Update shared on19 Sep 2025
Fair value Increased 5.06%Analysts have raised BRP’s price target to CA$100.53, citing strong Q2 results, above-consensus FY26 guidance, and improved demand and operational execution supporting renewed confidence in growth.
Analyst Commentary
- Bullish analysts cite BRP's better-than-expected Q2 earnings results and management’s issued FY26 guidance coming in well ahead of consensus estimates.
- Improved outlook for the second half of the year has prompted upward revisions in revenue and earnings estimates.
- Several analysts upgraded BRP’s rating following evidence of robust demand and operational execution.
- Widespread price target increases reflect renewed confidence in BRP’s growth trajectory and market positioning.
- The company's proactive guidance and strong financial results are alleviating prior concerns around macro volatility and sector headwinds.
What's in the News
- BRP completed a follow-on equity offering of 1,500,000 subordinate voting shares for CAD 136.065 million at a per-share price of CAD 90.71, reflecting a discount to market.
- No shares were repurchased under the ongoing buyback program from May to July 2025.
- Issued earnings guidance: Q3 EPS expected roughly flat year over year with most H2 growth in Q4; normalized H2 EPS guided to rise 28–51%; FY2026 revenue guided to CAD 8,150–8,300 million and EPS to CAD 4.25–4.75.
- Launched next-generation Can-Am Traxter side-by-side for 2026 with a new HD11 engine, improved suspension, chassis, and best-in-class capabilities.
- Expanded its electric and ATV/SSV lineup, introducing the 2026 Can-Am Outlander Electric and industry-first semi-active suspension ATVs, reinforcing leadership in electrification and innovation.
Valuation Changes
Summary of Valuation Changes for BRP
- The Consensus Analyst Price Target has risen from CA$95.69 to CA$100.53.
- The Future P/E for BRP has risen from 14.39x to 15.54x.
- The Consensus Revenue Growth forecasts for BRP has risen from 5.4% per annum to 5.8% per annum.
Disclaimer
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