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 fiscal Q1 results exceeded expectations with Connected Fitness subscriptions, revenue, and adjusted EBITDA surpassing the upper end of its guidance. Nonetheless, the company's fiscal 2025 revenue outlook remains unaltered, indicating ongoing stress on the subscriber base and an ambiguous trajectory towards growth.
The firm's more optimistic view on Peloton follows fiscal Q1 results that exceeded expectations with a significant EBITDA and an increase in FY25 guidance, surpassing the consensus forecast. The firm holds a conviction that Peloton's EBITDA could surpass $300M in the current year and potentially exceed $400M in the coming years.
The company is achieving a quicker profitability increase than anticipated, and there appears to be potential for additional cost efficiencies in the near future. Despite these improvements, the sustainability of Peloton's return to profitable growth over the long term is uncertain due to a diminishing subscriber base.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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泰尔西咨询分析师Joe Feldman维持$Peloton Interactive (PTON.US)$持有评级，维持目标价9美元。
根据TipRanks数据显示，该分析师近一年总胜率为58.3%，总平均回报率为8.0%。
此外，综合报道，$Peloton Interactive (PTON.US)$近期主要分析师观点如下：
Peloton的财季Q1结果超出预期，连接健身订阅、营业收入和调整后的EBITDA均超过了其指引的上限。然而，该公司对2025财年营业收入的预期保持不变，表明订户基数仍面临压力，增长路径暧昧。
该公司对Peloton持更加乐观的看法，这是基于财季Q1的结果超出预期，具有显著的EBITDA和FY25指引增长，超过共识预测。该公司坚信Peloton的EBITDA可能在当年超过30000万美元，并有望在未来几年超过40000万美元。
该公司的盈利增长速度比预期更快，并且未来有进一步降低成本的潜力。尽管有这些进展，由于订户基数正在减少，Peloton长期回归盈利增长的可持续性是不确定的。
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