Core Insights - Peloton's stock is experiencing a significant decline due to disappointing earnings results, missing both revenue and profit expectations for the holiday quarter [1] - The company has lowered its full-year revenue guidance to between $2.4 billion and $2.44 billion, and its Q3 guidance to $605 million to $625 million, which is below analyst expectations [2] - Peloton is anticipating a decrease in paid connected fitness subscriptions, projecting an increase of only 2,000 subscriptions quarter-over-quarter but a decrease of 218,000 year-over-year [3] - The departure of CFO Liz Coddington, who will leave in March, adds to investor uncertainty, although the company claims her exit is not due to financial disagreements [4] - Despite new product launches and features, Peloton is struggling to achieve sustainable growth, with its stock down over 97% from its peak in 2021 [5]

Core Insights - The new role of Coddington at Palmetto focuses on enhancing profit metrics, improving working capital, and tightening financial controls [1] Company Strategy - Coddington aims to strengthen Palmetto's profit metrics [1] - Plans to improve working capital management [1] - Intends to tighten financial controls within the company [1]

Core Viewpoint - Peloton's stock has significantly declined, dropping over 20% to around $4.50 after reporting weaker-than-expected financial results for its holiday quarter, with analysts expressing skepticism about its recovery despite some optimistic projections from Wall Street [1][1][1] Financial Performance - Peloton reported a fiscal 2026 second-quarter loss of $0.09 per share, with revenue decreasing by 3% year-over-year to $656.5 million, which was below analysts' expectations of a loss of $0.06 per share and revenue of $677.2 million [1][1][1] - For the current quarter, Peloton projects revenue of $624 million, while the full-year revenue forecast ranges from $2.40 billion to $2.44 billion, both of which are below the Visible Alpha consensus estimates of $637 million and $2.48 billion, respectively [1][1][1] Stock Performance and Market Sentiment - At its pandemic peak, Peloton's shares traded above $150, but they have since fallen to below $5, resulting in a market capitalization of under $2.5 billion [1][1][1] - Wall Street analysts have a mean price target for Peloton's stock in the double-digits, indicating potential for recovery, although the stock has not reached that level in about a year [1][1][1] Strategic Initiatives - Peloton is attempting to revitalize its business through a relaunched product line, increased subscription and hardware prices, and a focus on cost control [1][1][1] - CEO Peter Stern emphasized the company's strategy to enhance its position in the global wellness economy by improving its offerings of premium hardware, intuitive software, and human coaching [1][1][1]

Peloton reported fiscal second-quarter results that missed revenue expectations, reflecting slower-than-anticipated equipment upgrades among existing members and longer delivery timelines that delayed revenue recognition.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access ...

Quick Read Peloton Interactive (PTON) reported Q2 revenue of $657M, down 3% YoY. Paid subscribers fell 7% to 2.661M. Peloton’s new Cross Training Series hardware failed to drive expected sales despite positive media reviews. Peloton stock plunged 23% after earnings and is down 36% over the past 12 months. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Peloton Interactive (NASDAQ:PTON) surged during ...

Group 1 - The core viewpoint is that Peloton Interactive experienced significant growth during the pandemic due to a surge in home fitness demand, with revenue reaching a peak of $4.1 billion in fiscal 2021 [1]

Core Viewpoint - The stock market in 2026 has been unfavorable for small-cap stocks, especially for those that were once high-flyers during the pandemic, such as Peloton Interactive, Inc. (PTON) [1] Company Summary - Peloton Interactive, Inc. has been facing significant struggles in the current market environment [1] - The company is categorized as a "fallen angel," indicating a decline from its previous peak performance during the pandemic [1] Industry Context - The analysis highlights the broader challenges faced by small-cap stocks in the current market, particularly those that experienced rapid growth during the pandemic and have since seen a downturn [1]

Core Viewpoint - The stock market in 2026 has been unfavorable for small-cap stocks, especially for those that were once high-flying during the pandemic, such as Peloton Interactive, Inc. (PTON) [1] Company Summary - Peloton Interactive, Inc. has been facing significant struggles in the current market environment [1] Industry Summary - The experience of analysts covering technology companies and working in Silicon Valley highlights the ongoing themes affecting the industry, with a focus on the challenges faced by companies like Peloton [1]

Core Insights - Financial giants are showing a bearish sentiment towards Peloton Interactive, with 50% of traders exhibiting bearish tendencies and only 33% being bullish [1] - The price target for Peloton Interactive has been identified in the range of $3.0 to $15.0 over the last three months, indicating significant interest from larger investors [2] Options Trading Analysis - The average open interest for Peloton Interactive options is 4,724.78, with a total trading volume of 10,374.00, reflecting active trading in the options market [3] - In the last 30 days, the volume and open interest for call and put options have been tracked within the strike price corridor of $3.0 to $15.0, highlighting the trading activity in this range [3] Current Market Position - Peloton Interactive's stock price is currently at $4.51, down 23.6%, with a trading volume of 35,838,163 [5] - The consensus target price from market experts for Peloton Interactive is $8.0, with one analyst maintaining a Market Perform rating [4]

Core Insights - Peloton reported revenue of $656.5 million for the quarter ended December 2025, reflecting a year-over-year decline of 2.6% and an EPS of -$0.09 compared to -$0.24 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $672.68 million, resulting in a surprise of -2.41%, while the EPS surprise was -31.2% against a consensus estimate of -$0.07 [1] Financial Performance Metrics - Ending Paid Connected Fitness Subscriptions remained stable at 2.66 million, matching the average estimate by analysts [4] - Ending Paid App Subscriptions were reported at 522,000, below the average estimate of 552,508 [4] - Average Net Monthly Paid Connected Fitness Subscription Churn was 1.9%, consistent with analyst estimates [4] - Subscription revenues totaled $412.6 million, slightly below the average estimate of $418.68 million, marking a year-over-year decline of 1.9% [4] - Revenues from Connected Fitness Products were $243.9 million, falling short of the estimated $253.07 million, representing a year-over-year decline of 3.8% [4] - Gross profit from Subscription services was $297.3 million, exceeding the average estimate of $289.57 million [4] - Gross profit from Connected Fitness Products was $34 million, slightly above the average estimate of $33.86 million [4] Stock Performance - Peloton shares have returned -10.5% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]