Telsey Advisory analyst Dana Telsey maintains $Peloton Interactive (PTON.US)$ with a hold rating, and adjusts the target price from $5 to $9.
According to TipRanks data, the analyst has a success rate of 37.9% and a total average return of -1.8% 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 reported fiscal Q1 results that surpassed expectations, with Connected Fitness subscriptions, revenue, and adjusted EBITDA all exceeding the upper bounds of its guidance. Nevertheless, the company's fiscal 2025 revenue forecasts remain unaltered, hinting at ongoing stress on the subscriber base and an ambiguous trajectory towards renewed growth.
Peloton's fiscal Q1 earnings surpassed expectations with a significant EBITDA beat, prompting a more optimistic view on the company's financial performance. The recent increase in FY25 guidance to a range notably higher than current consensus estimates suggests potential for the company to surpass $300M in EBITDA this year, with the possibility of reaching over $400M in the ensuing years.
The company is exhibiting a swifter profitability ramp-up than previously expected, with potential for additional cost efficiencies in the short term. Nonetheless, given the diminishing subscriber numbers, the pathway to sustained profitable growth for Peloton remains uncertain.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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泰爾西諮詢分析師Dana Telsey維持$Peloton Interactive (PTON.US)$持有評級，並將目標價從5美元上調至9美元。
根據TipRanks數據顯示，該分析師近一年總勝率為37.9%，總平均回報率為-1.8%。
此外，綜合報道，$Peloton Interactive (PTON.US)$近期主要分析師觀點如下：
Peloton報告了財政第一季度的業績，超出了預期，Connected Fitness訂閱、營業收入和調整後的EBITDA都超出了其指導範圍的上限。然而，公司2025財年的營業收入預測保持不變，暗示着對訂閱基礎持續壓力和朝向重啓增長的軌跡尚不明朗。
Peloton的財政第一季度收益超出預期，顯著超過EBITDA水平，促使更樂觀地看待公司的財務表現。最近將財年2025指導範圍提高到明顯高於當前共識估計的水平，暗示公司今年可能超過30000萬美元的EBITDA，並有可能在未來幾年達到40000萬美元以上。
公司的盈利速度比之前預期的要快，短期內有進一步的成本效率提升潛力。然而，鑑於訂閱人數減少，Peloton實現持續盈利增長的道路仍不確定。
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