2ON Stock Chart & Stats
Currently, no data available
Please return soon. This page is being updated.
Bulls Say, Bears Say
Bulls Say
Free Cash Flow RecoveryPeloton’s shift to sustained positive operating and free cash flow provides durable financial flexibility: it funds content production, product R&D, and debt reduction without reliance on capital raises. Strong FCF supports reinvestment and reduces refinancing and solvency risk over the next several quarters.
Margin And Profitability InflectionA meaningful gross-margin expansion to roughly 52% and a transition to operating profitability indicate scalable unit economics. Sustained margin improvement increases the durability of earnings, funds marketing/content investment, and helps convert top-line growth into lasting net income over multiple quarters.
Content Licensing & DiversificationThe Spotify licensing deal creates a high-margin, scalable revenue channel and extends Peloton’s brand reach outside hardware owners. Licensing diversifies revenue mix, monetizes content IP, and can funnel new users into paid subscriptions, reducing sole dependence on equipment sales over time.
Bears Say
Negative Shareholders' EquityNegative equity signals cumulative historical losses and constrains financial flexibility. It can increase lender scrutiny, limit covenant headroom, and impair the company’s ability to absorb shocks or pursue opportunistic M&A without dilutive financing, remaining a structural risk into the medium term.
Guided Revenue Decline & Subscriber PressureManagement’s guidance for a slight full-year revenue decline and near-term drop in paid Connected Fitness subscriptions signals persistent demand headwinds. Fewer net adds weaken the recurring revenue base and make sustainable margin and LTV/CAC improvements harder to lock in over the coming quarters.
Reliance On Non-Subscriber RevenueGrowth driven by hardware, commercial units and licensing is less sticky than subscription retention. If subscriber net adds remain weak, the company risks volatile revenue and slower margin scalability, since these non-recurring streams don’t inherently lift long-term recurring revenue per user.
Peloton Interactive News
2ON FAQ
What was Peloton Interactive’s price range in the past 12 months?
Currently, no data Available
What is Peloton Interactive’s market cap?
Peloton Interactive’s market cap is CHF2.01B.
When is Peloton Interactive’s upcoming earnings report date?
Peloton Interactive’s upcoming earnings report date is Aug 20, 2026 which is in 52 days.
How were Peloton Interactive’s earnings last quarter?
Peloton Interactive released its earnings results on May 07, 2026. The company reported $0.049 earnings per share for the quarter, missing the consensus estimate of $0.062 by -$0.013.
Is Peloton Interactive overvalued?
According to Wall Street analysts Peloton Interactive’s price is currently Undervalued.
Does Peloton Interactive pay dividends?
Peloton Interactive does not currently pay dividends.
What is Peloton Interactive’s EPS estimate?
Peloton Interactive’s EPS estimate is 0.1.
How many shares outstanding does Peloton Interactive have?
Currently, no data Available
What happened to Peloton Interactive’s price movement after its last earnings report?
Peloton Interactive reported an EPS of $0.049 in its last earnings report, missing expectations of $0.062. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Peloton Interactive?
Currently, no hedge funds are holding shares in CH:2ON
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Peloton Interactive Stock Smart Score
Underperform
1
2
3
4
5
6
7
8
9
10
Technicals
SMA
Negative
20 days / 200 days
Momentum
-10.48%
12-Months-Change
Fundamentals
Return on Equity
-6.18%
Trailing 12-Months
Asset Growth
-2.30%
Trailing 12-Months
Company Description
Peloton Interactive
Peloton Interactive, Inc. operates globally, providing interactive fitness equipment and services. The company's main offerings include internet-connected exercise machines like the Peloton Bike, Bike+, Tread, and Tread+, which feature integrated touchscreens for streaming live and on-demand workout classes. Additionally, Peloton offers subscription packages for households, granting access to a wide array of live and archived fitness content, also available through its Peloton Digital application. As of June 30, 2021, Peloton served approximately 5.9 million members. Its innovative fitness products are sold directly to consumers via its retail showrooms and through its website, onepeloton.com. Founded in 2012, Peloton Interactive, Inc. is headquartered in New York, New York.
2ON Company Deck
2ON Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed material financial and operational progress: revenue exceeded guidance in Q3, profitability metrics (gross profit, adjusted EBITDA, free cash flow) improved significantly year-over-year, net debt was reduced dramatically and the company announced strategic initiatives (Spotify licensing, Commercial Series, expanded mental-wellbeing and strength focus). Near-term headwinds include expected Q4 subscription declines, promotions that compressed gross margin in Q3, dependence on non-subscriber revenue sources for growth and some channel underperformance. Taken together, the highlights — meaningful profitability gains, stronger balance sheet, clear cost discipline and diversified revenue initiatives — outweigh the near-term subscriber and margin challenges, resulting in a constructive outlook.View all CH:2ON earnings summaries2ON Stock 12 Month Forecast
Average Price Target
$6.26
―
Lululemon Athletica
―
Planet Fitness
―
Lucky Strike Entertainment
―
Xponential Fitness
―
Options Prices
Currently, No data available
---