Telsey Advisory analyst Joe Feldman maintains $Peloton Interactive (PTON.US)$ with a hold rating, and maintains the target price at $9.
According to TipRanks data, the analyst has a success rate of 58.3% and a total average return of 8.0% 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 exceeded expectations, with Connected Fitness subscriptions, revenue, and adjusted EBITDA surpassing the upper range of its guidance. Despite these results, the unchanged fiscal 2025 revenue forecasts imply ongoing challenges for the subscriber base and an uncertain trajectory towards growth for the company.
Peloton's recent fiscal Q1 results 'surprised' with EBITDA significantly above projections, and the updated FY25 guidance suggests a potential outperformance against the consensus forecast. The company is on track to potentially surpass $300M in EBITDA this year, with the prospects of reaching in excess of $400M in the coming years.
The company's emphasis on profitability over growth has been noted, with its Q1 results serving as further evidence of this strategy. Continued attention to profitability could lead to substantial EBITDA benefits for the company, although a shift back towards prioritizing growth could pose risks.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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泰尔西咨询分析师Joe Feldman维持$Peloton Interactive (PTON.US)$持有评级,维持目标价9美元。
根据TipRanks数据显示,该分析师近一年总胜率为58.3%,总平均回报率为8.0%。
此外,综合报道,$Peloton Interactive (PTON.US)$近期主要分析师观点如下:
Peloton的财务第一季的业绩超出预期,连接健身订阅、营业收入和调整后的EBITDA均超过其指引的上限。尽管取得这些成果,不变的2025财年营业收入预测暗示订阅基数存在持续挑战,公司未来增长轨迹不确定。
Peloton最近的财务第一季业绩“惊喜”,EBITDA显著超出预期,最新的FY25指引表明可能超出共识预测。公司有望在今年可能超过30000万美元的EBITDA,并有望在未来几年达到超过40000万美元。
该公司强调盈利能力胜过增长,其第一季的业绩进一步证明了这一策略。持续关注盈利能力可能会为公司带来实质性的EBITDA收益,尽管再次转向优先考虑增长可能会带来风险。
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