RBC Capital raises Polaris Industries stock price target to $56 from $34

Published 30/07/2025, 17:12
RBC Capital raises Polaris Industries stock price target to $56 from $34

Investing.com - RBC Capital has raised its price target on Polaris Industries (NYSE:PII) to $56.00 from $34.00 while maintaining a Sector Perform rating on the stock. The company, currently valued at $3.12 billion, has shown strong momentum with an 8.1% return over the past week and a 21.75% gain over the last six months.

The significant price target increase of $22 follows Polaris’s second-quarter results that exceeded Wall Street expectations, according to RBC Capital.

The firm noted that Polaris also provided third-quarter sales guidance that was modestly ahead of analyst forecasts, contributing to the more positive outlook.

RBC Capital indicated that the retail environment for Polaris appears to be stabilizing, and revised tariff expectations represent an incremental positive for the company.

Despite these improvements, RBC Capital remains "on the sidelines until longer-term visibility improves," explaining its decision to maintain the Sector Perform rating while raising the price target.

In other recent news, Polaris Industries reported impressive second-quarter 2025 earnings, significantly exceeding analysts’ expectations. The company achieved an adjusted earnings per share (EPS) of $0.40, far surpassing the forecast of $0.0027. Polaris also reported revenue of $1.85 billion, which outperformed the anticipated $1.71 billion. This strong financial performance has led BMO Capital to raise its price target for Polaris Industries from $33.00 to $52.00, while maintaining a Market Perform rating. The firm noted that an improved outlook on tariffs contributed to this decision. Additionally, Polaris Industries has expanded its product lineup with the introduction of the new 2026 RANGER 500 utility side-by-side vehicle, priced at $9,999. This entry-level model features a 28-horsepower engine, a 300-pound dump box capacity, and a 1,500-pound towing capability. Standard features include a factory-installed roof, front bumper, 2,500-pound winch, and LED headlights. These developments reflect Polaris Industries’ ongoing efforts to strengthen its market position and product offerings.

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