Roth Capital has revised its outlook for Polaris (PII, Financial), reducing the price target from $53 to $35. This adjustment is attributed to growing concerns about consumer confidence, which has been negatively impacted by increasing tariffs imposed by the Trump administration.
The firm has noted that with retail demand expected to slow further, earlier expectations that the industry might hit a trough in 2025 now seem unlikely. Additionally, issues with aging inventories continue to deter dealers from stocking more products, compounding the challenges facing Polaris.
These difficulties are exacerbated by rising costs due to significant new tariffs on Chinese goods, prompting Roth to lower its earnings per share (EPS) projections for Polaris for 2025 and 2026. These revised estimates fall well below market consensus, raising questions about whether Polaris might retract its 2025 EPS guidance amid these unprecedented uncertainties.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 11 analysts, the average target price for Polaris Inc (PII, Financial) is $42.82 with a high estimate of $54.00 and a low estimate of $23.00. The average target implies an upside of 29.71% from the current price of $33.01. More detailed estimate data can be found on the Polaris Inc (PII) Forecast page.
Based on the consensus recommendation from 16 brokerage firms, Polaris Inc's (PII, Financial) average brokerage recommendation is currently 3.1, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Polaris Inc (PII, Financial) in one year is $88.89, suggesting a upside of 169.28% from the current price of $33.01. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Polaris Inc (PII) Summary page.
