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PTON

Peloton Interactive, Inc.

PTON

NASDAQ·Consumer Cyclical·Leisure·Mkt cap $2.3B

$5.40

+0.37%

P/E

40.48

Mkt Cap

$2.3B

52-Wk Range

$3.65–$9.20

52-Week Range

$3.65 - $9.20

P/E

40.48

Fwd P/E

16.76

Beta

2.53

Div Yield

0.00%

Avg Vol

11.3M

Shares Out

409.7M

Mkt Cap

$2.3B

Price action

Price chart

Down 33.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Strong brand recognition and premium positioning in connected fitness market
  • Proprietary hardware-software ecosystem with engaging live and on-demand content library
  • Direct-to-consumer distribution model with owned retail showrooms and e-commerce platform
  • Large and engaged member community creating network effects and switching costs
  • World-class instructor talent and content production capabilities

Bear Case

1 risk

  • High volatility (beta 2.5). Larger-than-normal price swings expected.

Growth

Stable outlook

Expansion of international markets beyond North America

Value

Fairly valued vs Leisure & Entertainment peers

Momentum

Stable

-4.6% over 3m

Quality

Strong

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.13 vs $0.12 consensus (+8.3% surprise). Revenue of $607.7M vs $596.6M expected (+1.9%). Beat on both top and bottom lines.

EPS beat +8.3%
Rev beat +1.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+8.3%

Revenue trend · last 8Q

-9%

-13%

-6%

-6%

-3%

+0%

Q4 24

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

Q4 26

$643.6M

$585.9M

$674.0M

$624.0M

$606.9M

$550.8M

$656.5M

$607.7M

Margins · last 8Q

Gross

56.7%

Operating

13.3%

Profit

10.1%

Wall Street consensus

4 analysts · 75% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

75%

Hold

1

25%

Sell

0%

Median Price Target

Latest: Telsey Advisory · Aug 3, 2026

vs Industry

How PTON stacks vs Leisure

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.