Peloton Interactive, Inc.

NasdaqGS:PTON Lagerbericht

Marktkapitalisierung: US$2.5b

Peloton Interactive Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

Peloton Interactive wird ein jährliches Gewinn- und Umsatzwachstum von 44.4% bzw. 2.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 41.5% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 188.4% betragen.

Wichtige Informationen

44.4%

Wachstumsrate der Gewinne

41.49%

EPS-Wachstumsrate

Leisure Gewinnwachstum37.8%
Wachstumsrate der Einnahmen2.3%
Zukünftige Eigenkapitalrendite188.43%
Analystenabdeckung

Good

Zuletzt aktualisiert17 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel • May 11

Earnings Miss: Peloton Interactive, Inc. Missed EPS By 20% And Analysts Are Revising Their Forecasts

It's been a pretty great week for Peloton Interactive, Inc. ( NASDAQ:PTON ) shareholders, with its shares surging 11...
Analyseartikel • Nov 09

Earnings Beat: Peloton Interactive, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Peloton Interactive, Inc. ( NASDAQ:PTON ) had a good week, as its shares rose 5.5% to close at US$7.66...

Recent updates

Narrativ-Update • Jun 06

PTON: Tariff Relief And Content Deals Will Support Long Term Profit Potential

Analysts have slightly lowered their average Peloton Interactive price target by about $0.03 to roughly $15.31, reflecting updated views on tariffs, discount rates and profit expectations following recent research on Section 232 tariff changes. What's in the News Peloton reported Q1 CY2026 revenue growth of 1.1% year over year and guided full year revenue to about US$2.43b, with management highlighting the commercial segment, which reported 14% revenue growth year over year, and content licensing partnerships such as Spotify as key revenue drivers.
Narrativ-Update • May 21

PTON: Section 232 Tariff Shifts Will Support Long Term Profit Potential

Analysts have nudged their Peloton Interactive price target slightly higher to about $15.33 from $15.28, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E after reviewing recent research including UBS commentary on Section 232 tariff changes. Analyst Commentary Recent research around Section 232 tariff changes has given bullish analysts more confidence in their valuation frameworks for Peloton Interactive, particularly in how tariff costs and future P/E assumptions feed into price targets.
Analyseartikel • May 11

Earnings Miss: Peloton Interactive, Inc. Missed EPS By 20% And Analysts Are Revising Their Forecasts

It's been a pretty great week for Peloton Interactive, Inc. ( NASDAQ:PTON ) shareholders, with its shares surging 11...
Seeking Alpha • May 08

Peloton: Stability Is Here

Summary Peloton delivered strong Q3 results, with revenue of $631M, gross margin at 51.9%, and significant free cash flow improvement. PTON's subscriber churn normalized to 1.2%, and paid connected fitness subscriptions stabilized, signaling a potential inflection in core metrics. Management plans to refinance high-interest debt and may consider buybacks or M&A, leveraging improved cash flow and a cleaner balance sheet. New growth vectors include a Spotify content partnership, a promising personal training add-on, and upcoming lower-cost hardware targeting price-sensitive customers. Read the full article on Seeking Alpha
Narrativ-Update • May 05

PTON: Tariff Relief And Subscription Plans Will Reshape Long Term Profit Potential

Peloton Interactive's updated analyst price target has shifted from about $16.64 to $15.28, as analysts factor in tariff related cost pressures, tougher competition and recalibrated P/E assumptions, despite revised expectations for revenue growth and profit margins. Analyst Commentary Recent research on Peloton reflects a mixed backdrop, with several price target cuts but also a pocket of optimism as some bullish analysts reassess the impact of tariff policy changes and the company’s execution plans.
Narrativ-Update • Apr 20

PTON: Future Returns Will Depend On Execution Under Intensifying Competitive Pressure

Peloton Interactive's analyst price target has been revised lower by $3.25, as analysts factor in tougher competition, multiple price target cuts across major firms, and tariff related uncertainty, partly offset by at least one firm keeping a positive stance after reviewing Section 232 developments. Analyst Commentary Recent research on Peloton Interactive reflects a cautious tone, with several bearish analysts trimming price targets and reassessing risk, while one major firm maintains a constructive view after reviewing tariff developments.
Narrativ-Update • Apr 06

