PTONConsumer Cyclical · LeisureThe 20 Wall Street analysts covering Peloton Interactive, Inc. hold a median 12-month price target of $7 — +41.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 12 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Peloton Interactive, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (98): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (31): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on PTON, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +41.6% from it.
Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Sept 2026 | Morgan Stanley | Downgrade | Underweight | $5.00 → $4.50 |
| 8 Sept 2026 | UBS | Maintains | Buy | $11 → $10 |
| 8 May 2026 | Goldman Sachs | Maintains | Buy | — |
| 8 May 2026 | Goldman Sachs | Maintains | Buy | $7.00 → $8.00 |
| 8 May 2026 | Macquarie | Maintains | Outperform | — |
| 8 May 2026 | Macquarie | Maintains | Outperform | $6.00 → $7.00 |
| 12 Feb 2026 | Citigroup | Maintains | Neutral | — |
| 6 Feb 2026 | JP Morgan | Maintains | Neutral | — |
| 6 Feb 2026 | Macquarie | Maintains | Outperform | — |
| 6 Feb 2026 | Telsey Advisory Group | Maintains | Market Perform | — |
| 6 Feb 2026 | Truist Securities | Maintains | Buy | — |
| 29 Jan 2026 | Telsey Advisory Group | Maintains | Market Perform | — |
| 10 Dec 2025 | Guggenheim | Initiates | Neutral | — |
| 20 Nov 2025 | Citigroup | Maintains | Neutral | — |
| 19 Nov 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 11 Nov 2025 | Macquarie | Maintains | Outperform | — |
| 7 Nov 2025 | Telsey Advisory Group | Maintains | Market Perform | — |
| 7 Nov 2025 | Truist Securities | Maintains | Buy | — |
| 3 Nov 2025 | Telsey Advisory Group | Maintains | Market Perform | — |
| 2 Oct 2025 | Canaccord Genuity | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PTON appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, Peloton Interactive, Inc. returned −35.4% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 21% of US stocks
Cheaper than 72% of US stocks
Cheaper than 98% of US stocks
Cheaper than 36% of US stocks
Higher than 28% of US stocks
Higher than 89% of US stocks
Higher than 70% of US stocks
Higher than 72% of US stocks
Higher than 54% of US stocks
Higher than 23% of US stocks
Higher than 83% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Peloton Interactive, Inc. has a market value of $2.2B and an enterprise value of $2.7B.
Revenue in the twelve months to 30 June 2026: $2.4B. The latest quarter grew 0.1% year on year.
Net income over the same four quarters: $63.2M, a 2.6% net margin.
Diluted earnings per share, trailing twelve months: $0.13.
Free cash flow in the twelve months to 30 June 2026: $377.7M, after $9.9M of capital spending.
Trailing P/E: 35.4×; forward P/E: 21.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Peloton Interactive, Inc. employs 2,199 people — $1.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Peloton Interactive, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Peloton's stock fell 16% last month after its subscription and membership counts declined year-over-year in the final quarter of fiscal 2026. The company did report its first full-year net profit in its history.
Why it matters — PTON watchers would monitor whether declines in subscriptions and memberships offset the company's first-ever full-year profitability.
The news reports that David Einhorn's fund exited its position in Peloton Interactive during the second quarter. Separately, DME Capital Management, which follows Einhorn's value investing strategy, added several new stocks in the same period.
Why it matters — A notable investor's second-quarter exit from Peloton could signal changing institutional sentiment toward the stock.
Peloton's Director and former interim CEO sold 25,000 shares on August 17, 2026, for approximately $134,000. The transaction reduced the insider's direct equity holdings by 10%.
Why it matters — PTON watchers monitor insider transactions for potential signals about management sentiment toward the company's stock.
An unnamed Peloton insider sold 36,439 shares of Class A Common Stock for $195,313 on August 17. The sale was a non-discretionary transaction executed to cover tax obligations following the settlement of restricted stock units.
Why it matters — PTON watchers would care because insider share transactions can offer signals about company leadership sentiment, even though this particular sale was an automatic, tax-related move rather than a discretionary one.
Peloton executive Sanders sold 113,000 shares for a total of $613,000 at a weighted average price of $5.45 per share. The sale was conducted under a Rule 10b5-1 trading plan adopted on December 2, 2025.
Why it matters — PTON watchers would care because insider stock sales can signal how executives are handling their holdings, though this transaction was made under a pre-arranged trading plan.
The 20 Wall Street analysts covering Peloton Interactive, Inc. have a median 12-month price target of $7, with estimates ranging from $4 to $20. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering Peloton Interactive, Inc., 8 rate it a Buy, 10 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Peloton Interactive, Inc. 85 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, Peloton Interactive, Inc. ranks 85 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (98 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies +41.6% from the last close, and Ticker Nerd's factor model ranks Peloton Interactive, Inc. 85 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Peloton Interactive, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PTON are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $4 to $20 over the next 12 months.
Peloton Interactive, Inc. returned -35.4% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Peloton Interactive Inc. Class A Common Stock represents ownership in Peloton Interactive, a connected fitness company that combines exercise equipment, digital software, and instructor-led workout content.
The most recent item we track (The Motley Fool, 4 Sept 2026): "Why Peloton Stock Plummeted by 16% Last Month". Peloton's stock fell 16% last month after its subscription and membership counts declined year-over-year in the final quarter of fiscal 2026. The company did report its first full-year net profit in its history.
Peloton Interactive Inc. Class A Common Stock represents ownership in Peloton Interactive, a connected fitness company that combines exercise equipment, digital software, and instructor-led workout content. Peloton’s core offerings include stationary bikes, treadmills, rowing equipment, accessories, and related services designed to support guided training at home and in other fitness settings. The company also provides a subscription-based platform with live and on-demand classes, allowing members to access cycling, strength, yoga, running, and other fitness programs through its connected ecosystem. Peloton serves individual consumers as well as commercial customers through its equipment, subscriptions, delivery, installation, and service offerings. Founded in 2012 and headquartered in New York, Peloton focuses on integrating hardware and content to create a recurring digital fitness experience within the broader wellness market.
CEO Mr. Peter C. Stern · 2,199 employees · United States · https://www.onepeloton.com
