TickerTalks
Browse all tickers →
TickerTalks›$HTZ
HTHTZ

Hertz Global Holdings, Inc.

$HTZ·$549M·Rental & Leasing Services·Industrials
$1.74-0.9%YTD-66.4%1Y-75.2%
Price updated 2d ago·X counts updated 9h ago
HTHTZ
$HTZHertz Global Holdings, Inc.
$1.74-0.85%198 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $HTZ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

198X posts · last 7 days
Sep 10Sep 27
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $HTZ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 51% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data18 posts analyzed · as of 2026-09-16

Hertz is drawing a turnaround-thesis bid at the low-$2 shelf with a poster's silent-accumulator screen flagging it, and LAS share growth reportedly accelerating to +12.4% YoY. Multiple posts on Backpack Securities tokenizing $HTZ on Solana via Sunrise add a fresh liquidity narrative. Bulls call $2.17 a blessing and target $5+ if the next ER builds on last quarter's momentum, while acknowledging the razor-thin execution margin as the real risk.

Read what X is saying about $HTZ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HTZ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Hertz is a $1.74 rental turnaround with a class-action stack and a Knighthead anchor — real LAS share growth, real dilution history.

Hertz Global Holdings is trying to run a turnaround off a $2 low with a new Platform Operating Model restructure — separating rental and service divisions under fresh leadership. The class-action stack around the September 22 deadline is the near-term overhang, and the tape sits at 4% of the 52-week range.

  • The revenue trajectory finally exists: analysts see revenue moving from ~$9.2B this year to $9.9B by 2028 with EPS crossing from -$0.77 to +$0.34 as the fleet reset produces operating leverage.
  • The financials still show the damage: -$0.11 EPS last quarter, negative equity from the buyback-driven capital structure, and last four quarterly prints all missing consensus — the turnaround thesis needs the November 3 print to actually show inflection.
  • The Knighthead Capital Schedule 13D/A activity is the real conviction datapoint: sustained ownership through the drawdown, no other insider signal beyond that.

November 3 Q3 earnings and any color on Q4 fleet-utilization plus rental-rate trajectory decides the next leg — a re-affirmed FY guide with rental-rate expansion restarts the tape from these lows; another EPS miss or a class-action escalation is what breaks the coil the wrong way.

Agrees with X sentimentAgrees with the low-$2-shelf turnaround framing directionally — the LAS share growth accelerating to +12.4% YoY is a real datapoint, and the Knighthead position anchors an activist thesis — but 'target $5+ if the next ER builds' requires the November 3 print to actually inflect on unit economics, and 'razor-thin execution margin' is the accurate risk framing.

What to watch: November 3 Q3 earnings — Q4 fleet-utilization, rental-rate trajectory, and Platform Operating Model progress; a re-affirmed FY with rental-rate expansion restarts the tape, another EPS miss or class-action escalation breaks the coil.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $HTZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Vehicle rental company operating Hertz, Dollar, and Thrifty brands across a global network of company-owned and franchised locations.

Industry overviewAI analysisGenerated by AI from underlying data

Where Rental & Leasing Services sits in its cycle right now — and what that implies for $HTZ.

Rental & Leasing Services · Industrials

No material change from last week — Equipment rental benefits from reshoring and infrastructure capex acceleration as United Rentals reports large-project pipeline growth and specialty demand strength.

What this means for $HTZ

Partial — Vehicle rental company operating Hertz, Dollar, and Thrifty brands across a global network of company-owned and franchised locations.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+12.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-9.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
123%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
12.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-26.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.11$-0.24+54.0%
Q1 2026May 7, 2026$-0.72$-0.76+5.3%
Q4 2025Feb 26, 2026$-0.63$-0.51-22.5%
Q3 2025Nov 4, 2025$0.12$-0.02+700.0%
Next earningsTue, Nov 3·consensus EPS $0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.0B+10.5%8.8%-2.9%$-1.06$-3.6B
Q4 FY25$2.0B-0.6%4.3%-8.1%$-0.62$-2.2B
Q3 FY25$2.5B-3.8%21.9%12.1%$0.59$626.0M
Q2 FY25$2.2B-7.1%14.1%2.9%$-0.95$-2.7B

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.2B$9.1B – $9.3B-$0.77-$0.91 – -$0.636
FY27$9.6B$9.3B – $9.7B-$0.06-$0.12 – $0.036
FY28$9.9B$9.6B – $10.2B$0.34$0.09 – $0.586

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-58.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 340.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.315-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 11Michael S. MooreCOO40.9K sh$248K
+ 10 other (6 awards · 4 inkinds) in window

See when $HTZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 108-K — Item 5.02: Officer or director change
AI summary

Hertz Global Holdings appointed Michael Moore as President of the Service Division and Chris Berg as President of the Rental Division under a new 'Platform Operating Model' restructuring of its leadership organization. The dual-president structure reorganizes Hertz's core operations across service and rental functional streams as part of its post-bankruptcy operational transformation. Both appointments are effective immediately.

