Core Insights - Pinterest shares dropped 20% following disappointing third-quarter earnings, with advertising revenue impacted by larger retailers facing tariff challenges [1] - The company reported adjusted earnings of 38 cents per share, below the expected 42 cents, while revenue met estimates at $1.05 billion [1] Financial Performance - Third-quarter sales in the U.S. and Canada were $786 million, falling short of StreetAccount's estimate of $799 million [2] - The finance chief indicated that there were "pockets of moderating ad spend" due to pressure on margins from tariffs affecting larger U.S. retailers [3] Market Dynamics - Analysts noted that tariff-related weaknesses are emerging in the digital advertising space, highlighting Pinterest's lack of customer diversity and increased macro sensitivity [2] - Several banks have lowered their price targets for Pinterest, citing rising competition from platforms like Instagram and TikTok, as well as macroeconomic headwinds [4] - Despite concerns, 81% of analysts still maintain an outperform or buy rating for the company [4]

Core Insights - Pinterest's third-quarter earnings missed expectations, with adjusted earnings per share at 38 cents compared to the projected 42 cents, while revenue increased 17% to $1.05 billion, aligning with estimates [2][3] - Monthly active users grew 12% year-over-year to 600 million, surpassing the expected 590.3 million [2] - The company faces challenges due to tariffs affecting advertising spending, particularly from large retailers in the U.S. and Canada [4][5] Financial Performance - Adjusted EPS for the quarter was 38 cents, below the expected 42 cents [2] - Revenue for the quarter was $1.05 billion, a 17% increase year-over-year, meeting expectations [2] - Guidance for the current quarter is $1.33 billion, slightly below the anticipated $1.34 billion [3] User Growth and Market Position - Monthly active users increased to 600 million, a 12% rise year-over-year, exceeding estimates [2] - Pinterest is focusing on enhancing its competitive edge against platforms like Facebook and Instagram by improving performance-based advertising [7] Strategic Initiatives - The company is investing in AI and product innovation, positioning itself as a leader in visual search and an AI-powered shopping assistant [3][9] - Partnerships with Amazon and Alphabet aim to enhance advertising capabilities and monetization potential [7][8] Market Reaction - Following the earnings report, Pinterest's stock fell over 21% to $25.97, erasing year-to-date gains and dropping below its 200-day moving average [11] - Analysts have mixed views, with some maintaining a neutral stance while others see potential in the company's valuation and future growth [6][10]

Core Insights - Pinterest's shares fell by 20.1% after reporting solid revenue growth but disappointing earnings and guidance for the fourth quarter [2][7] - The company experienced a 17% increase in revenue to $1.05 billion in Q3, driven by a 12% growth in monthly active users to 600 million [4][5] - Adjusted EBITDA rose by 24% to $306.1 million, while GAAP net income tripled to $92.1 million, but adjusted earnings per share fell short of consensus expectations [5][6] Financial Performance - Revenue for Q3 reached $1.05 billion, matching estimates with a 17% year-over-year growth [4] - Monthly active users increased by 12% to 600 million, indicating strong user engagement [4] - Adjusted EBITDA was reported at $306.1 million, a 24% increase, while GAAP net income was $92.1 million, tripling from the previous year [5] Future Guidance - For Q4, Pinterest expects revenue between $1.313 billion and $1.338 billion, reflecting a growth rate of 14%-16%, which is below the consensus estimate of $1.34 billion [8] - The company anticipates adjusted EBITDA for the current quarter to be between $533 million and $558 million [8] Market Position - Pinterest is reportedly losing market share to Meta Platforms, indicating competitive pressures in the digital advertising space [7][9] - Despite solid growth, the company’s performance is weaker compared to competitors, which may impact its long-term market position [9]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Core Insights - Pinterest's shares fell significantly after the company missed profit expectations and provided weak guidance for the holiday quarter [1][5] - The company reported third-quarter adjusted earnings per share of $0.38, which was three cents below analyst expectations, while revenue increased by 17% to $1.05 billion, meeting forecasts [1][2] Financial Performance - For the current quarter, Pinterest anticipates revenue between $1.31 billion and $1.34 billion, slightly below the $1.34 billion expected by analysts [2] - In the U.S. and Canada, revenue grew by 9% to $786 million, with average revenue per user (ARPU) increasing by 5% to $7.64, both figures falling short of analyst estimates [3] User Metrics - Pinterest achieved a record of 600 million monthly active users, indicating strong user growth despite the challenges in monetization [3][5] - Global ARPU was reported at $1.78, which was slightly below expectations, highlighting difficulties in monetizing the expanding user base [3] Market Context - The results reflect broader challenges faced by social media platforms as digital ad spending slows in North America, impacting revenue growth [2] - Compared to Pinterest, shares of competitors Snap and Meta Platforms experienced more muted reactions in early trading following the news [2]

Pinterest下跌20%，为2022年5月以来最大盘中跌幅，Q4业绩指引疲软且逊于预期。 ...

