Planet Fitness (PLNT) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing ear ...

Previously 2.65% of fund AUM as of prior quarter; part of broader fund downsizing.Yiheng Capital Management, L.P, fully exited its put option position in Planet Fitness (PLNT 0.80%) in the quarter ending September 30, 2025, according to a November 14, 2025, SEC filing.What happenedAccording to a filing with the Securities and Exchange Commission dated November 14, 2025, Yiheng Capital Management, L.P. reported having sold its entire put option position in Planet Fitness during the third quarter. This reduct ...

HAMPTON, N.H., Dec. 15, 2025 /PRNewswire/ -- Planet Fitness, Inc. (NYSE: PLNT) (the "Company") today announced that it has entered into a $350 million accelerated share repurchase agreement (the "ASR Agreement") with Citibank, N.A. (the "Bank"). The Company will acquire shares under the ASR Agreement as part of its $500 million share repurchase authorization previously announced on June 13, 2024 (the "2024 Share Repurchase Program"). As of December 15, 2025, before giving effect to the ASR Agreement, approx ...

Core Viewpoint - The article summarizes the latest analyst ratings from Wall Street, highlighting significant upgrades, downgrades, and new coverage that could impact market sentiment and investment decisions [1][6]. Upgrades - Oppenheimer upgraded General Electric Energy (GEV) from "Hold" to "Outperform," setting a target price of $855, citing improved pricing and sales, along with enhanced factory utilization and operational efficiency [5]. - JPMorgan raised PepsiCo (PEP) from "Neutral" to "Overweight," increasing the target price from $151 to $164, due to the company's accelerated innovation and marketing spending [5]. - HSBC upgraded AbbVie (ABBV) from "Hold" to "Buy," with a target price increase from $225 to $265, noting the company's growth momentum and strong execution capabilities [5]. - Morgan Stanley raised Terex (TEX) from "Equal Weight" to "Overweight," with a target price increase from $47 to $60, as the company's performance has rebounded and its business mix has improved [5]. - Oppenheimer upgraded Dyne Therapeutics (DYN) from "Hold" to "Outperform," significantly raising the target price from $11 to $40, highlighting the stock's undervaluation compared to its competitor Avidity [5]. Downgrades - HSBC downgraded Biogen (BIIB) from "Hold" to "Reduce," with a slight target price decrease from $144 to $143, citing the poor performance of its multiple sclerosis business [5]. - Jefferies lowered Emerson Electric (EMR) from "Buy" to "Hold," maintaining a target price of $145, indicating limited short-term upside due to the company's recent performance outlook [5]. - JPMorgan downgraded Noble Energy (NE) from "Overweight" to "Neutral," raising the target price from $31 to $33, while expressing caution about upstream capital expenditures [5]. - Jefferies downgraded Rexnord (RRX) from "Buy" to "Hold," reducing the target price from $170 to $160, noting that the company's transformation plan is taking longer than expected [5]. - Jefferies lowered Vail Resorts (VLTO) from "Buy" to "Hold," with a target price decrease from $125 to $105, stating that the current stock price reflects the company's stable demand and strong returns [5]. New Coverage - Guggenheim initiated coverage on Amazon (AMZN) with a "Buy" rating and a target price of $300, suggesting that the retail sector is showing signs of improvement despite previous concerns [9]. - B. Riley initiated coverage on Roblox (RBLX) with a "Buy" rating and a target price of $125, highlighting the company's strong long-term fundamentals [13]. - Cowen initiated coverage on Sensata Technologies (IOT) with an "Outperform" rating and a target price of $55, believing the company's platform aligns well with the $45 trillion "physical operations" industry [13]. - B. Riley initiated coverage on Take-Two (TTWO) with a "Buy" rating and a target price of $300, driven by the anticipated release of Grand Theft Auto 6 in November 2026 [13]. - Canadian Imperial Bank of Commerce initiated coverage on Shark Ninja (SN) with a "Buy" rating and a target price of $135, viewing the company as a "category disruptor" [13].

