While investors benefit from a raging bull market, it's interesting to see companies that continue to underperform. Peloton (PTON -2.58%), for example, is currently 97% below its all-time high. And shares have dropped 66% in the last 12 months (as of Feb. 14).This consumer discretionary stock was once a darling on Wall Street. But it has been pedaling backward for the past few years.As of this writing, the beaten-down shares are trading at a price-to-sales (P/S) ratio of 0.6. That's ridiculously cheap, demo ...

公司业绩表现 - Peloton Interactive (PTON)在2024财年第二季度报告中的业绩表现不佳，股价下跌超过20%[2] - 公司营收同比下降6%，达到7.436亿美元，超过华尔街分析师预期[3] - 公司预测当前季度销售额在7亿至7.25亿美元之间，低于分析师预期的7.54亿美元[4] 公司增长挑战 - Peloton在寻找恢复增长的方法上遇到困难，用户基数仍然有限[5] - 公司的数字应用订阅用户数量同比下降6%，显示出公司仍在努力寻找有效的策略[6] - 公司领导团队在尝试各种策略，但未能将整体业务带回增长模式[7] 管理层策略 - CEO Barry McCarthy在任职两年内推出了一些新的合作伙伴关系和零售计划，但未能实现整体业务增长[8] - 公司管理层对数字应用策略的成功前景持保守态度，缺乏对策略成功的明确预期[11] - 公司高管正在努力扭转业务困境，但面临着艰巨的挑战[13] 风险和建议 - 公司预计在2024财年第四季度实现正的自由现金流，但存在过度承诺和未能兑现的风险[12] - 尽管股价大幅下跌，投资者应避免购买该股票，因为这可能是一个典型的价值陷阱[14]

机构投资者行为 - Peloton股票在机构投资者最近的买卖行为消息的推动下，股价上涨了5.7%[1] - Morgan Stanley和Capital World Investors提交了SC 13G/A文件，显示他们在Peloton股票中的持股情况[2] - Morgan Stanley出售了大约140万股股票，但仍持有大约3800万股Peloton股票，占公司11.1%的股份[3] - Capital World Investors购买了约180万股股票，将其持股量增至约2600万股，占公司7.8%的股份[4]

Peloton Interactive (PTON 5.60%) stock is making big gains in Monday's trading. The company's share price was up 7.5% as of 2:45 p.m. ET, according to data from S&P Global Market Intelligence.On Friday, Morgan Stanley and Capital World Investors submitted filings to the Securities and Exchange Commission (SEC) disclosing their updated holdings in Peloton as of late December. Morgan Stanley's SC 13G/A filing showed that it had reduced its position in the stock, while Capital World Investors showed that it ha ...

Parkev Tatevosian持仓情况 - Parkev Tatevosian, CFA在所提及的股票中没有任何持仓[1] The Motley Fool对Peloton Interactive的看法 - The Motley Fool对Peloton Interactive持有头寸并推荐[1] Parkev Tatevosian与The Motley Fool的关联 - Parkev Tatevosian是The Motley Fool的关联方，可能会因推广其服务而获得补偿[2]

Peloton股价表现 - Peloton股价从2020年3月的高点$150暴跌至目前约$4，下跌超过97%[1] - 疫情结束后，Peloton产品需求急剧下降[2] 营收情况 - Peloton的营收在2021财年达到顶峰，但随后持续下降，2024财年第二季度营收再次缩水[3] - Peloton持续亏损，2022财年净亏损高达28亿美元[4] 公司财务状况 - Peloton现金储备减少至738百万美元，负债691百万美元，现金状况不佳[6] 管理层挑战 - 新CEO Barry McCarthy采取措施削减成本，但数字化业务增长缓慢，仍未扭转亏损局面[5] - 管理层面临巨大挑战，难以重振销售增长，可能需要进一步削减成本以避免更大亏损[7]

Things just seem to be getting worse for Peloton Interactive (PTON 8.96%). The connected fitness company's sales have plummeted, and there's been limited progress under new leadership.Peloton stock fell after its latest earnings report, but there are still signs of life. Is there any reason to be hopeful here? Actually, yes.Grasping at straws?Peloton fielded outsized demand for its connected fitness equipment in the early stages of the pandemic when people, even fitness enthusiasts, were stuck at home. It m ...

Peloton股价表现 - Peloton股价创历史新低，市场对2024财年第二季度财报反应不佳[1] - 虽然存在收购传闻和技术超卖情况，但投资PTON股票仍需谨慎[1] - 有分析师认为股价可能上涨至20美元，另一家机构预计下跌至3美元，平均目标价为7.34美元[13] Peloton财务状况 - Peloton的营收同比下降6%，主要由于联网健身销售下降16%[4] - 毛利率扩大至40.3%，但公司仍然录得大额亏损，累计亏损接近53亿美元[5] - 全年营收预计约为27亿美元，低于2023财年的28亿美元，显示Peloton的转型策略仍在艰难推进[6] 分析师观点 - 公司面临财务困境，无法维持股价上涨，成为多年来备受做空者关注的目标[9] - 分析师对Peloton的最新表现持中立态度，有五家认为值得买入，两家认为仍应卖出[12] - 有投资者看好Peloton可能被收购，公司庞大的会员群体可能吸引Nike、Lululemon或苹果等公司[14] 技术分析 - 技术超卖条件出现，可能会导致短期反弹，但投资者仍需谨慎[15]

The market continues to make new all-time highs, but the gains remain lopsided. Some stocks, such as Meta Platforms (NASDAQ:META) are soaring. Yet others, like Moderna (NASDAQ:MRNA), continue to sink. The reality is that mega-cap technology stocks are driving the market at the expense of small-cap stocks and just about every sector of the economy. Fourth-quarter 2023 earnings season hasn’t helped level the playing field. Several well-known companies are seeing their share prices dive after delivering disapp ...

公司业绩 - Peloton的股价在2021年1月13日创下历史新高，但随后急剧下跌[1] - 公司在疫情期间取得了巨大增长，但随着疫情结束，收入开始下滑[2] - 公司计划通过扩大高利润订阅业务来减少对低利润销售的依赖[7] 领导层变动 - 公司CEO更迭，新CEO采取了积极的成本削减和业务调整措施[4] 财务展望 - 公司预计未来三年内收入将逐渐稳定，调整后的EBITDA有望在2025年实现正值[9] - 公司目前资金充裕，不太可能在未来三年内破产[10] - 分析师预计公司的收入和利润率将逐渐稳定，有望在未来三年内逐步回升[11]