Telsey Advisory analyst Dana Telsey maintains $Peloton Interactive (PTON.US)$ with a hold rating, and adjusts the target price from $5 to $9.
According to TipRanks data, the analyst has a success rate of 37.9% and a total average return of -1.8% 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 reported fiscal Q1 results that surpassed expectations, with Connected Fitness subscriptions, revenue, and adjusted EBITDA all exceeding the upper bounds of its guidance. Nevertheless, the company's fiscal 2025 revenue forecasts remain unaltered, hinting at ongoing stress on the subscriber base and an ambiguous trajectory towards renewed growth.
Peloton's fiscal Q1 earnings surpassed expectations with a significant EBITDA beat, prompting a more optimistic view on the company's financial performance. The recent increase in FY25 guidance to a range notably higher than current consensus estimates suggests potential for the company to surpass $300M in EBITDA this year, with the possibility of reaching over $400M in the ensuing years.
The company is exhibiting a swifter profitability ramp-up than previously expected, with potential for additional cost efficiencies in the short term. Nonetheless, given the diminishing subscriber numbers, the pathway to sustained profitable growth for Peloton remains uncertain.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
泰爾西諮詢分析師Dana Telsey維持$Peloton Interactive (PTON.US)$持有評級，並將目標價從5美元上調至9美元。
根據TipRanks數據顯示，該分析師近一年總勝率為37.9%，總平均回報率為-1.8%。
此外，綜合報道，$Peloton Interactive (PTON.US)$近期主要分析師觀點如下：
Peloton報告了財政第一季度的業績，超出預期，數字健身訂閱、營業收入和調整後的EBITDA均超過了其指導範圍的上限。儘管如此，該公司對2025財政年度的營業收入預測保持不變，暗示訂閱基數持續受到壓力，走向復甦增長的軌跡仍不明確。
Peloton的財政第一季度收益超過預期，顯著超出EBITDA，並導致更樂觀的看法，對公司的財務表現有所幫助。最近將FY25指導範圍提高到明顯高於目前共識估計的水平，這表明該公司今年有望超過30000萬美元的EBITDA，並有可能在未來幾年超過40000萬美元。
該公司正展示出比先前預期更快的盈利增長，短期內有成本效益的潛力。然而，鑑於訂閱人數減少，Peloton持續盈利增長的道路仍不明朗。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
