming Strategic PlanIn Harley’s Q4 earnings call, 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 Harley’s upcoming strategic plan, which the company plans to announce in May. The plan will emphasize improving dealer profitability, reigniting brand momentum, and reducing costs as the iconic brand seeks to regain its footing. Harley expects to realize $150 million in annual cost savings beginning in 2027. Harley Makes Moves to Revive the Business Ahead of Turnaround PlanHarley has already begun repositioning its 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. It also introduced 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 stance until Harley provides more clarity on its turnaround strategy. The consensus rating for the stock is Hold, comprised of 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, and six others sit 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 reflected in the stock’s short interest, which has been rising, with roughly 17% of the float now sold short. The stock’s valuation may still appeal to some investors. Harley trades at a price-to-earnings (P/E) ratio of around 9.3X, well below the broader auto industry, which trades near 44X. The stock's price-to-sales ratio is about 0.6X. Ultimately, whether that valuation proves compelling will hinge on Harley’s ability to execute. The company remains an iconic American brand with a loyal customer base but has struggled to maintain its position in recent years. If investors buy into management’s plans and the company follows through, it could start to rebuild momentum. For now, the path forward is likely to be uneven, and the near-term outlook for the stock may remain bumpy. |
Post a Comment
Post a Comment