Core Insights - Analysts project Pinterest (PINS) will report quarterly earnings of $0.34 per share, a 17.2% increase year over year, with revenues expected to reach $974.61 million, reflecting a 14.2% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 3.5% over the past 30 days, indicating a collective reassessment by covering analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Revenue Estimates - Analysts estimate 'Geographic Revenue - Europe' at $170.75 million, a year-over-year increase of 19.4% [5]. - 'Geographic Revenue - Rest of World' is projected to reach $52.42 million, indicating a 38% year-over-year change [5]. - 'Geographic Revenue - U.S. and Canada' is expected to be $752.28 million, reflecting an 11.8% increase from the prior-year quarter [5]. User Metrics - The consensus estimate for 'Monthly Active Users - Global' is 573 million, up from 522 million a year ago [6]. - 'Monthly Active Users - International' is projected at 327 million, compared to 288 million in the same quarter last year [6]. - 'Monthly Active Users - U.S. and Canada' is expected to reach 102 million, up from 98 million in the same quarter last year [7]. - 'Monthly Active Users - Europe' is estimated to be 146 million, compared to 136 million in the same quarter last year [7]. Average Revenue Per User (ARPU) - Analysts project 'ARPU - U.S. and Canada' to be $7.37, compared to $6.85 in the same quarter last year [8]. Stock Performance - Pinterest shares have returned +5.8% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [8].

Core Viewpoint - Growth stocks are currently expensive, but several smaller companies still present great value for new investors, particularly in the context of the S&P 500's strong performance driven by growth stocks [1][2]. Group 1: Marvell Technology - Marvell Technology specializes in chips for data centers, collaborating with major companies like Amazon and Microsoft [4][5]. - The company designs networking chips and custom AI accelerators, with significant growth potential in AI chip markets [6][7]. - Marvell is pursuing up to $75 billion in potential revenue from over 10 customers for its custom AI accelerators, with shares trading at a forward P/E of less than 27, making it an attractive investment opportunity [7]. Group 2: DraftKings - DraftKings is a leading online sportsbook in the U.S., leveraging its brand strength since the legalization of sports betting in 2018 [8][9]. - The company utilizes extensive customer data to enhance its betting systems and has made strategic acquisitions to improve its product offerings [10]. - Despite challenges from emerging prediction markets and new tax laws affecting bettors, DraftKings shares are considered attractive, trading at an enterprise value to forward EBITDA of around 27, with expected earnings growth from $181 million to $850 million [11][13]. Group 3: Pinterest - Pinterest operates as a discovery engine in social media, primarily attracting a female user base, which is valuable for advertisers [14]. - The platform has seen a 10% year-over-year increase in monthly active users and a 5% rise in average revenue per user, indicating strong growth [16]. - With a share price around $38 and a forward P/E of just 21, Pinterest is viewed as a great value for growth investors, benefiting from strong margin expansion and consistent revenue growth [18].

