Added to YB: 2025-10-23
Pitch date: 2025-10-20
PTON [neutral]
Peloton Interactive, Inc.
-12.1%
current return
Author Info
Open Insights is a collaboration between Open Square Capital & HFI Research. Sign up for the newsletter.
Company Info
Peloton Interactive, Inc. provides fitness and wellness products and services in North America and internationally.
Market Cap
$3.0B
Pitch Price
$7.44
Price Target
9.40 (+44%)
Dividend
N/A
EV/EBITDA
17.39
P/E
-23.82
EV/Sales
1.56
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.
Read full article (4 min)