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Bessemer Group Inc. grew its stake in Polaris Inc. (NYSE: PII) by 50.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 70,150 shares of the company's stock after acquiring an additional 23,415 shares during the quarter. Bessemer Group
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.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.