Core Viewpoint - UBS maintains a bullish outlook on Pinterest, Inc. (NYSE:PINS), reiterating a "Buy" rating with a price target of $51, driven by international ad expansion and enhanced advertising capabilities [2][3]. Group 1: Investment Insights - Coatue Management holds $60.20 million in Pinterest shares, representing 0.17% of its total 13F portfolio, indicating confidence in the stock's upside potential [1]. - UBS highlights a 6% increase in click-through rates for shopping ads due to recent initiatives, including Performance+ creative tools and Direct Links [3]. - The company is well-positioned for margin expansion and global revenue growth, with shopping ad revenue in international markets expanding three times faster than regional totals [4]. Group 2: Operational Enhancements - Pinterest is enhancing operational efficiency and advertiser engagement through AI-driven content personalization and the Conversions API (CAPI) [4]. - The platform allows users to explore, save, and shop creative ideas across various categories, contributing to its appeal and user engagement [5].

Core Insights - Proactive provides fast, accessible, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Viewpoint - Morgan Stanley identifies Pinterest as a stock pick due to strong earnings revisions, indicating a favorable environment for stock selection amid rising stock-specific risks [1][2]. Group 1: Stock Selection Environment - Stock-specific risks have increased recently, creating a historically opportunistic environment for stock picking [1]. - Analysts' opinions on company earnings prospects are becoming more varied, contributing to a dispersion of earnings revision breadth [2]. Group 2: Earnings Revisions and Stock Performance - Research indicates that positive earnings revisions can lead to stock gains, with companies that exceed earnings expectations consistently outperforming those that fall short [3]. - Morgan Stanley's stock screen focuses on companies with strong earnings revision momentum, highlighting Pinterest, Reddit, Take-Two Interactive, Burlington Stores, and Carvana as top picks [4]. Group 3: Sector Updates - In the restaurant sector, pricing is restrained while promotional activity is high; the gaming and leisure sector, particularly cruises, is experiencing healthy demand [6]. - Analysts expect improvements in freight-related companies over the next six months [6]. - The technology sector shows continued strength in AI, with challenges in traditional storage and server capacities; within internet companies, agentic AI is gaining traction in e-commerce [6]. - In consumer finance, there is ongoing degradation at the low end of the market, but this trend is not spreading [6].

Hollywood legend Diane Keaton's beloved "house that Pinterest built† was quietly taken off the market just 2 weeks before her death at the age of 79. ...

Group 1 - The investment strategy focuses on companies with strong qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold indefinitely [1] - The portfolio management approach is concentrated, targeting the avoidance of underperformers while maximizing exposure to high-potential winners [1] - Companies may receive a 'Hold' rating if their growth opportunities do not meet the threshold or if the downside risk is deemed too high [1] Group 2 - The analyst has a beneficial long position in GOOG shares, indicating a personal investment interest [2] - The article reflects the author's own opinions and is not influenced by compensation from external sources [2] - There is no business relationship with any company mentioned in the article, ensuring an independent perspective [2]

Core Insights - Pinterest is responding to user frustration over the prevalence of AI-generated content on its platform by introducing new generative AI controls that allow users to adjust the amount of AI content in their feeds [2][4][6] User Experience and Features - Users can manage their preferences under "Refine Your Recommendations" in Pinterest's settings, allowing for adjustments to the visibility of AI-generated content across various categories such as entertainment, beauty, health, and fashion [3][4] - The platform has previously introduced GenAI tools that label image Pins likely generated or modified by AI, with plans to enhance the visibility of these labels as detection improves [7] Market Context - Pinterest is not alone in facing challenges related to AI content, as other platforms like Instagram and TikTok have also implemented features to filter unwanted content [6] - The company reported mixed financial results, with adjusted earnings per share of 33 cents, below the consensus estimate of 35 cents, while revenue reached $998 million, exceeding expectations of $975 million [8] - Pinterest achieved a milestone of 578 million global monthly active users, reflecting an 11% increase year-over-year, although its stock has seen modest growth of approximately 7.26% year-to-date, lagging behind competitors like Meta Platforms [9]

Core Viewpoint - Pinterest, Inc. is set to release its financial results for the third quarter of 2025 on November 4, 2025, after market close, followed by a conference call to discuss these results [1] Financial Results Announcement - The financial results for Q3 2025 will be disclosed on November 4, 2025, after the market closes [1] - A conference call to discuss the results will take place at 1:30 p.m. PT (4:30 p.m. ET) on the same day [1] 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] 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] Company Overview - Pinterest is a visual search and discovery platform that allows users to find inspiration, curate ideas, and shop products [4] - The company is headquartered in San Francisco and was launched in 2010, boasting over half a billion monthly active users globally [4]

Core Insights - Financial institutions are showing a bullish sentiment towards Pinterest, with 52% of traders being bullish and 43% bearish, indicating a potential upward trend in the stock [1] - The major market movers are focusing on a price range between $28.0 and $40.0 for Pinterest over the last three months, suggesting a defined trading corridor [2] - The average open interest for Pinterest options is 8,214.6, with a total trading volume of 108,597, indicating active trading interest [3] Options Activity - The largest options trades observed include multiple bullish call options, with significant total trade prices such as $134.6K for a call expiring on 01/16/26 at a strike price of $35.00 [8] - The options activity reflects a mix of bullish and bearish sentiments, with notable trades indicating both confidence and caution among traders [8] Company Overview - Pinterest is a social media platform focused on product and idea discovery, boasting over 500 million monthly active users, predominantly female [9] - The company generates revenue primarily through digital ads, with a significant portion coming from North American users [9] Expert Ratings - Recent expert ratings suggest an average target price of $50.5 for Pinterest, with one analyst maintaining a Buy rating and another lowering its rating to Outperform with a target of $50 [11][12] Current Market Position - As of the latest trading session, Pinterest's stock price is $31.7, reflecting a decrease of 1.77%, with earnings announcements expected in 23 days [14]

The social media company and its management team disappointed investors with recent developments.Pinterest (PINS -4.61%) shares are down significantly in the previous month, and investors want to know how I am dealing with the decline as a shareholder.*Stock prices used were the afternoon prices of Oct. 9, 2025. The video was published on Oct. 11, 2025. ...

Core Insights - Pinterest has experienced significant volatility in its stock performance, particularly around quarterly earnings reports, due to overpromising and underdelivering, which is common among companies competing with larger social media platforms like Meta and Google [1] - The Q2 earnings report revealed that while Pinterest exceeded revenue expectations, it failed to meet EPS expectations, leading to a decline in stock value [1] - Recent developments regarding TikTok's ownership are anticipated to disrupt the social media landscape, presenting an opportunity for Pinterest to capitalize on these changes and potentially align itself with top-performing stocks [2] Financial Performance - Despite a slight decline over the past 52 weeks, Pinterest's stock has increased nearly 10% year-to-date, underperforming compared to the S&P 500 Index's 14% gain [4] - Pinterest's forward price-earnings ratio stands at 44.53x, significantly higher than Meta's 25.3x and Alphabet's 24.7x, indicating investor confidence in its future growth [5] - The price-sales ratio for Pinterest is 5.85x, which is lower than Meta's 10.89x and Alphabet's 8.49x, suggesting that Pinterest may be undervalued in this regard [5] Market Position and Strategy - Pinterest operates as a visual inspiration platform, connecting users with businesses to generate advertising revenue [3] - The willingness of investors to pay a higher P/E ratio compared to competitors suggests expectations that Pinterest's investments in AI will eventually yield positive results [6]