Stocks / Household & Personal Products
PTONHousehold & Personal Products
Peloton Interactive, Inc.
$5.091d +1.0%5d -0.4%settled close · 2026-09-09
Mkt cap $1.7B (3/25)β 1.3852w $4.80–6.61Shares 409.7M (A)Ind. Sporting & Athletic Goods, NecNasdaq since 2019Emp. 2,145HQ New York, NYonepeloton.com
The tape, with the calls on it
Who said what, and what PTON did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about PTON
2 long2 shortlatest 2026-08-24
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-24 | Alex MorrisFounder, TSOH Investment Research | Bullish | The Big Picture (Ritholtz) | Peloton's subscriber decline is cyclical not structural — the base is still 5x 2019 levels at 2.5M paid… |
| 2026-08-21 | Alex MorrisFounder, TSOH Investment Research | Bullish | Masters in Business | Post-pandemic subscriber decline is cyclical not structural — paid subs fell from 3M peak to 2.5M but that is… |
| 2021-10-12 | Lou Basenese | Bearish | Fox Making Money | Peloton is a COVID-era demand beneficiary that, alongside Zoom and Coinbase, should crash-land another 50% as… |
| 2021-09-15 | Jim Grid Capital Ceo | Bearish | Fox Making Money | Peloton lacks a defensible moat — an iPad on a bike is insufficient differentiation, price cuts signal… |
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Earnings
Next report: 4 Nov 2026
Confirmed date · consensus EPS 0.11. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where PTON’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-19 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 | ||||||
| 2026-08-05 | ||||||
| 2026-07-14 | ||||||
| 2026-06-24 | ||||||
| 2026-05-15 | ||||||
| 2026-05-14 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
PTON is in this morning’s Brief.
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