Peloton Interactive

PTON

Market cap $2.8B

At a minimum, to start rewarding investors, Peloton will need to meet or beat its recently boosted guidance for 2026. Equipment and software upgrades could get its subscriber numbers growing again.

84% of a Dedicated Cohort of Women Reported Overall Improvement in Symptoms After Participating in 60-Day Program NEW YORK, Jan. 15, 2026 /PRNewswire/ -- Peloton, the global leader in connected fitness, and Respin Health, the most comprehensive platform for holistic, personalized menopause care founded by Halle Berry, today announced new findings from a targeted study focused on women's health during perimenopause and menopause. Results from a 60-day multi-component program comprising online community, coaching sessions, educational resources and scalable fitness programming (P.R.E.S.S.

PTON posts $67M in first-quarter fiscal 2026 free cash flow, beating expectations, but management implies about $30M from timing-related benefits.

Peloton brought in its fourth CEO, Peter Stern, in five years. Revenue continued to decline throughout the year, though profits improved.

UNFI, COCO, DOCS and PTON are tapping into the $11T wellness boom with tech, nutrition, and fitness-driven growth.

Peloton continues to struggle with declining revenue and a shrinking subscriber base. The business was profitable last quarter, but its strategic initiatives aren't boosting demand.

December 31, 2025 – TheNewswire - London, Ontario – Peloton Minerals Corporation (“Peloton” or the “Company”) (CSE Symbol: PMC; OTCQB Symbol: PMCCF)) has closed a non-brokered private placement financing previously announced as planned on November 21, 2025. The Company received $134,100.00 from 1,490,000 units priced at CDN$0.09 per unit. Each unit consists of one common share and one common share purchase warrant exercisable for three years at $0.12. The Company paid fees equal to eight percent of the funds raised and issued ten percent of the units issued in the form of broker warrants exercisable into a unit of the offering at the offering price for sixty months.   This placement is the third tranche under the same pricing terms, bringing the total to $1,170,352.53.  Price protection on these terms expires immediately after this closing.

64,617 shares were sold for a transaction value of approximately ~$401,300 on Dec. 16, 2025. The sale represented 7.14% of Caldwell's direct holdings, reducing direct ownership to 839,982 shares.

Peloton offers a compelling contrarian value play, trading at just 6.8x EV/FY26 adjusted EBITDA amid improving churn and product innovation. PTON's new commercial product launches, including the Pro lineup and AI coaching assistant, are set to drive growth and refresh cycles into 2026. Subscription churn rates have improved to 1.6%, with rising engagement and a favorable shift toward premium products supporting future revenue expansion.

Peloton's business is in the best shape it has ever been in. Despite this, the company trades near its lowest market cap ever. The market is not pricing in PTON's growth opportunities.