Truist Financial analyst Youssef Squali maintains $Peloton Interactive (PTON.US)$ with a hold rating, and sets the target price at $10.
According to TipRanks data, the analyst has a success rate of 53.0% and a total average return of 10.7% 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 delivered fiscal Q1 results that surpassed expectations, with Connected Fitness subscriptions, revenue, and adjusted EBITDA all exceeding the upper range of guidance. Despite these positive outcomes, the unchanged fiscal 2025 revenue guidance implies ongoing challenges in expanding the subscriber base and an uncertain trajectory towards growth for the company.
The adjustment of expectations for Peloton comes after a fiscal Q1 that surpassed estimates with a notably higher EBITDA than anticipated. Further optimism is derived from the increased guidance for FY25, now expected to be between $240M and $290M, compared to the previous consensus. The belief that Peloton could surpass $300M in EBITDA this year is supported by projections that it could potentially reach over $400M in the coming years.
The company is on a path to quicker than expected profitability improvement, with potential for additional cost efficiencies in the short term. Nevertheless, the decline in the subscriber base presents uncertainties regarding the company's ability to achieve sustainable profitable growth.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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儲億銀行分析師Youssef Squali維持$Peloton Interactive (PTON.US)$持有評級，目標價10美元。
根據TipRanks數據顯示，該分析師近一年總勝率為53.0%，總平均回報率為10.7%。
此外，綜合報道，$Peloton Interactive (PTON.US)$近期主要分析師觀點如下：
Peloton交付了超出預期的財務季度第一季度成績，連接健身訂閱、營業收入和調整後的EBITDA均超過了指導範圍的上限。儘管取得了這些積極的成果，但不變的2025財政年度營業收入預測暗示着在擴大訂戶基礎和公司不確定的增長軌跡方面仍面臨挑戰。
對Peloton預期的調整是在超出預期的財務季度第一季度之後進行的，其EBITDA明顯高於預期。進一步的樂觀情緒源於FY25的增加指引，目前預計在24000萬美元至29000萬美元之間，相比之前的共識。相信Peloton今年的EBITDA可能超過30000萬美元的信念得到的支持，因爲根據預測，它有可能在未來幾年達到40000萬美元以上。
公司正在走向比預期更快的盈利改善道路，短期內可能會實現額外的成本效益。然而，訂戶基礎的下降存在着關於公司能否實現可持續盈利增長的不確定性。
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