* For a reconciliation of all non-GAAP financial measures to their most directly comparable GAAP financial measure, and rationale for why we rely on these measures, see the reconciliation tables below. We are not able to forecast Net income (loss) or reconcile Adjusted EBITDA on a forward-looking basis without unreasonable efforts including because of the inherent difficulties in forecasting certain amounts that affect Net income (loss) and Adjusted EBITDA, as discussed in further detail in the Non-GAAP Fin ...

Delivered Year-over-Year Improvement in Profitability While Investing in Ambitious Innovation Agenda Raises Full Year FY2026 Adjusted EBITDA Guidance to $450 - $500 million* NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Peloton Interactive, Inc. today reported financial results for the quarter ended December 31, 2025. Q2 FY2026 Financial Highlights Ending Paid Connected Fitness Subscriptions were 2.661 million, a decrease of 214,000 or 7% year-over-year and 6,000 above the midpoint of our guidance range. We o ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Thesis - Peloton Interactive, Inc. is facing significant challenges as its core subscription business, which constitutes approximately 60-65% of total revenue, is weakening, leading to a bearish outlook on the company's future performance [2][5]. Subscription Business - The number of paid connected fitness subscriptions has declined to 2.8 million, with indications of further decreases, raising concerns about subscriber churn and potential losses exceeding 100,000 in the near term [2][3]. - Subscription revenue fell by around $10 million to $408 million last quarter, with early indicators suggesting it may drop below $400 million in upcoming quarters [4]. Engagement Metrics - Alternative data sources indicate a steep decline in mobile app usage, website traffic, and social engagement, which correlates with lower member activity and fewer new activations [2][4]. Financial Performance - Operating expenses have been reduced by approximately 25% year-over-year in Q2 FY25, but these cost savings are unlikely to compensate for the declining subscriber base [4]. - The stock's risk/reward profile is skewed to the downside, as financial resilience is heavily dependent on stabilizing the subscription base, which is currently deteriorating [5][6]. Market Context - Since a previous bullish thesis in March 2025, Peloton's stock price has depreciated by approximately 16.92% due to weakening subscription trends and slowing engagement [6].

Core Insights - The re-assaying of historic drill core at the Crackingstone Project has validated bedrock-hosted uranium mineralization and revealed a coherent rare earth element (REE) system, indicating potential for integrated uranium-REE exploration [2][11]. Exploration and Technical Highlights - The re-assaying program focused on intervals from 2008, confirming elevated uranium and REE concentrations, including zones with coincident enrichment [3][7]. - The project is strategically located in the Beaverlodge–Uranium City district, known for past uranium production, and benefits from existing infrastructure and favorable geology [4]. - Key technical highlights from the re-assaying program include multiple intervals with significant uranium and REE values, with specific samples showing high concentrations of both elements [5][6]. Analytical Methodology - Samples were analyzed using inductively coupled plasma–mass spectrometry (ICP-MS) for uranium and REEs, with results reported in parts per million (ppm) [6]. - The total rare earth elements (ΣREE) were measured from lanthanum to lutetium, including yttrium, and the light-to-heavy rare earth element ratio (LREE/HREE) was calculated for geochemical characterization [6]. Strategic Importance - The results support a broader exploration model that aligns with the growing global demand for nuclear fuel and critical minerals, highlighting the evolving landscape since the original drilling [8]. - The findings provide a strong technical foundation for refining exploration targeting and integrating uranium and REE vectors into future geological interpretations [9][11].

Core Insights - Peloton Minerals Corporation has staked an additional 200 mineral claims at its North Elko Lithium Project, increasing the total to 642 claims covering 53 square kilometers [1][9] Exploration and Drilling Results - The new claims cover Bell Canyon and Bell Canyon Road, with recent drilling showing increasing lithium values at depth, averaging 618 ppm over the bottom 155 feet, and a peak of 1150 ppm lithium [2][5] - The Bell Canyon drill location was strategically chosen due to its proximity to a lithium zone discovered by Surge Battery Metals Inc. and historical data from a 1965 water well that indicated similar clay layers [3][5] Future Plans - The company plans to conduct a series of studies using various datasets to refine drill targets for a follow-on program scheduled for summer, including metallurgical work to assess the recoverability of cesium and rubidium, which showed consistent assay results across all drill holes [5][6] - A detailed outline of the upcoming work and studies will be issued once finalized [6] Company Overview - Peloton Minerals Corporation is a reporting issuer in British Columbia and Ontario, with common shares listed on the CSE and trading on the OTC QB [8] - The company's exploration portfolio includes the North Elko Lithium Project, as well as gold projects and a non-controlling interest in a copper porphyry project [9]

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Peloton has laid off 11% of its workforce as the fitness equipment company faces falling sales and a shrinking membership base. “As part of our previously announced $100 million cost savings plan, we shared that we’d be optimizing indirect spend, reshaping our teams and, in some cases, the locations where we work,” a company spokesperson said in a statement. “Our rec ...

