Pinterest, Inc. PINS has attracted a wave of bullish calls from Wall Street over the past month, as several analysts raised their price forecasts and reiterated optimistic outlooks.The latest update came from Morgan Stanley, where analyst Brian Nowak upgraded the stock from Equal-Weight to Overweight and increased the price forecast from $37 to $45.Other analysts have also adjusted their price forecasts upward. Wedbush analyst Scott Devitt maintained an Outperform rating, raising the price forecast from $40 ...

Shares of social media platform Pinterest Inc (NYSE:PINS) were last seen up 3.3% at $38.32, after an upgrade from Morgan Stanley to "overweight" from "equal weight." The firm cited undervalued growth potential and monetization opportunities, hiking its price target to $45 from $37. Today's pop has PINS hitting its highest levels since February. The stock has been on the rise since April, with close support at the 20-day moving average. Since the start of the year, the equity is up 31.4%. The bull note has a ...

Time for Jim to stop trading. I'm always looking for companies like uh Square now Block that could really take off even if it doesn't get added to the S&P. And I a couple notes about Pinterest.I I think that that uh that Bill Redd's done a remarkable job as CEO. Uh Pinterest is going to be part of what's scraped by these uh the five big ones. And we should highlight the five billion.They do matter. And I just think Pinterest is a place where people go to learn and people go to have crafts and it's an underr ...

[Music] Yeah. Hi everyone. Um, thanks for joining the talk today.Um, we're super excited to be here and shares some of the learnings we um, we have from integrating the LM into Pinterest search. My name is Khan and today I'll be presenting with Mukunda and we are both machine learning engineers from search relevance team at Pinterest. So start with a brief introduction to Pinterest.Um Pinterest is a visual discovery platform where piners can come to find inspiration to create a life they love. And there are ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, AMZN either through stock ownership, options, or other derivatives. I wrote this article ...

Core Viewpoint - Meta Platforms (META) is highlighted as a significant investment opportunity within the social media sector, indicating strong confidence in its growth potential and market position [1]. Group 1: Company Overview - Meta Platforms is described as the largest holding for the analyst, showcasing a strong personal conviction in the company's future performance [1]. - The company is part of a broader category of social media stocks that are recognized for their ability to achieve substantial returns [1]. Group 2: Analyst Background - The analyst has over five years of experience in equities analysis, focusing on growth and income stocks with high expected return potential and solid margins of safety [1]. - The analyst contributes to an investment group that shares actionable trading ideas across various asset classes, sectors, and industries, aiming to educate a community of investors [1]. Group 3: Investment Strategy - The investment service mentioned includes different portfolio strategies tailored for varying levels of investor activity, such as a macro portfolio for less active investors and a single equity-focused portfolio for more active investors [1].

Market Capitalization Summary - Oracle has a market capitalization of 806.88 billion, while Visa stands at 655.99 billion [2] - Procter & Gamble has a market capitalization of 378.02 billion, and ExxonMobil is at 512.70 billion [2] - Mastercard's market capitalization is 470.87 billion, and Bank of America is at 375.11 billion [2] - UnitedHealth has a market capitalization of 308.53 billion, while ASML is at 310.77 billion [2] - Coca-Cola's market capitalization is 295.75 billion, and T-Mobile US Inc is at 273.60 billion [2] Stock Performance - Oracle's stock increased by 0.46 (+0.47%), while Visa's rose by 0.47 (+0.13%) [2] - Procter & Gamble's stock saw a slight increase of 2.68 (+0.48%), while ExxonMobil's stock increased by 1.92 (+1.20%) [2] - Mastercard's stock increased by 1.46 (+1.35%), and Bank of America's stock rose by 3.15 (+2.06%) [2] - UnitedHealth's stock decreased by 11.21 (-1.40%), while ASML's stock increased by 0.93 (+1.31%) [2] - Coca-Cola's stock increased by 14.05 (+4.50%), and T-Mobile US Inc's stock rose by 3.31 (+1.39%) [2] Additional Company Insights - McDonald's has a market capitalization of 212.78 billion, while AT&T is at 207.73 billion [3] - Uber's market capitalization is 192.79 billion, and Verizon's is at 184.08 billion [3] - Caterpillar's market capitalization is 183.87 billion, while Qualcomm is at 174.99 billion [3] - BlackRock has a market capitalization of 163.25 billion, and Citigroup is at 161.13 billion [3] - Boeing's market capitalization is 158.16 billion, while Pfizer is at 142.36 billion [3] Recent Market Movements - Intel's stock increased by 0.45 (+1.99%), while Dell Technologies rose by 0.82 (+0.16%) [4] - Rio Tinto's market capitalization is 746.07 billion, and Newmont is at 654.78 billion [4] - General Motors has a market capitalization of 494.87 billion, while Target is at 472.00 billion [4] - Ford's market capitalization is 451.14 billion, and Valero Energy is at 432.26 billion [4] - Vodafone's market capitalization is 241.45 billion, while Pinterest is at 270.30 billion [5]

