Can Peloton Pedal Past Tariffs, Subscriber Slump To Regain Growth In Q4?
1. Peloton's earnings report is on August 7, 2025, pre-market. 2. Telsey maintains a Market Perform rating with an $8 price target. 3. Tariffs on aluminum lead to $5M cash flow pressure this quarter. 4. Sales forecast predicts a 9% year-over-year decline to $586M. 5. Connected fitness subscribers may drop to 2.81 million, a 5.8% decline.