HOG Harley-Davidson, Inc.

$HOG what is the bullish thesis on Harley? Shops are closing down and the only places to buy a bike is in a large metro area. Young people don’t have the money or the interest in these type of bikes. Harley Davidson seems like a dying brand.

$HOG reported earnings before the open: GAAP EPS of $0.40 vs. $0.47 estimated, a miss of 15.6%. I used Stock Meadow to review the results.

$HOG Can Harley's Back to the Bricks reset turn 9% North American retail growth into motorcycle profit growth in 2027? 🏢 Harley-Davidson, the Milwaukee motorcycle maker, was worth about $3.07B at $29.52 at 16:00 ET on October 28, 2026, and it has now raised its full-year guidance for the second time this year 📈 The case for the raise is that in Q3 North American retail rose 9%, global retail rose 5%, dealer inventory fell 26% from a year ago and gross margin rose 173 bps to 28.1% 📅 Next: The Harley webcast is set for 8:00 a.m. CDT on October 29, 2026, with a replay by about 10:00 a.m. CDT; watch whether management explains the gap between $135.6M of nine-month HDMC operating income and the $25M-$55M guide Source: SEC 8-K and Q3 release, Oct 29, 2026

$HOG Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.40 down -87.10% YoY • Reported revenue of $1.08B down -19.25% YoY • Harley-Davidson raised full-year 2026 guidance: HDMC global retail sales and wholesale shipments, 135,500 to 139,000 units each; HDMC operating income, $25M; HDFS operating income, $60M.

$HOG is estimated to report earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: HOG has beaten EPS estimates in 4 of its last 8 reports.

$HOG up 5.5% after an upgrade at Citi to "buy" from "neutral" HOG has gained 19.8% in 2026 so far, this past week seeing more support from at $24

$HOG Citi upgraded Harley-Davidson to Buy from Neutral and lifted the target to 33 from 31. Shares up about 3 percent premarket (MarketWatch). The call: demand strength in 2026 could transition into a multi-year retail growth story. The arc matters. A month ago the same Citi analyst was still Neutral at 31, calling only stabilization: US retail unit sales up mid-single digits in July and August, dealers uncharacteristically bullish. Now he is calling growth. The demand chain checks out. North American retail is up three straight quarters, dealer inventory is down 15 percent year over year with 85 percent of it current model year, the healthiest position in years. The company raised full-year 2026 guidance for retail units and operating income on the Q2 print. The other side: 2026 still carries tariff cost exposure, and the cost savings are a plan, not a print. The units have to keep coming. Tracking whether September retail data and that 2026 guidance hold into Q4.