Hertz Global Holdings, Inc. (HTZ): A Bull Case Theory
This article summarizes a bullish thesis on Hertz Global Holdings, Inc. (HTZ) from Vasileios Prassas, focusing on the company's asset-management economics, fleet rotation, and cash flow stabilization. Despite past missteps like aggressive buybacks and an ill-timed EV push, the analysis suggests Hertz has addressed these issues, leading to stabilizing cash flow and potential for significant upside. The thesis posits that HTZ, trading at low multiples and with ample liquidity, is poised for a rerating if execution improves.
Hertz Global Holdings, Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results on February 26, 2026
Hertz Global Holdings, Inc. announced its plan to report fourth quarter and full year 2025 financial results on Thursday, February 26, 2026, at 8:00 a.m. ET, followed by a 9:00 a.m. ET earnings call. A live webcast and phone registration details for the call are available on the company's Investor Relations page. Hertz is a leading car rental and mobility solutions provider, operating brands like Hertz, Dollar, Thrifty, and Firefly across 160 countries.
Press Release: Hertz Global Holdings, Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results on February 26, 2026
Hertz Global Holdings, Inc. (HTZ) plans to announce its fourth quarter and full year 2025 financial results on February 26, 2026. This announcement follows Unity Software's recent fourth-quarter report, which detailed a 35% year-over-year revenue increase to $609 million, exceeding estimates, despite a quarterly loss of 66 cents per share. Investors will be awaiting Hertz's performance details.
Hertz schedules Feb. 26 call on full-year 2025 results
Hertz Global Holdings, Inc. announced it will release its fourth quarter and full-year 2025 financial results on February 26, 2026, at 8:00 a.m. ET. An earnings call is scheduled for 9:00 a.m. ET, which will be accessible via webcast on the company's Investor Relations page and through phone registration. Hertz is a leading car rental and mobility solutions provider operating brands like Hertz, Dollar, Thrifty, and Firefly across 160 countries.
Kyndryl Partners with Hertz on Technology Transformation
Kyndryl has announced a five-year extension to its agreement with The Hertz Corporation, focusing on advancing Hertz's technology ecosystem. This partnership will leverage Kyndryl's Agentic AI Framework and Kyndryl Consult services to modernize core technology, improve system reliability, and integrate AI-driven automation for operational efficiency. The transformation aims to accelerate decision-making, enhance reliability, and deliver a more seamless rental experience for Hertz customers.
Kyndryl Partners with Hertz on Technology Transformation
Kyndryl has announced a five-year extension to its agreement with The Hertz Corporation, focusing on advancing Hertz's technology ecosystem. This partnership will leverage Kyndryl's Agentic AI Framework and Kyndryl Consult services to enhance system reliability, consolidate IT platforms, and integrate AI-driven automation, aiming for greater speed, efficiency, and an improved customer experience for Hertz.
September 2027 Options Now Available For Hertz Global Holdings
New options for Hertz Global Holdings (HTZ) with a September 2027 expiration are now trading. This offers a potential opportunity for options sellers to receive a higher premium due to the extended time until expiration. Stock Options Channel identified a put contract at a $4.00 strike price and a call contract at a $7.00 strike price as being of particular interest, detailing their potential returns and risks for investors.
U.S. Supreme Court declines to hear Hertz’s post-bankruptcy loan dispute
The U.S. Supreme Court has declined to hear Hertz's challenge to a lower court ruling, leaving the car rental company responsible for $270 million in interest payments to bondholders from its 2021 bankruptcy. Hertz had argued that bankruptcy law typically stops interest accrual after a Chapter 11 filing, but lower courts distinguished its case due to its financial recovery. The bondholders, who had appealed an earlier bankruptcy court decision, successfully argued for "make whole" payments.
