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6 stories mentioning PIIUpdated 39d ago

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Wire

Polaris, Peers Delivered Q2 Beats And Raises Amid Demanding Setups, Morgan Stanley Says

Polaris (PII) and its peers in the powersports systems space, Harley-Davidson (HOG) and Brunswick (BC), all reported Q2 headline beats and raised their 2026 outlooks amid a demanding scenario, but the quality of the upside was mixed given tariff refunds, Morgan Stanley said in a note Wednesday.The investment firm said that Polaris delivered the "strongest share performance" while Brunswick and Harley-Davidson's "trends were mixed by geography."Morgan Stanley said that all three stocks underperformed after releasing earnings, which the investment firm attributes to "demanding setups" as well as limited second-half flow through, specifically in Q3 where all threecompanies guided or alluded to downside versus consensus.The firm noted, however, the companies' shares have rebounded since then, particularly this week, backed by "favorable developments surrounding a potential deal with Iran and company-specific catalysts."Morgan Stanley kept its equal-weight rating for Polaris and lifted the company's price target to $74 from $69. It also kept Brunswick's equal-weight rating and Harley-Davidson's underweight rating.Price: $73.87, Change: $+0.11, Percent Change: +0.15%

$BC$HOG$PII
Research

RBC Raises Price Target on Polaris to $75 From $65, Keeps Sector Perform Rating

Polaris (PII) has an average rating of hold and mean price target of $71.15, according to analysts polled by FactSet.

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Wire

Polaris, Harley-Davidson, Brunswick Seeing Improving Competitive Positioning, Easing Tariff Pressures, Morgan Stanley Says

Polaris (PII), Harley-Davidson (HOG), and Brunswick (BC) are seeing an improving competitive scenario, as well as easing tariff pressures, Morgan Stanley said in a note Tuesday following the companies' Q1 results.Morgan Stanley said it is raising 2026 estimates for the companies because it also expects "easy retail comparisons" in Q2 to provide upside to their guidance.Polaris and Brunswick posted Q1 results above expectations backed by "stronger-than-expected flow through" as sales were mainly in-line, Morgan Stanley said.Harley's Q1 results were "in-line to below" as promotions to clear inventory weighed on its bottom line, even though the company's new long-term targets supported the stock, the note said.Also, the three companies provided indication during their earnings calls that in the absence of major adverse macroeconomic and tariff headwinds, their outlook may prove to be conservative, the investment firm said.Morgan Stanley said, however, it is keeping its equalweight rating on Polaris and Brunswick as the mix of rates and tariffs is still muddying visibility, while for Harley it is reiterating an underweight rating, adding the company's new targets still seem "aggressive."Morgan Stanley increased Harley's price target to $15 from $12, while it trimmed Polaris' price target to $69 from $74, and it lifted Brunswick's price target to $86 from $82.Price: $59.95, Change: $-4.04, Percent Change: -6.31%

$BC$HOG$PII
Sectors

Sector Update: Consumer Stocks Mixed Pre-Bell Tuesday

Consumer stocks were mixed premarket Tuesday, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) advancing 0.8% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) retreating 0.7%.Coca-Cola Company (KO) shares were over 2% higher premarket after the company reported higher Q1 adjusted earnings and revenue.Polaris (PII) shares rose more than 2% after the company swung to Q1 adjusted earnings amid higher sales.Coca-Cola Europacific Partners (CCEP) stock was 3% higher after the company reported higher Q1 revenue.

$CCEP$KO$PII$XLP$XLY
Research

Raymond James Upgrades Polaris to Outperform From Market Perform, $66 Price Target

Polaris (PII) has an average rating of Hold and mean price target of $65.15, according to analysts polled by FactSet.

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Wire

Polaris Says Updated Tariff Policies Will Not Materially Impact 2026 Outlook; Shares Rise

Polaris (PII) shares were up about 14% around midday Thursday, after the company said it does not expect recent tariff policy changes, excluding potential refunds, to have a material impact on its 2026 outlook given in March.The company said it has a "significant" domestic manufacturing capacity, with facilities in Alabama, Indiana and Minnesota.In January, Polaris provided outlook for 2026 adjusted earnings per share of $1.50 to $1.60, and on March 3, the company updated the adjusted EPS forecast to $1.60 to $1.70.Price: $54.92, Change: $+7.04, Percent Change: +14.69%

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