异动解读 | Peloton盘前大跌15.4%，因业绩预期下修、亏损超预期及CFO将离职

异动解读02-05

Peloton Interactive, Inc.(PTON)今日盘前股价大幅下跌15.40%，引发了市场关注。

消息面上，公司下调了第三季度营收预期至6.05亿至6.25亿美元区间，低于市场预期的6.384亿美元。同时，其公布的2026财年第二季度业绩显示，每股亏损9美分，超出分析师预期的每股亏损6美分；季度营收为6.565亿美元，亦低于预期的6.743亿美元。此外，公司第二季度会员总数同比下降6%，并且宣布首席财务官Liz Coddington将于三月后离职。一系列疲软的业绩数据和人事变动打击了投资者信心。

数据显示，Peloton的12个月远期市盈率为26.97，显著高于行业中位数的18.99，估值偏高可能也加剧了股价调整压力。在跟踪该股的21家券商中，11家给予“买入”或更高评级，9家为“持有”，1家为“卖出”。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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