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Now Is the Time to Buy Peloton, Analyst Says<blockquote>分析师表示，现在是购买Peloton的时候了</blockquote>

After a breakout 2020,Peloton Interactive stock has shaved off about 30% from its levels entering th

Now Is the Time to Buy Peloton, Analyst Says<blockquote>分析师表示，现在是购买Peloton的时候了</blockquote>

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An analyst at MKM Partners thinks it’s time to buy.<blockquote>在2020年突破后，Peloton Interactive股价较今年以来的水平下跌了约30%。MKM Partners的分析师认为现在是买入的时候了。</blockquote> Rohit Kulkarni has rated Peloton stock (ticker: PTON)&nbsp;at Neutral&nbsp;since he launched coverage in October 2019. But he raised his rating to Buy in a note Monday after therecent selloff in stay-at-home stocksbrought Peloton shares below his $130 price target.<blockquote>自2019年10月推出报道以来，Rohit Kulkarni将Peloton股票（股票代码：PTON）评级为中性。但在最近居家股票的抛售导致Peloton股价低于130美元的目标价后，他在周一的一份报告中将评级上调至买入。</blockquote> Kulkarni pointed to several factors driving his upgrade, including supply chain improvements, the rollout of a lower price treadmill later this spring, the potential for business-to-business sales, Peloton’s network of dedicated users, and a better improved risk-reward setup.<blockquote>库尔卡尼指出了推动他升级的几个因素，包括供应链的改善、今年春天晚些时候推出的价格更低的跑步机、企业对企业销售的潜力、Peloton的专用用户网络以及更好地改进的风险回报设置。</blockquote> In December, the company signed an agreement to buy workout equipment provider Precor for $420 million.Analysts notedthe deal wouldbeef up Peloton’s manufacturing. But they also pointed out that most of Precor’s sales come from commercial consumers like gyms, hotels, universities, and multifamily residences. And they viewed Precor’s longstanding relationships as a way Peloton could better break into such spaces.<blockquote>去年12月，该公司签署了一项协议，以4.2亿美元收购健身器材提供商Precor。分析师指出，这笔交易将增强Peloton的制造能力。但他们也指出，Precor的大部分销售额来自健身房、酒店、大学和多户住宅等商业消费者。他们认为Precor的长期关系是Peloton更好地打入此类领域的一种方式。</blockquote> “Plus, the company has been making inroads into logical extensions to its current value proposition, via last year’s announcement of the refurbished program and growing focus on off-bike workouts, particularly strength training,” Kulkarni added.<blockquote>库尔卡尼补充道：“此外，通过去年宣布的翻新计划以及越来越关注非自行车锻炼，特别是力量训练，该公司一直在对其当前价值主张进行合乎逻辑的扩展。”</blockquote> Kulkarni also noted that based on forecasts, Peloton is expected to quintuple the size of its installed base from June 2019 through June 2021. And he said Peloton has an industry-low churn rate, which is the percentage of subscribers who stop paying.<blockquote>Kulkarni还指出，根据预测，从2019年6月到2021年6月，Peloton的安装规模预计将增加五倍。他表示，Peloton的流失率处于行业最低水平，即停止付费的订户的百分比。</blockquote> “We believe the combined value of Peloton’s investments in instructors, music/media, and social features is greater than just looking at the member churn rate or workouts per member,” he wrote. “We believe the value of the network is greater than the sum of the individual parts, and it continues to grow at a greater clip than the growth in the size of the network.”<blockquote>他写道：“我们相信Peloton在教练、音乐/媒体和社交功能方面的投资的综合价值不仅仅是关注会员流失率或每位会员的锻炼次数。”“我们相信网络的价值大于各个部分的总和，并且它继续以比网络规模增长更快的速度增长。”</blockquote> In terms of Wall Street expectations, Kulkarni wrote that consensus estimates call for 90% year-over-year growth in sales during the June quarter, followed by a steep drop-off in growth rates in the September quarter.<blockquote>就华尔街的预期而言，库尔卡尼写道，市场普遍预计看涨期权在6月份季度的销售额将同比增长90%，随后在9月份季度的增长率将急剧下降。</blockquote> “We believe Street model assumes significant headwinds to Peloton on mass vaccinations,” he wrote. “Until there is clarity in outlook, we expect Peloton to continue to trade at a discount to its recently reported growth rate.”