Peloton Interactive, Inc. Stock Price, News & Analysis

Peloton (NASDAQ: PTON) is the Official Fitness Partner of the FORMULA 1 HEINEKEN LAS VEGAS GRAND PRIX 2025, bringing live, on-site classes and exclusive Scenic content to members during race weekend.

Peloton will record four instructor-led classes at Wynn Las Vegas on November 22 and publish them to the Peloton platform starting November 24–25. Peloton will also offer an exclusive Scenic experience of the 3.8-mile Las Vegas Strip Circuit™ for Bike and Tread users, and run OOH and trackside media during the event.

Peloton (PTON) reported Q1 FY2026 results for the quarter ended Sept 30, 2025: Total Revenue $551M (down $35M or 6% YoY), GAAP Net Income $14M (improvement of $15M YoY), Adjusted EBITDA $118M (up $2M YoY), Free Cash Flow $67M (up $57M YoY). Ending Paid Connected Fitness Subscriptions were 2.732M (down 164k YoY). Management highlighted a product refresh (Cross Training Series, Pro Series), Peloton IQ launch, retail expansion, and the Breathwrk acquisition.

Guidance: Q2 FY26 revenue $665M–$685M, Adjusted EBITDA $55M–$75M, ending subscriptions 2.64M–2.67M. Full‑year FY26 outlook: revenue $2.4B–$2.5B, total gross margin ~52%, Adjusted EBITDA $425M–$475M, and a minimum Free Cash Flow target of $250M.

Peloton (NASDAQ: PTON) will release its first quarter fiscal 2026 financial results after U.S. market close on Thursday, November 6, 2025. The company will host a conference call and live audio webcast at 5:00 p.m. ET the same day to discuss results and business updates.

Management will answer select retail and institutional investor questions submitted via the company questionnaire form. A live audio webcast will be available on the investor relations site and a replay will be posted for 30 days.

Peloton (NASDAQ: PTON) and Hospital for Special Surgery (HSS) announced a collaboration to co-develop science-backed injury prevention and recovery content and provide Peloton Members access to HSS orthopedic expertise, beginning October 20, 2025.

New instructor-led classes and programs on musculoskeletal topics (runner’s knee, tennis elbow, postpartum movement, bone health, desk-worker strength) are available across Peloton devices and the Peloton App. Peloton will also offer a Bike+ rental package for HSS patients recovering from injury or surgery and an exclusive HSS Member Concierge to help schedule orthopedic care at HSS locations in NY, NJ, CT, and FL (phone: (212) 606-1884).

Twin Health and Peloton (NYSE:PTON) announced a partnership on October 14, 2025 to integrate Peloton's fitness and wellness content into Twin's AI Digital Twin metabolic care program.

Twin members receive a Peloton App One membership at no additional cost, with recommended classes (cardio, strength, yoga, meditation) personalized by the AI Digital Twin to support diabetes, prediabetes and obesity treatment and reduce reliance on medications. Members may also opt for a reduced-cost Peloton Bike+ rental or an All-Access membership. The deal follows a New England Journal of Medicine Catalyst study reporting the AI Digital Twin's effectiveness for diabetes and weight loss without high-cost medications.

Peloton (NYSE: PTON) and Respin Health launched a research partnership on October 6, 2025 to study how targeted exercise affects perimenopause and menopause symptoms. The PRESS study will enroll 500 Peloton members beginning October and run through December, with results due in January 2026. Participants receive free access to a curated, co-created eight-week collection of Peloton workouts and new classes designed with Respin's clinically informed menopause protocols.

The collaboration also creates a Peloton "Menopause Health" Team and will transition findings into a broader Peloton x Respin Menopause Care Program available to all Members. Enrollment opened Oct 6, 8:00 AM PT / 11:00 AM ET.

Peloton (NASDAQ: PTON) has launched its new Pro Series commercial equipment line, marking its entry into the commercial fitness market. The suite includes the Tread+ Pro, Bike+ Pro, and Row+ Pro, featuring enhanced durability, improved motors, and commercial warranties.

The equipment features advanced swivel screens for cross-training functionality and integrates Peloton IQ features with AI-powered intelligence. The company also introduced Peloton Spaces, offering co-branded workout areas, and unified its commercial operations by combining Precor with Peloton for Business into a single Commercial Business Unit.

The Pro Series launches October 1 in the U.S. and Canada, with Bike+ Pro available in select international markets. The Tread+ Pro will begin shipping in early 2026.

Peloton (NASDAQ: PTON) has unveiled a comprehensive transformation of its business with the launch of the Cross Training Series and Peloton IQ, an AI-powered coaching system. The new product lineup includes five connected fitness devices featuring advanced Swivel Screens and enhanced capabilities, while Peloton IQ provides personalized guidance and real-time feedback across all equipment.

The company announced strategic partnerships with Hospital for Special Surgery and Halle Berry's Respin Health, acquired the Breathwrk app, and expanded its HYROX collaboration. To support these enhancements, Peloton will increase membership prices, with All-Access rising to $49.99, App+ to $28.99, and App One to $15.99 in October.

The company reports 2 million members actively strength training on the platform, demonstrating strong demand for multi-disciplinary fitness experiences.

Peloton (NASDAQ:PTON) has announced that CFO Liz Coddington will participate in a fireside chat at the Citi Global TMT Conference on September 3, 2025, at 10:10 AM EDT. The event will be accessible via live webcast, with a replay available through Peloton's investor relations website in the Events section.