Core Viewpoint - Pinterest, Inc. is set to release its financial results for Q4 and the full year 2025 on February 12, 2026, after market close, followed by a conference call to discuss these results [1]. Group 1: Financial Results Announcement - The financial results for Q4 and the full year 2025 will be released on February 12, 2026, after market close [1]. - A quarterly conference call will take place at 1:30 p.m. PT (4:30 p.m. ET) on the same day to discuss the financial results [1]. Group 2: Access to Information - A live webcast of the conference call and related earnings release materials will be available on Pinterest's Investor Relations website [2]. - A replay of the webcast will be accessible through the same link after the conference call [2]. Group 3: Disclosure Practices - Pinterest utilizes its Investor Relations website to disclose material nonpublic information and comply with Regulation FD [3]. - Investors are encouraged to monitor the company's Investor Relations website along with press releases, SEC filings, public conference calls, presentations, and webcasts for updates [3]. Group 4: Company Overview - Pinterest is a visual search and discovery platform with 600 million monthly active users worldwide, allowing users to find inspiration, curate ideas, and shop products [4].

Core Viewpoint - Wall Street's bull market continues with significant growth potential in select companies, despite the overall market being historically expensive [1][2][3] Group 1: Market Overview - The S&P 500 index increased by 16% in 2025, marking three consecutive years of at least 15% growth [1] - Historical trends indicate that the market tends to decline by 20% or more when it becomes expensive, as it currently is [2] Group 2: Investment Opportunities - Growth companies are identified as safe investment options for 2026, despite the market's high valuation [3] Group 3: Visa and Mastercard - Visa and Mastercard are highlighted as top growth stocks due to their focus on payment processing rather than lending, making them resilient during economic downturns [4][5] - Visa's cross-border payment volume increased by 13% in fiscal 2025, while Mastercard's grew by 15%, indicating strong international growth potential [9] Group 4: Pinterest - Pinterest's global monthly active users reached 600 million, with a 5% increase in average revenue per user (ARPU) during the September quarter [10][11][12] - The company has a strong balance sheet with $2.67 billion in cash and no debt, representing nearly 15% of its market cap [13] Group 5: Okta - Okta is positioned as a key player in cybersecurity, with a 17% growth in remaining performance obligations, indicating strong future revenue potential [18] - The company's forward P/E ratio is near an all-time low, suggesting an attractive valuation for investors [19] Group 6: Meta Platforms - Meta Platforms boasts an average of 3.54 billion daily active users across its apps, allowing it to command premium ad prices [22] - The company has $44.5 billion in cash and generated $79.6 billion in net cash from operations in the first nine months of 2025, providing ample resources for growth initiatives [24]

Core Viewpoint - Pinterest Inc. (NYSE:PINS) is viewed positively by analysts, with expectations of significant upside potential despite some target price adjustments [1][2]. Group 1: Analyst Ratings and Price Targets - Shweta Khajuria from Wolfe Research maintains a Buy rating on Pinterest, revising the target price from $36 to $33, while anticipating a 20% upside potential [1]. - BMO Capital analyst Brian Pitz also reaffirms an outperform rating with a price target of $35, suggesting an upside of over 27% [2]. Group 2: Strategic Developments - Pinterest's recent acquisition of tvScientific is highlighted, which enhances advertisers' ability to connect with high-intent customers through connected TV inventory, improving advertising effectiveness [3]. - The company is noted for having a healthy balance sheet, with more cash than debt, indicating financial stability [3]. Group 3: Company Overview - Pinterest operates as an online visual search and discovery platform globally, enabling users to share and search for a variety of ideas across multiple topics, which is crucial for engaging with advertisers [4].

Core Viewpoint - Pinterest's stock performance has lagged behind major indices, with a recent closing price of $26.80, reflecting a decline of 2.51% from the previous session, while the S&P 500 gained 0.01% [1] Financial Performance - Upcoming earnings disclosure is expected to show an EPS of $0.68, a 21.43% increase year-over-year, and revenue of $1.33 billion, indicating a 15.15% rise from the same quarter last year [2] - Full-year estimates project earnings of $1.62 per share and revenue of $4.23 billion, representing year-over-year changes of +25.58% for earnings and 0% for revenue [3] Analyst Estimates - Recent modifications to analyst estimates reflect positive near-term business trends, with upward revisions indicating optimism about Pinterest's operations and profit generation [4] - The Zacks Rank system, which evaluates estimate changes, currently ranks Pinterest at 3 (Hold), with a recent upward shift of 0.99% in the EPS estimate [5][6] Valuation Metrics - Pinterest's Forward P/E ratio stands at 14.59, which is below the industry average of 25.1, suggesting a valuation discount [7] - The company's PEG ratio is currently 0.53, compared to the Internet - Software industry's average PEG ratio of 1.61, indicating favorable growth expectations relative to its valuation [7] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 55, placing it in the top 23% of over 250 industries, suggesting strong performance potential [8]

