Susquehanna Maintains Hold Rating on Hertz Global with $6.00 Price Target

Friday, Aug 8, 2025 11:23 pm ET1min read

Hertz Global (HTZ) received a Hold rating from Susquehanna's Christopher Stathoulopoulos, with a $6.00 price target. The analyst consensus is Moderate Sell, with a $4.39 price target, implying a -26.71% downside from current levels. The company reported a quarterly revenue of $1.81 billion and a GAAP net loss of $443 million. Corporate insider sentiment is negative, with 41 insiders selling their shares over the past quarter.

Hertz Global Holdings Inc. (HTZ) reported its Q2 2025 earnings, with a quarterly revenue of $1.81 billion and a GAAP net loss of $443 million. The company's performance did not meet analyst expectations, leading to a Hold rating from Susquehanna's Christopher Stathoulopoulos with a $6.00 price target. The analyst consensus is Moderate Sell, with a $4.39 price target, implying a -26.71% downside from current levels [1].

The company's quarterly revenue of $1.81 billion was a slight increase from the previous quarter but fell short of analyst expectations. The GAAP net loss of $443 million was also higher than the expected loss of $350 million [1]. Corporate insider sentiment is negative, with 41 insiders selling their shares over the past quarter, indicating a lack of confidence in the company's future prospects [2].

Hertz Global Holdings faces significant challenges, including a high debt-to-capital ratio of 0.91 and total debt of $18.9 billion. The company's ability to maintain growth in the face of economic uncertainties remains a concern, and delayed pricing improvements could impact future revenue growth [2]. The competitive landscape in the car rental industry continues to evolve, requiring strategic agility.

Looking ahead, Hertz anticipates a Q3 adjusted corporate EBITDA margin in the mid to high single digits and expects its first positive EPS since 2023. The company aims for an adjusted corporate EBITDA of $1 billion by 2027, maintaining a fleet size approximately 6% below 2024 levels through year-end [2].

References:
[1] https://www.investing.com/news/transcripts/earnings-call-transcript-hertz-global-holdings-sees-positive-ebitda-in-q2-2025-93CH-4178011
[2] https://www.timothysykes.com/news/idexx-laboratories-inc-idxx-news-2025_08_04/

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