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 recent fiscal Q1 results exceeded expectations, with Connected Fitness subscriptions, revenue, and adjusted EBITDA surpassing the upper limits of its forecasts. Despite these positive outcomes, the unchanged fiscal 2025 revenue guidance hints at sustained pressure on the subscriber base and a nebulous trajectory toward renewed growth for the business.
Following a fiscal Q1 that delivered EBITDA figures surpassing expectations, and an uptick in FY25 guidance to a range of $240M-$290M compared to the consensus estimate of $232M, there is an anticipation that Peloton could surpass $300M in EBITDA for the current year. The potential to achieve over $400M in EBITDA in the coming years is also seen as possible.
The company is on a path to achieve profitability quicker than initially expected, and there appears to be potential for additional cost efficiencies in the near term. Despite these improvements, the challenge of how the company will sustain profitable growth over the long term persists in light of a diminishing subscriber base.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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泰尔西咨询分析师Joe Feldman维持$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最近的第一财季业绩超出了预期，互联健身的订阅量、收入和调整后的息税折旧摊销前利润超过了其预测的上限。尽管取得了这些积极成果，但不变的2025财年收入指引表明，订户群面临持续的压力，业务恢复增长的轨迹模糊不清。
在第一财季度的息税折旧摊销前利润数据超出预期，以及与市场普遍预期的2.32亿美元相比，25财年的预期上升至2.4亿美元至2.9亿美元，此后，预计Peloton今年的息税折旧摊销前利润可能超过3亿美元。在未来几年实现超过4亿美元的息税折旧摊销前利润也被认为是可能的。
该公司正走上比最初预期更快地实现盈利的道路，而且短期内似乎有可能提高成本效益。尽管有这些改进，但鉴于用户群的减少，公司如何长期维持盈利增长的挑战仍然存在。
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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