Group 1 - Speculation around a potential acquisition of Pinterest Inc. by OpenAI is increasing, with traders actively betting on the likelihood of a deal by January 1, 2027 [1][2] - Pinterest shares rose approximately 3% following a report predicting the acquisition, indicating heightened investor interest despite no official confirmation [2][3] - Prediction markets show a 54% chance of OpenAI acquiring Pinterest by next year, with a trading volume of $6,660, while another market indicates a 15% chance for a deal within the next year [3][4] Group 2 - Pinterest operates a visual discovery platform with around 600 million monthly active users, half of whom are Gen Z, and is known for high-intent shopping activities [5][6] - The platform has a significant advantage over ChatGPT in product discovery due to its visual browsing experience, which enhances inspiration-led commerce [6][7] - Pinterest's assets include a large-scale "taste graph," advanced visual search technology, a verified merchant program with millions of listings, and an established advertising business generating over $3 billion in annual revenue [7]

Core Viewpoint - Social media stocks, particularly Meta Platforms and Pinterest, are expected to rebound in 2026 after a volatile 2025, with Meta showing a gain of over 10% while Pinterest fell more than 10% [1] Group 1: Pinterest - Pinterest's stock experienced a 2.45% increase today, with a current price of $26.52 and a market cap of $17 billion [2][6] - Despite underperformance in 2025, Pinterest achieved a 16% revenue growth in the first nine months, with a 17% increase in Q3 revenue and a 24% rise in adjusted EBITDA [2] - The company saw significant growth in international markets, with European monthly active users (MAUs) increasing by 8% and ARPU rising by 31% to $1.31, while the rest of the world MAUs climbed 16% and ARPU soared 44% to $0.21 [3] - Pinterest is leveraging AI to transform its platform into an AI-powered discovery and shoppable platform, enhancing its recommendation engine and visual search capabilities [4] - The Performance+ offering utilizes AI to assist advertisers in creating effective campaigns, including dynamic ROAS bidding to target potential customers [5] - Pinterest's forward price-to-earnings (P/E) ratio is just above 13 times 2026 analyst estimates, making it cheaper compared to Meta's 22 times [7] Group 2: Meta Platforms - Meta Platforms' stock decreased by 1.47% today, with a current price of $650.42 and a market cap of $1.7 trillion [8][6] - The company experienced accelerated revenue growth throughout 2025, increasing from 16% in Q1 to 26% in the last quarter [8] - AI integration has driven Meta's growth, enhancing user engagement and ad targeting, leading to an 8% increase in daily active users and a 14% rise in ad impressions [9][10] - Meta is beginning to introduce ads on WhatsApp and Threads, which presents a significant long-term growth opportunity [10] - The company plans to reduce its metaverse spending by 30% next year, which is expected to improve profitability [11] Group 3: Comparative Outlook - Both Meta and Pinterest are positioned to perform well in 2026, benefiting from AI advancements and potential growth in advertising spend [13] - Pinterest is anticipated to outperform due to its undervalued stock relative to its growth and improvements in ARPU in international markets [14]

