Hertz Global Stabilizes Cash Flow, Signals Rerating Potential

Vasileios Prassas on Substack outlines a bullish thesis for Hertz Global Holdings (HTZ) on Feb. 7, 2026, noting shares traded at $4.94 as of Feb. 5 and trailing/forward P/E of 23.71 and 11.78. He argues fleet rotation, rightsized EV exposure, positive EBITDA, deferred maturities to 2028–2029 and stabilizing used-car prices have improved cash flow, supporting a possible rerating if execution holds.