Pinterest, Inc. (PINS) is scheduled to report first-quarter 2025 results on May 8, after the closing bell. The company pulled off a trailing four-quarter earnings surprise of 13.24%, on average. It is expected to witness top-line expansion year over year, driven by increasing user engagement in the United States, Canada and Europe. Initiatives to introduce artificial intelligence (AI) and automation-powered ad products and rising engagement among Gen Z users are positive factors. Factors at PlayPinterest is ...

Core Viewpoint - Analysts expect Pinterest to report quarterly earnings of $0.25 per share, reflecting a 25% year-over-year increase, with revenues projected at $845.74 million, up 14.3% from the previous year [1] Earnings Projections - The consensus EPS estimate has been revised downward by 30.8% in the past 30 days, indicating a reassessment by covering analysts [1][2] Revenue Estimates by Geography - Geographic Revenue for Europe is expected to reach $140.71 million, a 19.3% increase year-over-year [4] - Revenue from the Rest of the World is projected at $46.93 million, indicating a significant 56.4% year-over-year growth [4] - U.S. and Canada revenue is estimated at $658.10 million, reflecting an 11.2% increase from the prior year [4] Monthly Active Users (MAU) Estimates - Global Monthly Active Users are projected to reach 562 million, up from 518 million year-over-year [5] - International Monthly Active Users are estimated at 313 million, compared to 279 million in the same quarter last year [5] - U.S. and Canada Monthly Active Users are expected to be 101 million, an increase from 98 million year-over-year [5] Additional Metrics - Monthly Active Users in Europe are forecasted to reach 148 million, up from 140 million year-over-year [6] - Average Revenue Per User (ARPU) in the U.S. and Canada is projected at $6.62, compared to $6.05 in the same quarter last year [6] Stock Performance - Pinterest shares have returned +4.2% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [7]

Pinterest is upgrading its visual search feature with a handful of new capabilities. On Monday, the company announced it’s rolling out new functionality to improve its feature that allows users to search using an image instead of text. This includes new tools to more precisely narrow and refine searches, as well as those that make visual search more accessible across Pinterest’s website. The company believes the new additions will help Pinterest stand out as a search engine for things users may otherwise h ...

Core Insights - Pinterest (NYSE: PINS) presents an attractive growth narrative for investors, with projected revenue of $3.65 billion in 2024, reflecting a 19% year-over-year increase, and a rise in monthly active users (MAUs) by 11% to 553 million [1] Revenue and User Growth - In 2024, Pinterest is expected to achieve $3.65 billion in revenue, marking a 19% increase compared to the previous year [1] - The company’s MAUs increased by 11%, reaching 553 million [1] - Analyst consensus from Refinitiv anticipates continued MAU growth of over 10% in 2025, alongside revenue growth [1]

Between the uncertainty caused by President Donald Trump's tariff policy, consumers being increasingly reluctant to spend on discretionary purchases, and several other factors, a U.S. recession in 2025 looks a lot more likely than it did a few months ago. A rock-solid financial institution at a discount Bank of America (BAC 3.82%) is a stock I've owned for more than a decade, but I just added more for the first time in several years. With shares trading for 23% below recent highs, and near their lowest pric ...

Core Insights - Pinterest's stock closed at $24.68, reflecting a +1.94% increase, which underperformed compared to the S&P 500's gain of 2.51% [1] - Over the past month, Pinterest's shares have declined by 28.88%, significantly worse than the Computer and Technology sector's loss of 12.18% and the S&P 500's loss of 8.86% [1] Earnings Performance - Pinterest's upcoming earnings report is scheduled for May 8, 2025, with projected earnings per share (EPS) of $0.25, indicating a 25% increase year-over-year [2] - Revenue is expected to reach $846.52 million, reflecting a 14.4% rise from the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $1.76 per share and revenue at $4.13 billion, representing increases of +36.43% and +13.23% respectively from the previous year [3] - Recent changes in analyst estimates for Pinterest may indicate shifting near-term business trends, with positive revisions suggesting a favorable business outlook [3][4] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Pinterest at 3 (Hold) [5] - The Forward P/E ratio for Pinterest is 13.76, indicating a discount compared to the industry's Forward P/E of 23.39 [6] - Pinterest has a PEG ratio of 0.43, significantly lower than the Internet - Software industry's average PEG ratio of 1.94 [7] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 82, placing it in the top 34% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Group 1 - Pinterest (NYSE: PINS) is identified as an attractive investment opportunity within the social media industry, driven by continued topline growth [1] - The analysis emphasizes the importance of robust, consistent, and predictable cash flows for accurate valuation and sensitivity analysis [1] - The author has over 20 years of investment experience, focusing on identifying companies that can consistently outperform the broader market [1] Group 2 - The investment approach combines fundamental analysis with macroeconomic factors, suggesting that these elements can influence market cycles and valuation [1] - The author expresses a willingness to engage with the investment community to share actionable ideas and insights [1]

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q2, consider joining Out Fox The Street .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PINS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not ...

Company Overview - Pinterest, Inc. (NYSE: PINS) is a visual discovery platform focused on helping users find ideas and inspiration across various categories such as home decor, fashion, food, and travel [1] Investment Strategy - Noor Darwish, a former management consultant, specializes in investing in companies trading at significant discounts to their net asset value or liquidation value, and has recently shifted his portfolio fully into crypto [2] - Darwish achieved a 250% gain by investing in GDLC at $6 per share and selling at $21, outperforming both Bitcoin and the broader market [2] - He has also invested in Grayscale private placements, realizing an 80% gain in 6 months [2] Tax Strategy - Darwish relocated to Puerto Rico to benefit from a 0% capital gains tax rate on equities and cryptocurrencies under the Act 60 program, allowing him to avoid taxes on his significant gains [2] Job Application Service - Darwish runs OverApply, a job application service that has applied to over 300,000 jobs on behalf of clients, resulting in more than 4,000 interviews and 500 job offers [2]

Group 1 - The article discusses the author's positive outlook on Pinterest (NYSE: PINS), maintaining a "buy" rating with a price target of $41, driven by the expectation of ongoing momentum from growing Monthly Active Users (MAUs) [1] - The author emphasizes the importance of sustainable, growth-driven companies that maximize shareholder equity, reflecting a broader investment strategy [1] - The author has a background in high-growth supply-chain start-ups and venture capital, which informs their investment approach and focus on user acquisition [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Pinterest or the broader market [2][3]