PTON

PELOTON INTERACTIVE, INC.

Nasdaq · Sporting & Athletic Goods, NEC · CIK 0001639825
$5.17 0.00% $2.2B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)3 Institutional ExitsCongressional Activity (2)
Vol
Market Cap$2.2B
Cap SizeMid Cap
Analyst ConsensusBuy (54%)
Inst. Holders9 funds
Inst. Value$535.7M
Inst. Activity2 buys / 3 sells
Insider Activity0B / 7S
Insider Net $-$1.9M
Reddit Sentiment63° Warm
SEC Reports4
Congressional2 trades
Exchange Nasdaq·Sector Sporting & Athletic Goods, NEC·CIK 0001639825·Prev Close $5.17

Recent Activity

May 18, 2026 Insider
Baig Saqib sold 29,075 shares
Interim CFO, CAO @ $5.27 ($153.4K)
May 15, 2026 Insider
Kirol Charles Peter sold 6,210 shares
Chief Operating Officer @ $5.29 ($32.9K)
May 15, 2026 Insider
Kirol Charles Peter sold 17,224 shares
Chief Operating Officer @ $0.00 ($0.00)
May 7, 2026 SEC
Peloton reported Q3 FY2026 revenue of $631M (+1% YoY), above guidance midpoint, and GAAP net income of $26.4M (first pos
8-K — Impact 6/10
May 7, 2026 earnings
Peloton Announces Q3 FY2026 Financial Results
Delivered Year-over-Year Revenue Growth and Increases Expectation for Full Year FY26 Revenue and Fre
Apr 23, 2026 SEC
Peloton Interactive announced it will release its Q3 FY2026 financial results on May 7, 2026, before market open, follow
PRESS-RELEASE — Impact 3/10
Mar 17, 2026 SEC
Two Peloton C-suite executives — CFO Elizabeth Coddington and Chief Product Officer Nick Caldwell — sold shares in the p
CLUSTER — Impact 3/10
Inst.
NORGES BANK — NEW
3,862,925 shares ($23.8M)

Price Targets

$8.03 +55.3% upside Strong Buy
Current $5.17 Low $4.00 Median $7.25 High $20.00 16 analysts
$4.00 $20.00

Analyst Ratings

Hold54% buy · 28 analysts
4Strong Buy
11Buy
12Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Macquarie MAINTAIN Outperform → Outperform
May 8, 2026 Goldman Sachs MAINTAIN Buy → Buy
Feb 12, 2026 Citigroup MAINTAIN Neutral → Neutral
Feb 6, 2026 JP Morgan MAINTAIN Neutral → Neutral
Feb 6, 2026 Truist Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.12 ▼ -9.9% $0.09 — $0.16 146% YoY 12
Next Q $0.11 ▼ -4.1% $0.09 — $0.12 264% YoY 7
Current FY $0.13 ▼ -17.3% $0.10 — $0.16 143% YoY 15
Next FY $0.27 ▼ -1.9% $0.12 — $0.37 111% YoY 17

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$241.6M
FMR LLC$165.7MDOUBLED
MORGAN STANLEY$40.4MTRIM
NORGES BANK$23.8MNEW
TWO SIGMA INVESTMENTS, LP$23.7MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Baig SaqibSELL$153.4K
May 15, 2026Kirol CharlesF$32.9K
May 15, 2026Kirol CharlesM$0.00
May 15, 2026Caldwell NickF$339.6K
May 15, 2026Caldwell NickM$0.00

