Planet Fitness Stock Plummets; Should Investors Take Notice?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy PLNT?
Source: Yahoo Finance
- Slowing Growth: Planet Fitness reported a 10.5% year-over-year revenue increase in Q4 2025, reaching $376.3 million, but comparable club sales growth slowed to 5.7%, down from 6.7% for the full year, indicating a potential decline in growth momentum that could affect future investment appeal.
- Membership Growth and Pricing Power: Despite competitive pressures, Planet Fitness added approximately 1.1 million net new members in 2025, reflecting strong brand demand, and plans to raise prices for its Black Card tier, with a 66.5% penetration rate likely to significantly boost revenue and enhance market competitiveness.
- International Expansion Opportunities: The company recently surpassed 200 international clubs and aims to scale its presence in existing markets like Mexico, Australia, and Spain while strategically entering one to two new markets annually, showcasing the potential of its globalization strategy.
- Intensifying Market Competition: While the company performs well in the low-cost gym sector, the rapid expansion of competitors may impact its market share; analysts suggest the current stock price is close to fair valuation, advising investors to wait for a better entry point.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PLNT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on PLNT
Wall Street analysts forecast PLNT stock price to rise
13 Analyst Rating
13 Buy
0 Hold
0 Sell
Strong Buy
Current: 72.140
Low
120.00
Averages
133.25
High
185.00
Current: 72.140
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 Sales Growth Slows Down
- Sales Growth Slowdown: Planet Fitness reported a comparable club sales growth of 5.7% in Q4 2025, down from 6.7% for the full year, indicating pressure in a competitive fitness market that could impact future growth potential.
- Revenue Growth Analysis: The company's revenue rose 10.5% year-over-year to $376.3 million in Q4 2025, but this growth rate lagged behind the full-year pace of 12.1%, reflecting challenges in sustaining growth that may raise investor concerns about future performance.
- Membership Growth and Pricing Power: With approximately 1.1 million net new members added in 2025 following a 50% price increase, the strong demand for the brand is evident; however, aggressive expansion by competitors may threaten its market share.
- International Market Expansion: Planet Fitness recently surpassed 200 international clubs and plans to scale its presence in existing markets like Mexico, Australia, and Spain while strategically entering one to two new markets annually, showcasing its potential for global expansion.
See More
Planet Fitness Faces Growth Slowdown Challenges
- Slowing Growth Performance: Planet Fitness reported a 10.5% year-over-year revenue increase in Q4 2025, reaching $376.3 million, but this deceleration compared to the full-year growth of 12.1% highlights significant market challenges.
- Membership Growth and Pricing Power: Despite competitive pressures, Planet Fitness added approximately 1.1 million net new members in 2025, the first year of a 50% price increase, indicating strong brand demand and pricing power that is expected to positively impact future revenues.
- International Expansion Opportunities: The company recently surpassed 200 international clubs and plans to scale its presence in existing markets like Mexico, Australia, and Spain while strategically entering one to two new markets annually, showcasing its global expansion potential.
- Intensifying Competitive Landscape: Although the company opened a record 104 new clubs in Q4, the increasing competition from low-cost gyms may affect its future sales growth and margins, prompting investors to carefully assess the associated risks.
See More
Planet Fitness Stock Plummets; Should Investors Take Notice?
- Slowing Growth: Planet Fitness reported a 10.5% year-over-year revenue increase in Q4 2025, reaching $376.3 million, but comparable club sales growth slowed to 5.7%, down from 6.7% for the full year, indicating a potential decline in growth momentum that could affect future investment appeal.
- Membership Growth and Pricing Power: Despite competitive pressures, Planet Fitness added approximately 1.1 million net new members in 2025, reflecting strong brand demand, and plans to raise prices for its Black Card tier, with a 66.5% penetration rate likely to significantly boost revenue and enhance market competitiveness.
- International Expansion Opportunities: The company recently surpassed 200 international clubs and aims to scale its presence in existing markets like Mexico, Australia, and Spain while strategically entering one to two new markets annually, showcasing the potential of its globalization strategy.
- Intensifying Market Competition: While the company performs well in the low-cost gym sector, the rapid expansion of competitors may impact its market share; analysts suggest the current stock price is close to fair valuation, advising investors to wait for a better entry point.
