Peloton stock rises following Canaccord Genuity upgrade

Published 14/03/2025, 12:56
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Investing.com -- Peloton Interactive (NASDAQ: NASDAQ:PTON) shares climbed over 7% in pre-market trading on Friday as Canaccord Genuity upgraded the fitness company’s stock from Hold to Buy, setting a price target of $10.00. The upgrade comes as a positive development for the company, whose shares have fallen 30% year to date.

The rise in Peloton’s stock reflects investor optimism following Canaccord Genuity analyst Susan Anderson’s reassessment of the company’s prospects. Anderson cites Peloton’s position as a leader in the connected fitness industry, with a substantial and loyal member base of 6 million that generates a high-margin recurring revenue stream.

Anderson’s analysis points to Peloton’s strategic efforts to right-size its cost structure and improve unit economics. The company’s initiatives are expected to significantly boost its adjusted EBITDA to $300M-$350M in FY25, a substantial increase from $3.5M in FY24. Moreover, the analyst anticipates that Peloton’s revenue will begin to inflect in FY26 as the company rolls out new revenue initiatives and that subscription growth will follow in FY27 with the launch of adjacent products.

The analyst’s quote emphasizes these expectations: "we expect revenue to inflect in FY26 as management implements revenue initiatives, and for subscription growth to follow in FY27 with the addition of adjacent products."

Peloton’s stock closed at $6.10 on Thursday and was trading at $6.55 in pre-market on Friday. The company’s journey towards profitability and positive free cash flow, coupled with a reduction in leverage, has been highlighted as a turning point with significant upside potential from current levels.

Investors have responded to the upgrade with enthusiasm, seeing it as a signal that Peloton may be on a path to recovery after facing challenges in the market. The company’s focus on financial discipline and growth through new product offerings is key to its strategy moving forward.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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