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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
109% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 56
104% more capital invested
Capital invested by funds: $1.48B [Q3] → $3.02B (+$1.54B) [Q4]
88% more call options, than puts
Call options by funds: $280M | Put options by funds: $149M
14% more funds holding
Funds holding: 375 [Q3] → 429 (+54) [Q4]
11% more funds holding in top 10
Funds holding in top 10: 9 [Q3] → 10 (+1) [Q4]
7.25% more ownership
Funds ownership: 88.41% [Q3] → 95.66% (+7.25%) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 109
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Truist Securities Youssef Squali 40% 1-year accuracy 28 / 70 met price target | 60%upside $11 | Buy Upgraded | 28 Apr 2025 |
Morgan Stanley Lauren Schenk 91% 1-year accuracy 20 / 22 met price target | 42%downside $4 | Equal-Weight Maintained | 17 Apr 2025 |
B of A Securities Curtis Nagle 29% 1-year accuracy 5 / 17 met price target | 38%upside $9.50 | Buy Maintained | 15 Apr 2025 |
JP Morgan Doug Anmuth 69% 1-year accuracy 36 / 52 met price target | 2%upside $7 | Neutral Maintained | 8 Apr 2025 |
Canaccord Genuity Susan Anderson 24% 1-year accuracy 9 / 38 met price target | 45%upside $10 | Buy Upgraded | 14 Mar 2025 |
Financial journalist opinion
Based on 4 articles about PTON published over the past 30 days









