PTONHousehold & Personal Products
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Get what investors say about PTON next
2 investor calls on PTON in the last 90 days (2 bullish, 0 bearish). Follow PTON free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what PTON did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about PTON
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-24 | Alex MorrisFounder, TSOH Investment Research | Bullish | The Big Picture (Ritholtz) | Peloton's subscriber decline is cyclical not structural — the base is still 5x 2019 levels at 2.5M paid… |
| 2026-08-21 | Alex MorrisFounder, TSOH Investment Research | Bullish | Masters in Business | Post-pandemic subscriber decline is cyclical not structural — paid subs fell from 3M peak to 2.5M but that is… |
| 2024-10-24 | David EinhornFounder, Greenlight Capital | Bullish | Bloomberg Tech | Peloton's large, highly-engaged subscriber base ($44/mo, 13 rides/month, low churn) is undervalued vs.… |
| 2021-10-12 | Lou BasenesePresident & chief market strategist, MDB Capital Holdings | Bearish | Fox Making Money | Peloton is a COVID-era demand beneficiary that, alongside Zoom and Coinbase, should crash-land another 50% as… |
| 2021-09-15 | Jim Grid Capital Ceo | Bearish | Fox Making Money | Peloton lacks a defensible moat — an iPad on a bike is insufficient differentiation, price cuts signal… |
Next report: 5 Nov 2026 before the open
Notable options days
Sessions in the last 120 where PTON’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-20 | ||||||
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| 2026-05-15 | ||||||
| 2026-05-14 |
PTON on the Wheel
PTON did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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