3 Reasons to Avoid HTZ and 1 Stock to Buy Instead
This article identifies three key reasons to avoid investing in Hertz (HTZ): stalling sales volumes due to waning demand, declining return on invested capital (ROIC) despite new investments, and high debt levels which increase financial risk. The author suggests looking into a safe-and-steady industrials business benefiting from an upgrade cycle instead of HTZ, concluding that Hertz does not pass their quality test.
Hertz Global Holdings (HTZ) Ordered to Pay Over $270 Million in Bond Premiums
Hertz Global Holdings (HTZ) has been ordered to pay over $270 million in bond premiums and interest after the U.S. Supreme Court declined to hear its appeal regarding bond payments. This ruling, which favors unsecured bondholders, will significantly increase Hertz's debt liability and has already caused its stock price to fall. Analysts maintain a generally negative outlook for HTZ, with an average 1-year price target of $3.00, reflecting concerns about the company's financial health and future strategic plans.
Why Hertz (HTZ) Stock Is Up Today
Hertz (HTZ) stock jumped 5% after Susquehanna raised its price target from $4.00 to $7.00, while maintaining a Neutral rating. This adjustment reflects a more positive outlook on the company's financial trajectory due to its strategic shift towards vehicle sales and digital channels. The stock has been volatile but saw a previous boost when Bill Ackman highlighted a bullish analysis.
Hertz (HTZ) Stock Trades Up, Here Is Why
Hertz (HTZ) shares jumped 11.8% after prominent investor Bill Ackman reposted a bullish analysis of the company on social media, highlighting its promising potential. This endorsement from an influential investor sparked significant interest, closing the day up 10.4% at $5.72, despite previous bearish sentiment from analysts and technical indicators. The stock has been highly volatile but has seen a 53.4% increase since the beginning of the year.
Why Hertz (HTZ) Shares Are Sliding Today
Hertz (NASDAQ:HTZ) shares fell 4.7% due to bearish sentiment from analysts and technical indicators. The average short-term price target from seven analysts suggests a potential decline of 11.33%, and four out of eleven brokerage firms rate the stock as "Sell" or "Strong Sell." This negative outlook, combined with bearish technical signals, contributed to selling pressure on the shares.
Halper Sadeh LLC Encourages Hertz Global Holdings, Inc. Shareholders to Contact the Firm to Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of Hertz Global Holdings, Inc. (NASDAQ: HTZ) breached their fiduciary duties. The firm encourages Hertz shareholders to contact them to discuss potential legal rights and options, including seeking corporate governance reforms or financial incentives. Shareholder involvement is highlighted as crucial for improving company policies and enhancing shareholder value.
Hertz Stock Soars 37% on Return to Profitability. What’s Driving the Gains.
Hertz Global Holdings returned to profitability in its latest third quarter for the first time since 2023, causing its stock to surge 37%. Shares rallied following strong third-quarter earnings, marking the first time in two years the rental car company has posted a profit.
Hertz Stock Surges 37% on Return to Profitability. What’s Driving the Gains.
Hertz Global Holdings saw its stock surge 37% after reporting a return to earnings-per-share profitability in its latest third quarter, the first time since 2023. The significant increase is attributed to the rental car company's strong third-quarter earnings performance. This marks a notable recovery for Hertz, achieving profitability for the first time in two years.
Hertz Stock Surges 37% on Return to Profitability. What’s Driving the Gains.
Hertz Global Holdings returned to earnings-per-share profitability for the first time since 2023 in its latest third quarter, leading to a 37% surge in its stock. This significant rally was driven by strong third-quarter earnings, marking the rental car company's first profitable quarter in two years.
Hertz Stock Surges 37% on Return to Profitability. What’s Driving the Gains.
Hertz Global Holdings saw its shares surge by 37% following the announcement of strong third-quarter earnings. The rental car company returned to profitability for the first time since 2023, marking its first profit in two years. This significant gain indicates a positive market reaction to its financial recovery.
Is Hertz Global Stock Set for a Turnaround?
