US · Consumer Cyclical · Leisure
EPS came in at 0.13 against a street estimate of 0.11 — a beat of 18.2%.
Analysts rate Peloton Interactive Inc a buy (9 buy, 11 hold, 1 sell out of 21) with an average price target of $7.90.
CONFIDENT Peloton posted first full-year profitability ($63M net income, $468M adj. EBITDA) with second consecutive quarter YoY revenue growth. New product launches planned for calendar 2026–27 and entry into new categories in FY28 expected to drive acceleration. FY27 revenue guidance $2.3–2.4B implies 3.9% decline but masks normalization of prior-year price-increase benefit. Q4 FY26 Not separately disclosed by geography. Mexico noted as fastest-growing non-U.S. market on Spotify platform. CBU growth confirmed across all regions. Analysts pressed on new product revenue scale and timing, involuntary churn reversion, and capital allocation. Management emphasized near-term visibility limited to hardware front-load; deferred specificity on new category impact to FY28+. Acknowledged $23.8M patent accrual; CFO stressed refinancing priority before buybacks. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| DnB NOR Asset Management (Asia) | 8.68% |
| BlackRock Inc | 7.37% |
| Vanguard Portfolio Management, LLC | 4.40% |
| Vanguard Capital Management, LLC | 4.09% |
| D. E. Shaw & Co LP | 3.88% |
| Quinn Opportunity Partners LLC | 3.05% |
| Alyeska Investment Group, L.P. | 2.76% |
| Nantahala Capital Management, LLC | 2.73% |
| Document | Date |
|---|---|
| Annual report FY2026 PELOTON INTERACTIVE, INC. — FORM 10-K SUMMARY Fiscal Year Ended June 30, 2026 --- HEADLINE NUMBERS • Market Value (as of Dec 31, 2025): $2.5 billio | 2026-08-06 |
| Results announced · Q1 FY2027 PELOTON Q4 & FY2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Full Year FY26 Total Revenue: $2.446 billion, $6 million above guidance; Q4 revenue | 2026-08-06 |
| Board / officer change · Q4 FY2026 PELOTON INTERACTIVE, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • New CFO appointment effective June 22, 2026 • Base salary: $635,000 annually • Cash | 2026-05-26 |
| Quarterly report · Q3 FY2026 PELOTON INTERACTIVE, INC. — Q3 FY2026 (9 MONTHS ENDED MARCH 31, 2026) SUMMARY HEADLINE NUMBERS • Total Revenue (9 months): $1,838.3M vs $1,883.9M pr | 2026-05-07 |
| Results announced · Q4 FY2026 PELOTON Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue: $631 million, up 1% year-over-year ($7 million above guidance) • Net Income: $2 | 2026-05-07 |
| Board / officer change · Q3 FY2026 PELOTON INTERACTIVE, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Chief Content Officer (CCO) Jen Cotter is transitioning from her execut | 2026-03-17 |
| Quarterly report · Q2 FY2026 PELOTON INTERACTIVE, INC. - FORM 10-Q SUMMARY Quarter Ended December 31, 2025 --- HEADLINE NUMBERS • Total Revenue (6 months): $1,207.3 million vs. | 2026-02-05 |
| Quarterly report · Q1 FY2026 PELOTON INTERACTIVE, INC. - Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 FY2026): $550.8 million vs. $586.0 million prior year (down | 2025-11-06 |
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Google PlayApp StoreData updated 2026-09-18.