Added to YB: 2026-01-29
Pitch date: 2026-01-27
PTON [bullish]
Peloton Interactive, Inc.
-25.59%
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
$2.0B
Pitch Price
$5.94
Price Target
12.00 (+171%)
Dividend
N/A
EV/EBITDA
11.07
P/E
-37.04
EV/Sales
1.12
Sector
Leisure Products
Category
turnaround
Our Q4 2025 Letter & Look Ahead: PTON
PTON (added to position): Wellness strategy shift from $6B fitness equipment to $7T health market. Q2 holiday sales robust despite subscription price increases. Est 2.69M subs (vs 2.73M Q1). Guided 2026: $2.45B rev, $450M EBITDA, $250M FCF but likely conservative given 15-20% price hikes. May debt refi saves $40M annually. Believe stock should double to match peer multiples.
Read full article (4 min)