Peloton InteractivePTON
About: Peloton Interactive Inc operates an interactive fitness platform. It operates its business in two reportable segments: Connected Fitness Products and Subscription. Connected Fitness Product revenue consists of bike and tread and related accessories sales, associated fees for delivery and installation, and extended warranty agreements. Subscription revenue is generated from monthly Connected Fitness Subscription and Digital Subscription. The company generates maximum revenue from the Subscription segment. Geographically, the company derives a majority of its revenue from North America and the rest from the International markets.
Employees: 2,322
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
104% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 55
102% more capital invested
Capital invested by funds: $1.5B [Q3] → $3.02B (+$1.52B) [Q4]
88% more call options, than puts
Call options by funds: $280M | Put options by funds: $149M
12% more funds holding
Funds holding: 375 [Q3] → 420 (+45) [Q4]
11% more funds holding in top 10
Funds holding in top 10: 9 [Q3] → 10 (+1) [Q4]
6.1% more ownership
Funds ownership: 89.38% [Q3] → 95.49% (+6.1%) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 107
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Macquarie Paul Golding 65% 1-year accuracy 31 / 48 met price target | 5%upside $9 | Neutral Maintained | 10 Feb 2025 |
Goldman Sachs Eric Sheridan 65% 1-year accuracy 33 / 51 met price target | 17%upside $10 | Neutral Maintained | 10 Feb 2025 |
Citigroup Ronald Josey 83% 1-year accuracy 48 / 58 met price target | 17%upside $10 | Neutral Maintained | 10 Feb 2025 |
Telsey Advisory Group Dana Telsey 49% 1-year accuracy 94 / 190 met price target | 29%upside $11 | Market Perform Maintained | 7 Feb 2025 |
UBS Arpine Kocharyan 100% 1-year accuracy 1 / 1 met price target | 17%upside $10 | Neutral Upgraded | 6 Dec 2024 |
Financial journalist opinion
Based on 25 articles about PTON published over the past 30 days
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