Peloton Interactive, Inc.

Peloton Interactive, Inc.

PTONยทNASDAQ

$6.00

-7.4%
Consumer CyclicalLeisure

Peloton Interactive, Inc. provides interactive fitness products in North America and internationally. It offers connected fitness products with touchscreen that streams live and on-demand classes under the Peloton Bike, Peloton Bike+, Peloton Tread, and Peloton Tread+ names. The company also provides connected fitness subscriptions for various household users, and access to various live and on-demand classes, as well as Peloton Digital app for connected fitness subscribers to provide access to its classes. As of June 30, 2021, it had approximately 5.9 million members. The company markets and sells its interactive fitness products directly through its retail showrooms and at onepeloton.com. Peloton Interactive, Inc. was founded in 2012 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$2.50B
EPS-0.3000
P/E Ratio-20.00
Earnings Date08/06/2026
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Peloton Interactive, Inc. Street Expectations Map

PTON ยท NASDAQ

Wall Street analysts project that PTON stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 7.20, with estimates ranging from a low of 6.00 to a high of 9.00.

Lowest Target
6.00
0.00%
Consensus Target
7.20
20.00%
Highest Target
9.00
50.00%

The consensus 1-year price target stands at 7.20, with estimates ranging from a low of 6.00 to a high of 9.00.

Analyst Consensus Analysis

Upside Potential

+20.0%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

41.7% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Peloton Interactive, Inc. Forward Estimates of Revenue

PTON ยท NASDAQ
Latest Revenue
2.49B
FY 2025
Avg Estimate
2.48B
FY 2026
Estimate Range
2.45B - 2.51B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Peloton Interactive, Inc. Forward Estimates of Net Income

PTON ยท NASDAQ
Latest Net Income
-118.90M
FY 2025
Avg Estimate
62.88M
FY 2026
Estimate Range
-4.40M - 114.47M
Analyst Spread

Forward Growth Analysis

Projected Growth+152.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread189%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Peloton Interactive, Inc. Forward Estimates of EPS

PTON ยท NASDAQ
Latest EPS
-0.30
FY 2025
Avg Estimate
$0.14
FY 2026
Estimate Range
$-0.01 - $0.29
Analyst Spread

Forward Growth Analysis

Projected Growth+145.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread225%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Peloton Interactive, Inc. Forward Estimates of EBIT

PTON ยท NASDAQ
Latest EBIT
18.90M
FY 2025
Avg Estimate
-604.33M
FY 2026
Estimate Range
-611.61M - -597.05M
Analyst Spread

Forward Growth Analysis

Projected Growth-3297.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Peloton Interactive, Inc. Forward Estimates of EBITDA

PTON ยท NASDAQ
Latest EBITDA
108.60M
FY 2025
Avg Estimate
-531.53M
FY 2026
Estimate Range
-537.93M - -525.12M
Analyst Spread

Forward Growth Analysis

Projected Growth-589.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Peloton Interactive, Inc. Forward Estimates of SG&A Expense

PTON ยท NASDAQ
Latest SG&A Expense
948.90M
FY 2025
Avg Estimate
1.10B
FY 2026
Estimate Range
1.09B - 1.11B
Analyst Spread

Forward Growth Analysis

Projected Growth+16.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Peloton Interactive, Inc. Insider Positioning

PTON ยท NASDAQ

During the last 12 months, insiders have sold $30.22M worth of PTON shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

255.5K

1.25M

Net Activity

-1.2M

-$1.25M

3-6 Months

Bought

0

0.00

Sold

1.2M

6.03M

Net Activity

-6.0M

-$6.03M

6-9 Months

Bought

0

0.00

Sold

2.1M

15.53M

Net Activity

-15.5M

-$15.53M

9-12 Months

Bought

0

0.00

Sold

933.8K

7.41M

Net Activity

-7.4M

-$7.41M

Top Buyers

No buying activity

Top Sellers

1
CJC

Cotter Jennifer Cunningham

Officer: Chief Content Officer

1.1M sharesโ€ข8 transactions

$7.28M

2
SDC

Sanders Dion C.

Officer: Chief Commercial Officer

1.1M sharesโ€ข9 transactions

$7.01M

3
CEF

Coddington Elizabeth F

Officer: Chief Financial Officer

937.5K sharesโ€ข8 transactions

$6.25M

4
CNV

Caldwell Nick V.

Officer: Chief Product Officer

705.5K sharesโ€ข11 transactions

$4.92M

5
SPC

Stern Peter C

Director, Officer: President And Ceo

339.6K sharesโ€ข4 transactions

$2.29M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $30.22M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.25M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.