Peloton Tread Flex launch: Price, release date, and new AI coaching specs

Peloton launched three new treadmills, including the foldable Tread Flex at $2,200, Tread Vision at $3,500, and Tread Plus Vision at $6,700, all with new AI features. The Tread Flex is designed for smaller spaces and lower-impact workouts, while the others cater to runners and elite athletes. The AI features include Run Analysis, IQ Pace Targets, and Heart Rate Zone Workouts. All models go on sale October 1.

Peloton (PTON) introduced new treadmill models and AI features to boost subscriptions. The company reported its first profitable year, reduced debt by 80%, and increased free cash flow. However, paid subscriptions fell 8.8% year over year, with guidance indicating further declines. Revenue growth stalled, with fiscal 2027 guidance projecting a 3.9% decline.

Peloton is launching its cheapest treadmill, the $2,195 Tread Flex, aiming to capitalize on running's popularity. The foldable design targets smaller spaces. CEO Peter Stern hopes this will help turn around the company, which has seen declining sales and a 42% stock drop since October 2025. The at-home treadmill market is forecast to grow 40% by 2030, according to industry forecasts.

Peloton stock rose 4.5% after announcing a new treadmill lineup with AI features and pricing from $2,195 to $6,695, launching in 2026. CEO Peter Stern aims to broaden appeal, while Truist analyst Youssef Squali notes subscriber headwinds but expects potential improvement in 2027. The S&P 500, Dow Jones, and Nasdaq also saw modest gains.

Peloton Interactive Inc (PTON) shares rose 2.6% premarket after announcing three new treadmill models and AI-powered coaching features. The Tread Flex, priced at $2,195, is foldable and reduces footprint by 50%. Tread Vision and Tread+ Vision, priced at $3,495 and $6,695 respectively, include movement-tracking cameras. All models launch in the U.S. and Canada on October 1, 2026.

Morgan Stanley analyst Nathan Feather downgraded Peloton Interactive (PTON) to 'Underweight' and set a $4.50 price target, citing a 78% drop in customer additions from pandemic peaks and negative subscriber growth. Feather expects subscriber churn to hurt earnings, while Barchart also signals downside. The analyst notes a shift to brick-and-mortar gyms and rising interest in strength training as threats to Peloton's hardware revenue. Despite this, the consensus rating remains 'Moderate Buy' with