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Polaris Inc. Stock Price

NYSE:PII Community·US$3.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 58 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

PII Share Price Performance

US$57.94
-2.01 (-3.35%)
​
US$72.73
Fair Value
US$57.94
-2.01 (-3.35%)
20.3% undervalued intrinsic discount
US$72.73
Fair Value
Price US$57.94
AnalystConsensusTarget US$72.73
AnalystLowTarget US$55.10
AnalystHighTarget US$84.00
Wed, 26 Aug 26
Fair ValueUS$72.73
Share Pricen/a

PII Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$72.73 20.3% undervalued intrinsic discount

PII: Divestiture And Margin Gains Are Expected To Drive Improved Profitability

0users have liked this narrative
0users have commented on this narrative
34users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$55.1 5.1% overvalued intrinsic discount

Rising Tariffs And Slow EV Transition Will Hurt Margins

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$84 31.0% undervalued intrinsic discount

Electrification And Outdoor Lifestyles Will Drive Secular Upside

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
PII logo
Polaris
20.3% undervalued intrinsic discount

PII: Divestiture And Margin Gains Are Expected To Drive Improved Profitability

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 26 Aug
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PII logo
Polaris
5.1% overvalued intrinsic discount

Rising Tariffs And Slow EV Transition Will Hurt Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 12 Aug
Read Narrative
PII logo
Polaris
31.0% undervalued intrinsic discount

Electrification And Outdoor Lifestyles Will Drive Secular Upside

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AN
AnalystHighTarget
AnalystHighTarget
Updated 13 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
PII logo

PII: Future Returns Will Reflect Tariff Refund Support And Demand Uncertainty

Fair Value: US$72.73 20.3% undervalued intrinsic discount
34 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
PII logo

PII: Tariff And Rate Pressures Will Limit Upside Despite Guidance

Fair Value: US$55.1 5.1% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
PII logo

PII: Easing Tariffs And Stronger Execution Will Unlock Underappreciated Earnings Power

Fair Value: US$84 31.0% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with reasonable growth potential and pays a dividend.

2 Risks
4 Rewards
View Full Analysis

Polaris Inc. Key Details

US$7.5b

Revenue

US$5.9b

Cost of Revenue

US$1.6b

Gross Profit

US$1.9b

Other Expenses

-US$260.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-4.58
21.95%
-3.46%
231.3%
View Full Analysis

About PII

Founded
1945
Employees
14500
CEO
Michael Speetzen
WebsiteView website
www.polaris.com

Polaris Inc. designs, engineers, manufactures, and markets powersports vehicles in the United States, Canada, and internationally. 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; military and commercial ORVs; snowmobiles; motorcycles; moto-roadsters; quadricycles; and pontoon and deck boats. It also provides source parts, garments, and accessories, such as helmets, jackets, gloves, pants, and hats; and snowmobile accessories comprising covers, traction products, reverse kits, electric starters, tracks, pull-behinds, bags, and windshields, as well as gear and apparel for its snowmobiles consisting of helmets, jackets, goggles, gloves, boots, bibs, pants, and hats. In addition, the company offers ORV accessories, including winches, bumper/brushguards, plows, racks, wheels and tires, cab systems, lighting and audio systems, cargo box accessories, and tracks, as well as replacement parts and lubricants. Further, it provides motorcycle accessories, such as performance enhancements, saddle bags, handlebars, backrests, exhausts, windshields, seats, and various chrome accessories, as well as light duty hauling and passenger vehicles. The company sells its products through dealers and distributors, as well as online. The company was formerly known as Polaris Industries Inc. Polaris Inc. was founded in 1945 and is headquartered in Medina, Minnesota.

Recent PII News & Updates

User avatar
Narrative Update • Aug 26

PII: Future Returns Will Reflect Tariff Refund Support And Demand Uncertainty

The analyst price target for Polaris has moved from $68.00 to about $72.73. This reflects updated views that factor in recent Q2 earnings beats, raised 2026 guidance and tariff refunds that supported margin and earnings outcomes despite a still challenging consumer backdrop.
Seeking Alpha • Aug 25

Polaris: Built For The Long Haul, Shares Attractive As Full-Year Guidance Is Raised

Summary Polaris’ recently released Q2 results showed real operational strength, in my view, with share gains, expanding margins, and overall earnings above expectations. The company continues to gain ORV share, led by strong utility and commercial demand despite a cautious consumer. Looking ahead, full-year guidance was raised, and I view the forward outlook as positive, overall. I believe the 11% decline in the share price over the past month presents an opportunity for upside alongside the over 4% yielding dividend. Read the full article on Seeking Alpha

Recent updates

No updates

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