Shares of PII.N declined sharply today, hitting a 20-day low as investors reacted to the latest announcement from Godfrey Pontoon Boats regarding a complete redesign of its Sanpan and Monaco series for the 2026 model year. The stock's movement indicates increased bearish momentum, reflecting concerns over potential market reception to the new features aimed at enhancing comfort and versatility for family enjoyment on the water. The redesigned models include significant upgrades, such as a 12-inch multifunction display in the Sanpan and a pet-friendly SeaView bow gate in the Monaco, which may not be enough to offset investor apprehension. Additionally, the introduction of the Click & Cruise modular accessory system aims to personalize pontoons, but the market's immediate response suggests a cautious outlook on PII.N's future performance.
Wall Street analysts forecast PII stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for PII is 66.67 USD with a low forecast of 57.00 USD and a high forecast of 72.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
Wall Street analysts forecast PII stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for PII is 66.67 USD with a low forecast of 57.00 USD and a high forecast of 72.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
10 Hold
0 Sell
Hold
Current: 69.110
Low
57.00
Averages
66.67
High
72.00
Current: 69.110
Low
57.00
Averages
66.67
High
72.00
Morgan Stanley
Stephen Grambling
Equal Weight
maintain
$72 -> $81
2026-01-16
Reason
Morgan Stanley
Stephen Grambling
Price Target
$72 -> $81
AI Analysis
2026-01-16
maintain
Equal Weight
Reason
Morgan Stanley analyst Stephen Grambling raised the firm's price target on Polaris to $81 from $72 and keeps an Equal Weight rating on the shares. Gaming, lodging and leisure fundamentals were "muted" in 2025, with select areas of acceleration skewed to companies serving older, wealthier consumers, the analyst tells investors in a 2026 look ahead note on the group. For 2026, the firm expects "more of the same fundamentally," with the added wrinkle of rates boosting goods over services, the analyst added.
Seaport Research
Buy
initiated
$83
2026-01-08
Reason
Seaport Research
Price Target
$83
2026-01-08
initiated
Buy
Reason
Seaport Research initiated coverage of Polaris with a Buy rating and $83 price target. The firm says Polaris is a maker of "high quality" outdoor recreational products. The analyst is positive on the U.S. consumer and trends in outdoor recreation. Powersports market conditions are slowly improving as dealer inventories are moderating, the analyst tells investors in a research note. Seaport believes Polaris shares are undervalued, saying the company's earnings power is being underappreciated.
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Loop Capital
Brandon Rolle
Hold
initiated
$59
2025-11-14
Reason
Loop Capital
Brandon Rolle
Price Target
$59
2025-11-14
initiated
Hold
Reason
Loop Capital analyst Brandon Rolle last night initiated coverage of Polaris with a Hold rating and $59 price target. The firm has a cautious view on the company's long-term outlook. Polaris' approach to inventory management and promotional activity brings concerns about its ability to maintain market share without sacrificing profitability in a normalized retail environment, the analyst tells investors in a research note.
Loop Capital
initiated
$59
2025-11-13
Reason
Loop Capital
Price Target
$59
2025-11-13
initiated
Reason
Loop Capital initiated coverage of Polaris with a Hold rating and $59 price target.
About PII
Polaris Inc. is engaged in the design, engineering, manufacturing and marketing of powersports vehicles. The Company also designs and manufactures or sources parts, garments and accessories (PG&A), which includes aftermarket accessories and apparel. Its Off Road segment consists of off-road vehicles (ORVs) and snowmobiles. Its On Road segment designs and manufactures motorcycles, moto-roadsters, light-duty hauling, and passenger vehicles. Its Marine segment designs and manufactures boats that are designed to compete in key segments of the recreational marine industry, specifically pontoon and deck boats. Its product line-up includes the RANGER, RZR and Polaris XPEDITION and GENERAL side-by-side off-road vehicles; Sportsman all-terrain ORVs; military and commercial off-road vehicles; snowmobiles; Indian Motorcycle mid-size and heavyweight motorcycles; Slingshot moto-roadsters; Aixam quadricycles; Goupil electric vehicles; and pontoon and deck boats, including Bennington pontoons.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
