Peloton Interactive stock holds near Morgan Stanley's bearish call

Published on 09/18/2026 at 19:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Peloton Interactive stock traded at USD 4.90 on September 17, 2026, after Morgan Stanley stayed Underweight. Q4 FY26 revenue was USD 607.7 million, with EPS at USD 0.13.

PTON, US70614W1009, Illustration mit AI erstellt.

Peloton Interactive (US70614W1009) stock closed at USD 4.90 on September 17, 2026, after gaining 1.24 percent. The move came as Investing.com reported on September 17, 2026 that Morgan Stanley kept its Underweight view on Peloton and said the market already prices in optimistic growth assumptions.

Revenue and earnings

MarketBeat said on September 17, 2026 that Peloton reported Q4 FY26 revenue of USD 607.7 million and earnings of USD 0.13 per share for the quarter, which topped the consensus EPS estimate of USD 0.11 by USD 0.02. The same page put the company's market capitalization at USD 2.15 billion and the 52-week range at USD 3.65 to USD 9.20.

That leaves the shares at about 46.4 percent above the 52-week low and 46.7 percent below the 52-week high, a wide gap that reflects how far the stock still sits from its prior peak. MarketBeat also said Peloton's annual sales were USD 2.45 billion and that the trailing P/E ratio stood at 40.84.

Bears versus bulls

In its note, Investing.com said Morgan Stanley analyst Nathan Feather cut Peloton to Underweight from Equal Weight earlier in September 2026. The same report said the bank sees structural headwinds, while bulls point to new products, commercial growth and buybacks.

Investing.com also quoted Morgan Stanley's view that Peloton's share in the overall bike, tread and rower market has fallen to 9 percent from about 38 percent at the pandemic peak, while its share of the connected fitness market remains about 45 percent. The report said consensus already expects gross additions to rise 36 percent over three years despite five straight years of double-digit percentage declines.

Near the range floor

Peloton Interactive stock ended the session at USD 4.90 on September 17, 2026, with MarketBeat listing extended trading at USD 4.91 as of 7:59 PM Eastern. The stock's 52-week range remained USD 3.65 to USD 9.20, and the market value stood at USD 2.15 billion.