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 results exceeded expectations with Connected Fitness subscriptions, revenue, and adjusted EBITDA surpassing the upper end of its guidance. Nonetheless, the company's fiscal 2025 revenue outlook remains unaltered, indicating ongoing stress on the subscriber base and an ambiguous trajectory towards growth.
The firm's more optimistic view on Peloton follows fiscal Q1 results that exceeded expectations with a significant EBITDA and an increase in FY25 guidance, surpassing the consensus forecast. The firm holds a conviction that Peloton's EBITDA could surpass $300M in the current year and potentially exceed $400M in the coming years.
The company is achieving a quicker profitability increase than anticipated, and there appears to be potential for additional cost efficiencies in the near future. Despite these improvements, the sustainability of Peloton's return to profitable growth over the long term is uncertain due to a diminishing subscriber base.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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泰爾西諮詢分析師Joe Feldman維持$Peloton Interactive (PTON.US)$持有評級,維持目標價9美元。
根據TipRanks數據顯示,該分析師近一年總勝率為58.3%,總平均回報率為8.0%。
此外,綜合報道,$Peloton Interactive (PTON.US)$近期主要分析師觀點如下:
Peloton的開多Q1財季業績超出預期,公司的Connected Fitness訂閱、營業收入和調整後的EBITDA均超過了其指引的最高值。然而,公司的2025財年營業收入展望保持不變,表明訂戶基礎仍受持續壓力,增長路徑不明。
在Peloton發佈財季Q1業績超出預期、顯著的EBITDA增長和FY25展望提高的基礎上,該公司對Peloton持更樂觀的看法,超出共識預測。公司堅信Peloton的EBITDA在今年可能會超過30000萬美元,並有望在未來幾年超過40000萬美元。
該公司的盈利能力增長速度比預期更快,未來可能存在額外成本效益的潛力。儘管有這些改善,由於訂戶基礎減少,Peloton回歸長期盈利增長的可持續性仍不確定。
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