Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Featured Content from MarketBeat
Peloton Stock Is Rallying, But Can It Deliver Another 70% Upside?By Jennifer Ryan Woods. Article Posted: 4/18/2026. 
Key Points
- Peloton shares have already jumped more than 30% over the past month, and based on analyst estimates, the stock could climb another 70% over the next year.
- The company’s latest quarter showed continued pressure, with revenue of about $657 million missing estimates and falling nearly 3% YOY, while subscribers declined roughly 7%.
- Despite revenue and subscriber challenges, Peloton trades at a discount, with a price-to-sales ratio of 0.83, well below the leisure industry and broader consumer discretionary sector.
- Special Report: Elon Musk already made me a “wealthy man”
Peloton Interactive Inc. (NASDAQ: PTON) was hit hard after the COVID boom and has remained in a rut since. Recently, however, the fitness‑tech company has begun to rally. While challenges still weigh on the stock, if analyst estimates hold, investors could see meaningful upside over the next year. Peloton went public in 2019 and then benefited from a windfall when COVID-19 hit in 2020 and many consumers found themselves confined to their homes. With more time at home and seeking alternatives to gym visits, consumers shelled out for the company’s equipment, which offered a way to interact with others while working out.
Trump's team has officially code-named America's new AI initiative 'Golden Dawn' - a government project involving 40,000 scientists building an AI system described as 283 trillion times more powerful than today's leading data centers.
Louis Navellier, who manages a $1.1 billion portfolio including $358 million in AI stocks, says Golden Dawn represents the biggest investment event of his 40-year career - and has identified one specific stock he believes sits at the center of it. He's named the ticker in a free presentation, with a May 5th date flagged as key. Watch Louis Navellier's free Golden Dawn presentation and get the ticker
The demand caused the stock to surge. After debuting at $29 per share, it climbed above $170 by January 2021. But the rally didn’t last. By the end of that year, as pandemic tailwinds faded, the stock dropped back into the $30s and continued sliding over the next few years, at one point falling below $3. Since April 2021, shares have fallen more than 95%. Peloton is not alone — other pandemic-era winners like Roku Inc. (NASDAQ: ROKU) and Teladoc Health Inc. (NYSE: TDOC), which also benefited while people spent more time at home, similarly saw their shares tank as demand normalized. Stock Rally Sparks Renewed Investor InterestRecently, Peloton shares have regained some momentum. While the stock is nowhere near its pandemic highs and remains well below its 52-week high of roughly $9 reached in the fall, it has rallied recently, up about 30% over the past month. And based on analyst estimates, the shares may have further to run. The 12-month consensus price target on PTON is $8.60, based on 14 analyst ratings, implying significant upside from current levels. Three analysts see shares climbing above $10. Notably, none of the price targets issued over the past year project the stock falling below $5. The majority—eight analysts—rate the stock a Hold. Five rate it a Buy, while one rates it a Sell. Sentiment weakened following the company’s Q2 2026 earnings report, released Feb. 5, which prompted a number of negative analyst actions, including two downgrades and four price-target cuts. Revenue Miss and Subscriber Declines Weighed on ResultsRevenue was a major sticking point in the quarter. Peloton reported about $657 million in revenue, down nearly 3% year over year (YOY) and below analyst estimates of roughly $675 million. The shortfall was largely driven by weaker-than-expected equipment sales to existing members and longer-than-expected delivery times. The company also reported a roughly 7% decline in its subscriber base compared with the prior year. The drop in equipment sales led Peloton to lower its full-year revenue outlook by $30 million, implying a YOY decline of about 3% at the midpoint. On the bottom line, Peloton reported a loss of $0.09 per share. While that was an improvement from a $0.24 loss a year earlier, it still missed expectations for a $0.07 loss. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) was a bright spot: the company reported $81 million in adjusted EBITDA, up 39% YOY and at the high end of its guidance range. Gross margins also improved year over year, topping 50% and exceeding expectations. Peloton raised its fiscal year 2026 (FY2026) total gross margin guidance by 100 basis points to around 53% and boosted its adjusted EBITDA outlook by $25 million to a range of $450 million to $500 million. PTON Sinks After Earnings But Rebounds SharplyOn the same day as the earnings release, Peloton also announced that Chief Financial Officer Liz Coddington would be leaving the company the following month. The leadership change, combined with softer-than-expected revenue, a decline in paid subscribers, and reduced revenue guidance, triggered a sharp sell-off, with shares falling more than 25% after the news. The stock has remained volatile since, falling as low as $3.65 in mid-March before rebounding above $5 a month later. Over the last month, Peloton’s roughly 30% jump has outpaced the leisure and recreational products industry, which is up less than 2%. For the year, however, Peloton is down more than 10%, compared with the industry, which is up more than 8%. Current Valuation May Mean Room for UpsideAt the current price, Peloton shares may be undervalued. The stock is trading at a price-to-sales (P/S) ratio of 0.83, indicating investors are paying less than 1X revenue to own PTON. That's below the leisure and recreation industry, which is trading at a P/S of 1.17, and the consumer discretionary sector, which is trading at a P/S of 3.32. The key question now is whether Peloton can execute well enough to justify a higher valuation. That will depend on how the company manages its transition from a fitness-focused business to a broader wellness platform. If Peloton can execute and deliver more consistent revenue, it could lift the stock, helping it meet analyst expectations and deliver meaningful upside for investors. |