Core Insights - Planet Fitness, Inc. operates a unique business model focused on affordable and non-intimidating gym environments, leading to significant growth and numerous locations domestically and internationally [1] - The company has shown resilience in recent performance metrics, with a 2.78% gain over the past 30 days, indicating positive market sentiment, despite a 3.16% decline in the last 10 days [2] - Analysts project a stock price growth potential of 19.84%, driven by strategic initiatives to expand and enhance member engagement [3] - Financially, Planet Fitness holds a Piotroski Score of 9, indicating robust profitability, liquidity, and operational efficiency, making it attractive for value investors [4] - Analysts have set a target price of $129.60 for Planet Fitness, suggesting substantial upside potential from current trading levels [5] Performance Metrics - The stock has gained approximately 2.78% over the past 30 days, reflecting positive investor sentiment [2][6] - A decline of about 3.16% in the last 10 days may present a temporary setback and potential buying opportunity [2] Growth Potential - Estimated stock price growth potential is 19.84%, based on strategic initiatives for expansion and member engagement [3] Financial Health - Planet Fitness has a Piotroski Score of 9, indicating strong financial health and operational efficiency [4][6] Analyst Outlook - Target price set at $129.60 suggests significant growth potential and reinforces confidence in the company's future prospects [5][6]

Core Viewpoint - Planet Fitness, Inc. has announced the pricing of $750 million in Series 2025-1 Class A-2 Fixed Rate Senior Secured Notes, which will be used for refinancing and general corporate purposes [1][2]. Group 1: Financial Details - The Class A-2 Notes consist of two tranches: Class A-2-I with a principal amount of $400 million and a fixed interest rate of 5.274% per annum, and Class A-2-II with a principal amount of $350 million and a fixed interest rate of 5.649% per annum [1]. - The anticipated repayment terms for the Class A-2-I Notes is five years, while the Class A-2-II Notes have a seven-year term [1]. - The company also plans to enter into a $75 million variable funding note facility, in addition to the existing $75 million 2022-1 Variable Funding Senior Secured Notes [1]. Group 2: Company Overview - Founded in 1992, Planet Fitness is one of the largest and fastest-growing fitness center franchisors and operators globally, with approximately 20.7 million members and 2,795 clubs as of September 30, 2025 [4]. - The company's mission is to enhance lives by providing a high-quality fitness experience in a welcoming environment known as the Judgement Free Zone® [4]. - More than 90% of Planet Fitness clubs are owned and operated by independent business owners [4].

Core Points - KBRA has assigned preliminary ratings to three classes of notes from Planet Fitness Master Issuer LLC, Series 2025-1, indicating a whole business securitization [1] - The Series 2025-1 Notes issuance will lead to the repayment of Series 2022-1, Class A-2-I Notes, with KBRA planning to withdraw those ratings [1] - The ratings are based on cash flow analysis and are expected to affirm existing ratings on other series of notes [1] Company Overview - Planet Fitness Holdings, Inc. operates the Planet Fitness system, known for its affordable fitness memberships starting at $15 per month, with a premium Black Card option at $24.99 per month [2] - As of September 30, 2025, Planet Fitness has a total of 2,795 clubs, including 2,514 franchised locations and 281 company-owned locations across the U.S. and internationally [2] - The pledged collateral for the securitization consists of 2,631 locations in the U.S. and territories, with approximately 90% being franchised by unit count [2] - For the twelve months ending September 30, 2025, the company generated approximately $5.2 billion in systemwide sales [2]

Core Insights - Planet Fitness, Inc. (PLNT) has achieved a total return of 696% since its IPO in 2015, significantly outperforming the S&P 500, which has returned 288% during the same period [1] Company Performance - The impressive return of 696% for Planet Fitness indicates strong growth and investor confidence since going public [1] - The comparison with the S&P 500 highlights the company's superior performance relative to a major market index [1]

Core Insights - Boys & Girls Clubs of America has partnered with Planet Fitness as the official GivingTuesday match partner, allowing donors to double their contributions up to $75,000 to support youth fitness and wellness programs [1] - The partnership aims to enhance access to fitness, wellness, and mentorship resources for young people facing various challenges [1][4] Boys & Girls Clubs of America - The organization has been providing safe spaces for over 160 years, serving more than 4 million young people through 5,500 clubs across the U.S. and military installations [6] - Programs focus on academic success, character development, and healthy lifestyles, with nearly 60% of Club Kids engaging in physical activity at least five days a week [2][6] - The economic impact of Boys & Girls Clubs is significant, delivering $10.32 in economic value for every dollar invested [4] Planet Fitness - Planet Fitness has invested over $10.7 million in youth initiatives through its Judgement Free Generation® initiative, positively impacting over 500,000 young people annually [3] - The company has approximately 20.7 million members and 2,795 clubs as of September 30, 2025, making it one of the largest fitness center operators globally [7][8] - The High School Summer Pass program provided 3.7 million teens with free access to clubs, resulting in 19 million workouts and measurable confidence gains [5]

Market Overview - Markets are experiencing a sharp rebound as the year-end approaches, indicating increased confidence in potential rate cuts and Q3 earnings that have largely exceeded expectations despite signs of weakening consumer spending [1] Analyst Insights - Gary Alexander, with extensive experience in covering technology companies and advising startups, has been a contributor to Seeking Alpha since 2017, providing insights into themes shaping the industry [1]