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 $400M in the ensuing years.
The company is exhibiting a swifter profitability ascent than initially projected, and there appears to be potential for additional cost savings shortly. Nonetheless, given the diminishing number of subscribers, the path to sustainable profitable growth for Peloton remains uncertain.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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BMO資本市場分析師Simeon Siegel維持$Peloton Interactive (PTON.US)$持有評級，並將目標價從6.5美元上調至8.5美元。
根據TipRanks數據顯示，該分析師近一年總勝率為53.5%，總平均回報率為4.8%。
此外，綜合報道，$Peloton Interactive (PTON.US)$近期主要分析師觀點如下：
Peloton第一財季的業績超出預期，互聯健身的訂閱量、收入和調整後的息稅折舊攤銷前利潤超過了預期的上限。儘管取得了這些成績，但該公司2025財年的收入指導保持不變，這表明在擴大訂戶基礎方面持續面臨挑戰，增長軌跡不確定。
Peloton 第一財季業績超出預期，息稅折舊攤銷前利潤大大高於預期。此外，隨着目前對25財年的前景設定更高，預期在2.4億美元至2.9億美元之間，超過了共識的2.232億美元。Peloton今年的息稅折舊攤銷前利潤有可能超過3億美元，未來幾年有望達到4億美元以上。
該公司的盈利能力增長速度比最初的預期更快，而且似乎有可能在短期內節省更多成本。儘管如此，鑑於訂戶數量的減少，Peloton 實現可持續盈利增長的道路仍不確定。
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