Recreational Vehicles Expansion Will Temper Overvaluation And Prompt Gains

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AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Published
30 Aug 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$48.55
6.0% overvalued intrinsic discount
06 Aug
US$51.44
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1Y
-35.6%
7D
3.7%

Author's Valuation

US$48.5

6.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 3.89%

The upward revision in Polaris’s consensus price target is primarily driven by stronger expectations for revenue growth and improved net profit margins, resulting in a new fair value of $48.55. What's in the News Polaris Off Road unveiled the 2026 RANGER 500, a compact, mid-size utility vehicle targeting the value segment, featuring user-friendly controls, enhanced versatility, and a starting MSRP of $9,999.

Shared on29 Jul 25
Fair value Increased 32%

Polaris’s consensus analyst price target has increased, primarily reflecting a notable improvement in net profit margin despite softer revenue growth forecasts, resulting in a fair value revision from $35.29 to $39.82. What's in the News Polaris Inc.

Shared on07 May 25
Fair value Decreased 15%

AnalystConsensusTarget has decreased revenue growth from 1.6% to 1.1%, decreased profit margin from 2.9% to 0.4% and increased future PE multiple from 13.4x to 74.6x.

Shared on30 Apr 25
Fair value Increased 10%

AnalystConsensusTarget has increased revenue growth from 1.3% to 1.6%, increased profit margin from 2.6% to 2.9% and decreased future PE multiple from 15.1x to 13.4x.

Shared on23 Apr 25
Fair value Decreased 13%

Shared on17 Apr 25
Fair value Decreased 4.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 8.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 2.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 2.32%

AnalystConsensusTarget has decreased revenue growth from 1.7% to 1.2%.

Shared on19 Mar 25
Fair value Decreased 2.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 42%

AnalystConsensusTarget has decreased revenue growth from 2.0% to 1.7%, decreased profit margin from 5.2% to 2.8% and increased future PE multiple from 12.2x to 17.2x.