Zacks Research Upgrades Peloton Interactive (NASDAQ:PTON) to “Strong-Buy”

Posted by Francis Steltz on Nov 7th, 2026

Peloton Interactive (NASDAQ:PTON – Get Free Report) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research note issued on Thursday, Zacks reports.

Several other research firms also recently weighed in on PTON. UBS Group reaffirmed a “buy” rating on shares of Peloton Interactive in a research note on Thursday. The Goldman Sachs Group reissued a “buy” rating on shares of Peloton Interactive in a research note on Thursday. Weiss Ratings upgraded Peloton Interactive from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 2nd. Telsey Advisory Group reaffirmed a “market perform” rating on shares of Peloton Interactive in a research report on Friday. Finally, Morgan Stanley cut Peloton Interactive from an “equal weight” rating to an “underweight” rating and lowered their target price for the stock from $5.00 to $4.50 in a report on Tuesday, September 8th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $7.60.

Check Out Our Latest Analysis on Peloton Interactive

Peloton Interactive Trading Down 0.9%

Shares of PTON traded down $0.05 during trading hours on Thursday, reaching $5.61. 13,151,457 shares of the company traded hands, compared to its average volume of 7,405,443. The firm has a market cap of $2.46 billion, a price-to-earnings ratio of 20.04, a PEG ratio of 0.42 and a beta of 2.56. Peloton Interactive has a 12-month low of $3.65 and a 12-month high of $7.92. The stock’s fifty day moving average price is $5.13 and its 200 day moving average price is $5.21.

Peloton Interactive (NASDAQ:PTON – Get Free Report) last announced its quarterly earnings data on Thursday, November 5th. The company reported $0.19 earnings per share for the quarter, beating analysts’ consensus estimates of $0.11 by $0.08. The company had revenue of $559.20 million during the quarter, compared to analyst estimates of $553.46 million. Peloton Interactive had a net margin of 2.58% and a negative return on equity of 23.92%. The firm’s revenue for the quarter was up 1.5% on a year-over-year basis. During the same quarter last year, the business posted $0.03 EPS. On average, research analysts forecast that Peloton Interactive will post 0.31 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Karen Boone sold 25,000 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $5.35, for a total transaction of $133,750.00. Following the sale, the director owned 236,063 shares of the company’s stock, valued at $1,262,937.05. This trade represents a 9.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dion C. Sanders sold 112,512 shares of Peloton Interactive stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $5.45, for a total value of $613,190.40. Following the completion of the transaction, the insider owned 18,801 shares in the company, valued at $102,465.45. This trade represents a 85.68% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 217,712 shares of company stock valued at $1,177,289. 1.30% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the company. GAMMA Investing LLC raised its stake in shares of Peloton Interactive by 232.0% during the 2nd quarter. GAMMA Investing LLC now owns 4,399 shares of the company’s stock worth $26,000 after acquiring an additional 3,074 shares in the last quarter. SummitTX Capital L.P. purchased a new position in Peloton Interactive in the first quarter worth $50,000. Sterling Capital Management LLC grew its holdings in Peloton Interactive by 37.0% in the third quarter. Sterling Capital Management LLC now owns 10,218 shares of the company’s stock worth $51,000 after purchasing an additional 2,759 shares during the last quarter. NewEdge Advisors LLC grew its holdings in Peloton Interactive by 21.8% in the first quarter. NewEdge Advisors LLC now owns 12,405 shares of the company’s stock worth $53,000 after purchasing an additional 2,223 shares during the last quarter. Finally, Lotus Technology Management LP acquired a new position in shares of Peloton Interactive during the second quarter worth $60,000. Hedge funds and other institutional investors own 77.01% of the company’s stock.

Key Peloton Interactive News

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

Positive Sentiment: Fiscal Q1 2027 earnings beat estimates: adjusted EPS was $0.19 versus $0.11 expected, while revenue of $559.2 million also topped consensus. Gross margin reached 61.3% and adjusted EBITDA was $168 million. Earnings call highlights
Positive Sentiment: Cash flow and balance-sheet progress were notable: operating cash flow rose to $146 million, Peloton reported a net cash position, and it reduced gross principal debt by nearly $500 million in calendar 2026. Management is targeting at least $350 million in fiscal 2027 free cash flow. Fiscal 2027 outlook
Positive Sentiment: Zacks added PTON to its Rank #1 (Strong Buy) list, and an analyst-consensus article pointed to potential upside from price targets and improving earnings estimates. These are supportive signals, though price targets are not reliable predictors. Zacks Strong Buy list
Neutral Sentiment: Telsey reiterated its Market Perform rating, signaling a more cautious view despite the earnings beat. Telsey rating
Negative Sentiment: Fiscal 2027 revenue guidance of $2.3 billion–$2.4 billion falls short of the $2.4 billion consensus at the midpoint, and management expects a modest full-year revenue decline amid continued subscription pressure. Q2 guidance of $625 million–$650 million also spans below the $635.4 million consensus at its low end. Earnings call highlights
Negative Sentiment: Put-option buying was unusually elevated Friday, up about 251% versus its average volume, suggesting increased demand for downside protection or bearish speculation.

About Peloton Interactive

(Get Free Report)

Peloton Interactive, Inc is a connected-fitness company that combines exercise equipment, digital content and subscription services. Its product portfolio includes the Peloton Bike, Bike+, Tread treadmill, Row rowing machine and related accessories, apparel and fitness products. The company’s equipment is designed to connect users with live and on-demand instructor-led workouts through integrated screens and digital platforms.

Peloton offers subscription memberships that provide access to classes in cycling, running, strength training, yoga, meditation, rowing and other fitness disciplines.