PLNT Earnings
Thursday, May 07 2026
EPS Estimate
$0.63
$0.57 – $0.69
Revenue Estimate
$299M
Current Price
$71.98
Our Position
neutralBeat earnings, stock sold off anyway
est. revisions rising
(+8.5pp / 30d)
The disconnect between earnings quality and stock reaction is a red flag. Beating expectations should anchor valuations higher; instead, sellers dominated, which typically signals either guidance disappointment, competitive concerns, or broader sector pressure that transcends the quarter's performance.
Watch: Guidance and member trends on the next earnings call. If the company maintained or raised forward guidance, the stock's weakness is likely tactical and may reverse. If they cut guidance or signaled slowing membership growth, the 5% drop is a warning, not an overreaction.
Data Signal Summary
0 bullish
3 bearish
Insider selling cluster
Put/call 1.5 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-3.0%
P/E Ratio
28.1
Est. Revisions (30d)
+0.0% 2up/11dn
Analyst Target (mean)
$112 $90–$175 +55%
Options P/C Ratio
1.51
Est. Dispersion
19% 16 analysts
Insider Cluster
strong sell
Fund Convergence
moderate Citadel, Bridgewater
Recent Activity
insider trades
72 transactions
Award
·
RATHKE FRANCES G (Director)
·346 shares
Award
·
BEARD STEPHEN W. (Director)
·139 shares
Award
·
SPINELLI STEPHEN JR. (Director)
·736 shares
Award
·
SINGH HARMIT J (Director)
·43 shares
Award
·
ANDERSON ENSHALLA (Director)
·329 shares
67 more
Award
·
TANCO CHRISTOPHER
·320 shr
Award
·
SINGH HARMIT J
·263 shr
Award
·
BODE WILLIAM
·6,560 shr
Award
·
KEATING COLLEEN
·35,391 shr
Award
·
POVINELLI BRIAN
·4,930 shr
Award
·
BEARD STEPHEN W.
·368 shr
Award
·
RATHKE FRANCES G
·227 shr
Award
·
SPINELLI STEPHEN JR.
·484 shr
Award
·
ANDERSON ENSHALLA
·216 shr
Award
·
TANCO CHRISTOPHER
·210 shr
Award
·
RATHKE FRANCES G
·242 shr
Award
·
SPINELLI STEPHEN JR.
·515 shr
Award
·
ANDERSON ENSHALLA
·230 shr
Award
·
TANCO CHRISTOPHER
·224 shr
Award
·
RATHKE FRANCES G
·234 shr
Award
·
SPINELLI STEPHEN JR.
·498 shr
Award
·
ANDERSON ENSHALLA
·222 shr
Award
·
TANCO CHRISTOPHER
·217 shr
Sell
·
KEATING COLLEEN
·23,670 shr
·$2,423,784
Award
·
BENSON CRAIG R
·1,451 shr
Award
·
RATHKE FRANCES G
·1,451 shr
Award
·
SPINELLI STEPHEN JR.
·1,451 shr
Award
·
DUNAWAY CAMBRIA W
·1,451 shr
Award
·
ACOCA BERNARD
·1,451 shr
Award
·
ANDERSON ENSHALLA
·1,451 shr
Award
·
TANCO CHRISTOPHER
·1,451 shr
Award
·
RATHKE FRANCES G
·261 shr
Award
·
SPINELLI STEPHEN JR.
·555 shr
Award
·
ANDERSON ENSHALLA
·248 shr
Award
·
TANCO CHRISTOPHER
·241 shr
Award
·
STASZ JAMES
·5,161 shr
Award
·
BODE WILLIAM
·4,711 shr
Award
·
KEATING COLLEEN
·26,175 shr
Award
·
POVINELLI BRIAN
·2,709 shr
Sell
·
DUNAWAY CAMBRIA W
·3,000 shr
·$276,330
Award
·
POVINELLI BRIAN
·1,644 shr
Award
·
RATHKE FRANCES G
·238 shr
Award
·
SPINELLI STEPHEN JR.
·357 shr
Award
·
DUNAWAY CAMBRIA W
·238 shr
Award
·
ANDERSON ENSHALLA
·225 shr
Award
·
TANCO CHRISTOPHER
·232 shr
Sell
·
BODE WILLIAM
·4,641 shr
·$464,773
Sell
·
FITZGERALD THOMAS J III
·16,848 shr
·$1,598,763
Exercise
·
FITZGERALD THOMAS J III
·16,848 shr
·$1,314,550
Sell
·
SIMMONS JENNIFER
·11,453 shr
·$1,101,820
Exercise
·
SIMMONS JENNIFER
·8,155 shr
·$489,964
Award
·
STASZ JAMES
·3,168 shr
Award
·
RATHKE FRANCES G
·290 shr
Award
·
SPINELLI STEPHEN JR.
·435 shr
Award
·
DUNAWAY CAMBRIA W
·290 shr
Award
·
ANDERSON ENSHALLA
·274 shr
Award
·
TANCO CHRISTOPHER
·282 shr
Sell
·
BODE WILLIAM
·2,000 shr
·$158,045
Sell
·
O'DONNELL BRIAN
·6,424 shr
·$497,174
Exercise
·
O'DONNELL BRIAN
·6,424 shr
·$123,790
Award
·
RATHKE FRANCES G
·329 shr
Award
·
SPINELLI STEPHEN JR.
·493 shr
Award
·
DUNAWAY CAMBRIA W
·329 shr
Award
·
ANDERSON ENSHALLA
·311 shr
Award
·
BENSON CRAIG R
·1,433 shr
Award
·
KEATING COLLEEN
·102,834 shr
Award
·
RATHKE FRANCES G
·1,921 shr
Award
·
SPINELLI STEPHEN JR.
·1,921 shr
Award
·
DUNAWAY CAMBRIA W
·1,921 shr
Award
·
ACOCA BERNARD
·1,921 shr
Award
·
ANDERSON ENSHALLA
·1,921 shr
Award
·
TANCO CHRISTOPHER
·1,921 shr
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