11月4日,健身器材制造商Peloton(PTON)股价在盘前大涨逾10%,主要受到多家机构上调该股评级的影响。
当日,美国银行将Peloton的评级从"逊于大盘"上调至"买入",目标价9美元。分析师认为,在新任CEO彼得-斯特恩的带领下,Peloton有望在未来几年实现EBITDA大幅增长。具体来说,该公司可以通过削减运营开支、提高硬件利润率以及提高订阅价格等措施,使EBITDA超过3-4亿美元。
除了盈利前景看好外,Peloton的财务状况改善也让机构对其长期前景更有信心。通过自由现金流增加和债务期限延长,Peloton正从烧钱状态转变为去杠杆,现金储备已达7.22亿美元,有能力偿还债务并支撑估值。另有机构指出,尽管营收趋势仍面临挑战,但Peloton的盈利故事令人信服且有充足上涨空间。
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