
Polaris (PII) Stock Forecast & Price Target
Polaris (PII) Analyst Ratings
Bulls say
Polaris has demonstrated robust performance with consolidated Parts, Garments, and Accessories (PG&A) sales increasing over 20%, driven by the successful reintroduction of the Factory Authorized Clearance program, which modestly boosted promotional spending and enhanced retail demand. The company reported significant growth in Off Road retail sales, with North American retail rising 9% and capturing market share due to the introduction of the lower-priced RANGER 500, attracting over 80% new customers to the brand. Furthermore, revised earnings per share (EPS) forecasts show an upward trend, with a projected profit for 2025 reflecting a considerable improvement from previous loss expectations, signaling positive market positioning and potential for increased cash flow generation.
Bears say
Polaris generated $142 million in free cash flow in Q3 2023, which indicates an ongoing effort to improve working capital efficiencies, yet management anticipates significant challenges ahead, with a projected sales decline of 1% and operating margins contracting to 1.9% from 5.3% in the previous year. The company's outlook has worsened for Q4, reflecting a downward revision in earnings per share estimates due to the impacts of tariffs and increased operating expenses, resulting in a lowered EPS forecast for 2026 to $1.36 from $1.82. Additionally, the firm's marine segment is experiencing margin contraction due to a negative product mix and rising operational costs, which, combined with potential economic headwinds, paints a challenging picture for future profitability and growth.
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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