Sep. 14, 2025 9:18 PM ETPeloton Interactive, Inc. (PTON) StockPTONGary Alexander31.93K FollowersPeloton (PTON) is a compelling rebound play, with new CEO Peter Stern driving cost cuts, retail expansion, and enterprise sales initiatives.PTON's cost-saving measures target $100 million in annualized savings by FY26, supporting a leaner operation and improved EBITDA margins.Despite a recent stock drop and macro headwinds, PTON trades at just 8.4x FY26 EV/EBITDA, with risks largely priced in.I'm reiterating my buy rating here, due to Peloton's low expectations, commercial growth potential, and new feature releases, including AI-driven personalized coaching.SolStock/E+ via Getty ImagesWith the S&P 500 leaping to fresh all-time highs as investors crowd into expensive trades at the largest end of the stock market (Microsoft (MSFT), Oracle (ORCL)), I continue to emphasize myThis article was written byGary Alexander31.93K FollowersWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood.Analyst’s Disclosure:I/we have a beneficial long position in the shares of PTON either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments