Peloton Interactive A

Peloton reported its first full-year GAAP profit of $63.2 million for fiscal 2026, yet shares fell after results as revenue fell 1.8% to $2.4 billion and connected-fitness subscribers declined 9% year over year to 2.5 million. Management cut costs and reduced run-rate expenses by $100 million, but guidance for fiscal 2027 implies a mid-point revenue decline and analysts forecast mixed EPS trends. With the stock off about 95% from its peak and trading at roughly 1x sales, a sustained return to strong user and revenue growth is required for shares to double over the next five years. » More on finance.yahoo.com

Peloton's stock fell sharply after DME Capital Management, led by David Einhorn, sold its entire stake in the second quarter. Analysts remain skeptical and are keeping ratings amid declines in paid connected-fitness subscriptions and a weaker revenue forecast for 2027. The combination of the high-profile exit, lowered price targets and a directionless broader market is pushing the stock closer to its year low. » More on de.investing.com

Peloton reported adjusted EPS of $0.13 and revenue of $608 million for Q4 2026, beating analysts' estimates. The company closed the fiscal year for the first time with positive net income and operating income as well as positive free cash flow. Management teased new commercial devices and product categories and expects moderate revenue growth for FY27 and adjusted EBITDA of $475–525 million. Despite the improved profitability, the stock fell about 12% premarket as investors voiced concerns about subscription growth, churn and the near‑term outlook. » More on de.investing.com