BMO Capital raises Polaris Industries stock price target to $52 on improved tariff outlook

Published 30/07/2025, 16:38
BMO Capital raises Polaris Industries stock price target to $52 on improved tariff outlook

Investing.com - BMO Capital raised its price target on Polaris Industries (NYSE:PII) to $52.00 from $33.00 on Wednesday, while maintaining a Market Perform rating on the stock. According to InvestingPro data, the stock has shown strong momentum with an 8.1% gain over the past week, though current metrics suggest it may be trading above Fair Value.

The price target increase follows Polaris Industries’ better-than-expected second-quarter 2025 results, according to BMO Capital. The firm cited a lowered forecast for tariff impacts, which now aligns with the most recent tariff rates. The company, with a market capitalization of $3.09 billion, has maintained a strong dividend track record, having raised dividends for 28 consecutive years.

BMO Capital noted that the newly introduced Ranger 500 model "hits the right price-point" and observed that the industry channel inventory backdrop continues to improve for the powersports manufacturer.

Despite the positive developments, BMO Capital maintained its Market Perform rating on Polaris stock, pointing to what it considers an elevated valuation in light of ongoing retail demand pressure, particularly in the recreation segment.

The firm also highlighted that macroeconomic and tariff headwinds remain concerns for Polaris Industries going forward.

In other recent news, Polaris Industries Inc. reported its second-quarter 2025 earnings, delivering a notable performance with an earnings per share (EPS) of $0.40, significantly surpassing the forecast of $0.0027. The company’s revenue also exceeded expectations, reaching $1.85 billion compared to the anticipated $1.71 billion. These results highlight the company’s strong financial performance during the quarter. Additionally, Polaris Off Road introduced its new 2026 RANGER 500 utility side-by-side vehicle, expanding its product lineup with an entry-level model priced at $9,999. The vehicle features a 28-horsepower engine, 300-pound dump box capacity, and 1,500-pound towing capability. Standard features include a factory-installed roof, front bumper, 2,500-pound winch, and LED headlights. These recent developments reflect Polaris’s ongoing efforts to innovate and expand its market presence.

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