Hertz Global Holdings Inc. (HTZ) stock has risen by 29.66% due to strong market sentiment and the appointment of Piero Bussani as the new Executive Vice President and Chief Legal Officer. While the company's revenue and gross margin show recovery and potential, its negative profit margin and liquidity concerns highlight ongoing challenges. Investors are keenly watching how new leadership and strategic shifts will impact Hertz's future profitability and market position.
Hertz Transformation Drives Record Utilization and Return to EPS Profitability
Hertz Global Holdings, Inc. (NASDAQ: HTZ) reported strong third-quarter 2025 results, achieving record high vehicle utilization of over 84% and returning to positive diluted EPS of $0.42. The company's "Back-to-Basics" strategy led to $2.5 billion in revenue, $184 million in net income, and a significant year-over-year surge in Adjusted Corporate EBITDA to $190 million, reflecting successful operational execution and fleet transformation. Hertz also maintained strong liquidity and secured procurement for Model Year 2026 vehicles, anticipating continued sub-$300 DPU.
Hertz swings to profit on plan to cut costs in car rental fleet
Hertz Global Holdings Inc. reported a surprise profit, reversing a loss from the previous year, due to successful cost-cutting measures in its rental fleet operations. CEO Gil West's strategy of optimizing the fleet and improving operations helped offset falling revenue, leading to a significant reduction in depreciation costs per vehicle. The company is enhancing its car sales channels to secure better pricing for used vehicles.
Hertz Transformation Drives Record Utilization and Return to EPS Profitability
Hertz Global Holdings, Inc. reported strong Q3 2025 results, achieving profitability with $184 million net income and $0.42 diluted EPS, marking a first in two years. The company's transformation efforts led to record utilization of over 84%, improved fleet economics, and a significant increase in its North America Net Promoter Score, reflecting success in its "Back-to-Basics" strategy. Hertz maintained strong liquidity and its "Buy Right, Hold Right, Sell Right" fleet strategy yielded positive outcomes, including expanded retail vehicle sales and controlled depreciation per unit.
Earnings call transcript: Hertz Q3 2025 earnings beat expectations, stock surges
Hertz Global Holdings Inc. (HTZ) reported strong Q3 2025 earnings, with an EPS of $0.12 against a forecast of $0.07, and revenue of $2.5 billion, exceeding projections. This marked the company's first positive EPS in two years, leading to a 35.12% surge in pre-market trading. Hertz highlighted strategic initiatives like a fleet refresh, digital sales expansion, and a shift towards becoming a broader mobility platform as key drivers for its financial turnaround and future growth.
Does the Recent 69.8% Hertz Stock Surge Signal a Real Opportunity for 2025?
Hertz Global Holdings has seen a significant stock surge, up 69.8% over the past year, driven by renewed interest in the used car market and shifting travel habits. A Discounted Cash Flow analysis suggests the stock is substantially undervalued at $63.73 per share, trading at a 92.2% discount. While its Price-to-Sales ratio also indicates undervaluation compared to industry peers, the company's "Fair Ratio" provides a more nuanced view, still suggesting an undervaluation but to a lesser extent.
Hertz announces New Franchise Partnership in Singapore
Hertz has partnered with Ace Drive Pte Ltd, part of Reach Group, as its new official franchisee in Singapore for both Hertz and Thrifty brands, starting November 1, 2025. This partnership will offer various mobility solutions including self-drive rentals, long-term leases, and chauffeur services. This move strengthens Hertz's presence in Asia-Pacific, leveraging Ace Drive's local expertise in a key regional market.
HTZ Stock Price and Chart — NASDAQ:HTZ
This page provides a detailed overview of Hertz Global Holdings, Inc. (HTZ) stock, including current price, historical performance, key financial metrics, and analyst insights. It highlights the company's recent appeal rejection in court regarding a $270 million interest payment to bondholders, outlines upcoming earnings reports, and presents various technical analyses and trading ideas. The article also lists ETFs holding HTZ stock and answers frequently asked questions about its market performance and financials.
