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Peloton Stock Up - Goldman Sets Wall Street High Price Target

Peloton Stock Up - Goldman Sets Wall Street High Price Target

派洛頓股票向上-高盛集華爾街高價目標
TheStreet ·  2020/07/20 17:17

Shares of Peloton( PTON ) - Get Reporton Monday were higher after Goldman Sachs analysts raised their price target on the home-workout-technology company to a Wall-Street-high $84 a share from $66.

大派洛頓股份 普頓 )-獲取報告星期一後更高 高盛 分析師將其對家庭鍛煉技術公司的價格目標從 66 美元提高到華爾街的高點每股 84 美元。

The investment firm affirmed its buy rating on Peloton shares.

該投資公司確認了其對 Ploton 股票的買入評級。

The firm said sustained demand and above-average delivery wait times point to connected-subscriber growth exceeding Goldman's prior guidance estimates.

該公司表示,持續的需求和高於平均水平的交付等待時間指向連接的用戶增長超過了 Goldman 的事先指導估計。

Goldman's note says the subscriber growth is not simply a pull-forward of potential subscribers due to Peloton's "relatively low penetration of the fitness market."

高盛的說明說,由於 Peloton 的「健身市場的滲透率相對較低」,用戶增長並不僅僅是潛在用戶的前進。

Instead, the New York company is "increasing the consumer value proposition for both Peloton products and the broader digital ecosystem."

取而代之的是,紐約公司正在「提高 Peloton 產品和更廣泛的數字生態系統的消費者價值主張」。

Goldman now expects Peloton's revenue to rise 13.5% per year between 2020 and 2022 with its adjusted gross profits expected to climb 13.2% annually over the same time period.

高盛現在預計,在 2020 年至 2022 年期間,伯洛頓的收入將每年上升 13.5%,其調整後的毛利預計將在同一時間內每年攀升 13.2%。

Peloton shares at last check jumped 9.1% to $63.85.

上次檢查中的伯洛頓股價躍升 9.1%,至 63.85 美元。

Peloton is part of a group of e-commerce companies on which Goldman Sachs is more bullish as the coronavirus pandemic lockdown drags on in the U.S.

Peloton 是一家電子商務公司的一部分,隨著冠狀病毒大流行封鎖在美國的推動,高盛(Goldman Sachs)更加看漲。

Monday's note says that Internet stocks have returned a positive 39% on a market-capitalization-weighted basis. That compares with flat returns from the S&P 500, which marks a "significant reversal in performance" since March 16, when internet stocks had returned -18%.

週一的附註稱,互聯網股票在市值化加權的基礎上回報了 39% 的正值。這與來自的單一回報進行比較 標普 500,這標誌著自 3 月 16 日以來的「業績重大逆轉」,當時互聯網股市回報了 -18%。

"Major outperformers during this period include Amazon,( AMZN ) - Get ReportEtsy,( ETSY ) - Get ReportWayfair,( W ) - Get Reportand Peloton, each of which benefited from an acceleration in ecommerce demand amid shelter-in-place measures," Goldman's note said.

「在此期間表現優秀的主要包括 亞馬遜, ( AMZN )-獲取報告表,( ETSY )-取得報道展覽會,( W )-獲取 Reportand Peloton,每個人都受益於在就地避難所措施中的電子商務需求的加速,」高盛的筆記說。

Last week, analysts at UBS downgraded Peloton to neutral from buy on valuation concerns, though the firm also raised its price target $58 from $48 on increased earnings estimates.

上周,瑞銀的分析師因估值擔憂而將 Peloton 從買入下調至中性,儘管由於盈利估計的增加,該公司還將其目標價格從 48 美元提高至 48 美元。

"We believe the stock is fairly valued at these levels, as investors are already pricing in a high degree of expectations for forward subscriber/revenue growth and [for a] path toward profitability in the coming years, UBS's note stated.

瑞銀指出:「我們認為股票在這些水平上具有相當的價值,因為投資者已經對遠期訂戶/收入增長有很高的期望,並且在未來幾年實現盈利能力的道路。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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