8-KMaterial agreementAug 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
SC 13D/AActivist amendmentAug 24SC 13D/A
AI summary

Knighthead Capital Management (via Laura Torrado) filed Amendment No. 11 to its Schedule 13D on Hertz Global Holdings (HTZ), reporting changes as of August 20, 2026. Knighthead has been a significant Hertz stakeholder since the company's Chapter 11 reorganization. Routine activist position update; Knighthead continues to track its stake and intent in Hertz as the company navigates its EV fleet challenges.

8-KMaterial agreementAug 208-K — Item 1.01: Material agreement
AI summary

Hertz Global Holdings (HTZ) entered into an Amended and Restated Voting Agreement with CK Amarillo LP on August 20, 2026 in connection with settlement of the Cascia v. Farmer, et al. litigation, amending a prior March 24, 2025 voting agreement. The agreement imposes ongoing governance constraints on CK Amarillo LP's voting rights. The specific terms (duration, percentage restrictions) are not visible in the excerpt. A voting agreement tied to litigation settlement reflects ongoing governance tensions between Hertz and a major shareholder; this constrains CK Amarillo's independent voting ability.

SC 13D/AActivist amendmentAug 10SC 13D/A
AI summary

Knighthead Capital Management (via CK Amarillo LP and related entities, including Certares Opportunities LLC) filed an SC 13D/A disclosing it beneficially owns 181,455,469 shares of Hertz Global Holdings (HTZ) common stock, representing 50.9% of the 356,451,393 shares outstanding as of July 30, 2026 (per Hertz's Q2 10-Q). Knighthead and Certares are major post-bankruptcy shareholders of Hertz. No new transaction was disclosed; the amendment updates the share count to reflect the latest outstanding figures.

8-KMaterial agreementJun 298-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Hertz Global Holdings and The Hertz Corporation entered a material definitive agreement and created debt on June 24, 2026. Likely related to Hertz's concurrent S-3ASR shelf filing and broader balance sheet restructuring activity visible across multiple contemporaneous Hertz filings. Material financing event for Hertz's ongoing capital structure management.

424B5Prospectus supplement (offering)Jun 26424B5
AI summary

Hertz Global Holdings lent 37,037,037 shares to JPMorgan (as share borrower) to facilitate investor hedging of a concurrent $350M Exchangeable Senior First-Lien Secured PIK Notes due 2030 offering by a Hertz Corp subsidiary; the shares were sold at $2.70 per share and Hertz receives only a nominal lending fee. Complex PIK note structure in which share lending enables institutional hedging; the $2.70/share lending price is the effective dilution mechanism for common shareholders.

8-KPress release / Reg FDJun 258-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Hertz Global Holdings disclosed Reg FD and other events on June 25, 2026. The available excerpt consists primarily of XBRL structural metadata with no readable narrative content. Body unavailable — excerpt is XBRL header data with no readable investor presentation or event description.

+ 17 other (5 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Hertz Global Holdings, Inc. of Class Action Lawsuit and Upcoming Deadlines – HTZglobenewswire.com·6d agoKaplan Fox Alerts Hertz Global Holdings, Inc. (HTZ) Investors Seeking Recovery to a Securities Class Action Deadline on September 22, 2026newsfilecorp.com·6d agoHTZ Deadline: Rosen Law Firm Urges Hertz Global Holdings, Inc. (NASDAQ: HTZ) Stockholders to Contact the Firm for Information About Their Rightsbusinesswire.com·6d agoHTZ DEADLINE TODAY: ROSEN, A TOP RANKED LAW FIRM, Encourages Hertz Global Holdings, Inc. Investors to Secure Counsel Before Important September 22 Deadline in Securities Class Action - HTZglobenewswire.com·6d agoPortnoy Law Firm Announces Class Action on Behalf of Hertz Global Holdings, Inc. Investorsglobenewswire.com·6d ago

More in Rental & Leasing Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$CAR$SUNB$URI
Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport