Added to YB: 2025-10-23
Pitch date: 2025-10-20
PTON [neutral]
Peloton Interactive, Inc.
-28.36%
current return
Author Info
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Company Info
Peloton Interactive, Inc. operates integrated fitness platform in North America and internationally. The company offers connected fitness products under the Peloton Bike, Peloton Bike+, Peloton Tread, Peloton Tread+, Peloton Guide, and Peloton Row names.
Market Cap
$2.7B
Pitch Price
$7.44
Price Target
9.40 (+76%)
Dividend
N/A
EV/EBITDA
36.84
P/E
-14.91
EV/Sales
1.48
Sector
Leisure Products
Category
turnaround
Peloton's Push for Growth
PTON (overview): Apple exec Peter Stern leading turnaround w/ new AI-powered Cross Training products, price increases (+15-20% boosting EBITDA $160M), cost cuts ($100M opex reduction), shift from fitness to health/wellness. FY26 guide: $2.5B rev, $425M EBITDA, $200M FCF (likely conservative). $3B mkt cap, $460M net debt. Sticky subs (lower churn than Netflix). Risks: tariffs, inventory.
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