Peloton Interactive Inc's stock rose by 5.07% as it crossed above the 5-day SMA, despite broader market weakness with the Nasdaq-100 and S&P 500 both down.
The company's revenue fell 6% year-over-year to $551 million in Q1 2026, reflecting ongoing struggles to regain momentum post-pandemic, compounded by a shrinking subscriber base. Despite refreshing its hardware lineup and leveraging AI for personalized training, Peloton's subscriber numbers continue to decline, raising concerns about its future prospects and investor confidence.
While Peloton reported positive GAAP earnings last quarter, indicating some financial improvement, the overall business growth remains sluggish, leading analysts to question whether the stock represents a value trap given its significant decline from all-time highs.
Wall Street analysts forecast PTON stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PTON is 9.48 USD with a low forecast of 6.50 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast PTON stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PTON is 9.48 USD with a low forecast of 6.50 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
8 Hold
0 Sell
Moderate Buy
Current: 5.840
Low
6.50
Averages
9.48
High
14.00
Current: 5.840
Low
6.50
Averages
9.48
High
14.00
Telsey Advisory
Market Perform
downgrade
$9 -> $8
2025-12-17
Reason
Telsey Advisory
Price Target
$9 -> $8
AI Analysis
2025-12-17
downgrade
Market Perform
Reason
Telsey Advisory lowered the firm's price target on Peloton to $8 from $9 and keeps a Market Perform rating on the shares. Telsey is providing its outlook for 2026, the analyst tells investors. The firm expects the company to continue to prioritize profitability in 2026. Telsey believes CEO Peter Stern has done a "good job" setting the company's strategy and views the company as in better shape financially.
Guggenheim
Simeon Siegel
Neutral
initiated
2025-12-09
Reason
Guggenheim
Simeon Siegel
Price Target
2025-12-09
initiated
Neutral
Reason
Guggenheim analyst Simeon Siegel initiated coverage of Peloton with a Neutral rating and no price target. The retail sector still seems to be perceived as "structurally sick," but the firm says "holiday brought the cheer," tariffs have been manageable so far and "most importantly and likely going unnoticed" is the fact that the majority of the firm's coverage actually operates at, or close to, their gross margin peaks.
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Citi
Ronald Josey
Neutral
downgrade
2025-11-20
Reason
Citi
Ronald Josey
Price Target
2025-11-20
downgrade
Neutral
Reason
Citi analyst Ronald Josey lowered the firm's price target on Peloton to $8.25 from $9.50 and keeps a Neutral rating on the shares. The firm updated the company's model post the fiscal Q1 report. Citi reduced its subscriber estimates for Peloton by 3% for the full year to reflect greater churn.
Morgan Stanley
Equal Weight
maintain
$6
2025-11-19
Reason
Morgan Stanley
Price Target
$6
2025-11-19
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Peloton to $6.50 from $6 and keeps an Equal Weight rating on the shares following model changes from Q3 earnings among the analyst's small-to-mid cap internet coverage.
About PTON
Peloton Interactive, Inc. is a global fitness company. The Company is a category innovator at the nexus of fitness, technology, and media, with a subscription platform that combines hardware, distinctive software, and exclusive content. Its segments include Connected Fitness Products and Subscription. The Company’s Connected Fitness Products portfolio includes the Peloton Bike, Bike+, Tread, Tread+, Guide, Row, and various Precor products. Access to the Peloton App is available with an All-Access or Guide Membership for Members who have Connected Fitness Products or through a standalone App Membership with multiple Membership tiers. Access to the Strength+ App is available with an All Access, Guide, or App+ Membership or through a standalone Strength+ subscription. The Company’s subscriptions provide access to Peloton content and its library of live and on-demand fitness classes. The Company’s subscriptions are offered on a month-to-month or prepaid basis.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