Reddit Sentiment

63°
Warm
Bearish Neutral Bullish
4 mentions 3 bullish 1 bearish

Congressional Trades

1 members: 2 buys, 0 sells
MemberPartyTypeAmount
Maria ElviraRBUY$1,001 - $15,000
Maria ElviraRBUY$1,001 - $15,000
9 institutional holders with $535.7M total value (86,957,498 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC39,227,591$241.6M45.1%
2FMR LLC26,897,521$165.7M30.9%DOUBLED +135.4%
3MORGAN STANLEY6,551,010$40.4M7.5%TRIM -57.5%
4NORGES BANK3,862,925$23.8M4.4%NEW
5TWO SIGMA INVESTMENTS, LP3,846,378$23.7M4.4%TRIM -32.8%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,656,254$22.5M4.2%NEW
7BANK OF AMERICA CORP /DE/1,468,770$9.0M1.7%TRIM -44.3%
8WELLS FARGO & COMPANY/MN1,062,849$6.5M1.2%ADD +58.2%
9RENAISSANCE TECHNOLOGIES LLC384,200$2.4M0.4%NEAR_EXIT -77.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW3,862,925$23.8M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM5,727,6783,846,378-32.8%$23.7M2025-Q4
BANK OF AMERICA CORP /DE/TRIM2,635,7701,468,770-44.3%$9.0M2025-Q4
WELLS FARGO & COMPANY/MNADD672,0171,062,849+58.2%$6.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT1,718,900384,200-77.6%$2.4M2025-Q4
MORGAN STANLEYTRIM15,082,0516,411,997-57.5%$57.7M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM7,729,1185,727,678-25.9%$51.5M2025-Q3
UBS Group AGTRIM7,998,4803,339,513-58.2%$30.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM3,584,8001,718,900-52.1%$15.5M2025-Q3
NORGES BANKEXIT246,8000-100.0%$0.002025-Q3
UBS Group AGADD5,295,0467,998,480+51.1%$55.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM5,089,6003,584,800-29.6%$24.9M2025-Q2
BANK OF AMERICA CORP /DE/ADD1,838,5403,006,893+63.5%$20.9M2025-Q2
WELLS FARGO & COMPANY/MNADD506,903815,228+60.8%$5.7M2025-Q2
NORGES BANKNEW246,800$1.7M2025-Q2
Fund 1 Investments, LLCEXIT500,0000-100.0%$0.002025-Q2
FMR LLCDOUBLED10,757,28125,327,895+135.4%$160.1M2025-Q1
MORGAN STANLEYTRIM48,689,38517,052,318-65.0%$107.8M2025-Q1
UBS Group AGADD3,403,9015,295,046+55.6%$33.5M2025-Q1
WELLS FARGO & COMPANY/MNADD333,512506,903+52.0%$3.2M2025-Q1
Fund 1 Investments, LLCTRIM797,500500,000-37.3%$3.2M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD3,657,3005,833,700+59.5%$50.8M2024-Q4
UBS Group AGDOUBLED499,5353,403,901+581.4%$29.6M2024-Q4
Fund 1 Investments, LLCNEW797,500$6.9M2024-Q4
WELLS FARGO & COMPANY/MNTRIM525,931333,512-36.6%$2.9M2024-Q4
11 unique insiders with 7 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Baig SaqibInterim CFO, CAOSELL29,075$5.27$153.4K
May 15, 2026Kirol Charles PeterChief Operating OfficerF6,210$5.29$32.9K
May 15, 2026Kirol Charles PeterChief Operating OfficerM17,224$0.00$0.00
May 15, 2026Caldwell Nick V.Chief Product OfficerF64,192$5.29$339.6K
May 15, 2026Caldwell Nick V.Chief Product OfficerM119,331$0.00$0.00
May 15, 2026Kirol Charles PeterChief Operating OfficerM17,224$0.00$0.00
May 15, 2026Caldwell Nick V.Chief Product OfficerM119,331$0.00$0.00
May 15, 2026Sanders Dion C.Chief Commercial OfficerM17,151$0.00$0.00
May 15, 2026Sanders Dion C.Chief Commercial OfficerF116,573$5.29$616.7K
May 15, 2026Sanders Dion C.Chief Commercial OfficerM17,151$0.00$0.00
May 15, 2026Baig SaqibInterim CFO, CAOM19,973$0.00$0.00
May 15, 2026Baig SaqibInterim CFO, CAOM19,973$0.00$0.00
Apr 20, 2026Kirol Charles PeterChief Operating OfficerSELL3,670$5.16$18.9K
Apr 16, 2026Kirol Charles PeterChief Operating OfficerSELL19,806$5.02$99.4K
Apr 15, 2026Kirol Charles PeterChief Operating OfficerM56,510$0.00$0.00
Apr 15, 2026Kirol Charles PeterChief Operating OfficerM56,510$0.00$0.00
Apr 1, 2026Sanders Dion C.Chief Commercial OfficerA916,231$0.00$0.00
Apr 1, 2026Caldwell Nick V.Chief Product OfficerA916,231$0.00$0.00
Mar 16, 2026Coddington Elizabeth FChief Financial OfficerSELL21,819$3.87$84.5K
Mar 16, 2026Caldwell Nick V.Chief Product OfficerSELL42,632$3.86$164.8K
Mar 15, 2026Caldwell Nick V.Chief Product OfficerM115,741$0.00$0.00
Mar 15, 2026Caldwell Nick V.Chief Product OfficerM115,741$0.00$0.00
Mar 13, 2026Coddington Elizabeth FChief Financial OfficerM21,819$0.00$0.00
Mar 13, 2026Coddington Elizabeth FChief Financial OfficerM21,819$0.00$0.00
Mar 9, 2026Thomas-Graham PamelaDirectorM8,459$0.00$0.00
Mar 9, 2026Thomas-Graham PamelaDirectorM8,459$0.00$0.00
Mar 9, 2026MENDEZ ANGEL LDirectorM9,023$0.00$0.00
Mar 9, 2026MENDEZ ANGEL LDirectorM9,023$0.00$0.00
Mar 9, 2026Bruzzo ChrisDirectorM9,023$0.00$0.00
