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Under $10 Stock Hertz Global Sees 43.9% Surge: Time to Buy?

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Despite the stock market reeling under tariff pressure, vehicle rental company Hertz Global Holdings, Inc. (HTZ - Free Report) emerged as a top gainer on Thursday, gaining momentum in share value. What caused Hertz’s stock price to increase, and is now a good time to consider buying the stock? Let’s delve into this. 

Why Did Hertz Global Stock Shoot Up on Thursday? 

Hertz’s business has been struggling lately, with the company reporting a loss of nearly $2.9 billion in 2024. A decrease in the price of electric vehicles purchased in 2021 and vehicle depreciation caused the loss.  

However, the CEO of Pershing Square Capital Management, Bill Ackman, is optimistic about Hertz’s prospects as he has built a 19.8% stake in the company. Since late 2024, he has accumulated a stake of 12.7 million shares. 

This makes one wonder what the hedge fund manager sees in the stressed company? Ackman expects Hertz to look beyond a bad investment in Tesla Inc.’s (TSLA - Free Report) electric vehicles and make the most of higher used-car prices resulting from the Trump administration’s tariffs on U.S. auto imports.  

Automakers such as Volkswagen and Audi may stop imports to avoid the 25% levies. But the increase in availability of used cars may drive up the prices due to higher demand. Ackman stated that with over 500,000 vehicles valued at nearly $12 billion, a 10% increase in used car prices would result in a $1.2 billion rise in auto assets for Hertz. 

Ackman is also optimistic about management’s capability to turn around the company. He believes Hertz’s CEO, Gil West, has the wherewithal to manage the company’s debt load, curtail operating expenses, increase unit revenue, and boost profit margins in the coming years.   

Ackman’s big bet on the rental car company helped Hertz’s shares soar almost 44% in New York trading on Thursday. The company’s shares have now more than doubled in value in the last two trading sessions. On Thursday, HTZ shares touched an all-time high of $8.74 before closing the day at $8.22. Its shares have surged 125.2% year to date, in contrast to the Transportation - Services industry’s loss of 9.2%. 

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Should You Buy HTZ Stock Now? 

Ackman’s big bet boosted the stock price of Hertz. However, fundamentally, the rental business still incurs high fixed costs for fleet and vehicle depreciation, with no significant changes.  

Moreover, despite Ackman’s confidence, the long-term prospects are grim for Hertz amid economic uncertainty. Consumer sentiment has soured due to tariffs, leading to reduced travel spending and negatively impacting rental companies like Hertz. 

Hertz has also not been able to generate profits proficiently. This is because its net profit margin is a negative 31.6%, whereas the industry average is 1.2%.  

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Image Source: Zacks Investment Research

Therefore, Hertz has a Zacks Rank #4 (Sell), and the Zacks Consensus Estimate of -$1.30 for HTZ’s earnings per share (EPS) is down by -864.7% from a year ago. You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here

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