On Oct 23, major Wall Street analysts update their ratings for $Polaris (PII.US)$, with price targets ranging from $76 to $84.
Morgan Stanley analyst Megan Alexander maintains with a buy rating, and adjusts the target price from $84 to $81.
Citi analyst James Hardiman maintains with a hold rating, and maintains the target price at $83.
Baird analyst Craig Kennison maintains with a buy rating, and adjusts the target price from $85 to $84.
KeyBanc analyst Noah Zatzkin maintains with a buy rating.
Truist Financial analyst Michael Swartz maintains with a hold rating, and adjusts the target price from $82 to $76.
Furthermore, according to the comprehensive report, the opinions of $Polaris (PII.US)$'s main analysts recently are as follows:
Following the release of Q3 earnings that missed projections, due to waning consumer confidence and retail sales, expectations for the company's Q4 revenue have been revised, anticipating a 27% decline compared to the previous year. This outlook is shaped by the projection that the company will likely ship less than retail demand, in an effort to reduce dealer inventory levels. Furthermore, forecasts for the year 2025 earnings per share have been adjusted, taking into account the anticipated continued downturn in retail through the first half, dealer inventory management, and the extended time required for the company to modify its production plans.
Polaris reported third-quarter results that fell short of expectations, coupled with a reduction in its 2024 guidance. Despite the buyside likely anticipating a less-than-favorable report, early indicators for 2025 appear more cautious than the consensus estimates, which has led to a significant decline in the company's share price. It is believed that the recent trends may not see a substantial improvement in the near future.
Polaris has reported results that fell short on both top and bottom lines, aligning closely with what investors anticipated. Despite this, the subsequent decline in stock value can be ascribed to the anticipation of a retail landscape that shows no signs of improvement until FY25. This outlook suggests a steady earnings profile for FY25 as a baseline scenario.
The analyst noted that Polaris reported an EPS shortfall and revised their revenue/EPS guidance downward, emphasizing the company's commitment to decreasing dealer inventory by 15-20% by the end of 2024.
Here are the latest investment ratings and price targets for $Polaris (PII.US)$ from 5 analysts:
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美東時間10月23日，多家華爾街大行更新了$北極星 (PII.US)$的評級，目標價介於76美元至84美元。
摩根士丹利分析師Megan Alexander維持買入評級，並將目標價從84美元下調至81美元。
花旗分析師James Hardiman維持持有評級，維持目標價83美元。
貝雅分析師Craig Kennison維持買入評級，並將目標價從85美元下調至84美元。
KeyBanc分析師Noah Zatzkin維持買入評級。
儲億銀行分析師Michael Swartz維持持有評級，並將目標價從82美元下調至76美元。
此外，綜合報道，$北極星 (PII.US)$近期主要分析師觀點如下：
由於消費者信心和零售銷售疲軟，導致Q3收入不及預期，該公司Q4營業收入預期已經修訂，預計與上一年相比下降27%。這一前景是基於公司可能會少於零售需求進行船舶，以降低經銷商庫存水平。此外，根據預計公司可能需要減少至零售需求的船舶，以降低經銷商庫存水平，2025年的每股收益預測已經調整，考慮到預計的零售行業在上半年持續疲軟，經銷商庫存管理以及公司修改生產計劃所需的時間延長。
polaris公司報告的第三季度業績不及預期，加上2024年指引的下調。儘管買方可能預期報告不容樂觀，2025年初的指標比共識估計更爲謹慎，這導致該公司股價大幅下跌。有人認爲最近的趨勢可能在不久的將來不會出現實質性改善。
polaris公司的業績在營收和利潤兩方面均不及預期，與投資者的預期非常接近。儘管如此，股價隨後下跌可能可以歸因於對零售市場的預期，該市場直到FY25都沒有顯示改善的跡象。這一前景暗示FY25將作爲基準情況下的穩定收益情況。
分析師指出，polaris公司報告了每股收益的不足，並下調了他們的營收/每股收益指引，強調公司致力於到2024年底將經銷商庫存減少15-20%。
以下爲今日5位分析師對$北極星 (PII.US)$的最新投資評級及目標價：
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