Update shared on 08 Nov 2025
BRP's analyst price target has seen a notable increase recently, with updated targets rising by as much as C$40. Analysts cite strong quarterly performance and an improved outlook for the rest of the year.
Analyst Commentary
Recent research updates on BRP have highlighted a wide range of analyst perspectives, reflecting both optimism about the company's trajectory and some lingering caution regarding its future outlook. The following sections summarize these viewpoints.
Bullish Takeaways- Bullish analysts have raised their price targets significantly, reflecting confidence in BRP's execution and its ability to outperform earlier expectations.
- Positive revisions come after strong quarterly earnings and a forward-looking guidance that was considered well ahead of consensus estimates.
- Several analysts view BRP's revised outlook for the remainder of the year as robust, noting better-than-expected demand and operational performance.
- Upgrades in ratings from neutral to outperform indicate growing confidence in the company's valuation and growth prospects, supported by recent earnings momentum.
- Bearish analysts remain cautious and maintain neutral ratings even as price targets are increased, signaling concerns around sustainability of recent momentum.
- Some research points to uncertainties in the broader market environment, which may pose challenges to continued growth at the current pace.
- Conservative estimates among cautious analysts suggest that while guidance is strong, upside may already be reflected in current valuations.
What's in the News
- Can-Am, a BRP brand, expanded its partnership with MeatEater, becoming the official and exclusive powersports partner. Can-Am vehicles will be featured across MeatEater's television, podcast, and digital channels, with the aim of inspiring responsible outdoor recreation. (Client Announcements)
- BRP conducted an Analyst/Investor Day to discuss current activities and outline its Mission 28 (M28) Strategic Plan. (Analyst/Investor Day)
- BRP completed a follow-on equity offering, raising CAD 136.065 million via 1,500,000 subordinate voting shares at a price of CAD 90.71 each. (Follow-on Equity Offerings)
- Launched innovative new vehicles for 2026, including next-generation Can-Am Traxter models, the all-electric Can-Am Outlander, and industry-first semi-active suspension ATVs, reinforcing BRP's leadership in off-road electrification. (Product-Related Announcements)
- Issued updated earnings guidance, anticipating normalized EPS growth between 28% and 51% in the second half of fiscal year 2025, and projecting total revenues of CAD 8.15 to 8.3 billion for 2026. (Corporate Guidance - New/Confirmed)
Valuation Changes
- Fair Value remained unchanged at CA$103.47, indicating no adjustment to long-term intrinsic valuation estimates.
- Discount Rate increased slightly from 6.83% to 6.95%, reflecting a marginal rise in the required rate of return or perceived risk.
- Revenue Growth projections held steady at approximately 5.96%, showing consistent expectations for top-line expansion.
- Net Profit Margin forecasts were virtually unchanged, staying near 6.37%, suggesting stable margin outlooks.
- Future P/E ratio rose slightly from 15.68x to 15.73x, pointing to a minor increase in anticipated market valuation multiples.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.