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Polaris Inc.
PII
NYSE·Consumer Cyclical·Auto - Recreational Vehicles·Mkt cap $3.7B
$63.12
▼ -2.49%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$44.98 - $75.25
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 38.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Vertically integrated business model with owned retail network (101 locations) and direct e-commerce channels
- Comprehensive product ecosystem spanning vehicles, accessories, gear, and apparel creating customer lock-in
- 70-year brand heritage and market leadership in power sports with established dealer distribution network
- Diversified portfolio across multiple vehicle categories reducing dependence on single market segment
Bear Case
2 risks
- Average volatility.
- Significant premium - growth priced in
Growth
Turning profitable
Rising consumer spending on outdoor recreation and adventure lifestyle experiences post-pandemic
Value
Significant premium - growth priced in
Momentum
Strong
+19.8% over 3m
Quality
Thin
Solid business
Dividend
Solid
4.17% yield
Smart-money signal
Who's buying PII right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Jul 27, 2026
APR 27, 2026
Reported EPS of -$0.13 vs -$0.43 consensus (+69.8% surprise). Revenue of $1.7B vs $1.6B expected (+1.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+69.8%
Next: Jul 27, 2026
Revenue trend · last 8Q
—
—
-23%
-12%
-6%
+7%
+9%
+8%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$2.0B
$1.7B
$1.8B
$1.5B
$1.9B
$1.8B
$1.9B
$1.7B
Margins · last 8Q
Gross
20.2%
Operating
-3.3%
Profit
-2.9%
Wall Street consensus
5 analysts · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
$66.00
▲ +4.6% vs $63.12
Latest: Morgan Stanley · May 19, 2026
1 analyst covering