PTON: Future Subscription Engagement Will Support Thesis Despite Fiercer Competition And Cost Reset

Analyst price targets on Peloton Interactive have been reduced by several dollars per share to reflect what analysts describe as tougher competition and more cautious expectations for the business, which in turn has led to a modestly higher assumed future P/E multiple and slightly lower revenue growth, profit margin, and discount rate inputs in updated models. Analyst Commentary Recent Street research on Peloton Interactive points to a cluster of price target cuts and a downgrade, with most firms adjusting their models to reflect tougher competition and more conservative expectations for the business.
Narrativ-Update • Mar 23

PTON: Future Subscription Engagement Will Underpin Resilient Thesis Despite Competitive Pressure

Peloton Interactive's analyst price target has been reduced by $0.20 as analysts factor in a slightly higher discount rate, modestly softer revenue growth expectations, and a marginally lower future P/E multiple, even though profit margin assumptions remain relatively stable. Analyst Commentary Recent Street research on Peloton Interactive has focused on recalibrating expectations, with multiple firms reducing price targets and one firm shifting its rating to Hold, citing tougher competition and execution risk.
Narrativ-Update • Mar 09

PTON: Future Returns Will Hinge On Restructuring Amid Fierce Competition

Peloton Interactive's analyst price targets have moved lower by several dollars to around $4 as analysts factor in tougher competition and more cautious expectations for the business, with only modest tweaks to growth, margins and P/E assumptions. Analyst Commentary Recent Street research on Peloton reflects a broadly cautious tone, with a series of price target cuts clustered around the low single digits and at least one downgrade to a neutral stance.
Narrativ-Update • Feb 23

PTON: Future Returns Will Depend On Withstanding Fierce Competition Pressure

The analyst price target for Peloton Interactive has been reduced by $2. Analysts attribute this change to softer revenue expectations, a higher required return on the stock, and lower assumed future P/E multiples, partly offset by slightly stronger projected profit margins.
Narrativ-Update • Feb 09

PTON: Future Execution On Engagement And Retention Will Offset Recent Setbacks

Peloton Interactive's fair value estimate has been reduced from $10.43 to $8.08 as analysts reset price targets across the Street. This reflects updated assumptions for subscriber trends, margins, discount rates, and future P/E multiples following recent research updates.
Analyseartikel • Feb 06

More Unpleasant Surprises Could Be In Store For Peloton Interactive, Inc.'s (NASDAQ:PTON) Shares After Tumbling 33%

To the annoyance of some shareholders, Peloton Interactive, Inc. ( NASDAQ:PTON ) shares are down a considerable 33% in...
Narrativ-Update • Jan 25

PTON: Future Outlook Will Balance AI Coaching Adoption With Elevated Subscriber Churn Risk

Peloton Interactive's updated analyst price target has shifted modestly. This reflects a mix of reduced subscriber expectations from some analysts, who now see greater churn in the model, and slightly higher targets from others following recent earnings adjustments.
Narrativ-Update • Jan 10

PTON: Execution On Engagement And Retention Will Drive Future Upside Potential

Analysts have modestly adjusted their outlook on Peloton Interactive, with published price targets now ranging between about US$6.50 and US$8.25. This reflects updated subscriber assumptions and recent earnings model revisions.
Narrativ-Update • Dec 16

PTON: Future Outlook Will Balance AI Coaching Opportunity With Elevated Churn Risk

Peloton Interactive's fair value estimate has been nudged higher by $1.00 per share to $6.00. Analysts are balancing modestly improved long term growth and margin expectations, including benefits from product and pricing initiatives, against a more cautious view on churn and subscriber additions.
Narrativ-Update • Dec 01

PTON: Major Product Overhaul And Higher Prices Will Drive Future Member Engagement

Peloton Interactive’s analyst price target has shifted slightly lower, from $10.48 to $10.43, as analysts point to evolving subscriber expectations and uncertainty about the impact of new product features in light of recent price increases. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Peloton Interactive's outlook, with opinions divided on execution, valuation, and prospects for subscriber growth as business strategies evolve.
Narrativ-Update • Nov 17

PTON: Major Product Overhaul And Price Increases Will Drive Stronger User Engagement

