Needham says Polaris Forge 3 lease agreement could drive Applied Digital stock higher
Applied Digital (APLD) rallied on May 21 after Needham said the firm's 15-year lease agreement for 300 MW of critical capacity at its advanced Polaris Forge 3 data center campus in North Dakota will drive its share price higher. In a research note this morning, analyst John Todaro told clients that the multi-billion-dollar hyper-scaler commitment offers exceptional visibility and predictability into future revenue.
Polaris Inc. (PII) Q1 2026 Earnings Call Transcript
Polaris Inc. (PII) Q1 2026 Earnings Call Transcript
Polaris Inc (PII) Q1 Earnings and Revenues Beat Estimates
Polaris Inc (PII) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of a loss of $0.43 per share. This compares to a loss of $0.9 per share a year ago.
Polaris: A Mistake Long Past Due Correcting (Downgrade)
Polaris is downgraded to "Hold" due to persistent revenue and profitability declines since 2023, despite prior optimism. PII's core Off-Road, On-Road, and Marine segments have all experienced significant sales and margin contraction, driven by post-pandemic demand normalization and industry headwinds. Management expects flat to modest revenue growth in 2026, with organic sales targeted to rise 8% and EBITDA to rebound to $498.5 million.
Polaris Inc (PII) Stock Jumps 10.7%: Will It Continue to Soar?
Polaris Inc (PII) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Will Polaris Inc (PII) Beat Estimates Again in Its Next Earnings Report?
Polaris Inc (PII) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
United unveils basic Polaris business fare in premium cabin overhaul
United is segmenting its top-tier Polaris and premium economy cabins. The new "Base" Polaris fare will charge customers to pick a seat.
Synchrony Renews Polaris Deal to Boost Powersports Finance
SYF extends its Polaris deal, keeping promotional financing flowing across U.S. dealers to fuel high-ticket powersports sales.
Polaris Q4: Strong Results And Raised Dividend, Shares Attractive
Powersports retailer, Polaris, is riding high with shares up nearly 50% over the past year. The company recently announced its Q4 results, topping expectations on both the top and bottom lines. Polaris also announced the completion of its separation of the majority stake in Indian Motorcycle.
Polaris Inc (PII) Reports Q4 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Polaris Inc (PII) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Polaris: Buy This Dividend Aristocrat As Turnaround Continues
Polaris is rebounding from cyclical headwinds, showing strong revenue growth and market share gains in core segments. PII is streamlining operations, selling a majority stake in Indian Motorcycle to focus on higher-margin Off-Road, Snow, Marine, and Slingshot businesses. Dealer inventory is down 21% YoY, with aged inventory reduced over 60%, supporting working capital and positioning for normalized demand.
Polaris Renewable Energy: Share Price Has Detached From The Outlook
Polaris Renewable Energy trades at the low end of its historical range despite record power production, revenue, and EBITDA expected in 2025. PIF:CA's valuation is suppressed by accounting-driven negative earnings, but cash flow remains strong and supports a 7.1% dividend yield. Geographical diversification is progressing, with Nicaragua's share of production down to 55% and the Punta Lima wind acquisition adding higher-margin growth.
