Analyst Price Targets — PII
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| July 10, 2026 9:40 am | — | Wells Fargo | $65.00 | $65.83 | StreetInsider | Polaris Industries (PII) PT Raised to $65 at Wells FargoMember Login |
| April 24, 2026 10:49 am | Joseph Altobello | Raymond James | $66.00 | $59.41 | TheFly | Polaris upgraded to Outperform from Market Perform at Raymond James |
| January 27, 2026 1:03 pm | Sabahat Khan | RBC Capital | $67.00 | $64.25 | StreetInsider | RBC Capital on Polaris Industries (PII): 'tariffs are expected to be a $90MM headwind' |
| January 8, 2026 11:02 am | — | Seaport Global | $83.00 | $69.22 | TheFly | Polaris initiated with a Buy at Seaport Research |
| November 13, 2025 9:17 pm | — | Loop Capital Markets | $59.00 | $64.82 | TheFly | Polaris initiated with a Hold at Loop Capital |
| October 29, 2025 9:48 am | — | BMO Capital | $70.00 | $67.41 | StreetInsider | Polaris Industries (PII) PT Raised to $70 at BMO Capital |
| April 4, 2025 9:41 am | Craig Kennison | Robert W. Baird | $40.00 | $36.71 | TheFly | Polaris downgraded to Neutral from Outperform at Baird |
| October 24, 2024 8:35 am | Brandon Rolle | D.A. Davidson | $84.00 | $69.39 | StreetInsider | Polaris Industries (PII) PT Lowered to $84 at DA Davidson |
| October 23, 2024 7:13 am | Noah Zatzkin | KeyBanc | $80.00 | $72.42 | StreetInsider | Polaris Industries (PII) PT Lowered to $80 at KeyBanc |
| October 23, 2024 6:55 am | Joseph Spak | RBC Capital | $73.00 | $72.22 | StreetInsider | Polaris Industries (PII) PT Lowered to $73 at RBC Capital |
Latest News for PII
I rate Applied Digital a Strong Buy with a $54 price target, implying 86% upside from $29. My biggest growth drivers are Polaris Forge 1, Polaris Forge 2 and Delta Forge 2, which I estimate can add about $526Mn in incremental EBITDA and $0.68 in EPS. I arrive at my price target by applying a FWD EV/EBITDA of 30x to the estimated incremental EBITDA.
Digital Trailblazers Experience Introduces Foundational ATV Safety Learning and Strengthens Long-standing Partnership MINNEAPOLIS, July 9, 2026 /PRNewswire/ -- Polaris in partnership with Minnesota 4-H, is expanding its youth ATV safety education with the launch of a new interactive safety adventure available on CLOVER, 4-H's online learning platform. At its core, Trailblazers are built around a simple idea:…
Polaris is rated BUY, with 24% upside potential driven by secular AI data center buildouts fueling utility vehicle demand. 70% of Powersports sales now come from the utility segment, benefiting from robust data center construction and new product launches. 1Q26 delivered strong results: EPS beat by 130%, revenue grew 8% YoY, and margins expanded across all segments.
MINNEAPOLIS, July 6, 2026 /PRNewswire/ -- Polaris Inc. (NYSE: PII) announced today that it will release its second quarter 2026 financial results on Tuesday, July 28, 2026, and will hold a conference call and webcast at 8:00 AM central time on the same day to discuss the results. The call will be hosted by Mike Speetzen, Chief Executive Officer, and Bob Mack, Chief Financial Officer.
DALLAS, July 01, 2026 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads, today announced it has achieved Ready for Service for Phase 1 of Building 2 at Polaris Forge 1, delivering 75 MW of operational AI capacity to its customer…
🧮 Earnings Move Analyzer
Insider Trading
Insider Trading
| Name | Role | Date | Type | Shares | Price | Form | Link |
|---|
Senate Trading
Senate Trading Disclosures
| Name | Transaction Date | Type | Asset | Amount | Link |
|---|
U.S. House Trading
House Trades Disclosures
| Name | Transaction Date | Type | Asset | Amount | Link |
|---|
Options Chain
Select an expiration to expand. Bid/Ask are shown first (before Mark) on both sides.