Posts  / PTON  / #POST-220010
REDDIT

Stock based expense, how to think about them especially after a sell off.

S
Feb 17, 2026 · 21:29

How do you guys account for this when looking at income and cash flow statements? I’m bullish on peloton after the recent sell off but much of their favorable adjusted EBITDA is because of stock based comp. Is the strike price on these normally around existing stock prices ? Said another way is the true cost of that expense less if there’s a material sell off after issuing those grants ?