This Peloton Interactive Analyst Gives A Double Upgrade, Raises Forecast By More Than 100%
This Peloton Interactive Analyst Gives A Double Upgrade, Raises Forecast By More Than 100%
Shares of Peloton Interactive Inc (NASDAQ:PTON) have been climbing after the company smashed first-quarter sales estimates last week.
Peloton Interactive股票（納斯達克代碼：PTON）在公司上週打破第一季度銷售預期後一直在上漲。
The company can generate over $300 million in EBITDA this year and more than $400 million over the next few years, according to BofA Securities.
根據美國銀行證券的說法，該公司今年可以實現超過30000萬美元的EBITDA，未來幾年超過40000萬美元。
Analyst Curtis Nagle upgraded the rating for Peloton Interactive from Underperform to Buy, while raising the price target from $3.75 to $9.00.
分析師柯蒂斯·納格爾將Peloton Interactive的評級從表現不佳升級爲買入，同時將價格目標從3.75美元上調至9.00美元。
The Peloton Interactive Thesis: The company reported its fiscal first-quarter EBITDA "much higher than expected" and raised its fiscal 2025 guidance to a range of $240 million to $290 million, Nagle said in the upgrade note.
Peloton Interactive論點：納格爾在升級通知中表示，公司報告的財政第一季度EBITDA「遠高於預期」，並將其財政2025年的指導範圍調高至24000萬至29000萬美元。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
The full-year guidance appears conversative, "as it implies a deceleration through the year," he added.
他補充說，全年指導顯得保守，「因爲這意味着隨着年度的推移將會減速」。
"To date, growth initiatives have yet to take hold, but strategies around more personalized offers, more emphasis on the tread market (2x bike) and men (mix grew 9% in F1Q25) and retail distribution could at a minimum stabilize user tends," the analyst wrote.
分析師寫道：「到目前爲止，增長舉措尚未見成效，但圍繞更個性化的優惠、更多關於踏步機市場（2倍自行車）和男性的策略（在F1Q25中增長了9%），以及零售分銷可能會至少穩定用戶趨勢。」
Peloton CEO Peter Stern sees "a large opportunity for more OPEX cuts, higher hardware margins and subscription price increases."
Peloton首席執行官彼得·斯特恩認爲，「進一步減少營運支出、提高硬件利潤率和提高訂閱價格的機會巨大。」
Price Action: Shares of Peloton Interactive had risen by 6.32% to $7.71 at the time of publication on Monday.
股價走勢：Peloton Interactive的股價在週一發佈時上漲了6.32%，至7.71美元。
Read More:
閱讀更多：
- Could Peloton Be Moving Away From DEI?
- Peloton是否正在偏離DEI？
Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。
