
Polaris (PII) Stock Forecast & Price Target
Polaris (PII) Analyst Ratings
Bulls say
Polaris has demonstrated robust growth in consolidated Parts, Garments & Accessories (PG&A) sales, which rose over 20%, marking a record quarter. The company's reintroduction of the Factory Authorized Clearance program has effectively stimulated retail demand, with North American off-road vehicle retail sales increasing 9% and contributing to significant market share gains. Additionally, Polaris has raised its earnings per share (EPS) forecasts for 2025 and 2026, reflecting stronger-than-expected quarterly results and an improved outlook driven by positive retail trends and strategic product introductions.
Bears say
Polaris is experiencing a decline in overall sales, with projections indicating a 1% decrease and a contraction in operating margin to 1.9% from 5.3% in the previous year. The company's fourth-quarter outlook has been adjusted downward, reflecting unfavorable impacts from tariffs amounting to $40 million and increased operating expenses related to the reinstatement of management compensation. Additionally, the lowered earnings per share estimate for 2026, revised to $1.36 from $1.82, coupled with ongoing headwinds in consumer spending and elevated warranty costs, signals continued challenges for the company moving forward.
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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