Shares of Polaris rose more than 10% in premarket trading on Tuesday after the power-sports vehicle maker said it would spin off its Indian Motorcycle unit and forecast a third-quarter profit, beating Wall Street's loss expectations.
Polaris faces declining sales, earnings, and business momentum, putting its 30-year dividend growth streak at risk. PII's recent strong cash flow is artificially boosted by one-time working capital shifts, masking underlying business deterioration. With real free cash flow far below annual dividend costs and Capex already minimized, sustaining the payout is increasingly unsustainable.
Canagold Resources Ltd (TSX:CCM, OTCQB:CRCUF) announced what it called “positive” results from antimony (Sb) flotation testing at its 100% owned New Polaris gold-antimony project in British Columbia. The advanced projects development company said the antimony-gold concentrate assayed 59.1% Sb and 98.3 grams per tonne (g/t) gold, while 93.1% Sb was recovered in the antimony-gold concentrate and overall, 91.8% gold was recovered in the combined gold and antimony-gold concentrates.
Canagold Resources Ltd (TSX:CCM, OTCQB:CRCUF) announced that it has filed the technical report for the feasibility study of its 100% owned New Polaris gold-antimony project in northwest British Columbia. The report, titled New Polaris Project, NI 43-101 Technical Report & Feasibility Study, has been prepared in compliance with National Instrument 43-101 Standards of Disclosure for Mineral Projects.
APLD is betting big on Polaris Forge 2 to power its next growth phase amid rising AI demand and fierce data center competition.
Polaris Inc. (PII) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, PII's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross.
Canagold Resources Ltd (TSX:CCM, OTCQB:CRCUF) has closed a C$4 million financing through a mix of flow-through and common share issuances to advance its New Polaris gold project in British Columbia. The company sold 4.65 million charity flow-through shares at C$0.43 each for gross proceeds of C$2 million, alongside 5.13 million common shares priced at C$0.39, also raising C$2 million.
Polaris Inc (PII) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Polaris reported Q2 financials well above Wall Street's and the market's expectations. Overstocked dealer inventories are a subsiding headwind, underlined by a fair Q3 outlook. The macroeconomic environment remains turbulent. High interest rates and consumer uncertainty still weigh on retail sales, while tariffs continue to add significant pressure on Polaris' Chinese sourcing. I believe that PII stock has a fair margin of safety. My DCF model suggests a fair value of $63.4.
Polaris Inc. (NYSE:PII ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants J.C. Weigelt - Vice President of Investor Relations Michael Todd Speetzen - CEO & Director Robert Paul Mack - CFO, Executive VP of Finance & Corporate Development Conference Call Participants Alexander Thomas Perry - BofA Securities, Research Division Craig R.
Although the revenue and EPS for Polaris Inc (PII) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Polaris Inc (PII) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $1.38 per share a year ago.