Analyst Price Target News: Peloton, Conagra, Acuity - October 2nd, 2025

PTON price target news dominated this week’s analyst activity. The analyst moves and target changes are documented below.

By: Matthew Otto

The PTON price target moved this week as Peloton Refreshes Product Line With AI Features and Price Increases

The PTON price target moved this week as Peloton Interactive (NASDAQ: PTON) has introduced its first full-scale overhaul of connected fitness equipment since its founding. The new Cross Training Series includes five machines—the Bike, Bike+, Tread, Tread+, and Row+—each updated with stronger processors, faster connectivity, and redesigned screens. Premium versions add camera-based tracking for strength workouts, voice control, and enhanced speakers.

Hardware prices are rising, with the Bike now set at $1,695 (up from $1,495), Bike+ at $2,695 (from $2,495), Tread at $3,295 (from $2,995), Tread+ at $6,695 (from $5,995), and Row+ at $3,495, which replaces the $3,295 Row. Subscription fees will also increase beginning October, with the All-Access plan rising to $49.99 per month, App+ to $28.99, and App One to $15.99. Peloton reported 6.5 million total members worldwide, with about two million currently engaged in strength training, indicating a gradual shift toward multi-discipline fitness use.

Peleton is also expanding into commercial fitness with the Peloton Pro Series, offering durable versions of its Bike+, Tread+, and Row+ for hotels, apartment complexes, and corporate gyms.

Analysts Maintain Peloton Ratings as Price Targets Shift, Averaging a 4.17% Increase

Goldman Sachs analyst Eric Sheridan reiterated a Buy rating and a price target of $11.5.
Canaccord Genuity analyst Susan Anderson kept a Buy rating and a price target of $10.
Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating and raised the price target from $8 to $9.

Which Analyst has the best track record to show on PTON?

Analyst Dana Telsey (TELSEY ADVISORY) currently has the highest performing score on PTON with 19/27 (70.37%) price target fulfillment ratio. Her price targets carry an average of $1.84 (29.87%) potential upside. Peloton stock price reaches these price targets on average within 94 days.

Conagra Brands Posts Lower Q1 Sales but Beats Profit Forecasts

Conagra Brands reported fiscal first-quarter 2026 revenue of $2.63 billion, a 5.8% decline from the prior year, but ahead of the $2.62 billion analyst estimate. Net income fell to $165 million, or $0.34 per share, compared with $467 million, or $0.97 per share, a year earlier. Earnings per share of $0.39 came in $0.06 above consensus expectations of $0.33. Operating margin stood at 13.2%, down 118 basis points, while gross margin declined to 24.3% from 26.4%.

Segment results showed Grocery & Snacks sales down 8.7% to $1.1 billion, Refrigerated & Frozen down 0.9% to $1.1 billion, International down 18% to $212 million, and Foodservice down 0.8% to $264 million. Gross profit fell 13.4% to $641 million, while EBITDA declined 16.4% to $441 million.

Cost of goods sold inflation ran in the low-7% range, including a 3% impact from tariffs on tin-plate steel and aluminum, which weighed on products such as Hunt’s canned tomatoes and Duncan Hines baking items. Operating cash flow dropped to $121 million from $269 million last year, while free cash flow turned negative at $26 million. Conagra reduced net debt by 12.3% to $7.6 billion and paid a $0.35 dividend per share, alongside $15 million in share repurchases.

Looking ahead, Conagra reaffirmed fiscal 2026 earnings guidance of $1.7 to $1.85 per share, compared with Wall Street’s consensus of $1.78, and projected organic sales growth between -1% and 1% with operating margins of 11% to 11.5%.

Analysts Maintain Neutral Ratings and Price Targets on Conagra

RBC Capital analyst Nik Modi reiterated a Sector Perform rating and a $22 price target.
Bernstein SocGen Group analyst Alexia Howard reaffirmed a Market Perform rating and a $21 price target.

Which Analyst has the best track record to show on CAG?

Analyst Nik Modi (RBC) currently has the highest performing score on CAG with 8/14 (57.14%) price target fulfillment ratio. His price targets carry an average of $2.6 (13.40%) potential upside. Conagra Brands stock price reaches these price targets on average within 229 days.

Acuity Brands Posts Growth in Sales and Adjusted Earnings for Fiscal 2025

Acuity reported strong fourth-quarter and full-year results for fiscal 2025, marked by double-digit sales growth and improved adjusted profitability. Fourth-quarter net sales rose 17% year-over-year to $1.2 billion, while adjusted operating profit increased 26% to $225.3 million. Adjusted diluted earnings per share (EPS) climbed 21% to $5.2, though reported EPS fell 4% to $3.61 due to a non-cash pension settlement charge.

For the full year, net sales reached $4.3 billion, up 13% from fiscal 2024, with adjusted diluted EPS up 16% at $18.01, offsetting a 7% decline in reported EPS to $12.53. Operating cash flow for the year totaled $601 million.

By segment, Acuity Brands Lighting (ABL) delivered modest sales growth of 1% for the year, while Acuity Intelligent Spaces (AIS) was the key driver, with sales more than doubling to $764 million, supported by expanded product offerings. ABL maintained steady margins, with adjusted operating profit rising 6% to $662 million, while AIS posted a sharp improvement, with adjusted operating profit up more than 150% in the fourth quarter alone.

Analyst Ratings on Acuity Reflect Optimism with 14% Average Price Target Increase

TD Cowen analyst Jeffrey Osborne maintains a Buy rating while boosting the price target from $330 to $390.
Oppenheimer analyst Christopher Glynn continues with an Outperform rating and lifts the price target from $380 to $435.

Which Analyst has the best track record to show on AYI?

Analyst Timothy Wojs (BAIRD) currently has the highest performing score on AYI with 36/37 (97.3%) price target fulfillment ratio. His price targets carry an average of $25.77 (7.71%) potential upside. Acuity stock price reaches these price targets on average within 407 days.

Daily Stock Analysts Top Price Moves Snapshot

Analyst views on the PTON price target are documented below with each revision, rating, and date.

Track the full PTON price target history and analyst accuracy records on AnaChart.