All right, time for a mad dash. We used to call this uh hump day, I think. Right, it is still Wednesday.Jim's in Boston. Want to talk a little Pinterest stock of which is going to get hit pretty hard right now. >> Crush it.I I I not that I necessarily want to take the other side of the trade, but let me just say they've got a great user base. They've got data. I think that they didn't talk enough about how you could use their data uh if you're one of these uh one of these bots.And most importantly, David, I ...

Company Insights - Pinterest's stock is expected to face significant pressure, but the company has a strong user base and valuable data that could be leveraged more effectively [1] - The sentiment regarding the holiday season is not as negative as perceived; the company's leadership has a cautious but not overly pessimistic outlook [2] - There is potential for Pinterest's stock to recover in the coming weeks, as the conference call may not have been fully considered by investors, leading to a misinterpretation of the company's performance [3] Market Position - The current stock price of Pinterest is seen as an opportunity to buy, particularly at the lower price point of $26.36, as the company has de-risked its holiday outlook [4] - Pinterest is viewed as an undervalued company in a market where many competitors are overvalued, indicating potential for growth if the company enhances its advertising strategies [5]

Core Points - U.S. stock futures are lower, with Dow futures falling over 50 points [1] - Super Micro Computer Inc reported disappointing first-quarter results, with earnings of 35 cents per share, missing the consensus estimate of 40 cents, and revenue of $5.01 billion, below the expected $5.99 billion [2] - Super Micro's revenue decreased from $5.93 billion in the same period last year [2] - The company's shares fell 9.2% to $43.12 in pre-market trading [2] Company-Specific Movements - Biohaven Ltd experienced a significant drop of 46.2% to $7.51 after receiving an FDA Complete Response Letter for VYGLXIA [4] - Trex Company Inc declined 31.9% to $32.02 following worse-than-expected third-quarter results and lowered FY25 sales guidance [4] - Soleno Therapeutics Inc fell 22.2% to $49.65 after reporting third-quarter results [4] - Axon Enterprise Inc's shares dropped 19.6% to $567.50 after mixed third-quarter results and an acquisition announcement [4] - Pinterest Inc dipped 18.8% to $26.69 after posting disappointing third-quarter earnings [4] - SSR Mining Inc fell 17.5% to $17.90 after its third-quarter results [4] - Uniqure NV's shares decreased by 15.8% to $25.61 after a prior gain [4] - Clover Health Investments Corp fell 15.5% to $2.97 after mixed third-quarter results [4] - Upstart Holdings Inc declined 15.3% to $39.15 after mixed results and lowered FY25 guidance [4] - Corsair Gaming Inc fell 12.4% to $6.59 following worse-than-expected third-quarter results [4] - Advanced Micro Devices, Inc. declined 5% to $237.80 despite reporting better-than-expected third-quarter results and projecting fourth-quarter revenue of approximately $9.6 billion [4]

Core Insights - Pinterest Inc reported third-quarter revenue of $1.05 billion, meeting analysts' expectations, but adjusted earnings per share of 38 cents fell short of the anticipated 42 cents [1][2] - The company anticipates fourth-quarter revenue between $1.31 billion and $1.34 billion, slightly below the consensus estimate of $1.34 billion, with expected adjusted EBITDA of $533 million to $558 million [2] Financial Performance - Third-quarter revenue was $1.05 billion, aligning with analyst estimates [1] - Adjusted earnings per share were 38 cents, missing the expected 42 cents [1] - Fourth-quarter revenue guidance is set between $1.31 billion and $1.34 billion, with adjusted EBITDA projected at $533 million to $558 million [2] Market Reaction - Following the earnings announcement, Pinterest shares declined by 2.3%, closing at $32.91 [3] - Analysts adjusted their price targets for Pinterest post-earnings, with varying opinions on the stock's outlook [3][5] Analyst Ratings - B of A Securities maintained a Buy rating but reduced the price target from $44 to $39 [5] - Rosenblatt downgraded Pinterest from Buy to Neutral, lowering the price target from $49 to $30 [5] - BMO Capital kept an Outperform rating while decreasing the price target from $41 to $35 [5]