Peloton stock forecast 2025 based on current quarterly filings

Based on current quarterly filings, Peloton stock forecast 2025 points to gross margin expansion up to 38% from the current 35%. This scenario assumes better supply chain control and reduced hardware discounting. Hedge fund activity remains modest but with selective accumulation. Peloton Interactive (NASDAQ: PTON) just did something it's never done before. Shares of the connected fitness specialist gained 35% on Thursday, marking its biggest one-day surge since its IPO in 2019. For the full year, the company generated $320 million in free cash flow, ahead of its own internal expectations, and its guidance implies a path to revenue growth in the back half of the year. Overall, operating expenses were down 25% in fiscal 2025, with meaningful cuts to sales and marketing as well as research and development, metrics investors and analysts have long said were too high for the size of Peloton's business. Peloton stock forecast 2025 remains sensitive to marketing efficiency. Current CTR and conversion rates in digital campaigns have risen to 4.3%, creating stronger revenue assumptions in forward models.