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$83.81 $0.03 (0.0%)

04:00 PM EDT on 05/07/21

Peloton (NASDAQ:PTON)

CAPS Rating: 3 out of 5

Current Price $83.81 Mkt Cap $25.0B
Open $89.55 P/E Ratio 144.37
Prev. Close $83.81 Div. (Yield) $0.00 (0.0%)
Daily Range $82.91 - $92.02 Volume 62,104,988
52-Wk Range $38.80 - $171.09 Avg. Daily Vol. 12,627,000

Caps

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All Players

397 Outperform
43 Underperform
 

All-Star Players

98 Outperform
14 Underperform
 

Wall Street

0 Outperform
0 Underperform
 

Top NASDAQ:PTON Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

TMFJaguar (91.49)
Submitted March 19, 2021

I think I'm finally ready to say Peloton can beat the market over the next five to ten years. Still speculative -- we don't know how sustainable its growth is how many members it can support.That said, we do know it's sticky, with impressive… More

wheelzofsteel (47.75)
Submitted January 11, 2021

Nautilus, Nordictrack, and now Apple are coming with PTON struggling to get bikes out the door. And with gyms and fitness studios eventually reopening, it'll turn out that community is not much of a moat.

NASDAQ:PTON VS S&P 500 (SPY)

NASDAQ:PTON Summary

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Recent Community Commentary

Read the most recent pitches from players about PTON.

Recs

0
Member Avatar JoeKercheville (< 20) Submitted: 5/6/2021 9:37:20 AM : Outperform Start Price: $83.82 NASDAQ:PTON Score: -1.59

innovative fitness company

Recs

0
Member Avatar TMFBuilt2Last (21.88) Submitted: 5/3/2021 8:53:25 AM : Outperform Start Price: $98.26 NASDAQ:PTON Score: -15.35

20% dip after tread safety concerns could make a good entry point. Company can't keep up with demand -- high quality problem that should be worked out soon. New Taiwan factory and Precor business adds manufacturing in the U.S.

Recs

0
Member Avatar Sigmoney (37.04) Submitted: 4/28/2021 12:16:44 PM : Outperform Start Price: $104.04 NASDAQ:PTON Score: -20.53

The Pitch

Peloton is a $30B company entering its first year of earnings profitability as a category disruptor with a large and expanding addressable market. After another guided 100%+ year in revenue growth for FY2021, I believe that Peloton will achieve annual revenue growth of 30% per year for the next five years. In that time, I believe that PTON will earn a 30x NTM PE multiple, as the market comes to appreciate its sustainable high rates of growth and strengthening competitive position. Taken together, this implies a 5-year price target of $215 for a 15.7% annualized return or 118% cumulative return.

Peloton is poised to capitalize on its brand, fitness media content, and first-mover advantage to deliver strong returns to shareholders for years to come. I believe that over a 5-year time horizon, Peloton is a strong BUY.

Thesis Points

Thesis Point #1: Massive Early-Stage Opportunity.

- TAM, SAM, and penetration are all growing and PTON's addressable market is wider than just gym-goers.

Thesis Point #2: Unique, Multi-Faceted Competitive Moat Will Forge Path to 100M Subscribers

- Peloton is more than just a bike. It’s more than just a class. By combining technology with media, and overlaying on top of that a cadre of world-class instructors, immersive classes, and engaging communities, Peloton has reinvented the way people work out. A Peloton subscription is as precious to people as their subscriptions to Netflix, if not more.

Full writeup here: https://johnsigmon.substack.com/p/peloton-pton-category-disruptor-with-underappreciated-post-covid-prospects

Leaderboard

Find the members with the highest scoring picks in PTON.

Score Leader

gatzbp

gatzbp (94.71) Score: +471.29

The Score Leader is the player with the highest score across all their picks in PTON.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Koltman 74.86 10/23/2019 Outperform 5Y $20.78 +303.32% +40.85% +262.47 0 Comment
Nautic 56.34 11/5/2019 Outperform 5Y $23.36 +258.85% +37.35% +221.51 0 Comment
bckearns 80.95 3/9/2020 Outperform 5Y $22.62 +270.51% +50.83% +219.68 0 Comment
ltphoto 98.70 10/31/2019 Outperform 5Y $23.49 +256.79% +38.80% +217.99 0 Comment
freecapital 79.98 3/9/2020 Outperform 5Y $23.00 +264.39% +53.00% +211.39 1 Comment
UltraShort 66.78 11/13/2019 Outperform 5Y $24.46 +242.64% +37.09% +205.55 0 Comment
lovehut 97.35 2/19/2020 Outperform 5Y $27.02 +210.24% +24.89% +185.35 0 Comment
PONYUP66 21.88 12/30/2019 Outperform 1Y $26.83 +212.37% +30.71% +181.67 0 Comment
baller89 89.84 12/30/2019 Outperform 5Y $26.83 +212.37% +30.71% +181.67 0 Comment
3DFool1 67.85 12/27/2019 Outperform 3M $27.22 +207.96% +30.65% +177.30 1 Comment

Wall Street

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There are no Wall Street tracker picks for PTON.