couter

HOGHarley-Davidson, Inc.

Industrials

The Read

7% amid mixed Q1 results and optimism for a new turnaround plan.
Jan 15, 2027 — 2027 Model Year Reveal & Dealer Orders
Chart by TradingView

The schedule

  • Fri15Jan

    HOG unveils its 2027 model lineup, providing crucial forward visibility into wholesale dealer enthusiasm and product cycle demand.

  • Wed3Feb

    Q3 earnings will reveal the impact of late-summer retail sales and the initial reception of the revamped dealer network strategy.

  • Tue9Feb

    The critical Q4 print paired with FY27 guidance, setting the stage for HOG's growth trajectory and capital return program.

  • Tue11May

    The Q1 print captures the spring inventory build and initial retail momentum for the newly launched 2027 models.

Past

  • Mon5Oct

    Anticipated regulatory and trade policy updates from the Trump Administration, carrying high implications for HOG's international supply chain and export margins.

  • Wed5Aug

    Actual outcome: Bull · $26.09 at outcome

    Harley-Davidson reported Q2 EPS of $0.23, exactly meeting analyst estimates. The in-line earnings results and ongoing traction of the 'Back to the Bricks' turnaround strategy reassured investors, driving the stock past the $25.50 bull target to close at $26.09 on the outcome date and continue its rally into mid-August.

    Harley-Davidson reports Q2 results, marking a critical test of CEO Artie Starrs' 'Back to the Bricks' strategic turnaround and lower-priced model traction.

  • Wed15Jul

    Actual outcome: Bull · $27.82 at outcome

    Harley-Davidson shares surged past the bull target as optimism built ahead of a strong Q2 earnings report, where the company delivered an EPS beat of $0.75 versus the $0.62 consensus. The rally was driven by management raising full-year guidance on the back of robust North American retail motorcycle sales and improved dealer inventory health, which overshadowed concerns regarding higher raw material costs and plunging revenues in the H-D Financial Services arm.

    An interim update on the health of HOG's financing arm as the market digests rising unemployment rates and consumer loan delinquency trends.

  • Tue5May

    Actual outcome: Mixed · $25.53 at outcome

    Harley-Davidson reported a Q1 EPS miss ($0.22 vs $0.34 expected) driven by tariff pressures and restructuring costs, though retail motorcycle sales increased. Concurrently, the company unveiled its 'Back to the Bricks' strategic plan under new CEO Artie Starrs, focusing on lower-priced models and dealer network revitalization. The competing forces of near-term margin compression and optimism around the new turnaround strategy resulted in a muted, mixed price reaction.

  • Tue31Mar

    Actual outcome: Bull · $22.86 at outcome

    Harley-Davidson shares rallied past the $19.50 bull target to reach $20.86, despite a lack of specific public disclosures regarding the H-D Financial Services credit loss assessment. The upward momentum was supported by positive sentiment from notable insider buying by Representative Tim Moore and the stock's continued appeal as a high-yield dividend investment, indicating that the market largely shrugged off consumer credit concerns.

  • Tue10Feb

    Actual outcome: Bear · $19.70 at outcome

    Harley-Davidson reported a significantly wider Q4 loss of $2.44 per share as revenues plummeted 28% year-over-year due to slumping motorcycle sales and tariff impacts. The stock fell as management's 2026 guidance signaled a 'reset year' with continued earnings pressure, further exacerbated by a warning that the company's debt ratings could be downgraded to junk status by spring.