Peloton Interactive, Inc.

NasdaqGS:PTON 株式レポート

時価総額:US$2.3b

Peloton Interactive 配当と自社株買い

配当金 基準チェック /06

Peloton Interactive配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-0.2%

バイバック利回り

総株主利回り-0.2%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

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
User avatar
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 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
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 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

決済の安定と成長

配当データの取得

安定した配当: PTONの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: PTONの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Peloton Interactive 配当利回り対市場
PTON 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (PTON)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Leisure)2.7%
アナリスト予想 (PTON) (最長3年)0%

注目すべき配当: PTONは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: PTONは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: PTONの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: PTONが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

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2026/05/18 12:32
終値2026/05/15 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。38

アナリスト機関
Jasper HellwegArgus Research Company
null nullArgus Research Company
Jonathan KompBaird