<blockquote>他写道：“我们认为，街头模式假设Peloton在大规模疫苗接种方面面临重大阻力。”“在前景明朗之前，我们预计Peloton的交易价格将继续低于其最近报告的增长率。”</blockquote> Peloton stock was down 3.6% to $101.35 on Monday, while the S&amp;P 500 index was down 0.5%.<blockquote>Peloton股价周一下跌3.6%，至101.35美元，标普500指数下跌0.5%。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Now Is the Time to Buy Peloton, Analyst Says<blockquote>分析师表示，现在是购买Peloton的时候了</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNow Is the Time to Buy Peloton, Analyst Says<blockquote>分析师表示，现在是购买Peloton的时候了</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-03-09 15:48\n\n</h4>\n</header>\n<article>\nAfter a breakout 2020,Peloton Interactive&nbsp;stock has shaved off about 30% from its levels entering the year. An analyst at MKM Partners thinks it’s time to buy.<blockquote>在2020年突破后，Peloton Interactive股价较今年以来的水平下跌了约30%。MKM Partners的分析师认为现在是买入的时候了。</blockquote> Rohit Kulkarni has rated Peloton stock (ticker: PTON)&nbsp;at Neutral&nbsp;since he launched coverage in October 2019. But he raised his rating to Buy in a note Monday after therecent selloff in stay-at-home stocksbrought Peloton shares below his $130 price target.<blockquote>自2019年10月推出报道以来，Rohit Kulkarni将Peloton股票（股票代码：PTON）评级为中性。但在最近居家股票的抛售导致Peloton股价低于130美元的目标价后，他在周一的一份报告中将评级上调至买入。</blockquote> Kulkarni pointed to several factors driving his upgrade, including supply chain improvements, the rollout of a lower price treadmill later this spring, the potential for business-to-business sales, Peloton’s network of dedicated users, and a better improved risk-reward setup.<blockquote>库尔卡尼指出了推动他升级的几个因素，包括供应链的改善、今年春天晚些时候推出的价格更低的跑步机、企业对企业销售的潜力、Peloton的专用用户网络以及更好地改进的风险回报设置。</blockquote> In December, the company signed an agreement to buy workout equipment provider Precor for $420 million.Analysts notedthe deal wouldbeef up Peloton’s manufacturing. But they also pointed out that most of Precor’s sales come from commercial consumers like gyms, hotels, universities, and multifamily residences. And they viewed Precor’s longstanding relationships as a way Peloton could better break into such spaces.<blockquote>去年12月，该公司签署了一项协议，以4.2亿美元收购健身器材提供商Precor。分析师指出，这笔交易将增强Peloton的制造能力。但他们也指出，Precor的大部分销售额来自健身房、酒店、大学和多户住宅等商业消费者。他们认为Precor的长期关系是Peloton更好地打入此类领域的一种方式。</blockquote> “Plus, the company has been making inroads into logical extensions to its current value proposition, via last year’s announcement of the refurbished program and growing focus on off-bike workouts, particularly strength training,” Kulkarni added.<blockquote>库尔卡尼补充道：“此外，通过去年宣布的翻新计划以及越来越关注非自行车锻炼，特别是力量训练，该公司一直在对其当前价值主张进行合乎逻辑的扩展。”</blockquote> Kulkarni also noted that based on forecasts, Peloton is expected to quintuple the size of its installed base from June 2019 through June 2021. And he said Peloton has an industry-low churn rate, which is the percentage of subscribers who stop paying.<blockquote>Kulkarni还指出，根据预测，从2019年6月到2021年6月，Peloton的安装规模预计将增加五倍。他表示，Peloton的流失率处于行业最低水平，即停止付费的订户的百分比。</blockquote> “We believe the combined value of Peloton’s investments in instructors, music/media, and social features is greater than just looking at the member churn rate or workouts per member,” he wrote. “We believe the value of the network is greater than the sum of the individual parts, and it continues to grow at a greater clip than the growth in the size of the network.”<blockquote>他写道：“我们相信Peloton在教练、音乐/媒体和社交功能方面的投资的综合价值不仅仅是关注会员流失率或每位会员的锻炼次数。”“我们相信网络的价值大于各个部分的总和，并且它继续以比网络规模增长更快的速度增长。”</blockquote> In terms of Wall Street expectations, Kulkarni wrote that consensus estimates call for 90% year-over-year growth in sales during the June quarter, followed by a steep drop-off in growth rates in the September quarter.