Table of Contents
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Did Peloton Sell?
Did Peloton Sell? No, Peloton Interactive, Inc. (NASDAQ: PTON) has not been sold or acquired as of October 12, 2025; it remains an independent public company valued at approximately $2.5 billion, focusing on AI-driven relaunches like the Cross Training Series amid ongoing buyout rumors from private equity firms.
Peloton’s Ownership History and Current Status
Did Peloton Sell? Peloton Interactive, founded in 2012, went public in September 2019 via IPO, raising $1.16 billion at an $8.1 billion valuation. Peak market cap hit $50 billion in January 2021 during pandemic demand, but post-COVID shifts led to a 94.4% stock drop over five years, closing at $7.34 on October 9, 2025. As of March 2025, valuation stabilized at $2.5 billion, per Wikipedia updates, with no ownership changes.
Q1 FY2025 earnings (released October 31, 2024) showed $577 million revenue, down 2% YoY, but subscriptions grew 3% to $419 million—87% of total. CEO Peter Stern, appointed January 1, 2025, affirmed in June: “We remain committed to operating as a standalone company.” No deals materialized from 2024 rumors; shares dipped 9% post-October 1 AI launch despite 55.5% YTD gains.
External: Track real-time Peloton stock (PTON) on Yahoo Finance.
Persistent Buyout Rumors in 2025
Private equity interest peaked in May 2024, with firms eyeing a go-private deal to refinance $1.7 billion debt (maturing 2025–2026) after 13 loss quarters. CNBC reported formal talks, boosting shares 15%—but no bids followed restructuring (400 layoffs, $200 million savings by FY2025 end). Analysts like Motley Fool warned: “Buyout unlikely at premium; cash burn persists.”
2025 rumors faded amid Stern’s strategy: Hardware-software-community focus. Bloomberg noted no PE vultures circling post-Q3 FY2025 (ended June), with free cash flow loss at $112 million (nine months). Apple acquisition speculation (2024 Deepwater prediction) fizzled—$9 billion price tag tripled Apple’s largest deal (Beats, $3 billion).
Rumor Source | Date | Potential Buyer | Outcome |
---|---|---|---|
CNBC | May 2024 | Private Equity Firms | No deal; shares +15% spike |
Deepwater Assets | Jan 2024 | Apple | Unlikely; services overlap |
Blackwells Capital | Aug 2022 | Nike/Amazon | Dismissed by prior CEO |
Seeking Alpha’s September 2025 analysis: “Core business not recovering; sell rating holds.”
Peloton’s Strategic Moves Amid Speculation
Instead of sale, Peloton acquired: Precor (2021, $420 million average), Aiqudo (customer service), Latitude 32 Engineering (wearables)—total 8 deals by September 2025, per Tracxn. October 1 launch: Cross Training Series with Peloton IQ AI (form tracking, personalization), swivel screens, price hikes ($1,695 Bike+ from $1,445; $49.99/month All-Access).
Stats: 6.4 million members (2.98 million connected, down 2% YoY); 652 million workouts, 40% cycling. Hardware sales fell 27% to $206 million Q3 FY2025, but 2 million strength users signal hybrid shift. Partnerships: Hilton (5,400 hotels), Costco holiday bundles.
As Verge reported: “Tariffs won’t impact subscription-heavy model.” Reddit threads echo: “PE buyout rumors recycle; focus on profitability.”
External: Explore Peloton investor relations for Q1 FY2025 details.
Financial Recovery Efforts Post-Rumors
Post-2024 layoffs (15% workforce), Peloton cut showrooms (17 U.S. sites by March 2025) and introduced $95 used-equipment fee (August 2024). Q4 FY2025 guidance: Balanced cardio-strength routines; 18% retention boost from AI. Debt restructuring talks (term loan $692 million) continue, but no fire sale.
Key metrics:
- Subscribers: 87% goal attainment; 65% mental health gains via Corporate Wellness.
- Churn: 3% for rentals; 16% secondary growth.
- Valuation Score: 2/6 undervalued, per Simply Wall St (October 2025).
Forbes: “Years-long slump persists, but brand value endures.”
Implications for Investors and Users
Rumors drove volatility—shares surged 18% on 2024 reports—but independence preserves community (over 6 million members). Users benefit: No rebranding risks; AI upgrades enhance 50% cycling workouts (VO2 max +12%). Investors: PTON up 55.5% YTD, but macro headwinds loom.
PeloBuddy: “Stern’s hardware commitment quells spin-off fears.”
FAQ
Q: Has Peloton been acquired in 2025?
A: No—remains public (PTON); valuation $2.5 billion as of March 2025.
Q: What fueled 2024 buyout rumors?
A: Private equity interest post-losses; debt refinance needs—no deals closed.
Q: Who’s the current Peloton CEO?
A: Peter Stern (since January 1, 2025); focuses on standalone growth.
Q: Peloton subscribers October 2025?
A: 6.4 million total; 2.98 million connected, with 2 million strength users.
Q: Future acquisitions by Peloton?
A: 8 total by September; latest Precor/Aiqudo for tech expansion.
Final Thoughts
As of October 2025, Peloton stands unsold, pivoting via AI and acquisitions to reclaim momentum from $50 billion highs. Rumors highlight vulnerabilities, but independence fuels innovation—watch Q1 FY2026 for sustained recovery.