Peloton Interactive, Inc.

NasdaqGS:PTON 주식 리포트

시가총액: US$2.3b

Peloton Interactive 향후 성장

Future 기준 점검 4/6

Peloton Interactive (는) 각각 연간 55.4% 및 1.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 56.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 220.9% 로 예상됩니다.

핵심 정보

55.4%

이익 성장률

56.87%

EPS 성장률

Leisure 이익 성장36.4%
매출 성장률1.9%
향후 자기자본이익률220.94%
애널리스트 커버리지

Good

마지막 업데이트01 May 2026

최근 향후 성장 업데이트

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

Nov 09
Earnings Beat: Peloton Interactive, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Recent updates

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.

The Reasons I Am Avoiding Owning Peloton Interactive Just Yet

Apr 10

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.

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.

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.

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.

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.

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

Feb 06
More Unpleasant Surprises Could Be In Store For Peloton Interactive, Inc.'s (NASDAQ:PTON) Shares After Tumbling 33%

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.

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.

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.

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.

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.

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

Nov 09
Earnings Beat: Peloton Interactive, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

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.

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.

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.

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.

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

Jul 24
Why Investors Shouldn't Be Surprised By Peloton Interactive, Inc.'s (NASDAQ:PTON) P/S

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

Mar 31
User avatar

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.

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

Mar 09
Peloton Interactive, Inc.'s (NASDAQ:PTON) Popularity With Investors Under Threat As Stock Sinks 26%

Peloton: Stable And Poised For Growth

Feb 24

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

Feb 08
Earnings Update: Here's Why Analysts Just Lifted Their Peloton Interactive, Inc. (NASDAQ:PTON) Price Target To US$9.96

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

Jan 21
At US$8.27, Is It Time To Put Peloton Interactive, Inc. (NASDAQ:PTON) On Your Watch List?

Peloton: Valuation Not As Attractive As You Might Think

Jan 14

Peloton: Encouraging Progress, But Members Are Still Declining

Jan 05

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

Dec 17
Peloton Interactive, Inc.'s (NASDAQ:PTON) 32% Share Price Surge Not Quite Adding Up

Peloton Interactive: Pedaling Hard, Going Nowhere

Dec 05

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

Nov 11

Optimistic Investors Push Peloton Interactive, Inc. (NASDAQ:PTON) Shares Up 32% But Growth Is Lacking

Oct 24
Optimistic Investors Push Peloton Interactive, Inc. (NASDAQ:PTON) Shares Up 32% But Growth Is Lacking

Peloton Interactive Stock: Sell Before Q1 Earnings (Rating Downgrade)

Oct 23

이익 및 매출 성장 예측

NasdaqGS:PTON - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20282,4521883453717
6/30/20272,44413334730720
6/30/20262,4296128931020
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
12/31/20191,234-191-202-96N/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

애널리스트 향후 성장 전망

수입 대 저축률: PTON 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: PTON (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: PTON 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: PTON 의 수익(연간 1.9%)이 US 시장(연간 11.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: PTON 의 수익(연간 1.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: PTON의 자본 수익률은 3년 후 220.9%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 23:33
종가2026/05/04 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Peloton Interactive, Inc.는 38명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jasper HellwegArgus Research Company
null nullArgus Research Company
Jonathan KompBaird