Peloton InteractivePTON
About: Peloton Interactive Inc operates an interactive fitness platform. It operates its business in two reportable segments: Connected Fitness Products and Subscription. Connected Fitness Product revenue consists of bike and tread and related accessories sales, associated fees for delivery and installation, and extended warranty agreements. Subscription revenue is generated from monthly Connected Fitness Subscription and Digital Subscription. The company generates maximum revenue from the Subscription segment. Geographically, the company derives a majority of its revenue from North America and the rest from the International markets.
Employees: 2,322
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
42% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 67
38% more call options, than puts
Call options by funds: $108M | Put options by funds: $77.9M
31% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 112
4% more funds holding
Funds holding: 431 [Q4 2024] → 448 (+17) [Q1 2025]
2.31% less ownership
Funds ownership: 95.67% [Q4 2024] → 93.36% (-2.31%) [Q1 2025]
27% less capital invested
Capital invested by funds: $3.02B [Q4 2024] → $2.21B (-$819M) [Q1 2025]
30% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 7 (-3) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Macquarie Paul Golding | 44%upside $10 | Outperform Upgraded | 13 May 2025 |
Goldman Sachs Eric Sheridan | 1%upside $7 | Neutral Maintained | 9 May 2025 |
Telsey Advisory Group Dana Telsey | 15%upside $8 | Market Perform Maintained | 9 May 2025 |
Truist Securities Youssef Squali | 58%upside $11 | Buy Upgraded | 28 Apr 2025 |
Morgan Stanley Lauren Schenk | 43%downside $4 | Equal-Weight Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 15 articles about PTON published over the past 30 days









