Peloton remains under pressure with declining revenues, high dilution, and a shaky business model. Management is making positive changes, but results are not yet visible; stabilization of user base and revenue is critical for a turnaround. Financial risks persist due to overleveraged balance sheet and ongoing share dilution, despite some improvement in debt and stock-based compensation.
Peloton reportedly plans to launch its integrated artificial intelligence (AI) platform and other new products as early as October. The fitness company is set to roll out the platform, an updated bike, a refreshed treadmill and new branded peripherals, Bloomberg reported Thursday (Aug. 14), citing unnamed sources.
The average of price targets set by Wall Street analysts indicates a potential upside of 26.1% in Peloton (PTON). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Key Points in This Article: Peloton Interactive's (PTON) stock surged 198% from its 52-week low with a 10.3% jump on August 8, after Goldman Sachs upgraded it to buy with a $11.50 price target.
During the COVID-19 pandemic, Peloton (NASDAQ: PTON) bikes were popular among people who could use them and afford them at home.
Fitness brand Peloton surprised the market this week when it posted a profit for its fiscal fourth quarter and it laid out a strategy to build on cost reductions and return to growth.
Peloton is repositioning itself as a holistic wellness brand, expanding beyond its origins in connected fitness as part of a broader turnaround strategy to return to growth and sustainable profitability.
Peloton Interactive, Inc. (NASDAQ:PTON ) Q4 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Elizabeth Coddington - Chief Financial Officer James Milton Marsh - Senior VP & Head of Investor Relations Peter C. Stern - CEO, President & Director Conference Call Participants Arpine Kocharyan - UBS Investment Bank, Research Division Bernard Jerome McTernan - Needham & Company, LLC, Research Division Brian William Nagel - Oppenheimer & Co. Inc., Research Division Curtis Smyser Nagle - BofA Securities, Research Division Shweta R.
Although the revenue and EPS for Peloton (PTON) 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.
Shares of Peloton Interactive (PTON) surged Thursday as the connected fitness company swung to a surprise fiscal fourth-quarter profit and announced a restructuring plan that includes layoffs.
Peloton (PTON) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to a loss of $0.08 per share a year ago.
Peloton beat Wall Street's expectations on the top and bottom lines, delivering a surprise profit that came in well ahead of forecasts. The connected fitness company said it's introducing another cost cutting plan to save $100 million in expenses, half of which will come from laying off 6% of staff.