Mar 9, 2026Bruzzo ChrisDirectorM9,023$0.00$0.00
Mar 9, 2026Boone KarenDirectorM9,023$0.00$0.00
Mar 9, 2026Boone KarenDirectorM9,023$0.00$0.00
Mar 9, 2026Comonte TaraDirectorA8,459$0.00$0.00
Mar 9, 2026Comonte TaraDirectorM8,459$0.00$0.00
Feb 20, 2026Sanders Dion C.Chief Commercial OfficerSELL146,844$4.41$647.9K
Feb 20, 2026Cotter Jennifer CunninghamChief Content OfficerSELL154,497$4.41$681.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (54% buy). Based on 28 analysts: 4 strong buy, 11 buy, 12 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$8.03 mean target +55.3% upside Strong Buy (2.19)
$4.00 Low $20.00 High
MetricValue
Current Price$5.17
Target Low$4.00
Target Mean$8.03
Target Median$7.25
Target High$20.00
# Analysts16
RecommendationStrong Buy (2.19)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.12 $0.09 $0.16 146.4% -9.9% 3↑ 7↓ $0.6B -1.5% 12
Next Q
2026-09-30
$0.11 $0.09 $0.12 264.4% -4.1% 2↑ 2↓ $0.6B 3.0% 7
Current FY
2026-06-30
$0.13 $0.10 $0.16 143.2% -17.3% 2↑ 10↓ $2.4B -2.3% 15
Next FY
2027-06-30
$0.27 $0.12 $0.37 110.8% -1.9% 6↑ 5↓ $2.4B 0.2% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.123
7d ago$0.124-0.001
30d ago$0.137-0.014
60d ago$0.130-0.007
90d ago$0.132-0.009
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Macquarie MAINTAIN Outperform Outperform
May 8, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 12, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 6, 2026 Truist Securities MAINTAIN Buy Buy
Feb 6, 2026 Macquarie MAINTAIN Outperform Outperform
Feb 6, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Jan 29, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Dec 10, 2025 Guggenheim INITIATE Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 2026411121054%
Apr 1, 2026411121054%
Mar 1, 2026411121054%
Feb 1, 2026511111057%
Jan 1, 2026511101059%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 19, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000Peloton Interactive IncApr 22, 2026 (35d)
Mar 19, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000Peloton Interactive IncApr 22, 2026 (35d)
63°
Warm
Bearish Neutral Bullish
4 mentions 3 bullish 1 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 30, 2026267° Warm202
Apr 30, 2026160° Warm101
Apr 29, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Bullish 21d 3h ago
WFH Stocks are in trend again - Zoom Communications(ZM)
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 21d 3h ago
WFH Stocks is in trend again - Zoom Communications(ZM)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 21d 22h ago
Am I regarded? What’s happening here
▲ 1 💬 1 ⚡ 0.5
May 7, 2026
earnings
Peloton Announces Q3 FY2026 Financial Results
Delivered Year-over-Year Revenue Growth and Increases Expectation for Full Year FY26 Revenue and Free Cash Flow* <pre>Delivered Year-over-Year Revenue
May 7, 2026
earnings_calendar
PTON Q3 2026 Earnings Before Market Open — 2026-05-07
Apr 23, 2026
earnings
Peloton Interactive, Inc. Announces Date of Third Quarter Fiscal 2026 Earnings Release and Conference Call
<p>NEW YORK, April 23, 2026 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. (NASDAQ: PTON) will release its third quarter fiscal 2026 financial result
Apr 20, 2026
short_volume
Short Volume: PTON — 58.7% short (4.3M / 7.4M)
Short: 4,315,177 | Exempt: 500 | TRF Vol: 7,354,049 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: PTON — 192,238 shares ($1.0M) failed to deliver
Settlement: 20260420, Price: $5.10, FTD Value: $980,413.8, PELOTON INTERACTIVE INC CL A C
Apr 16, 2026
short_interest
FTD: PTON — 176,974 shares ($0.9M) failed to deliver
Settlement: 20260416, Price: $4.86, FTD Value: $860,093.64, PELOTON INTERACTIVE INC CL A C
Apr 15, 2026
short_interest
FTD: PTON — 180,269 shares ($0.9M) failed to deliver
Settlement: 20260415, Price: $4.77, FTD Value: $859,883.13, PELOTON INTERACTIVE INC CL A C
Apr 13, 2026
short_volume
Short Volume: PTON — 76.2% short (5.0M / 6.5M)
Short: 4,950,164 | Exempt: 22,007 | TRF Vol: 6,499,332 | Short Ratio: 76.2% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: PTON — 56.7% short (2.1M / 3.7M)
Short: 2,075,141 | Exempt: 0 | TRF Vol: 3,660,711 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: PTON — 58.2% short (2.6M / 4.4M)
Short: 2,562,280 | Exempt: 1,436 | TRF Vol: 4,405,736 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)