Baig Saqib sold $28K of PTON

Peloton Interactive (PTON) shares fell Aug. 6 after the company reported its first annual profit of $63 million on $2.446 billion revenue. Q4 revenue was roughly flat YoY, while EPS rose to $0.13 versus $0.12 expected. Elevated subscriber churn and FY27 sales guidance of $2.3B to $2.4B weighed on sentiment; analysts cited a $8.41 mean target.

Peloton (PTON) reported fiscal Q4 2026 earnings Aug. 6 before market open. The company said it is now profitable and generated GAAP net profit of $63 million in the last fiscal year, with free cash flow of $378 million and net debt of about $93 million. FY guidance implies sales decline (midpoint -3.9%) and member/subscriber counts fell; shares dropped over 15% on the guidance.

Peloton Interactive (PTON) shares fell after the company said it is struggling to slow subscriber losses. In fiscal 2026 Q4 ended June 30, paid connected fitness subscriptions fell 8.8% to 2.553 million, while revenue rose under 1% to $608 million. Peloton raised gross margin to 56.7% and generated $378 million free cash flow, but expects subscriptions to drop to 2.455-2.475 million in Q1 FY2027.

Peloton reported its first full fiscal year of net income, earning $63.2 million for the year ended June 30, 2026, versus a $118.9 million loss a year earlier. For fiscal 2027, it guided revenue to $2.3 billion to $2.4 billion (below CNBC’s $2.42 billion view) and adjusted EBITDA of $475 million to $525 million. Shares fell about 13% premarket.

PELOTON INTERACTIVE, INC. (PTON) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q4fy2026earningspressrelea.htm EX-99.1 Document Peloton Announces Q4 & FY2026 Financial Results Delivered Year-over-Year Revenue Growth in Q4 and Exceeded Full Year FY26 Free Cash Flow Target Full Year FY26 GAAP Net Cash Provided by Operating Activities was $388 million

UBS analysts said Peloton Interactive (PTON) is expected to report a slightly better-than-expected Q4 and provide conservative fiscal 2027 guidance. UBS forecasts Q4 revenue of $595M, adjusted EBITDA of $158M, and 2.562M connected fitness subscribers. For fiscal 2027, UBS expects about a 4% subscriber decline, ~1% revenue drop, and $526M adjusted EBITDA, citing balance-sheet flexibility and potential capital allocation changes.