Campaign Launch Sparks Surge: Social media buzzed with reports of Peloton's stock spiking after unveiling the 'Let Yourself Go' campaign featuring Hudson Williams. Enthusiasts credited the high-profile partnership with injecting fresh energy into the brand's marketing efforts. Shares reportedly climbed over 3% in response, fueling early optimism.
Bullish Chart Patterns Emerge: Traders spotlighted a rounded bottom formation on PTON charts, eyeing a potential breakout past key moving averages. Discussions pegged $5.43 as a near-term target to fill an early-year gap. This technical shift underscores hopes for sustained upward momentum.
Tariff Warnings Add Caution: Countervoices highlighted UBS estimates of over $100 million in tariff exposure from Section 232 policy shifts. Social media reflected concerns over added cost pressures on Peloton's supply chain. Sentiment remains mixed as growth prospects clash with macroeconomic risks.
Note: This discussion summary was generated from an AI condensation of post data.
Peloton Insider Trading Activity
Peloton insiders have traded $PTON stock on the open market 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 have been sales.
Here’s a breakdown of recent trading of $PTON stock by insiders over the last 6 months:
- JENNIFER CUNNINGHAM COTTER (Chief Content Officer) has made 0 purchases and 4 sales selling 559,856 shares for an estimated $3,147,343.
- ELIZABETH F CODDINGTON (Chief Financial Officer) has made 0 purchases and 4 sales selling 519,666 shares for an estimated $2,925,942.
- DION C. SANDERS (Chief Commercial Officer) has made 0 purchases and 4 sales selling 470,169 shares for an estimated $2,646,599.
- NICK V. CALDWELL (Chief Product Officer) has made 0 purchases and 6 sales selling 326,978 shares for an estimated $1,977,286.
- PETER C STERN (President and CEO) has made 0 purchases and 3 sales selling 187,322 shares for an estimated $1,109,785.
- SAQIB BAIG (Chief Accounting Officer) has made 0 purchases and 7 sales selling 101,294 shares for an estimated $611,209.
- CHARLES PETER KIROL (Chief Operating Officer) has made 0 purchases and 6 sales selling 69,069 shares for an estimated $421,295.
- KAREN BOONE sold 25,000 shares for an estimated $185,857
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Peloton Revenue
Peloton had revenues of $550.8M in Q1 2026. This is a decrease of -5.99% from the same period in the prior year.
You can track PTON financials on Quiver Quantitative's PTON stock page.
Peloton Congressional Stock Trading
Members of Congress have traded $PTON stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $PTON stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/19 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Peloton Hedge Fund Activity
We have seen 194 institutional investors add shares of Peloton stock to their portfolio, and 228 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 17,423,485 shares (-82.7%) from their portfolio in Q4 2025, for an estimated $107,328,667
- DNB ASSET MANAGEMENT AS added 6,331,510 shares (+142.4%) to their portfolio in Q4 2025, for an estimated $39,002,101
- ALYESKA INVESTMENT GROUP, L.P. added 4,116,986 shares (+306.0%) to their portfolio in Q4 2025, for an estimated $25,360,633
- TWO SIGMA ADVISERS, LP removed 3,748,200 shares (-62.5%) from their portfolio in Q4 2025, for an estimated $23,088,912
- NORGES BANK added 3,616,125 shares (+1465.2%) to their portfolio in Q4 2025, for an estimated $22,275,330
- SCHONFELD STRATEGIC ADVISORS LLC added 3,370,183 shares (+113.8%) to their portfolio in Q4 2025, for an estimated $20,760,327
- NEUBERGER BERMAN GROUP LLC added 3,219,585 shares (+18618.9%) to their portfolio in Q4 2025, for an estimated $19,832,643
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Peloton Analyst Ratings
Wall Street analysts have issued reports on $PTON in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Macquarie issued a "Outperform" rating on 11/11/2025
- Truist Securities issued a "Buy" rating on 11/07/2025
To track analyst ratings and price targets for Peloton, check out Quiver Quantitative's $PTON forecast page.
Peloton Price Targets
Multiple analysts have issued price targets for $PTON recently. We have seen 6 analysts offer price targets for $PTON in the last 6 months, with a median target of $6.0.
Here are some recent targets:
- Ronald Josey from Citigroup set a target price of $5.0 on 02/12/2026
- Paul Golding from Macquarie set a target price of $6.0 on 02/06/2026
- Dana Telsey from Telsey Advisory Group set a target price of $6.0 on 02/06/2026
- Youssef Squali from Truist Securities set a target price of $9.0 on 02/06/2026
- Doug Anmuth from JP Morgan set a target price of $6.0 on 02/06/2026
- Lauren Schenk from Morgan Stanley set a target price of $6.5 on 11/19/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
