BMO Capital analyst Simeon Siegel maintains $Peloton Interactive (PTON.US)$ with a hold rating, and adjusts the target price from $6.5 to $8.5.
According to TipRanks data, the analyst has a success rate of 53.5% and a total average return of 4.8% 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's fiscal Q1 results exceeded expectations, with Connected Fitness subscriptions, revenue, and adjusted EBITDA surpassing the upper end of their guidance. Despite these results, the company's fiscal 2025 revenue guidance remained consistent, indicating ongoing challenges in expanding the subscriber base and an uncertain trajectory towards growth.
Peloton's fiscal Q1 results surpassed expectations with an EBITDA significantly above forecasts. Furthermore, with an outlook now set higher for FY25, expectations stand between $240M-$290M, surpassing the consensus of $232M. The potential for Peloton to exceed $300M in EBITDA this year is strong, with prospects of reaching over $400M in the ensuing years.
The company is exhibiting a swifter profitability ascent than initially projected, and there appears to be potential for additional cost savings shortly. Nonetheless, given the diminishing number of subscribers, the path to sustainable profitable growth for Peloton remains uncertain.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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BMO资本市场分析师Simeon Siegel维持$Peloton Interactive (PTON.US)$持有评级，并将目标价从6.5美元上调至8.5美元。
根据TipRanks数据显示，该分析师近一年总胜率为53.5%，总平均回报率为4.8%。
此外，综合报道，$Peloton Interactive (PTON.US)$近期主要分析师观点如下：
Peloton第一财季的业绩超出预期，互联健身的订阅量、收入和调整后的息税折旧摊销前利润超过了预期的上限。尽管取得了这些成绩，但该公司2025财年的收入指导保持不变，这表明在扩大订户基础方面持续面临挑战，增长轨迹不确定。
Peloton 第一财季业绩超出预期，息税折旧摊销前利润大大高于预期。此外，随着目前对25财年的前景设定更高，预期在2.4亿美元至2.9亿美元之间，超过了共识的2.232亿美元。Peloton今年的息税折旧摊销前利润有可能超过3亿美元，未来几年有望达到4亿美元以上。
该公司的盈利能力增长速度比最初的预期更快，而且似乎有可能在短期内节省更多成本。尽管如此，鉴于订户数量的减少，Peloton 实现可持续盈利增长的道路仍不确定。
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