Update shared on08 Sep 2025
Fair value Increased 2.43%Analysts have modestly raised their price target for Polaris to $49.73, citing relief from tariff pressures and improved dealer sentiment despite persistent weak retail demand and a cautious outlook for the broader industry.
Analyst Commentary
- Consumer confidence has rebounded from earlier in the year but has yet to translate into a sustained recovery in retail demand.
- Analysts anticipate 2025 will be a “lost” year for both the boat and off-road vehicle industries, signaling ongoing market headwinds.
- The net tariff environment has become less severe in recent months, reducing downside risk for the company.
- Bullish analysts have updated models based on recent dealer surveys, indicating some improvement or stability in channel checks.
- Despite upward adjustments to price targets, the consensus remains cautious, with analysts maintaining Neutral ratings due to subdued end-market demand.
What's in the News
- Polaris Off Road unveiled the 2026 RANGER 500, a competitively priced, feature-rich mid-size utility vehicle targeting value-conscious consumers with enhanced versatility and durability.
- The 2026 off-road vehicle lineup was announced, featuring upgrades across RANGER, Sportsman, and other models, with improved performance, innovative features, and expanded accessory offerings.
- No share repurchases occurred in the most recent buyback tranches; substantial prior buybacks remain completed.
- Polaris Inc. was dropped from several major Russell indexes including the Russell 1000, Russell Midcap, and their respective value and dynamic subindexes.
- Polaris Inc. was added to the Russell 2000 Index and related value and defensive subindexes.
Valuation Changes
Summary of Valuation Changes for Polaris
- The Consensus Analyst Price Target has risen slightly from $48.55 to $49.73.
- The Net Profit Margin for Polaris has significantly risen from 2.64% to 3.00%.
- The Future P/E for Polaris has fallen from 17.78x to 16.09x.
Disclaimer
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