Peloton Interactive（PTON）株式概要
Peloton Interactive, Inc.はフィットネスとウェルネスの製品とサービスを北米と海外で提供しています。 詳細
PTON Community Fair Values
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Analyst Price Targets
Peloton Interactive, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$5.72 |
| 52週高値 | US$9.20 |
| 52週安値 | US$3.65 |
| ベータ | 2.53 |
| 1ヶ月の変化 | 8.13% |
| 3ヶ月変化 | 41.23% |
| 1年変化 | -6.46% |
| 3年間の変化 | -30.75% |
| 5年間の変化 | -95.12% |
| IPOからの変化 | -77.80% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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
新しいナラティブ • 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.分析記事 • 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分析記事 • 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...分析記事 • 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 AlphaSeeking 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分析記事 • 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 AlphaSeeking 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株主還元
| PTON | US Leisure | US 市場 | |
|---|---|---|---|
| 7D | 2.7% | 0.5% | 2.3% |
| 1Y | -6.5% | 16.2% | 25.5% |
業界別リターン: PTON過去 1 年間で16.2 % の収益を上げたUS Leisure業界を下回りました。
リターン対市場: PTONは、過去 1 年間で25.5 % のリターンを上げたUS市場を下回りました。
価格変動
| PTON volatility | |
|---|---|
| PTON Average Weekly Movement | 8.6% |
| Leisure Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: PTON 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PTONの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | 2,631 | Peter Stern | www.onepeloton.com |
Peloton Interactive, Inc.はフィットネスとウェルネスの製品とサービスを北米と海外で提供している。同社はPeloton Bike、Peloton Bike+、Peloton Tread、Peloton Tread+、Peloton Rowなどのコネクテッドフィットネス製品を提供。また、通い放題、レンタル、ペロトンアプリの会員権も提供している。さらに、Peloton Bike+製品のリースも行っている。同社はeコマース、インサイドセールス、小売ショールーム、第三者小売業者を通じて製品を販売している。ペロトン・インタラクティブは2012年に設立され、ニューヨーク州ニューヨークに本社を置いている。
Peloton Interactive, Inc. 基礎のまとめ
| PTON 基礎統計学 | |
|---|---|
| 時価総額 | US$2.51b |
| 収益（TTM） | US$23.20m |
| 売上高(TTM) | US$2.45b |
106.8x
PER（株価収益率1.0x
P/SレシオPTON は割高か？
公正価値と評価分析を参照収益と収入
| PTON 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.45b |
| 売上原価 | US$1.17b |
| 売上総利益 | US$1.27b |
| その他の費用 | US$1.25b |
| 収益 | US$23.20m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.054 |
| グロス・マージン | 51.96% |
| 純利益率 | 0.95% |
| 有利子負債／自己資本比率 | -537.2% |
PTON の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/16 07:23 |
| 終値 | 2026/06/16 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Peloton Interactive, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Jasper Hellweg | Argus Research Company |
| Jonathan Komp | Baird |