Twin Health and Peloton partner to combine fitness content with AI care

MOUNTAIN VIEW, Calif. - Twin Health announced Tuesday a partnership with Peloton (NASDAQ: PTON) that will integrate the fitness company’s workout content into Twin’s AI Digital Twin program for metabolic health treatment. Peloton, with a market capitalization of $3 billion and annual revenue of $2.5 billion, has seen its stock surge over 29% in the past six months despite broader market challenges. InvestingPro analysis reveals the company maintains strong liquidity with a current ratio of 1.79, though it continues to face profitability headwinds.

Under the agreement, Twin Health members will receive a Peloton App One membership at no additional cost, providing access to Peloton’s library of live and on-demand fitness classes across various disciplines including cardio, strength training, yoga, and meditation. Members will also have options for reduced-cost Peloton Bike+ rentals or All-Access memberships. This strategic move comes as Peloton maintains a healthy gross profit margin of 51%, according to recent InvestingPro data, suggesting strong potential for subscription-based revenue growth.

Twin Health’s AI Digital Twin technology creates personalized metabolic health plans for individuals with diabetes, prediabetes and obesity. The system will now recommend specific Peloton content tailored to members’ health goals, such as low-impact cardio for heart health or guided meditation for improved sleep quality.

"At Peloton, we have long held that movement is medicine," said Greg Hybl, Senior Vice President & General Manager of Peloton for Business, in the press release. "Our interest in improving people’s health outcomes is about putting that belief into action at scale."

The announcement follows Twin Health’s recent study published in the New England Journal of Medicine Catalyst, which reported that the company’s AI Digital Twin technology effectively treats diabetes and promotes weight loss without requiring high-cost medications.

Twin Health claims its program delivers over $8,000 in annualized savings per member for employers and health plans by reducing reliance on medications and lowering medical utilization.

The partnership aims to create what Twin Health describes as "a new standard of care for metabolic health" by combining AI-driven insights with fitness content from Peloton’s instructors.

In other recent news, Peloton Interactive’s financial and strategic developments have garnered attention from various investment firms. Truist Securities reiterated its Buy rating on Peloton, maintaining an $11 price target, and expressed optimism about the company’s future prospects. This follows Peloton’s significant product launches and pricing announcements, which Truist believes will lead to profitable revenue growth by the second half of fiscal year 2026. Similarly, Canaccord Genuity also maintained a Buy rating and a $10 price target, highlighting Peloton’s introduction of Peloton IQ, an AI-powered personal coaching platform, and other new offerings. Telsey Advisory Group raised its price target for Peloton to $9, citing upgrades to the company’s product lineup, now branded as the "cross training series." In addition, Goldman Sachs reiterated its Buy rating with an $11.50 price target, expressing confidence in Peloton’s ongoing hardware and software initiatives. Beyond these financial assessments, Peloton has partnered with Respin Health to study the impact of exercise on menopause, launching the PRESS study involving 500 participants. Results from this research are anticipated in January 2026.

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