Telsey Advisory analyst Joe Feldman maintains $Peloton Interactive (PTON.US)$ with a hold rating, and maintains the target price at $9.
According to TipRanks data, the analyst has a success rate of 58.3% and a total average return of 8.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Peloton Interactive (PTON.US)$'s main analysts recently are as follows:
Peloton's recent fiscal Q1 results exceeded expectations, with Connected Fitness subscriptions, revenue, and adjusted EBITDA surpassing the upper limits of its forecasts. Despite these positive outcomes, the unchanged fiscal 2025 revenue guidance hints at sustained pressure on the subscriber base and a nebulous trajectory toward renewed growth for the business.
Following a fiscal Q1 that delivered EBITDA figures surpassing expectations, and an uptick in FY25 guidance to a range of $240M-$290M compared to the consensus estimate of $232M, there is an anticipation that Peloton could surpass $300M in EBITDA for the current year. The potential to achieve over $400M in EBITDA in the coming years is also seen as possible.
The company is on a path to achieve profitability quicker than initially expected, and there appears to be potential for additional cost efficiencies in the near term. Despite these improvements, the challenge of how the company will sustain profitable growth over the long term persists in light of a diminishing subscriber base.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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泰爾西諮詢分析師Joe Feldman維持$Peloton Interactive (PTON.US)$持有評級，維持目標價9美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.3%，總平均回報率為8.0%。
此外，綜合報道，$Peloton Interactive (PTON.US)$近期主要分析師觀點如下：
Peloton最近的第一財季業績超出了預期，互聯健身的訂閱量、收入和調整後的息稅折舊攤銷前利潤超過了其預測的上限。儘管取得了這些積極成果，但不變的2025財年收入指引表明，訂戶群面臨持續的壓力，業務恢復增長的軌跡模糊不清。
在第一財季度的息稅折舊攤銷前利潤數據超出預期，以及與市場普遍預期的2.32億美元相比，25財年的預期上升至2.4億美元至2.9億美元，此後，預計Peloton今年的息稅折舊攤銷前利潤可能超過3億美元。在未來幾年實現超過4億美元的息稅折舊攤銷前利潤也被認爲是可能的。
該公司正走上比最初預期更快地實現盈利的道路，而且短期內似乎有可能提高成本效益。儘管有這些改進，但鑑於用戶群的減少，公司如何長期維持盈利增長的挑戰仍然存在。
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