Peloton Interactive, Inc. (PTON) AI Stock Analysis

Peloton Interactive, Inc. operates an interactive fitness platform across North America and internationally. The company offers connected fitness products including the Peloton Bike, Peloton Bike+, Peloton Tread, and Peloton Tread+, each featuring touchscreen interfaces for streaming live and on-demand fitness classes. Peloton also provides connected fitness subscriptions granting access to workouts such as cycling, running, strength training, yoga, and meditation. Users without Peloton equipment can access classes through the Peloton Digital app. As of June 30, 2022, the company had approximately 6.9 million members. Products are sold primarily through retail showrooms and onepeloton.com.

Peloton's annual revenue decreased from $3.58B in FY2022 to $2.45B in FY2026, reflecting a 5-year revenue CAGR of -9.5%. Despite annual revenue falling 1.8% in FY2026, profitability improved as gross margin expanded to 52.6% and operating margin rose to 7.6%. Net income reached $63.2M in FY2026 compared to a net loss of -$2.83B in FY2022. For the trailing twelve months ended June 30, 2026, revenue stood at $2.45B with an operating margin of 14.4% and diluted EPS of $0.14. In the latest quarter ended June 30, 2026, quarterly revenue grew 0.1% year-over-year while quarterly earnings grew 160.6%.

As of June 30, 2026, Peloton held $49.8M in cash and short-term investments against total debt of $1.71B, resulting in net debt of $1.66B. Total assets were $2.06B, and the current ratio stood at 2.84. Shareholders' equity was negative at -$139.7M. In FY2026, the company generated operating cash flow of $387.6M and spent $9.9M on capital expenditures, yielding $377.7M in free cash flow. Share buybacks totaled $2.2M, while the share count increased 64.3% over the past 5 years.

At a share price of $5.22, Peloton has a market cap of $2.29B and an enterprise value of $2.60B. The stock trades at a trailing P/E of 37.3x compared to the median of 18.0x for its US-listed Consumer Cyclical peers. Its forward P/E of 4.3x sits below the peer median of 14.1x, while its EV/EBITDA of 10.7x compares to 11.1x for peers. Over the past year, Peloton stock declined 30.6%, whereas the S&P 500 (SPY) gained 16.8%. Over 5 years, the stock dropped 93.9% versus an 83.0% gain for the benchmark.

Wall Street coverage includes 8 Strong Buy, 0 Buy, 10 Hold, 1 Sell, and 1 Strong Sell ratings. The mean price target is $7.90, which is 51.3% above the last close of $5.22. For the fiscal year ending June 30, 2027, analysts project revenue of $2.36B and EPS of $0.32, implying 126.7% EPS growth. Over the last four quarters, Peloton exceeded EPS estimates in 3 quarters. The next earnings date is November 5, 2026.

This page is an AI-written research summary of Peloton Interactive, Inc. (PTON). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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