Peloton Interactive (NASDAQ:PTON) Given New $6.00 Price Target at Telsey Advisory Group

Peloton Interactive (NASDAQ:PTON) had its price target decreased by investment analysts at Telsey Advisory Group from $8.00 to $6.00 in a research report issued to clients and investors on Friday. The brokerage currently has a “market perform” rating on the stock. Telsey Advisory Group’s price objective points to a potential upside of 36.67% from the stock’s current price.

Several other research analysts also recently weighed in on the stock. Guggenheim initiated coverage on shares of Peloton Interactive in a research report on Wednesday, December 10th. They set a “neutral” rating for the company. UBS Group reissued a “buy” rating on shares of Peloton Interactive in a report on Tuesday. Wolfe Research set a $9.00 price target on Peloton Interactive in a research note on Friday, January 30th. Morgan Stanley boosted their price target on Peloton Interactive from $6.00 to $6.50 and gave the stock an “equal weight” rating in a research report on Wednesday, November 19th. Finally, Wall Street Zen raised Peloton Interactive from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $9.57.

Peloton Interactive Price Performance

Peloton Interactive stock opened at $4.39 on Friday. The stock has a market capitalization of $1.83 billion, a PE ratio of -15.68, a price-to-earnings-growth ratio of 1.37 and a beta of 2.41. Peloton Interactive has a 12 month low of $4.09 and a 12 month high of $10.25. The business has a 50 day simple moving average of $6.24 and a 200-day simple moving average of $7.09.

Peloton Interactive (NASDAQ:PTON) last released its quarterly earnings results on Thursday, February 5th. The company reported ($0.09) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.07) by ($0.02). The company had revenue of $656.50 million for the quarter, compared to analysts’ expectations of $675.04 million. The business’s revenue for the quarter was down 2.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($0.24) earnings per share. On average, equities research analysts anticipate that Peloton Interactive will post -0.36 EPS for the current fiscal year.

Insider Transactions at Peloton Interactive

In other news, COO Charles Peter Kirol sold 22,520 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $6.47, for a total value of $145,704.40. Following the completion of the sale, the chief operating officer owned 81,001 shares of the company’s stock, valued at $524,076.47. This represents a 21.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Saqib Baig sold 10,000 shares of Peloton Interactive stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $6.87, for a total transaction of $68,700.00. Following the sale, the chief accounting officer directly owned 170,665 shares in the company, valued at approximately $1,172,468.55. The trade was a 5.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,107,129 shares of company stock valued at $7,708,694 in the last three months. 1.30% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Peloton Interactive

Several hedge funds and other institutional investors have recently added to or reduced their stakes in PTON. Abacus Wealth Partners LLC purchased a new stake in Peloton Interactive in the fourth quarter valued at approximately $111,000. DNB Asset Management AS grew its stake in shares of Peloton Interactive by 142.4% in the fourth quarter. DNB Asset Management AS now owns 10,776,627 shares of the company’s stock valued at $66,384,000 after buying an additional 6,331,510 shares in the last quarter. NewEdge Wealth LLC acquired a new stake in shares of Peloton Interactive in the fourth quarter valued at $1,087,000. State of New Jersey Common Pension Fund D raised its holdings in shares of Peloton Interactive by 9.7% in the 4th quarter. State of New Jersey Common Pension Fund D now owns 303,356 shares of the company’s stock valued at $1,869,000 after buying an additional 26,755 shares during the period. Finally, M&T Bank Corp lifted its stake in Peloton Interactive by 33.4% during the 4th quarter. M&T Bank Corp now owns 33,970 shares of the company’s stock worth $209,000 after acquiring an additional 8,501 shares in the last quarter. Institutional investors and hedge funds own 77.01% of the company’s stock.

Peloton Interactive News Summary

Here are the key news stories impacting Peloton Interactive this week:

• Positive Sentiment: Management says cost cuts, margin expansion and deleveraging continue—company highlighted improved profitability and free‑cash‑flow trajectory, which some bulls see as de‑risking the equity and supporting valuation upside. Article Title
• Neutral Sentiment: Unusually large call‑option activity occurred on the stock (big speculative interest), which could amplify intraday moves but is not a fundamentals change.
• Neutral Sentiment: Earnings call transcript and company commentary are available for deeper read—useful for investors parsing cadence on subscriber trends and timing of product revenue recognition. Article Title
• Negative Sentiment: Q2 results missed estimates: EPS and revenue both came in below Street forecasts and the company provided Q3 revenue guidance well under consensus—this directly pressured the stock as investors reprice growth expectations. Article Title
• Negative Sentiment: Subscriber counts fell and equipment upgrade demand was weaker than expected; longer delivery timelines also delayed revenue recognition, weighing on near‑term top‑line recovery. Article Title
• Negative Sentiment: CFO Liz Coddington is leaving for Palmetto (effective March 30), adding leadership uncertainty during a sensitive recovery phase; markets often penalize exits of senior finance leaders after misses. Article Title
• Negative Sentiment: Market reaction has been severe: analysts and traders are reassessing growth and the effectiveness of recent price hikes and product changes, prompting heavy selling pressure. Article Title

About Peloton Interactive

Peloton Interactive, Inc operates a digital fitness platform that combines connected exercise equipment with live and on-demand workout classes. The company’s core products include stationary bikes (Peloton Bike and Bike+), treadmills (Peloton Tread and Tread+), and the Peloton Row. Each device integrates a touchscreen display that streams instructor-led cycling, running, strength, yoga, meditation and other fitness classes. Peloton generates recurring revenue through subscription plans, which grant users access to its growing library of workouts, performance tracking tools and community features.

Founded in 2012 by John Foley and headquartered in New York City, Peloton set out to deliver an immersive home-fitness experience by blending hardware, software and content.