Group 1: Market Overview - The stock market has shown significant growth in 2025, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite increasing by 15%, 18%, and 22% respectively [1][2]. Group 2: Sirius XM Holdings - Sirius XM Holdings is highlighted as a top stock for 2026, benefiting from its unique position as a legal monopoly in satellite radio, which provides it with strong pricing power [4][5]. - Approximately 75% of Sirius XM's net sales come from subscriptions, leading to more stable cash flows compared to competitors reliant on advertising [6]. - The company offers a dividend yield of over 5% and has a forward P/E ratio of less than 7, making it an attractive investment [7]. Group 3: The Trade Desk - The Trade Desk is positioned as both a value and growth stock, with a market cap of $19 billion and a forward P/E of 18 [9]. - The company is benefiting from the digital ad revolution, particularly in connected TV, which is expected to drive double-digit growth [10]. - The adoption of Unified ID 2.0 technology enhances its advertising effectiveness, contributing to sustained sales growth in the mid-to-high teens [11]. Group 4: Pinterest - Pinterest is recognized for its growth potential, reaching 600 million global monthly active users, with a double-digit percentage increase in user growth year-over-year [13][14]. - The average revenue per user (ARPU) is increasing, with notable growth of 31% in Europe and 44% in the "Rest of World" [15]. - Pinterest has a forward P/E ratio of 13.5 and maintains a strong cash position with $2.67 billion in cash and no debt [15]. Group 5: Goodyear Tire & Rubber - Goodyear is undergoing a transformation plan aimed at reducing net leverage, having lowered its net debt by $669 million [18]. - The company is focusing on higher-margin tire and service opportunities, with a forward P/E of 7.7 [19]. - Potential declines in rubber prices could further enhance Goodyear's margins in the coming years [19]. Group 6: Pennant Park Floating Rate Capital - Pennant Park Floating Rate Capital offers a high annual dividend yield of 13.6% and focuses on loans within its $2.77 billion investment portfolio [21][22]. - The company has a low delinquency rate of 0.4% in its portfolio, indicating strong principal protection [24]. - It is currently trading at a 16% discount to its book value per share of $10.83 [25]. Group 7: The Campbell's Company - The Campbell's Company is seen as a turnaround opportunity, with a focus on basic need goods that provide consistent cash flow [26][27]. - The company is implementing cost-saving measures and investing in supply chain improvements, expecting to realize $250 million in savings by fiscal 2028 [28]. - Its forward P/E of 10.7 is noted as a historic low for the company [29]. Group 8: Fiverr International - Fiverr International is positioned for growth despite a decline in annual active buyers, with a 12% increase in annual spend per buyer [31][32]. - The company boasts a marketplace take rate of 27.6%, indicating strong margins compared to competitors [33]. - Fiverr's forward P/E of 6.7 is considered an all-time low, presenting a compelling investment opportunity [33].

Group 1 - The article discusses Pinterest (NYSE: PINS) and reiterates a "buy" rating due to an acceleration in revenue growth and positive Adjusted EBITDA results [1] - The author highlights the investment strategy of a boutique family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - Amrita's background includes experience in high-growth supply-chain start-ups and venture capital, emphasizing her ability to maximize returns for clients during the pandemic [1] Group 2 - The newsletter "The Pragmatic Optimist," co-founded by Amrita, aims to democratize financial literacy and simplify complex macroeconomic concepts for better understanding [1] - The newsletter has been recognized as a top finance newsletter on popular platforms, indicating its influence and reach in the investment community [1]

Group 1 - The core viewpoint is that Pinterest (PINS) has potential as a social media platform but is currently facing challenges in executing its business strategy [1] - In spring 2023, the analyst concluded that it was time for Pinterest to start executing its potential [1] Group 2 - The investment group "Value In Corporate Events" focuses on identifying opportunities in IPOs, mergers & acquisitions, earnings reports, and corporate capital allocation changes [2] - The group provides coverage of 10 major events per month to find the best investment opportunities [2]

Core Insights - Pinterest, Inc. is focusing on AI integration to enhance content discovery, personalization, and ad performance, making its platform smarter and more intuitive for users [1][3] AI Integration and User Engagement - The company utilizes AI to analyze user behavior and interests, recommending Pins and boards that align with user preferences, facilitating easier discovery of ideas in areas like fashion, home décor, recipes, and shopping [2] - Pinterest's AI-powered visual search allows users to find similar items and shop directly by interacting with images, rather than typing text [2] - By labeling and filtering AI-generated images, Pinterest emphasizes responsible AI use, which enhances user engagement and ad performance, ultimately driving revenue growth and long-term profitability [3] User Growth and Projections - The introduction of intuitive features has led to a steady increase in users, with Pinterest reporting 600 million global monthly active users in Q3 2025, reflecting a 17% year-over-year growth [4] - Projections indicate that Pinterest's monthly active users will reach approximately 615.1 million in 2025, representing an 11.2% year-over-year growth [4] Competitive Landscape - Pinterest faces competition from SNAP, Inc. and Meta Platforms, Inc., both of which are leveraging AI to enhance user engagement and ad revenues [5][6] - Meta has shifted its focus to AI, creating Meta Superintelligence Labs to develop advanced AI products and enhance user experiences across its apps [5] - SNAP is utilizing AI in various aspects such as social interaction, search, and shopping, making its platform more engaging for users [6] Financial Performance and Valuation - Pinterest shares have decreased by 11.6% over the past year, contrasting with the industry's growth of 6.9% [7] - The company trades at a forward price-to-sales ratio of 3.66, which is below the industry average of 4.87 [9] - The Zacks Consensus Estimate for Pinterest's earnings for 2025 has declined by 8% to $1.62, and the estimate for 2026 has decreased by 8.3% to $1.88 over the past 60 days [10]