Added to YB: 2025-11-04
Pitch date: 2025-11-01
PTON [bearish]
Peloton Interactive, Inc.
+10.66%
current return
Author Info
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Company Info
Peloton Interactive, Inc. provides fitness and wellness products and services in North America and internationally.
Market Cap
$3.0B
Pitch Price
$7.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.39
P/E
-23.82
EV/Sales
1.56
Sector
Leisure Products
Category
N/A
Show full summary:
Peloton Earnings Preview: Record Subscriber Loss in Sight as Subscription Headwinds Mount
PTON short: Subscription biz weakening w/ 75k QoQ drop to 2.8M subs, expect 100k+ loss next Q. Mobile usage -24% YoY, web traffic falling. Subscriptions = 60-65% revenue, so churn risk significant. OpEx cut 25% YoY helps but can't offset shrinking membership. Sub-$400M sub revenue likely.
Read full article (2 min)