<blockquote>就华尔街的预期而言，库尔卡尼写道，市场普遍预计看涨期权在6月份季度的销售额将同比增长90%，随后在9月份季度的增长率将急剧下降。</blockquote> “We believe Street model assumes significant headwinds to Peloton on mass vaccinations,” he wrote. “Until there is clarity in outlook, we expect Peloton to continue to trade at a discount to its recently reported growth rate.”<blockquote>他写道：“我们认为，街头模式假设Peloton在大规模疫苗接种方面面临重大阻力。”“在前景明朗之前，我们预计Peloton的交易价格将继续低于其最近报告的增长率。”</blockquote> Peloton stock was down 3.6% to $101.35 on Monday, while the S&amp;P 500 index was down 0.5%.<blockquote>Peloton股价周一下跌3.6%，至101.35美元，标普500指数下跌0.5%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/now-is-the-time-to-buy-peloton-analyst-says-51615227276?mod=hp_DAY_Theme_1_3\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"source_url":"https://www.barrons.com/articles/now-is-the-time-to-buy-peloton-analyst-says-51615227276?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192915615","content_text":"After a breakout 2020,Peloton Interactive stock has shaved off about 30% from its levels entering the year. An analyst at MKM Partners thinks it’s time to buy.\nRohit Kulkarni has rated Peloton stock (ticker: PTON) at Neutral since he launched coverage in October 2019. But he raised his rating to Buy in a note Monday after therecent selloff in stay-at-home stocksbrought Peloton shares below his $130 price target.\nKulkarni pointed to several factors driving his upgrade, including supply chain improvements, the rollout of a lower price treadmill later this spring, the potential for business-to-business sales, Peloton’s network of dedicated users, and a better improved risk-reward setup.\nIn December, the company signed an agreement to buy workout equipment provider Precor for $420 million.Analysts notedthe deal wouldbeef up Peloton’s manufacturing. But they also pointed out that most of Precor’s sales come from commercial consumers like gyms, hotels, universities, and multifamily residences. And they viewed Precor’s longstanding relationships as a way Peloton could better break into such spaces.\n“Plus, the company has been making inroads into logical extensions to its current value proposition, via last year’s announcement of the refurbished program and growing focus on off-bike workouts, particularly strength training,” Kulkarni added.\nKulkarni also noted that based on forecasts, Peloton is expected to quintuple the size of its installed base from June 2019 through June 2021. And he said Peloton has an industry-low churn rate, which is the percentage of subscribers who stop paying.\n“We believe the combined value of Peloton’s investments in instructors, music/media, and social features is greater than just looking at the member churn rate or workouts per member,” he wrote. “We believe the value of the network is greater than the sum of the individual parts, and it continues to grow at a greater clip than the growth in the size of the network.”\nIn terms of Wall Street expectations, Kulkarni wrote that consensus estimates call for 90% year-over-year growth in sales during the June quarter, followed by a steep drop-off in growth rates in the September quarter.\n“We believe Street model assumes significant headwinds to Peloton on mass vaccinations,” he wrote. “Until there is clarity in outlook, we expect Peloton to continue to trade at a discount to its recently reported growth rate.”\nPeloton stock was down 3.6% to $101.35 on Monday, while the S&P 500 index was down 0.5%.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":1662,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}