See More
Jefferies Bullish on Consumer Stocks Amid Iran Conflict Resolution
- Investment Opportunities: Jefferies analyst Randal Konik and his team anticipate a rebound in investor risk appetite if the Iran conflict is resolved, which could lead to a rise in consumer discretionary valuations after three weeks of tightening.
- Selected Stock Picks: The firm prioritized undervalued self-help stories, including Life Time Group Holdings (LTH) and Planet Fitness (PLNT), both of which exhibit strong cash flow and robust financial health in their respective sectors.
- Industry Leaders: Nike (NKE) was included in the buy list due to its cash flow durability and shareholder credibility, while Brunswick (BC) was recommended for its early-cycle investment opportunity as industry conditions stabilize and confidence improves.
- Market Performance Analysis: Despite the retail sector underperforming post-Iran conflict, Jefferies highlighted Signet Jewelers (SIG) as a market leader executing through volatility, with a noted 40% upside potential, indicating strong investment attractiveness.
See More
Planet Fitness Under Investigation for Securities Violations Amid Revenue Shortfall
- Investigation Launched: The Schall Law Firm has announced an investigation into Planet Fitness, focusing on whether the company issued false or misleading statements and failed to disclose information critical to investors, potentially impacting shareholder rights.
- Disappointing Earnings: Planet Fitness reported its Q4 and full-year 2025 financial results on February 24, 2026, revealing a projected revenue increase of 9% that fell short of analyst expectations and the company's own three-year forecast, indicating weak performance.
- Stock Price Reaction: Following the disappointing earnings report, Planet Fitness's shares dropped nearly 9% on the same day, reflecting market concerns about the company's future growth prospects and potentially undermining investor confidence.
- Investor Rights: The Schall Law Firm is encouraging affected shareholders to participate in the investigation and offers free consultations, emphasizing its expertise in securities class action lawsuits and shareholder rights litigation to protect investors' legal rights.
See More
Nvidia Launches Space Computing Platforms
- Launch of Space Computing Platforms: Nvidia unveiled computing platforms for orbital data centers at GTC 2026, with CEO Jensen Huang stating that the era of space computing has arrived, projecting over $1 trillion in orders by 2027.
- Modular Design Benefits: The Vera Rubin Space-1 module integrates IGX Thor and Jetson Orin chips, engineered for efficient operation in size-, weight-, and power-constrained environments, enhancing the intelligence of space missions.
- Engineering Challenges and Partnerships: While Nvidia collaborates with companies like Axiom Space, Starcloud, and Planet to develop orbital data centers, overcoming cooling system challenges in space remains a significant engineering hurdle, highlighting the complexity of technology implementation.
- Market Potential and Competition: As AI demand surges, orbital data centers are seen as a solution to soaring electricity costs, although high launch costs and low availability pose major barriers, prompting AI companies to race for utilizing solar power in space.
See More
Planet Fitness Sales Growth Slows Down
- Sales Growth Slowdown: Planet Fitness reported a comparable club sales growth of 5.7% in Q4 2025, down from 6.7% for the full year, indicating pressure in a competitive fitness market that could impact future growth potential.
- Revenue Growth Analysis: The company's revenue rose 10.5% year-over-year to $376.3 million in Q4 2025, but this growth rate lagged behind the full-year pace of 12.1%, reflecting challenges in sustaining growth that may raise investor concerns about future performance.
- Membership Growth and Pricing Power: With approximately 1.1 million net new members added in 2025 following a 50% price increase, the strong demand for the brand is evident; however, aggressive expansion by competitors may threaten its market share.
- International Market Expansion: Planet Fitness recently surpassed 200 international clubs and plans to scale its presence in existing markets like Mexico, Australia, and Spain while strategically entering one to two new markets annually, showcasing its potential for global expansion.
See More
Planet Fitness Faces Growth Slowdown Challenges
- Slowing Growth Performance: Planet Fitness reported a 10.5% year-over-year revenue increase in Q4 2025, reaching $376.3 million, but this deceleration compared to the full-year growth of 12.1% highlights significant market challenges.
- Membership Growth and Pricing Power: Despite competitive pressures, Planet Fitness added approximately 1.1 million net new members in 2025, the first year of a 50% price increase, indicating strong brand demand and pricing power that is expected to positively impact future revenues.