Hertz Global Shares Falter Amid Legal Turmoil and Financial Setbacks - StocksToTrade
Hertz Global Holdings Inc. (HTZ) shares are down 9.15% due to mounting legal challenges over misleading financial disclosures regarding vehicle depreciation and EV demand, coupled with weak financial metrics like a -21.7% EBIT margin. The company's market position is precarious, with negative equity and high debt, leading to a negative outlook from industry experts. Traders are advised to consider short positions given the downward trend and ongoing investigations.
Hertz Global Holdings Insiders Sell US$894k Of Stock, Possibly Signalling Caution - 富途牛牛
Hertz Global Holdings insiders have sold US$894k worth of shares over the past year, with a notable sale of US$413k by Independent Director Mark Fields below the current share price. This selling activity, coupled with no insider purchases in the last year, may signal caution among insiders regarding the company's valuation. While insider ownership is moderate at 1.9%, the pattern of selling without corresponding buying suggests shareholders should exercise caution.
Hertz (HTZ): Assessing Valuation After Pershing Square's Stake and Rising Short Interest - simplywall.st
Hertz (HTZ) is under scrutiny after Pershing Square revealed a 19.8% stake and short interest surged to 45%. The article assesses Hertz's valuation, notes it's perceived as 29.9% overvalued at $5.22 against a fair value of $4.01, despite a low price-to-sales ratio relative to peers.
Hertz (HTZ): Assessing Valuation After Pershing Square's Stake and Rising Short Interest
Hertz Global Holdings (HTZ) is under scrutiny after Bill Ackman's Pershing Square Capital Management revealed a 19.8% stake amidst high short interest and volatile stock performance. While some narratives suggest the company is overvalued at $5.22 against a fair value of $4.01, primarily due to threats to its addressable market and pricing pressures, a contrasting view highlights its low price-to-sales ratio of 0.2x compared to industry averages, potentially signaling a hidden opportunity or deep skepticism. The article prompts investors to consider both the overvaluation narrative and the low valuation metrics to form their own investment thesis.
INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in Hertz Global Holdings Inc. to Contact Law Firm - The AI Journal
Moore Law PLLC is investigating potential claims against officers and directors of Hertz Global Holdings Inc. concerning allegedly false and misleading statements regarding vehicle depreciation and EV demand. The investigation follows a significant drop in Hertz's stock price after the company announced it would sell a third of its global EV fleet due to lower-than-expected demand and higher depreciation. Shareholders who purchased Hertz stock are encouraged to contact the law firm to learn about potential legal recourse.
‘Short Squeeze Incoming,’ Warns Options Trader About Hertz Global Stock (HTZ) - TipRanks
An options trader warns that Hertz Global Stock (HTZ) could be the target of a major short squeeze, despite the company's struggling fundamentals and high debt. The unusually high short interest of 45.16% of the float, coupled with a distinct technical pattern, suggests potential for a significant price explosion. While acknowledging the high-risk nature, investors are considering either owning the stock outright or buying long-expiry out-of-the-money calls to capitalize on a potential turnaround.
Hertz Must Face Investors' Claims Over EV Statements - Law360
A Florida federal judge has ruled that Hertz Global Holdings Inc. must face securities fraud claims from investors. The claims allege that Hertz made misleading statements about strong demand for electric cars, which artificially inflated stock prices. However, the judge also dismissed other claims brought in the proposed class action lawsuit.
Hertz Must Face Investors' Claims Over EV Statements - Law360
Hertz Global Holdings Inc. is facing securities fraud claims from investors who allege the company made misleading statements about strong demand for electric vehicles, which artificially inflated its stock price. A court has ruled that Hertz cannot completely dismiss these claims, indicating the case will proceed. The lawsuit centers on whether Hertz's public statements regarding EV demand constituted material misrepresentations that impacted investor decisions.
