$HOG

Tesla (TSLA) outlined plans for Robotaxi fleet expansion, Roadster production, and Optimus robot. Harley-Davidson (HOG) reported Q2 retail sales growth, cost cuts, and raised full-year outlook. Citi upgraded HOG to 'Buy' with a $33 target. LiveWire (LVWR) explores strategic options after CEO resignation, posting Q2 revenue of $9.1M and a net loss of $18.2M. Chinese EV makers Nio (NIO), XPeng (XPEV), and Li Auto (LI) faced delivery and profitability challenges.

LiveWire, an electric motorcycle company spun off from Harley-Davidson, is struggling. It sold only 358 bikes this year, far below its 2026 target of 100,000. The company's CEO resigned, and a restructuring committee is evaluating strategic options. LiveWire shares are down 62% year-to-date, despite a 2% rise on Monday. Harley-Davidson, which owns a majority stake, declined to comment.

Analysts raised Harley-Davidson's average price target to $28.22 from $28, with a range of $19 to $33. This implies a 3% downside from the Oct. 23 close. The consensus rating remains 'Hold' among 17 analysts.

Morgan Stanley raised its price target on Harley-Davidson (HO) to $19 from $17, while maintaining an underweight rating, according to the company. The stock is currently trading at $28.84, with a 5-day change of -0.43% and a year-to-date change of +40.26%.

Harley-Davidson (HOG) reports Q3 2026 earnings on Oct 29. Shares rose 44.88% YTD after Q2 beat estimates. Guidance raised, but margins and dealer demand are key. Analysts expect EPS $0.47, revenue $1.07B. Tariff costs and supplier issues may impact margins. LiveWire losses and buybacks also in focus.

Malibu Boats (MBUU) stock fell 18.5% post-earnings. Smith & Wesson (SWBI) reported 32.3% revenue growth, stock up 18.5%. Brunswick (BC) missed EPS guidance, stock down 14.7%. Clarus (CLAR) beat estimates, stock up 8%. Harley-Davidson (HOG) revenue declined 5.9%, stock down 3.2%. Market shifts driven by AI and geopolitics.

Harley-Davidson (HOG) is shifting its financial services model, reducing debt, and aiming for cost savings. The company expects these moves to support earnings, share buybacks, and future margins.

Raymond James surveyed U.S. Harley-Davidson dealers, estimating a 5% YoY increase in Q3 2026 retail sales, marking four consecutive quarters of growth. The stock is up 37% YTD at $27.47, below its Fair Value. Global sales are expected to rise 1-5% for the year. Harley-Davidson reported Q2 2026 earnings beat with HDMC revenue up 6%. DA Davidson raised its price target to $33, and a director bought $1M in shares.

Harley-Davidson (HOG) will report Q3 2026 earnings on October 29, 2026, before market open. A webcast is scheduled for 8 a.m. CT, where management will discuss results, business developments, and outlook updates. The company is the parent of Harley-Davidson Motor Company and Harley-Davidson Financial Services.

Harley-Davidson's stock has risen 31% since CEO Artie Starrs' appointment, driven by a turnaround plan called 'Back to the Bricks'. Citi Group's James Hardiman upgraded the stock, citing strong retail growth and potential for further gains. The company is expanding its lineup and bringing production back to the U.S. Investors are reacting positively to these developments.