Peloton Interactive’s analyst fair value price target has increased from $10.18 to $10.48, as analysts cite product upgrades, expanded wellness offerings, and higher subscription and hardware pricing as supportive of an improving long-term outlook. This comes despite questions around subscriber growth amid these changes.
Analyseartikel • Nov 09

Earnings Beat: Peloton Interactive, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Peloton Interactive, Inc. ( NASDAQ:PTON ) had a good week, as its shares rose 5.5% to close at US$7.66...
Narrativ-Update • Nov 02

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

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.
Narrativ-Update • Oct 18

Digital And Holistic Fitness Will Redefine Future Markets

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.
Narrativ-Update • Oct 04

Digital And Holistic Fitness Will Redefine Future Markets

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.
Narrativ-Update • Aug 08

Digital And Holistic Fitness Will Redefine Future Markets

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.
Analyseartikel • Jul 24

Why Investors Shouldn't Be Surprised By Peloton Interactive, Inc.'s (NASDAQ:PTON) P/S

With a median price-to-sales (or "P/S") ratio of close to 1.2x in the Leisure industry in the United States, you could...
Seeking Alpha • Mar 31

Peloton: A Turnaround Story That Hasn't Turned (Rating Downgrade)

Summary I was bullish on Peloton Interactive, Inc. when it was undervalued, but its financials no longer support a strong investment case. While free cash flow is improving, the company’s lack of revenue growth makes it hard to justify a bullish stance. Peloton’s high operating expenses and net debt position mean shareholders won’t see real value creation for at least two years. At 12x forward free cash flow, PTON stock isn’t cheap enough given its uncertain path to growth. Read the full article on Seeking Alpha
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Neues Narrativ • Mar 21

Partnering With Costco Will Expand Member Reach In The Future

Innovation in products and experiences is set to boost member acquisition, engagement, and revenue growth.
Analyseartikel • Mar 09

Peloton Interactive, Inc.'s (NASDAQ:PTON) Popularity With Investors Under Threat As Stock Sinks 26%

To the annoyance of some shareholders, Peloton Interactive, Inc. ( NASDAQ:PTON ) shares are down a considerable 26% in...
Seeking Alpha • Feb 24

Peloton: Stable And Poised For Growth

Summary Peloton's initial pandemic-driven success led to overexpansion under CEO John Foley, resulting in a stock crash and his eventual ousting. Post-Foley, Peloton implemented restructuring programs, including job cuts and operational wind-downs, to stabilize the business and improve margins. These measures have been effective, with Peloton raising its FY 2025 Adjusted EBITDA guidance to $300 - $350 million and projecting free cash flow of at least $200 million. The company appears poised for future growth, having addressed the issues that previously threatened its solvency. Read the full article on Seeking Alpha
Analyseartikel • Feb 08

Earnings Update: Here's Why Analysts Just Lifted Their Peloton Interactive, Inc. (NASDAQ:PTON) Price Target To US$9.96

It's been a good week for Peloton Interactive, Inc. ( NASDAQ:PTON ) shareholders, because the company has just released...
Analyseartikel • Jan 21

At US$8.27, Is It Time To Put Peloton Interactive, Inc. (NASDAQ:PTON) On Your Watch List?

Peloton Interactive, Inc. ( NASDAQ:PTON ), might not be a large cap stock, but it led the NASDAQGS gainers with a...
Seeking Alpha • Jan 14

Peloton: Valuation Not As Attractive As You Might Think

Summary Peloton's stock appears overvalued despite a low P/S ratio and recent price gains, due to declining sales and a weak connected fitness market. The connected fitness industry is in decline, with user numbers falling since the pandemic and expected to continue decreasing until 2027. PTON's user base and revenue are shrinking faster than the industry average, raising concerns about its market share and future growth prospects. Despite improved profitability metrics, the Company's high market cap relative to the industry's future value and lack of growth make it a sell. Read the full article on Seeking Alpha
Seeking Alpha • Jan 05

Peloton: Encouraging Progress, But Members Are Still Declining

Summary Shares of Peloton have rebounded over the past few months over excitement about the company's cost-cutting plan and its incoming CEO, Peter Stern (a former Apple Fitness+ executive). The company has also struck a new partnership with Truemed to enable U.S. customers to use HSA/FSA funds for Peloton purchases. Still, we are concerned about declining subscriber counts. The company expects to lose 9% of its subscriber base in FY25. Trading at ~16x forward adjusted EBITDA, Peloton is already priced at a premium despite tremendous execution risks. Read the full article on Seeking Alpha
Analyseartikel • Dec 17

