Peloton Interactive (NASDAQ:PTON) Downgraded by Wall Street Zen to “Hold”

Wall Street Zen lowered shares of Peloton Interactive (NASDAQ:PTON) from a buy rating to a hold rating in a research report sent to investors on Saturday morning.

Several other research analysts have also recently commented on the stock. Bank of America set a $9.00 target price on shares of Peloton Interactive in a report on Friday, January 30th. Truist Financial decreased their price objective on shares of Peloton Interactive from $12.00 to $9.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. JPMorgan Chase & Co. decreased their price objective on shares of Peloton Interactive from $9.00 to $6.00 and set a “neutral” rating on the stock in a research note on Friday, February 6th. UBS Group reissued a “buy” rating on shares of Peloton Interactive in a research note on Tuesday, February 3rd. Finally, Citigroup decreased their target price on shares of Peloton Interactive from $8.25 to $5.00 and set a “neutral” rating on the stock in a research note on Thursday, February 12th. Five analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $8.60.

Peloton Interactive Trading Up 1.4%

Shares of PTON opened at $5.10 on Friday. Peloton Interactive has a 12 month low of $3.65 and a 12 month high of $9.20. The firm’s 50 day moving average is $4.24 and its 200-day moving average is $5.87. The stock has a market capitalization of $2.17 billion, a PE ratio of -39.23, a P/E/G ratio of 0.82 and a beta of 2.37.

Peloton Interactive (NASDAQ:PTON) last announced its earnings results on Thursday, February 5th. The company reported ($0.09) EPS for the quarter, missing the consensus estimate of ($0.07) by ($0.02). The firm had revenue of $656.50 million for the quarter, compared to the consensus estimate of $675.04 million. During the same quarter in the previous year, the company earned ($0.24) earnings per share. The company’s revenue for the quarter was down 2.5% on a year-over-year basis. Equities research analysts predict that Peloton Interactive will post -0.36 earnings per share for the current fiscal year.

Insider Activity

In other Peloton Interactive news, CFO Elizabeth F. Coddington sold 21,819 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $3.87, for a total transaction of $84,439.53. Following the sale, the chief financial officer owned 346,535 shares of the company’s stock, valued at approximately $1,341,090.45. The trade was a 5.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Jennifer Cunningham Cotter sold 154,497 shares of Peloton Interactive stock in a transaction on Friday, February 20th. The stock was sold at an average price of $4.41, for a total transaction of $681,331.77. Following the transaction, the insider owned 100,269 shares in the company, valued at approximately $442,186.29. This trade represents a 60.64% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 934,313 shares of company stock valued at $3,967,085. 1.30% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Peloton Interactive

A number of hedge funds have recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in shares of Peloton Interactive by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 39,227,591 shares of the company’s stock worth $241,642,000 after purchasing an additional 591,300 shares during the period. Eminence Capital LP lifted its holdings in shares of Peloton Interactive by 20.3% during the fourth quarter. Eminence Capital LP now owns 18,154,907 shares of the company’s stock worth $111,834,000 after purchasing an additional 3,069,497 shares during the period. DNB Asset Management AS lifted its holdings in shares of Peloton Interactive by 142.4% during the fourth quarter. DNB Asset Management AS now owns 10,776,627 shares of the company’s stock worth $66,384,000 after purchasing an additional 6,331,510 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Peloton Interactive by 3.9% during the fourth quarter. Geode Capital Management LLC now owns 9,741,115 shares of the company’s stock worth $60,015,000 after purchasing an additional 369,614 shares during the period. Finally, Goldman Sachs Group Inc. lifted its holdings in shares of Peloton Interactive by 27.1% during the first quarter. Goldman Sachs Group Inc. now owns 7,056,642 shares of the company’s stock worth $44,598,000 after purchasing an additional 1,503,680 shares during the period. Institutional investors and hedge funds own 77.01% of the company’s stock.

Key Stories Impacting Peloton Interactive

Here are the key news stories impacting Peloton Interactive this week:

• Positive Sentiment: Wall Street price-target lift and analyst optimism — several recent analyst notes point to large upside (mean targets implying ~60–70% upside), which is supporting the rally and buying interest. Peloton Stock Is Rallying, But Can It Deliver Another 70% Upside?
• Positive Sentiment: UBS reiteration and tariff tailwind — UBS maintained a Buy rating and an $11 target after a favorable U.S. tariff change on imported fitness equipment, giving investors a concrete policy-driven catalyst. Peloton (PTON) Stock Is Up, What You Need To Know
• Neutral Sentiment: Near-term share-price action mixed — coverage notes the stock rose but still lags broader market performance; momentum is real but fragile versus peers. Peloton Interactive Inc. stock rises Friday, still underperforms market
• Neutral Sentiment: Analyst consensus remains mixed — while some analysts lifted targets, overall coverage is split (several Holds and Buys) and MarketBeat cites a consensus target near $8.60, reflecting both upside potential and ongoing uncertainty. Wall Street Analysts Think Peloton (PTON) Could Surge 62.82%: Read This Before Placing a Bet
• Negative Sentiment: Recent results show revenue pressure and EPS misses — Peloton reported a quarterly revenue shortfall and a small EPS miss, underscoring that growth and profitability remain fragile. Peloton Moves Toward Profitability, But Can the Turnaround Last?
• Negative Sentiment: Insider selling by the COO — Peloton COO Charles Peter Kirol sold ~19,800 shares (13.7% reduction in his direct holding), a signal some investors view as a near-term negative. SEC filing: SEC Form 4 – Kirol Sale
• Negative Sentiment: Structural risk: turnaround track record and profitability doubts — commentary (e.g., Motley Fool) flags that past initiatives have not produced durable revenue growth; Peloton generates positive free cash flow but remains inconsistently profitable on a GAAP basis. Peloton Interactive: Bargain of the Year or Value Trap in 2026?

About Peloton Interactive

Peloton Interactive, Inc operates a digital fitness platform that combines connected exercise equipment with live and on-demand workout classes. The company’s core products include stationary bikes (Peloton Bike and Bike+), treadmills (Peloton Tread and Tread+), and the Peloton Row. Each device integrates a touchscreen display that streams instructor-led cycling, running, strength, yoga, meditation and other fitness classes. Peloton generates recurring revenue through subscription plans, which grant users access to its growing library of workouts, performance tracking tools and community features.

Founded in 2012 by John Foley and headquartered in New York City, Peloton set out to deliver an immersive home-fitness experience by blending hardware, software and content.