Planet Fitness Positioned for Growth Amid GLP-1 Boom with $130 Price Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Source: CNBC
- Market Opportunity: Stifel reiterates its buy rating on Planet Fitness, believing that the popularity of GLP-1 drugs will attract more customers, with significant increases in gym memberships expected over the next few years.
- Price Target: The analyst maintains a $130 price target, implying a 31% upside from Thursday's close, reflecting confidence in the company's future growth.
- User Potential: A study found that about 50% of new GLP-1 users are considering joining a gym, indicating that gym membership sign-ups could rise significantly as drug usage increases.
- Brand Advantage: With its approachable brand positioning and dominant market share, Planet Fitness is well-positioned to attract GLP-1 users seeking gym memberships, further solidifying its market presence.
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Analyst Views on PLNT
Wall Street analysts forecast PLNT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLNT is 133.25 USD with a low forecast of 120.00 USD and a high forecast of 185.00 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.
13 Analyst Rating
13 Buy
0 Hold
0 Sell
Strong Buy
Current: 91.630
Low
120.00
Averages
133.25
High
185.00
Current: 91.630
Low
120.00
Averages
133.25
High
185.00
About PLNT
Planet Fitness, Inc. is a franchisor and operator of fitness centers in the world. The Company operates in three segments: Franchise, Corporate-owned club, and Equipment. The Franchise segment includes operations related to the Company’s franchising business in the United States, Puerto Rico, Canada, Panama, Mexico and Australia. The Corporate-owned clubs segment includes operations with respect to all Corporate-owned clubs throughout the United States, Canada, and Spain. The Equipment segment includes the sale of equipment to franchisee-owned clubs. The Company's subsidiaries operate three lines of business, which include licensing and selling franchises under the Planet Fitness trade name, owning, and operating fitness centers, and selling fitness-related equipment to franchisee-owned stores. It operates 2,735 clubs in all 50 states: the District of Columbia, Puerto Rico, Canada, Panama, Mexico, Australia and Spain.
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.
Planet Fitness Positioned for Growth Amid GLP-1 Boom with $130 Price Target
- Market Opportunity: Stifel reiterates its buy rating on Planet Fitness, believing that the popularity of GLP-1 drugs will attract more customers, with significant increases in gym memberships expected over the next few years.
- Price Target: The analyst maintains a $130 price target, implying a 31% upside from Thursday's close, reflecting confidence in the company's future growth.
- User Potential: A study found that about 50% of new GLP-1 users are considering joining a gym, indicating that gym membership sign-ups could rise significantly as drug usage increases.
- Brand Advantage: With its approachable brand positioning and dominant market share, Planet Fitness is well-positioned to attract GLP-1 users seeking gym memberships, further solidifying its market presence.
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Leisure & Recreation Industry Sees Strong Demand, 8.7% Stock Growth
- Strong Industry Demand: The leisure and recreation industry is benefiting from robust bookings in North American and European sailings, driving overall demand growth and expected to enhance company profitability.
- Theme Parks and Live Entertainment: Theme park operators are gaining from increased visitation, with consumer spending at parks continuing to rise, indicating a strong recovery momentum in the industry.
- Digital Tools Enhancing Efficiency: The use of online booking systems and data analytics is enabling businesses to manage staffing and customer interactions more efficiently, thus maintaining profitability in a competitive market.
- Membership Models Driving Revenue Growth: Leisure operators are successfully increasing revenue per customer by offering premium options and membership services, enhancing customer loyalty and protecting profit margins.
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