Harley-Davidson: Strategic Actions Create Exit Opportunity (Rating Downgrade)

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Skip to contentHome page Seeking Alpha - Power to InvestorsOct. 04, 2025 10:42 PM ETHarley-Davidson, Inc. (HOG) StockHOGSeeking Profits4.9K FollowersSummaryHarley-Davidson restructured its finance unit, partnering with KKR and PIMCO, unlocking $1.25 billion in cash and reducing capital intensity.HOG's new CEO, Arthur Starrs, brings hope for innovation and attracting younger consumers, but meaningful changes will take time to materialize.Despite aggressive actions, HOG's core business remains weak, with declining sales, shrinking margins, and ongoing challenges in electric motorcycles.With shares rebounding and ongoing secular decline, I rate HOG a 'sell,' seeing fair value at $23-25, and recommend taking profits now.Juanhdez/iStock Editorial via Getty ImagesShares of Harley-Davidson (NYSE:HOG) have been a poor performer over the past year, losing about 19% of their value, as the company continues to struggle with lackluster demand for motorcycles given a muted consumer spending backdrop. ThatThis article was written bySeeking Profits4.9K FollowersOver 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.CommentsRecommended For YouAbout HOG StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseMore on HOGRelated StocksSymbolLast Price% Chg--1D5D1M6M1Y5Y10YTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.