Peloton Interactive, Inc.'s (NASDAQ:PTON) 32% Share Price Surge Not Quite Adding Up

Peloton Interactive, Inc. ( NASDAQ:PTON ) shares have continued their recent momentum with a 32% gain in the last month...
Seeking Alpha • Dec 05

Peloton Interactive: Pedaling Hard, Going Nowhere

Summary Peloton's restructuring efforts are on track, but revenue is deteriorating, with a significant decline in hardware sales and subscriptions expected to continue. Despite cost-saving measures, PTON's share price is overvalued, with negative revenue growth and high debt-to-equity ratio making it relatively unattractive as compared to its peers. PTON's new software initiatives like Strength+ and Team aim to drive growth, but their impact on revenue remains uncertain. Investors should avoid PTON stock for now and monitor its cost restructuring progress; potential future re-evaluation if revenue stabilizes despite cost cuts. Valuation analysis based on PTON's FY2025 EBITDA of $260 million suggests that PTON is slightly overvalued. Further deterioration if PTON is unable to maintain its topline. Read the full article on Seeking Alpha
Seeking Alpha • Nov 11

Peloton: Big Cost Improvement, Decent CEO Hiring, More Upside Ahead

Summary Peloton's Q3 earnings exceeded expectations, with $115 million adjusted EBITDA, driven by significant cost cuts and better-than-expected revenue and subscriber numbers. The company raised its 2025 fiscal year adjusted EBITDA guidance to $240-$290 million, reflecting conservative estimates and potential for further upside. New CEO Peter Stern, with a strong background from Apple and Time Warner, aims to grow subscribers while maintaining cost discipline. Valuation is improving with EBITDA and free cash generation; potential acquirers could pay 5x subscription gross profit, indicating over 50% upside potential. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:PTON - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
6/30/20282,4501853694009
6/30/20272,43714736438821
6/30/20262,4346035237321
3/31/20262,44523401414N/A
12/31/20252,438-51345358N/A
9/30/20252,456-104380392N/A
6/30/20252,491-119324333N/A
3/31/20252,528-171237249N/A
12/31/20242,621-291151164N/A
9/30/20242,691-393826N/A
6/30/20242,701-552-86-66N/A
3/31/20242,699-763-186-154N/A
12/31/20232,730-872-250-207N/A
9/30/20232,779-1,012-307-264N/A
6/30/20232,800-1,262-470-388N/A
3/31/20232,837-2,275-808-674N/A
12/31/20223,052-2,756-1,499-1,304N/A
9/30/20223,394-2,860-1,968-1,662N/A
6/30/20223,582-2,828-2,373-2,020N/A
3/31/20223,840-1,886-2,640-2,277N/A
12/31/20214,138-1,137-2,097-1,758N/A
9/30/20214,069-634-1,472-1,113N/A
6/30/20214,022-189-570-240N/A
3/31/20213,692213389687N/A
12/31/20202,954166548854N/A
9/30/20202,35648569765N/A
6/30/20201,826-72220376N/A
3/31/20201,442-208-12916N/A
12/31/20191,234-191N/A-96N/A
9/30/20191,031-241N/A-155N/A
6/30/2019915-246N/A-109N/A
3/31/2019798-209N/A-80N/A
6/30/2018435-48N/A50N/A
6/30/2017219-163N/A-19N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: PTONDas prognostizierte Gewinnwachstum (44.4% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: PTONDie Erträge des Unternehmens (44.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (18.9% pro Jahr).

Hohe Wachstumserträge: PTONEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: PTONDie Einnahmen des Unternehmens (2.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13% pro Jahr).

Hohe Wachstumseinnahmen: PTONDie Einnahmen des Unternehmens (2.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: PTONDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (188.4%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/21 15:55
Aktienkurs zum Tagesende2026/06/18 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/06/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Peloton Interactive, Inc. wird von 37 Analysten beobachtet. 21 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jasper HellwegArgus Research Company
null nullArgus Research Company
Jonathan KompBaird