
Polaris (PII) Stock Forecast & Price Target
Polaris (PII) Analyst Ratings
Bulls say
Polaris has demonstrated a positive trajectory in its financial performance, with consolidated Parts, Garments, and Accessories (PG&A) sales increasing over 20%, marking a record quarter. The Off-Road and On-Road segments experienced growth of 22% and 6%, respectively, driven by effective programs such as the Factory Authorized Clearance and the introduction of the lower-priced RANGER 500, which expanded the customer base significantly. Additionally, Polaris has raised its earnings per share (EPS) forecasts for 2025 and 2026 due to improved Q3 results and strengthening retail trends, contributing to an optimistic outlook for the company's financial health.
Bears say
Polaris reported a free cash flow of $142 million in Q3 while working capital as a percent of sales is expected to decrease to 2% by year-end; however, sales are projected to decline by 1% and operating margins are contracting to 1.9%, compared to 5.3% the previous year. The company's outlook for Q4 has been significantly reduced due to the impacts of $40 million in tariffs and increased operating expenses related to management compensation. Additionally, the lowered EPS estimate for 2026 to $1.36 reflects a flat industry outlook and significant tariff headwinds exceeding $200 million, alongside challenges from weaker U.S. economic conditions and heightened warranty costs.
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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