We came across a bullish thesis on Peloton Interactive, Inc. on Open Insights’s Substack. In this article, we will summarize the bulls’ thesis on PTON. Peloton Interactive, Inc.'s share was trading at $6.66 as of December 1st. PTON’s forward P/E was 12.24 according to Yahoo Finance.
Peloton (PTON) has undergone a major transformation over the past 18 months under new CEO Peter Stern, formerly of Apple, with a sharpened focus on profitability, free cash flow, and a comprehensive strategic overhaul. As FY2026 approaches, PTON unveiled its first-ever product revamp—the Peloton...
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