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PTONPeloton Interactive, Inc.Sell6.0·$5.38+0.00%

Peloton Interactive (PTON) Q2 2026 earnings — TrendMatrix coverage

BEAT+7.1% vs estimateEPS $0.13 vs $0.12 estVerdict Buy (Wait)Sell

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.13
Estimate
$0.12
Surprise
+7.1%
Revenue (period 2026-06-30)
$607.8M
Score at report (before → after)
5.05.2/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Peloton Interactive (PTON) beat the $0.12 estimate with diluted EPS of $0.13 — a clear 7.1% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.0/10) to Sell at 5.2/10 after the report.

Current read · as of 2026-09-05

Where TrendMatrix's rating stands now

TrendMatrix currently rates PTON Sell at 6.0/10.

3 of the last 4 quarters beat the estimate; this quarter's +7.1% surprise compares with a +132.9% four-quarter average. Next scheduled report: 2026-11-05.

What supports the rating

  • Strong earnings beat streak (3/4)
  • Attractive valuation

What argues against it

  • Sector modifier (Consumer Cyclical): -1.5
  • Below 200-MA, MA slope -4.5%/30d (confirmed downtrend)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$5.38
Price target
$7.20
Stop
$5.04
Upside to target
+33.8%
Reward-to-risk
5.1:1

The stock trades at 38.6× trailing but 23.5× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.

Consumer Cyclical context

PTON at TrendMatrix's latest read

Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.

Industry
Leisure
Market cap
$2.37B
P/E (fwd)
23.5
P/E (ttm)
38.6
52-week range
$3.65$9.20
Off 52-week high
41.5%
RSI (14)
54
Volume vs avg
0.81×
Score today
6.0/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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