PII - Polaris Inc.
I rate Applied Digital a Strong Buy with a $54 price target, implying 86% upside from $29. My biggest growth drivers are Polaris Forge 1, Polaris Forge 2 and Delta Forge 2, which I estimate can add about $526Mn in incremental EBITDA and $0.68 in EPS. I arrive at my price target by applying a FWD EV/EBITDA of 30x to the estimated incremental EBITDA.
Digital Trailblazers Experience Introduces Foundational ATV Safety Learning and Strengthens Long-standing Partnership MINNEAPOLIS, July 9, 2026 /PRNewswire/ -- Polaris in partnership with Minnesota 4-H, is expanding its youth ATV safety education with the launch of a new interactive safety adventure available on CLOVER, 4-H's online learning platform. At its core, Trailblazers are built around a simple idea: learning safety should be as engaging and rewarding as the adventures young riders dream about having.
Polaris is rated BUY, with 24% upside potential driven by secular AI data center buildouts fueling utility vehicle demand. 70% of Powersports sales now come from the utility segment, benefiting from robust data center construction and new product launches. 1Q26 delivered strong results: EPS beat by 130%, revenue grew 8% YoY, and margins expanded across all segments.
MINNEAPOLIS, July 6, 2026 /PRNewswire/ -- Polaris Inc. (NYSE: PII) announced today that it will release its second quarter 2026 financial results on Tuesday, July 28, 2026, and will hold a conference call and webcast at 8:00 AM central time on the same day to discuss the results. The call will be hosted by Mike Speetzen, Chief Executive Officer, and Bob Mack, Chief Financial Officer.
DALLAS, July 01, 2026 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads, today announced it has achieved Ready for Service for Phase 1 of Building 2 at Polaris Forge 1, delivering 75 MW of operational AI capacity to its customer on schedule and bringing total live capacity at the campus to 175 MW. The delivery marks the next major milestone in the continued buildout of Polaris Forge 1, Applied Digital's fully leased AI Factory Campus designed to support high-density artificial intelligence and high-performance computing workloads.
/PRNewswire/ -- A new partnership is funding projects to improve off-highway vehicle (OHV) access and riding areas across the United States. The Foundation for
Permanent endowment now fully established, securing long‑term stewardship and continued outdoor recreation access across America's National Forests MINNEAPOLIS, June 24, 2026 /PRNewswire/ -- Today, Polaris Inc. (NYSE:PII), a global leader in powersports, in partnership with the National Forest Foundation (NFF) announced the 2026 recipients of the Polaris Fund for Outdoor Recreation Grants. The announcement also marks a major milestone in the partnership—the Polaris Fund for Outdoor Recreation is now fully endowed, securing long-term support for outdoor recreation.
MINNEAPOLIS, June 22, 2026 /PRNewswire/ -- Polaris Inc. (NYSE: PII) announced today that it has appointed Dustin J. Semach to the Company's Board of Directors, effective June 19, 2026.
TORONTO, ON / ACCESS Newswire / June 17, 2026 / Polaris Renewable Energy Inc. (the "Corporation" or "Polaris") today announced that its annual meeting of shareholders (the "Meeting"), originally scheduled to be held on June 18, 2026 at 9:00 a.m. (Toronto time), has been postponed.
TORONTO, ON / ACCESS Newswire / June 15, 2026 / Polaris Renewable Energy Inc. (TSX:PIF) ("Polaris" or the "Company") today reminds shareholders to vote their common shares in advance of the Company's upcoming annual meeting of shareholders, which will be held virtually on June 18, 2026 at 9:00 a.m. Toronto time.
From a technical perspective, Polaris Inc. (PII) is looking like an interesting pick, as it just reached a key level of support. PII's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.
DALLAS, June 09, 2026 (GLOBE NEWSWIRE) -- Applied Digital Corporation (NASDAQ: APLD) (“Applied Digital” or the “Company”), a leading designer, builder and operator of high-performance, sustainably engineered data centers and colocation services for Artificial Intelligence (“AI”), networking, and blockchain workloads, today announced that its subsidiary, APLD ComputeCo 3 LLC (“APLD ComputeCo 3”), has priced a $1.59 billion offering (the “Offering”) of 7.000% senior secured notes due 2031 (the “Notes”) at par. The Notes will be sold in a private offering to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the United States to non-U.S. persons in reliance on Regulation S under the Securities Act. The Offering is expected to close on or around June 16, 2026, subject to market and other conditions.
Sims Leads All-Polaris Podium, Followed by Wayne Matlock in Second and First-Year RZR Factory Racing Driver Ethan Groom in Third Polaris Locks Out Top Nine at Baja 500, Including Top Six with RZR Pro R Factory Machines MINNEAPOLIS, June 9, 2026 /PRNewswire/ -- Polaris Off Road continued its dominance in SCORE competition this past weekend, sweeping the UTV Overall podium and securing the top nine overall positions at the 57th SCORE Baja 500. Longtime Polaris racer Branden Sims delivered a calculated and consistent performance to earn the UTV Overall victory behind the wheel of his RZR Pro R Factory.
DALLAS, June 09, 2026 (GLOBE NEWSWIRE) -- Applied Digital Corporation (NASDAQ: APLD) (“Applied Digital” or the “Company”), a leading designer, builder and operator of high-performance, sustainably engineered data centers and colocation services for Artificial Intelligence (“AI”), networking, and blockchain workloads, today announced that its subsidiary, APLD ComputeCo 3 LLC (“APLD ComputeCo 3”), intends to offer, subject to market conditions and other factors, $1.59 billion aggregate principal amount of senior secured notes due 2031 (the “Notes”), in a private offering to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and outside the United States to non-U.S. persons in reliance on Regulation S under the Securities Act.
TORONTO, ON / ACCESS Newswire / June 8, 2026 / Polaris Renewable Energy Inc. (TSX:PIF) ("Polaris" or the "Company") announced that Mexico's Secretary of Energy (Secretaría de Energía, "SENER"), and the Federal Electricity Commission (Comisión Federal de Electricidad, "CFE") have completed the first national competitive selection process under the CFE Mixed Development Program. The process was launched through a Request for Proposals ("RfP") issued in February 2026, with submitted projects evaluated in accordance with the Guidelines for Mixed Development Programs published by SENER in January 2026.
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The Foundation for America's Public Lands and Polaris have joined forces; Award first round of grants to seven projects across four states WASHINGTON, June 1, 2026 /PRNewswire/ -- A new partnership is helping fund projects to improve off-road trails and riding areas across the United States. The Foundation for America's Public Lands, the official charitable partner of the Bureau of Land Management (BLM), and Polaris, a global leader in powersports, are providing grants to support off-highway vehicle (OHV) recreation access, safety and the riding experience on BLM lands.
The Boat House Named Exclusive Bennington Pontoon Dealer for Collier County, Florida PR Newswire NAPLES, Fla., M
The Boat House, the #1 Bennington dealer in Wisconsin, brings its full-service Bennington program to Collier County as the brand's exclusive authorized dealer NAPLES, Fla., May 27, 2026 /PRNewswire/ -- The Boat House, a 5 Star Certified MRAA dealer group operating 10 locations across Southwest Florida and the Midwest, has been named the exclusive authorized dealer for Bennington Pontoon Boats in Collier County, Florida, effective July 1, 2026.
Persistent and Kong Announce Strategic Partnership to Help Enterprises Securely Move AI into Production PR Newswire