- International Expansion Opportunities: The company recently surpassed 200 international clubs and plans to scale its presence in existing markets like Mexico, Australia, and Spain while strategically entering one to two new markets annually, showcasing its global expansion potential.
- Intensifying Competitive Landscape: Although the company opened a record 104 new clubs in Q4, the increasing competition from low-cost gyms may affect its future sales growth and margins, prompting investors to carefully assess the associated risks.
See More
Planet Fitness Stock Plummets; Should Investors Take Notice?
- Slowing Growth: Planet Fitness reported a 10.5% year-over-year revenue increase in Q4 2025, reaching $376.3 million, but comparable club sales growth slowed to 5.7%, down from 6.7% for the full year, indicating a potential decline in growth momentum that could affect future investment appeal.
- Membership Growth and Pricing Power: Despite competitive pressures, Planet Fitness added approximately 1.1 million net new members in 2025, reflecting strong brand demand, and plans to raise prices for its Black Card tier, with a 66.5% penetration rate likely to significantly boost revenue and enhance market competitiveness.
- International Expansion Opportunities: The company recently surpassed 200 international clubs and aims to scale its presence in existing markets like Mexico, Australia, and Spain while strategically entering one to two new markets annually, showcasing the potential of its globalization strategy.
- Intensifying Market Competition: While the company performs well in the low-cost gym sector, the rapid expansion of competitors may impact its market share; analysts suggest the current stock price is close to fair valuation, advising investors to wait for a better entry point.
See More
Jefferies Bullish on Consumer Stocks Amid Iran Conflict Resolution
- Investment Opportunities: Jefferies analyst Randal Konik and his team anticipate a rebound in investor risk appetite if the Iran conflict is resolved, which could lead to a rise in consumer discretionary valuations after three weeks of tightening.
- Selected Stock Picks: The firm prioritized undervalued self-help stories, including Life Time Group Holdings (LTH) and Planet Fitness (PLNT), both of which exhibit strong cash flow and robust financial health in their respective sectors.
- Industry Leaders: Nike (NKE) was included in the buy list due to its cash flow durability and shareholder credibility, while Brunswick (BC) was recommended for its early-cycle investment opportunity as industry conditions stabilize and confidence improves.
- Market Performance Analysis: Despite the retail sector underperforming post-Iran conflict, Jefferies highlighted Signet Jewelers (SIG) as a market leader executing through volatility, with a noted 40% upside potential, indicating strong investment attractiveness.
See More
Planet Fitness Under Investigation for Securities Violations Amid Revenue Shortfall
- Investigation Launched: The Schall Law Firm has announced an investigation into Planet Fitness, focusing on whether the company issued false or misleading statements and failed to disclose information critical to investors, potentially impacting shareholder rights.
- Disappointing Earnings: Planet Fitness reported its Q4 and full-year 2025 financial results on February 24, 2026, revealing a projected revenue increase of 9% that fell short of analyst expectations and the company's own three-year forecast, indicating weak performance.
- Stock Price Reaction: Following the disappointing earnings report, Planet Fitness's shares dropped nearly 9% on the same day, reflecting market concerns about the company's future growth prospects and potentially undermining investor confidence.
- Investor Rights: The Schall Law Firm is encouraging affected shareholders to participate in the investigation and offers free consultations, emphasizing its expertise in securities class action lawsuits and shareholder rights litigation to protect investors' legal rights.
See More
Nvidia Launches Space Computing Platforms
- Launch of Space Computing Platforms: Nvidia unveiled computing platforms for orbital data centers at GTC 2026, with CEO Jensen Huang stating that the era of space computing has arrived, projecting over $1 trillion in orders by 2027.
- Modular Design Benefits: The Vera Rubin Space-1 module integrates IGX Thor and Jetson Orin chips, engineered for efficient operation in size-, weight-, and power-constrained environments, enhancing the intelligence of space missions.
- Engineering Challenges and Partnerships: While Nvidia collaborates with companies like Axiom Space, Starcloud, and Planet to develop orbital data centers, overcoming cooling system challenges in space remains a significant engineering hurdle, highlighting the complexity of technology implementation.
- Market Potential and Competition: As AI demand surges, orbital data centers are seen as a solution to soaring electricity costs, although high launch costs and low availability pose major barriers, prompting AI companies to race for utilizing solar power in space.
See More