Group 1 - Pinterest is leasing 83,000 square feet on the entire 13th floor at SL Green's 11 Madison Ave, marking a significant move in the Midtown leasing market [1] - The deal results in 11 Madison being 92% leased, with an asking rent of $90 per square foot [1] - Pinterest will vacate 40,000 square feet at its previous location at 225 Park Ave. South [1] Group 2 - Other major tenants at 11 Madison include UBS, SONY, Suntory, and IMG, indicating a strong tenant mix in the building [2]

Core Insights - Pinterest, Inc. (PINS) has achieved a record high of 570 million global monthly active users (MAUs) in Q1 2025, reflecting steady growth across all regions [1][9] - The company is establishing a unique value proposition for advertisers, enhancing its advertising platform to attract consumer discretionary brands [2] - Recent innovations include AI-Powered Auto-Collages, which create personalized and shoppable visual content, driving user engagement [3][4] User Growth and Engagement - MAUs in the United States and Canada are projected to reach 106 million, a 5% year-over-year increase in 2025 [5] - European MAUs are estimated at 158.8 million, indicating a 9.5% year-over-year growth [5] - The rest of the world is expected to contribute 343.8 million MAUs, reflecting a solid 12% year-over-year increase [5] Competitive Landscape - Pinterest faces competition from Meta Platforms, which has increased user engagement through AI, achieving 3.43 billion Family Daily Active People, up 5.9% year-over-year [6] - Snap has also seen growth, with 460 million daily active users, up 9% year-over-year, although North America's DAU decreased by 1% [7] Financial Performance and Estimates - Pinterest shares have declined by 20.3% over the past year, contrasting with the Internet - Software industry's growth of 38.6% [8] - Earnings estimates for 2025 have increased by 2.22% to $1.84 per share, while 2026 estimates rose by 2.9% to $2.13 [11] - The company's shares currently trade at a price/sales ratio of 5.37, lower than the industry average [10]

Core Insights - Pinterest, Inc. (PINS) generates significant revenues through advertising on its platforms, targeting millennials and Gen Z users who are more engaged on mobile [1] - The company faces challenges from seasonality in net sales and an uneven recovery in the digital ads market, alongside exposure to foreign exchange fluctuations [1] Financial Performance - Total costs and expenses for Pinterest increased by 12.1% year over year in Q1 2025, primarily due to higher research and development expenses [2] - Estimated total costs for the June quarter are projected at $937.7 million, reflecting a year-over-year growth of 7.1% [2] Strategic Initiatives - Pinterest is focusing on investments to enhance user engagement and monetization, including improvements in visual search capabilities and ad-serving technology [3] - The company is testing productivity tools to automate tasks for the sales force, which may impact near-term profitability but is expected to support long-term margin goals [3] Industry Context - Other tech firms like Snap Inc. and Meta Platforms, Inc. are also facing margin pressures due to user growth challenges and rising costs associated with new investments [4][5] - Snap's reliance on advertising revenue and Meta's focus on lower-revenue products like Reels are contributing to their financial struggles [4][5] Valuation Metrics - Pinterest's stock has declined by 24.4% over the past year, contrasting with the industry's growth of 35.1% [6] - The company trades at a forward price-to-sales ratio of 5.2, which is below the industry average [7] Earnings Estimates - The Zacks Consensus Estimate for Pinterest's earnings for 2025 has seen an increase over the past 60 days, indicating positive sentiment among analysts [8]