Key Takeaways PINS reached a record 570M global MAUs in Q1 2025, with strong growth across all geographic regions. AI-driven recommendations generate 400M predictions per second, boosting content relevance and monetization. Shares rose 15.8% YTD, though 2025 EPS estimates dipped 1.62% over the past 60 days to $1.82.Pinterest, Inc. (PINS) is witnessing consistent user growth across all regions in the past several quarters. In the first quarter of 2025, global monthly active users (MAUs) reached 570 million ...

Key Takeaways PINS shares sank 12.5% in three months, underperforming the sector and the SPinterest, Inc. (PINS) declined 12.5% over the past three months against the Internet - Software’s growth of 2.4%.The stock has also underperformed the Zacks Computer & Technology sector and the S&P 500’s growth of 4.5% and 1%, respectively.Image Source: Zacks Investment ResearchHowever, it has outperformed peers like Snap Inc. (SNAP) but lagged Meta Platforms, Inc. (META) over this period. Snap has declined 15.5%, whi ...

Core Insights - The article discusses the decision to sell stocks in Block and Pinterest after five years of holding, highlighting changes in company vision and performance concerns [4][16]. Group 1: Block (formerly Square) - Block has evolved significantly since its initial investment, changing its name and expanding its business segments, which has led to uncertainty about its long-term vision [5][7]. - The company has experienced 300% revenue growth over the last five years; however, revenue growth per share has been diluted due to acquisitions and stock-based compensation [9]. - The investment underperformed compared to the S&P 500, raising concerns about the effectiveness of its growth strategy [9]. Group 2: Pinterest - Pinterest has seen a 65% increase in monthly active users and a 73% increase in revenue per user over five years, but growth has not met expectations [13][14]. - In Q1 2025, Pinterest's advertisement pricing dropped by 22% year-over-year, despite a 49% increase in ad impressions, raising concerns about potential over-saturation of ads [15]. - The company has struggled to improve pricing compared to competitors, leading to disappointment in its growth relative to its potential [15]. Group 3: Future Investment Focus - The focus has shifted towards companies that demonstrate consistent growth, sustainable profits, and do not dilute shareholder value, with Wingstop and Comfort Systems USA highlighted as examples [17][22]. - Wingstop has maintained a 21-year streak of same-store sales growth and plans to double its locations, contributing to a 164% stock increase over five years [20]. - Comfort Systems has seen a 1,300% stock increase over five years, benefiting from increased spending in data centers and a strong backlog of nearly $7 billion [21].

Financial Data and Key Metrics Changes - Pinterest reported full year revenue of $3.6 billion for 2024, representing a 19% year-over-year increase [4] - The company achieved an all-time high of 553 million monthly active users (MAUs) by the end of 2024, up 11% compared to 2023 [4] - In Q1 of the current year, Pinterest reached 570 million global MAUs, marking a 10% year-over-year growth [4] - Q1 revenue was $855 million, which grew 16% year-over-year or 17% on a constant currency basis [4] Business Line Data and Key Metrics Changes - The company has focused on enhancing user experience by investing in actionability, relevance, and curation, which has positively impacted user growth and advertiser engagement [3] - Continued investment in visual search capabilities has contributed to the strength in user growth and advertiser performance [4] Market Data and Key Metrics Changes - Pinterest has positioned itself as a vital partner for advertisers across various categories, leveraging its high intent user base to drive sales [3] Company Strategy and Development Direction - The company is committed to transforming user experience and enhancing platform actionability, which aligns with its long-term strategy [3] - Pinterest aims to deliver innovative user experiences while maintaining a positive online environment [3] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the future of Pinterest, highlighting the ongoing support from employees, users, advertisers, partners, and stockholders [5] - The company believes that its strategic priorities are yielding strong growth and profitability [4] Other Important Information - The meeting included formal business items such as the election of directors and the approval of compensation for executive officers, all of which were approved as per the board's recommendations [11][13] - The company plans to announce official voting results in a Form 8-K after verification [14] Q&A Session Summary Question: No questions were raised during the Q&A session - There were no questions submitted by stockholders during the Q&A portion of the meeting [16]

Pinterest (PINS 0.77%) stock surged 12.39% on May 12, a few days after the company delivered a surprisingly strong Q1 earnings report. The numbers were hard to ignore. Revenue topped estimates. User growth increased to an all-time high. Margins moved in the right direction. And Pinterest pulled this off in what's typically the slowest stretch of the year for digital advertising. Monetizing the globe Pinterest's improving finances owe much to its global business kicking into gear. In fact, the standout in Q1 ...

Share prices of Pinterest (PINS 0.03%) soared after the social media company reported strong results on May 8. They got another boost a few days later on news of easing tensions in the U.S.-China trade war. Nonetheless, the stock still trades down about 21% over the past year, as of this writing. The stock has shown rally-like signs in the past year, only for the rally to eventually sputter. This is the second time this year that the stock has risen by 15% or more at some point directly after it has reporte ...

Pinterest has now publicly apologized for the wave of moderation issues that have swept across the social network over the past few weeks, leading to account bans and Pin removals that users said were unwarranted. In posts published to social media Tuesday, the company took responsibility for the issue, saying that an “internal error” led to some users’ accounts mistakenly being deactivated.The company didn’t share more details about what caused the error, though many have wondered if the bans were driven b ...

Pinterest, Inc. (NYSE: PINS ) reported solid revenue growth in the first quarter, supported by strong growth in users and engagement, along with continued improvements in advertising capabilities. Despite this, Pinterest's share price is down around 16% since IRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by i ...

Core Insights - The article discusses the investment position of Parkev Tatevosian, CFA, and mentions that he has no position in any of the stocks mentioned [1] - The Motley Fool has positions in and recommends Pinterest, indicating a positive outlook on the company [1] - There is a disclosure policy in place regarding the affiliations and potential compensation related to promoting services [1] Company Insights - Parkev Tatevosian is affiliated with The Motley Fool, which may influence his opinions and recommendations [1] - The Motley Fool's investment in Pinterest suggests confidence in the company's future performance [1]

Goldman Sachs analyst Eric Sheridan reiterated a Buy rating on Pinterest, Inc. PINS on Friday, raising the price forecast from $40 to $42.On Thursday, Pinterest reported first-quarter revenue of $855 million, beating estimates of $846.59 million.The idea discovery platform company reported first-quarter adjusted earnings of 23 cents per share, missing analyst estimates of 26 cents per share.Sheridan characterized Pinterest’s first quarter results as strong overall, emphasizing several encouraging trends.Als ...