Harley-Davidson: Dealership Support Takes Focus (Upgrade)
Summarize this article with:
Seeking Profits5.12K FollowersFollow5ShareSavePlay(10min)CommentsSummaryHarley-Davidson shares have underperformed, now trading near 52-week lows after a 24% drop since October and falling below a $23 price target.Recent management changes and a $1.25 billion HDFS stake sale aim to improve brand relevance and financial flexibility, but long-term demand concerns persist.Margins are pressured by weak demand, tariffs, and necessary dealer support.I move HOG to 'Hold,' seeing it as too early to buy but too late to sell, with no clear evidence of a turnaround in younger consumer appeal. Toni M/iStock Editorial via Getty Images Shares of Harley-Davidson (HOG) have been a poor performer over the past year, losing about a third of their value. While the market has surged to record highs, shares are now sitting near a 52-week low reached during the peak of tariffThis article was written bySeeking Profits5.12K FollowersFollowOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.