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Charles Peter Kirol, Chief Operating Officer of Peloton Interactive (NASDAQ:PTON), sold 20,633 shares of Class A Common Stock on July 16, 2025, for approximately $131,822. The shares were sold at a weighted average price of $6.3889, with individual sales prices ranging from $6.3700 to $6.4301. The transaction comes as Peloton, currently valued at $2.5 billion, shows mixed signals with a strong 64% return over the past year despite facing profitability challenges. InvestingPro analysis indicates the stock is currently trading below its Fair Value.
According to a Form 4 filing with the Securities and Exchange Commission, the sale of shares was to cover Kirol’s tax liability related to the settlement of Restricted Stock Units (RSUs). On July 15, 2025, Kirol also exercised 56,510 RSUs, which convert into an equal number of Class A Common Stock shares. With a current ratio of 1.65, Peloton maintains adequate liquidity to meet its short-term obligations. Discover more insights about PTON and access 8 additional key ProTips with InvestingPro.
In other recent news, Peloton Interactive has been the subject of several key developments. Truist Securities has maintained a buy rating on Peloton, with a price target of $11.00, citing expected revenue growth in the second half of fiscal 2026. The firm notes that Peloton has restructured its balance sheet and reduced operating expenses, which is expected to ensure sustainable free cash flow profitability. Meanwhile, UBS has kept its neutral rating with a $7.50 price target, highlighting improved EBITDA forecasts due to cost savings, although they project flat revenue for FY’26.
Citi analyst Ronald Josey has adjusted Peloton’s price target to $8.50 from $10.00, maintaining a neutral stance following the company’s first-quarter results for calendar year 2025. Peloton has shown improvements such as a decline in churn rates and expanded EBITDA and free cash flow margins. The company has also announced leadership changes, appointing Megan Imbres as Chief Marketing Officer and promoting Francis Shanahan to Chief Technology Officer.
Additionally, UBS reported an 11% year-over-year decline in Peloton’s web traffic in May, yet noted that the June 2025 quarter is tracking better overall compared to previous quarters. Despite these mixed signals, analysts are generally cautious, with some highlighting the potential need for increased marketing expenditures to stimulate demand. Peloton’s new leadership is focused on improving customer experience and driving revenue growth, marking a strategic shift from cost-cutting to growth initiatives.
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