
Polaris (PII) Stock Forecast & Price Target
Polaris (PII) Analyst Ratings
Bulls say
Polaris has demonstrated significant growth in consolidated Parts, Garments, and Accessories (PG&A) sales, experiencing an increase of over 20% in a record quarter, with notable contributions from both Off Road and On Road segments. The reintroduction of the Factory Authorized Clearance program has effectively stimulated retail demand without a substantial rise in promotional expenditure, resulting in a 9% increase in North American retail for Off Road vehicles. Additionally, projections for earnings per share (EPS) have improved, with forecasts for 2025 rising to a profit of $0.10 and a slight increase for 2027 EPS to $3.16, reflecting a positive response to better-than-expected quarterly results and ongoing improvements in retail trends.
Bears say
Polaris generated $142 million in free cash flow in Q3, primarily through efforts to improve working capital efficiencies, yet it anticipates a decline in sales of 1% and a significant contraction in operating margin from 5.3% to 1.9%. The company's outlook for Q4 has been downgraded due to $40 million in tariff impacts and increased operating costs related to management compensation, leading to a revised EPS estimate for 2026 of $1.36, down from $1.82. Furthermore, challenges such as a weaker-than-expected U.S. economy, ongoing consumer spending headwinds, and elevated warranty expenses contribute to a fundamentally negative outlook for Polaris's stock.
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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