UBS analyst Robin M. Farley maintained a Hold rating on Polaris today and set a price target of $67.00.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Robin M. Farley has given his Hold rating due to a combination of factors affecting Polaris’s financial outlook. While the company anticipates a modest revenue increase in 2026, driven by shipping aligning with retail levels and potential market share gains, there are concerns about profitability. The impact of tariffs is expected to be significant, potentially reducing margins by over 100 basis points and affecting earnings per share negatively.
Additionally, changes in product mix, such as increased sales of lower-priced vehicles and youth models, could further pressure margins. Although there are positive aspects like operational efficiencies and benefits from exiting the Indian market, these may not fully offset the negative impacts. As a result, margins are expected to remain flat or slightly decline, leading to a cautious outlook and a Hold rating on the stock.