Peloton Interactive CEO Peter Stern discusses the company's product overhaul that raised prices on both hardware and membership fees. -------- More on Bloomberg Television and Markets Like this video?
Peloton debuted an artificial intelligence-focused overhaul of its product lineup along with some price hikes. The fitness company introduced five new models, according to a Wednesday (Oct. 1) press release.
Peloton is deploying a revamped product assortment that includes AI-powered camera tracking, better audio and a 360-degree swivel screen for its Bike+, Tread+ and Row+. The connected fitness company is raising the prices of its equipment by a few hundred dollars each, while its all-access membership will increase from $44 to $49.99 per month.
Peloton Interactive, Inc. (NASDAQ:PTON ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 10:10 AM EDT Company Participants Liz Coddington - Chief Financial Officer Conference Call Participants Ronald Josey - Citigroup Inc., Research Division Presentation Ronald Josey MD and Co-Head of Tech & Communications [Audio Gap] at Citi, and I'm always happy to have with us Peloton's CFO, Liz Coddington.
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.