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PTON: Major Product Overhaul And AI Integration Will Drive User Experience Forward

Published
21 Mar 25
Updated
02 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-10.7%
7D
5.4%

Author's Valuation

US$10.1824.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 02 Nov 25

Peloton Interactive's analyst price targets have recently increased, as analysts cite the company's comprehensive product overhaul, new AI-powered features, and higher pricing as drivers of improved outlook. This comes despite concerns about upgrade cycles and potential subscriber churn.

Shared on 18 Oct 25

Peloton Interactive's average analyst price target has risen, with increases such as BofA's move from $9.50 to $11 and Telsey's from $8 to $9. Analysts cite recent product portfolio enhancements, AI-driven features and pricing adjustments as key drivers behind their revised outlooks.

Shared on 04 Oct 25

Fair value Increased 3.49%

Peloton Interactive's fair value estimate has been raised from $9.84 to $10.18 per share. This change reflects analysts' greater confidence in the company's product innovation, price increases, and evolving wellness platform, despite some concerns around customer churn and upgrade cycles.

Shared on 08 Aug 25

Fair value Increased 12%

Despite a notable decline in revenue growth expectations, Peloton Interactive's higher future P/E multiple has driven the consensus analyst price target up from $8.80 to $9.78. Valuation Changes Summary of Valuation Changes for Peloton Interactive The Consensus Analyst Price Target has significantly risen from $8.80 to $9.78.

Shared on 01 May 25

Fair value Increased 0.72%

Shared on 24 Apr 25

Fair value Decreased 1.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 3.62%

AnalystConsensusTarget has increased profit margin from 5.7% to 6.6% and decreased future PE multiple from 39.7x to 33.0x.

Shared on 02 Apr 25

Fair value Increased 6.67%

AnalystConsensusTarget has decreased revenue growth from 2.0% to -1.2%, increased future PE multiple from 32.3x to 39.7x and decreased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 26 Mar 25

Fair value Decreased 0.60%