Self-Drive Car Rental Market Report 2025-2030, with Profiles of SIXT Rent a Car, Enterprise Mobility, Hertz, Turo, Avis, Zoomcar, CarDekho, Europcar, Fox Rent A Car, and Budget Rent A Car System - Yahoo Finance
The self-drive car rental market is projected to reach $38.932 billion by 2030, growing at a CAGR of 6.62% from $28.253 billion in 2025. This growth is driven by technological advancements like AI and IoT, as well as increasing consumer demand for flexible and sustainable transportation solutions. Key players such as Hertz and Zoomcar are implementing AI for operational efficiency and expanding electric vehicle fleets to capture market share.
FRAUD AND MANIPULATION—M.D. Fla.: Hertz brass knew customers didn't want EVs while touting strong demand - VitalLaw.com
A district court found that Hertz plausibly misled investors about the demand for electric vehicles, despite internal data indicating low customer interest. The court allowed a complaint to proceed regarding a few statements made by Hertz's CEO that touted "very strong" EV rental demand, which was contradicted by confidential witness testimony and internal utilization rates. Hertz made a significant investment in EVs by purchasing 100,000 Teslas and agreeing to buy 240,000 more, but later sold off half of its fleet at a loss in 2023 due to lower-than-expected demand.
Hertz Stock Pops Following News of Amazon Deal. Time to Buy? - AOL.com
Hertz's stock surged following the announcement of a deal with Amazon to sell used vehicles through Amazon Autos, initially as a pilot program in select cities. While investors reacted positively, the author notes the lack of detailed financial information about the deal and Hertz's car sales unit, suggesting the partnership might not be a significant game-changer for the company despite the market's initial enthusiasm.
Hertz Stock Hits Day Low of $5.50 Amid Price Pressure - Markets Mojo
Hertz Global Holdings, Inc. experienced significant stock volatility on October 6, 2025, with its stock declining by 10.32% to an intraday low of $5.50, contrasting with a slight S&P 500 increase. Despite a strong annual return of 68.83%, the company faces ongoing financial struggles including negative results for ten consecutive quarters, a negative book value, and a high debt-to-equity ratio. These factors indicate persistent profitability issues and a challenging financial landscape for the company.
Hertz Global launches fully online car-buying marketplace
Hertz Global has launched a fully online car-buying marketplace, leveraging the demand for used vehicles. This initiative builds on its existing collaboration with Amazon Autos and allows customers to trade in vehicles. The move comes as Hertz adjusts its fleet strategy, moving away from electric vehicles due to high repair costs.
Hertz completes $425 million offering of 5.5% exchangeable senior notes due 2030
Hertz Global Holdings' primary operating subsidiary, The Hertz Corporation, has successfully completed a $425 million offering of 5.500% Exchangeable Senior Notes due 2030, including the full exercise of initial purchasers' option to buy additional notes. These notes are exchangeable into Hertz common stock at an initial rate of 108.2808 shares per $1,000 principal amount, representing a 32.5% premium to the stock's closing price on September 24, 2025. The company also announced recent plans to issue additional notes and a significant settlement distribution from the In re Automotive Parts Antitrust Litigation.
$425 Million Debt Offering: Hertz Secures Major Backing from Pershing Square for Transformation
Hertz Global Holdings, Inc. announced the completion of a $425 million offering of 5.500% Exchangeable Senior Notes due 2030, which included an over-allotment option exercise. This financing strengthens Hertz's financial position and is backed by significant investors, including Pershing Square, signaling strong confidence in the company's ongoing transformation strategy. The oversubscription of the offering and increased economic exposure from key investors underscore belief in Hertz's future success.
Hertz Announces Completion of $425 Million Exchangeable Senior Notes Offering
Hertz Global Holdings, Inc. announced the completion of a $425 million offering of 5.500% Exchangeable Senior Notes due 2030 by its subsidiary, The Hertz Corporation. This offering, which included the full exercise of the initial purchasers’ option, strengthens the company's financial position and supports its corporate transformation, with significant involvement from investors like Pershing Square Capital Management L.P. The oversubscription of the offering and increased economic exposure from key investors underscore strong confidence in Hertz's strategy and execution for future success.
