Polaris Inc.

Polaris Inc.

PIIยทNYSE

$68.32

+0.35%
Consumer CyclicalAuto - Recreational Vehicles

Polaris Inc. designs, engineers, manufactures, and markets power sports vehicles worldwide. It operates through three segments: Off-Road, On-Road and Marine. The company offers off-road vehicles (ORVs), including all-terrain vehicles and side-by-side vehicles; snowmobiles and snow bikes conversion kit systems; motorcycles; and low emission, light duty hauling, passenger, and industrial vehicles. It also provides quadricycles and moto-roadsters; ORV accessories comprising winches, bumper, plows, racks, wheels and tires, pull-behinds, cab systems, lighting and audio systems, cargo box accessories, tracks, and oil; snowmobile accessories, which include covers, traction products, electric starters, reverse kits, tracks, bags, windshields, oil, and lubricants; and motorcycle accessories, such as saddle bags, handlebars, backrests, exhausts, windshields, seats, oil, and various chrome accessories. In addition, the company offers gear and apparel, such as helmets, jackets, gloves, pants, hats, goggles, boots, bibs, and leathers; and pontoon and deck boats. The company provides its products through dealers and distributors, and online; and aftermarket parts, garments, and accessories through 101 brick-and-mortar retail centers, call centers, and e-commerce sites. The company was formerly known as Polaris Industries Inc. Polaris Inc. was founded in 1954 and is headquartered in Medina, Minnesota.

At a Glance

Live Snapshot
Market Cap$3.89B
EPS-8.1800
P/E Ratio-8.35
Earnings Date07/27/2026
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Polaris Inc. Street Expectations Map

PII ยท NYSE

Wall Street analysts project that PII stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 72.00, with estimates ranging from a low of 66.00 to a high of 83.00.

Lowest Target
66.00
-3.40%
Consensus Target
72.00
5.39%
Highest Target
83.00
21.49%

The consensus 1-year price target stands at 72.00, with estimates ranging from a low of 66.00 to a high of 83.00.

Analyst Consensus Analysis

Upside Potential

+5.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

23.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

6.33x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Polaris Inc. Forward Estimates of Revenue

PII ยท NYSE
Latest Revenue
7.15B
FY 2025
Avg Estimate
7.06B
FY 2026
Estimate Range
6.87B - 7.19B
Analyst Spread

Forward Growth Analysis

Projected Growth-1.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Polaris Inc. Forward Estimates of Net Income

PII ยท NYSE
Latest Net Income
-465.50M
FY 2025
Avg Estimate
89.24M
FY 2026
Estimate Range
49.36M - 138.75M
Analyst Spread

Forward Growth Analysis

Projected Growth+119.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread100%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Polaris Inc. Forward Estimates of EPS

PII ยท NYSE
Latest EPS
-8.18
FY 2025
Avg Estimate
$1.68
FY 2026
Estimate Range
$0.87 - $2.44
Analyst Spread

Forward Growth Analysis

Projected Growth+120.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread94%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Polaris Inc. Forward Estimates of EBIT

PII ยท NYSE
Latest EBIT
-399.90M
FY 2025
Avg Estimate
479.07M
FY 2026
Estimate Range
465.88M - 487.65M
Analyst Spread

Forward Growth Analysis

Projected Growth+219.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Polaris Inc. Forward Estimates of EBITDA

PII ยท NYSE
Latest EBITDA
-114.00M
FY 2025
Avg Estimate
708.19M
FY 2026
Estimate Range
688.68M - 720.87M
Analyst Spread

Forward Growth Analysis

Projected Growth+721.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Polaris Inc. Forward Estimates of SG&A Expense

PII ยท NYSE
Latest SG&A Expense
981.00M
FY 2025
Avg Estimate
738.21M
FY 2026
Estimate Range
717.87M - 751.43M
Analyst Spread

Forward Growth Analysis

Projected Growth-24.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Polaris Inc. Insider Positioning

PII ยท NYSE

During the last 12 months, insiders have sold $680K worth of PII shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

5.5K

372.12K

Net Activity

-372K

-$372K

6-9 Months

Bought

0

0.00

Sold

4.6K

307.51K

Net Activity

-308K

-$308K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
WJP

Williams James P

Officer: Svp-Chro

9.8K sharesโ€ข2 transactions

$660K

2
DBD

Duke Benjamin D

Officer: President-Marine

296 sharesโ€ข1 transactions

$20K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $680K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.