
Polaris (PII) Stock Forecast & Price Target
Polaris (PII) Analyst Ratings
Bulls say
Polaris has demonstrated significant growth, with consolidated Parts, Garments & Accessory (PG&A) sales rising over 20% in the latest quarter, aided by the successful reintroduction of the Factory Authorized Clearance program, which effectively boosted retail demand. The enhancement in North American retail sales, particularly in the Off Road segment, highlighted a 9% increase, supported by the introduction of the lower-priced RANGER 500, which attracted new customers. Forecasts for earnings per share (EPS) have been revised upwards, reflecting optimism for continued improvement in retail trends and the successful management of operational costs, thereby contributing to a positive outlook for the company's financial performance.
Bears say
Polaris reported a free cash flow of $142 million in Q3, but faces challenges ahead, as the company's expectations for sales reflect a decline of 1% and a significant contraction in operating margin to 1.9%, down from 5.3% the previous year. The company's Q4 outlook has been lowered substantially to $0.03 due to impacts from $40 million in tariffs and rising operating expenses associated with reinstating the management compensation package. Furthermore, the EPS estimate for 2026 has been reduced to $1.36, driven by a stagnant industry outlook, approximately $200 million in tariffs, and weakened retail performance across multiple vehicle categories.
This aggregate rating is based on analysts' research of Polaris and is not a guaranteed prediction by Public.com or investment advice.
Polaris (PII) Analyst Forecast & Price Prediction
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