Truist Financial analyst Youssef Squali maintains $Peloton Interactive (PTON.US)$ with a hold rating, and sets the target price at $10.
According to TipRanks data, the analyst has a success rate of 53.0% and a total average return of 10.7% 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 outcomes surpassed expectations, with Connected Fitness subscriptions, revenue, and adjusted EBITDA all exceeding the company's projected range. Despite these positive results, the unchanged fiscal 2025 revenue forecasts indicate ongoing challenges within the subscriber base and an uncertain trajectory towards growth.
Peloton's fiscal Q1 results surpassed expectations with a significant EBITDA that was higher than anticipated. The company's updated guidance for FY25 suggests EBITDA could reach between $240M-$290M, which is above the current Street consensus of $232M. It's believed that Peloton has the potential to surpass $300M in EBITDA this year and could possibly achieve over $400M in the coming years.
The emphasis on profitability over growth by Peloton has been a point of focus, with the latest quarterly results reinforcing this strategic pivot. Continued dedication to this profitability-centric approach is perceived to hold significant potential for EBITDA improvement, though concerns remain regarding possible risks if the company shifts back to prioritizing growth.
Note:
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储亿银行分析师Youssef Squali维持$Peloton Interactive (PTON.US)$持有评级，目标价10美元。
根据TipRanks数据显示，该分析师近一年总胜率为53.0%，总平均回报率为10.7%。
此外，综合报道，$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了预期，互联健身的订阅量、收入和调整后的息税折旧摊销前利润均超过了公司的预期范围。尽管取得了这些积极的结果，但2025财年的收入预测保持不变，这表明订户群内部存在持续的挑战，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高于预期。该公司最新的25财年指引表明，息税折旧摊销前利润可能达到2.4亿美元至2.9亿美元之间，高于华尔街目前共识的2.32亿美元。据信，Peloton今年的息税折旧摊销前利润有可能超过3亿美元，并且可能在未来几年内实现超过4亿美元。
Peloton 强调盈利能力而不是增长一直是焦点，最新的季度业绩强化了这一战略支点。人们认为，继续致力于这种以盈利为中心的方法具有改善息税折旧摊销前利润的巨大潜力，尽管人们仍然担心如果公司重新将增长放在优先地位，可能出现的风险。
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