Hertz Global Announces $250M Exchangeable Notes Offering
Hertz Global Holdings announced its subsidiary, The Hertz Corporation, plans to offer $250 million in Exchangeable Senior Notes due 2030 through a private offering. The proceeds will be used to fund capped call transactions and to partially redeem or repurchase Senior Notes due 2026. Spark, TipRanks’ AI Analyst, rates HTZ as Neutral due to significant financial challenges despite operational improvements.
Hertz (HTZ): Is the Current Valuation Justified After Recent Share Price Movement?
Hertz Global Holdings (HTZ) has experienced significant share price movement recently, with a more than 112% increase over the past year, though momentum has slowed. While a prevailing narrative suggests the stock is 49% overvalued with a fair value of $4.01 due to market challenges and competitive pressures, Simply Wall St's DCF model indicates it might be deeply undervalued. The article encourages investors to analyze both perspectives and evaluate key risks and potential future developments like improved fleet management.
Hertz Puts Fans in the Driver's Seat at Lone Star Le Mans
Hertz is enhancing the fan experience at the World Endurance Championship's only U.S. stop in Austin with the "Hertz Gold Kart Series." This event offers an exclusive 3-hour endurance kart race where fans compete with and are coached by racing legends like Jenson Button and Tom Brady. Winners receive special prizes and a VIP tour, while other Hertz Gold Plus Rewards members can enjoy open-track driving, concessions, and race-day perks.
Hertz Global Holdings, Inc. (NASDAQ:HTZ) Not Doing Enough For Some Investors As Its Shares Slump 25%
Hertz Global Holdings, Inc. (HTZ) shares have dropped 25% in the last month, despite being up 62% over the past year. The company's price-to-sales (P/S) ratio of 0.2x is low compared to the transportation industry, primarily due to recent revenue decline and forecasts for continued negative growth. Analysts predict a 0.8% revenue decline for Hertz over the next year, contrasting with an 8.3% industry growth forecast, which explains the low P/S ratio.
Hertz Brings Golden Retriever ‘Gold Squad’ to Airports Nationwide
Hertz is introducing its 'Gold Squad' of highly trained Golden Retrievers to select U.S. airports to provide comfort to stressed travelers, especially during busy periods like Labor Day weekend. This initiative aims to enhance the customer experience and ease travel anxiety, with an invitation for the public to vote on future 'Gold Squad' destinations. The program also highlights the benefits of the Hertz Gold Plus Rewards loyalty program.
Why Hertz Stock Was a Massive Winner on Wednesday
Hertz Global Holdings saw its stock accelerate by 6% on Wednesday after its Hertz Car Sales unit announced a deal with Amazon Autos to sell its used vehicles. This new partnership provides Hertz with a significant online sales channel for its inventory, which includes top manufacturers like Toyota, Ford, and General Motors. While the full financial impact is yet to be disclosed, the market responded positively to the potential boost in revenue and profitability for Hertz.
Take a drive: What to know about car rental prices this summer
Car rental rates have largely normalized since the pandemic, with prices averaging about $47 per day nationally, significantly lower than peak pandemic levels. However, travelers should be aware of ongoing inflation, as recent CPI data showed a 3.8% annual increase in car and truck rental prices. Despite potential headwinds from tariffs and economic uncertainty, the industry is seeing a boost from increased domestic travel and rising used car values.
Hertz Stock Faces Potential Legal Hurdles Amid Fiduciary Breach Investigation
Hertz Global Holdings Inc. (HTZ) is under investigation for potential fiduciary breaches after allegations of false claims regarding vehicle depreciation and misrepresented electric vehicle demand. Live updates show HTZ stock trending up by 11.34% despite these legal challenges and significant financial uncertainties, including a Q1 net loss of $443M and precarious balance sheet. The ongoing legal scrutiny casts a shadow over investor confidence, raising concerns about transparency and potentially leading to prolonged market fluctuations.