Core Viewpoint - Peloton Interactive is viewed as a potential turnaround story despite a significant decline in stock value, with Wall Street analysts projecting a price increase of up to 236% over the next 12 to 18 months [2][12]. Company Challenges - Interest in Peloton products has decreased, leading to ongoing downsizing efforts to align with changing demand, resulting in declining revenue [3]. - The company has experienced leadership instability, having gone through several CEOs, with Peter Stern currently leading and implementing various changes to boost engagement and revenue [4]. Turnaround Strategy - Peloton's turnaround strategy focuses on four key elements: providing member value, attracting new members, keeping existing members engaged, and achieving operational excellence [5]. - The company aims to capitalize on the health and wellness market, emphasizing its premium products and community engagement as core components of its strategy [6]. Recent Developments - Peloton has reported two consecutive quarters of positive net income and generated $67 million in free cash flow in the first quarter of fiscal 2026 [8]. - The company is investing in artificial intelligence to enhance user experience, including new voice capabilities and personalized workout guidance through Peloton IQ [9]. - Despite these efforts, revenue continues to decline, with a 6% year-over-year drop in the first quarter, alongside decreases in membership and subscription numbers [10]. Market Outlook - Wall Street analysts are cautiously optimistic about Peloton's future, forecasting flat revenue for the second quarter but a full-year decrease of 2% [11]. - Peloton's stock is trading at a low price-to-sales ratio of under 1, indicating potential for growth if the company can demonstrate solid progress [12].

Core Viewpoint - Peloton's stock price has plummeted 97% from its peak during the COVID-19 pandemic due to significantly weaker demand for its products [1] Company Overview - Peloton's current market cap is approximately $2.3 billion, with shares trading at $5.58 [8] - The company has 2.7 million connected fitness subscribers and over 500,000 digital app memberships, both of which are declining [9] Potential Acquisition - Peloton could be considered a buyout target, with a hypothetical acquisition cost of about $3 billion assuming a 25% premium [2] - Apple, with a market cap of $3.8 trillion, could find financial sense in acquiring Peloton, as the purchase price is negligible compared to its net income of $42 billion in Q1 2026 [4] Strategic Fit - The integration of Peloton's digital app into Apple's Fitness+ and the potential for Peloton equipment to be sold in Apple stores could enhance Apple's product portfolio [5] - The acquisition aligns with Apple's vision of health being a significant contribution to mankind, as stated by CEO Tim Cook [6] Market Considerations - Despite the strategic advantages, the limited total addressable market for high-priced exercise equipment and workout content may not significantly impact Apple's broader business [9] - Apple's existing offerings, such as the Apple Watch and Fitness+, indicate a focus on a wide target market, which may overshadow Peloton's niche [8]

Core Insights - Peloton Interactive has experienced significant stock price fluctuations over the past five years, with an average annual return of 48.48% over that period, but a stark decline in popularity recently [1] - An investment of $1,000 in Peloton five years ago would now be worth approximately $37, compared to $1,879 if invested in an S&P 500 index fund [1] Company Performance - Current stock price is $5.58, with a market capitalization of $2.3 billion [2] - The stock has seen a daily change of -2.53%, with a 52-week range between $4.63 and $10.25 [3] - Peloton's gross margin stands at 49.14% [3] Market Dynamics - The company initially benefited from increased demand for home fitness equipment during the COVID-19 pandemic, but sales have since declined due to high equipment costs [3] - Peloton has faced leadership instability with multiple CEO changes and layoffs [3] Investment Sentiment - Some investors believe Peloton is now a bargain due to its return to positive cash flow and stable subscription revenue [4] - Conversely, others express concern over a 6% year-over-year decline in subscribers and total revenue for the first quarter, indicating that a successful turnaround has not yet been realized [5]