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 $400M in the ensuing years.
The company is exhibiting a swifter profitability ramp-up than previously expected, with potential for additional cost efficiencies in the short term. Nonetheless, given the diminishing subscriber numbers, the pathway to sustained profitable growth for Peloton remains uncertain.
Note:
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泰尔西咨询分析师Dana Telsey维持$Peloton Interactive (PTON.US)$持有评级，并将目标价从5美元上调至9美元。
根据TipRanks数据显示，该分析师近一年总胜率为37.9%，总平均回报率为-1.8%。
此外，综合报道，$Peloton Interactive (PTON.US)$近期主要分析师观点如下：
Peloton报告了财政季度一季度的业绩，超出预期，其Connected Fitness订阅、营业收入和调整后的EBITDA均超过了其指导范围的上限。然而，公司财政2025年的营业收入预测保持不变，暗示订阅者基数仍然面临压力，并且对于实现增长路径存在一定的不确定性。
Peloton的财政第一季度收益超出预期，显著超过EBITDA预期，这促使人们对公司的财务表现持更加乐观的态度。将FY25指导范围增加到明显高于当前共识预期的水平，暗示该公司有潜力在今年超过30000万美元的EBITDA，有可能在未来几年超过40000万美元。
公司的盈利能力提升速度比以往预期的要快，并在短期内有潜力获得额外的成本效益。然而，鉴于订阅人数在下降，Peloton实现持续盈利增长的路径仍然不确定。
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