Group 1: Earnings Reports Overview - Palantir has secured a $10 billion Army contract and is expected to report strong quarterly results, with predictions of a "total blowout" due to strong business performance [2] - Berkshire Hathaway's upcoming earnings report is anticipated to be different under Greg Abel's leadership, with expectations of a potential stock price increase if results are favorable [1] - DuPont's breakup is on track, with expectations that the individual parts will be valued higher than the whole [3] Group 2: Sector Insights - Caterpillar is expected to post strong results, benefiting from domestic infrastructure and reshoring trends [3] - Eli Lilly's performance will be closely watched, especially in light of competitor Novo Nordisk's disappointing quarter, raising questions about market share dynamics in the GLP-1 drug sector [5] - Disney's shares have been climbing, with positive remarks on its streaming, theme park, and cruise line segments [4] Group 3: Other Companies to Watch - McDonald's is viewed as a buy due to recent improvements and new offerings [4] - Warner Bros Discovery is undergoing reorganization and debt reduction, with anticipation around its earnings report [6] - Pinterest is expected to deliver solid results, being recognized as a family-friendly advertising platform [6]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Pinterest, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - Pinterest is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year increase of 17.2% [3] - Revenue is projected to be $974.61 million, up 14.2% from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 3.51% higher in the last 30 days, indicating a reassessment by analysts [4] - A negative Earnings ESP of -6.11% suggests analysts have recently become bearish on Pinterest's earnings prospects [12] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, but is more reliable for positive readings [9][10] - Pinterest's current Zacks Rank is 3, making it challenging to predict an earnings beat [12] Historical Performance - In the last reported quarter, Pinterest was expected to post earnings of $0.25 per share but delivered $0.23, resulting in a surprise of -8.00% [13] - Over the past four quarters, Pinterest has beaten consensus EPS estimates two times [14] Industry Context - In the Zacks Internet - Software industry, Paycom Software is expected to report earnings of $1.78 per share, indicating a year-over-year change of 9.9% [18] - Paycom's revenue is projected to be $471.98 million, up 7.9% from the previous year, with an unchanged consensus EPS estimate over the last 30 days [19]

Market Overview - The market capitalization of major US stocks shows varied performance, with Oracle at 762.30 billion, Mastercard at 321.36 billion, and Visa at 770.15 billion, reflecting increases of +0.66%, +0.86%, and +0.68% respectively [3] - Exxon Mobil's market cap is 679.53 billion, with a slight decrease of -0.98%, while Johnson & Johnson and Netflix show minor changes of -0.08% and -0.05% respectively [3] - Companies like Wells Fargo and Cisco have market caps of 270.15 billion and 279.59 billion, with respective increases of +0.98% and -0.58% [3] Notable Stock Movements - T-Mobile US Inc experienced a significant increase of +6.20%, reaching a market cap of 272.19 billion [3] - General Electric and Coca-Cola saw market caps of 285.05 billion and 298.76 billion, with increases of +0.37% and +0.91% respectively [3] - Companies like Disney and Goldman Sachs have market caps of 229.06 billion and 221.80 billion, with slight changes of +0.01% and -0.60% [3] Sector Performance - The technology sector shows mixed results, with Intel at 991.05 billion, down -3.28%, while AMD increased by +2.46% to 254.92 billion [5] - The consumer goods sector is represented by companies like Procter & Gamble and Coca-Cola, with market caps of 371.68 billion and 298.76 billion, showing slight increases [3][4] - The energy sector, represented by Exxon Mobil and Chevron, shows varied performance, with Exxon down -0.98% and Chevron up +0.66% [3] Summary of Key Companies - Oracle's market cap stands at 762.30 billion, reflecting a positive trend [3] - Mastercard and Visa show strong performance with market caps of 321.36 billion and 770.15 billion, both increasing [3] - Companies like Pfizer and Comcast have market caps of 1579.81 billion and 1332.00 billion, with Pfizer showing minimal change and Comcast down -3.16% [4][5]

Core Viewpoint - Pinterest, Inc. has seen a surge in bullish sentiment from analysts, with multiple upgrades and increased price forecasts indicating strong confidence in the company's future performance [1][2][3][4]. Analyst Upgrades and Price Forecasts - Morgan Stanley upgraded Pinterest from Equal-Weight to Overweight, raising the price target from $37 to $45 [1]. - Wedbush's Scott Devitt maintained an Outperform rating, increasing the price forecast from $40 to $42 [2]. - KeyBanc's Justin Patterson kept an Overweight rating and raised the price forecast from $40 to $45 [2]. - UBS's Lloyd Walmsley maintained a Buy rating, boosting the price forecast from $44 to $50 [3]. - TD Cowen's John Blackledge maintained a Buy rating, raising the price forecast from $40 to $43 [3]. - Wells Fargo's Ken Gawrelski maintained an Overweight rating, adjusting the price forecast from $41 to $42 [3]. - Citigroup's Ronald Josey maintained a Buy rating, moving the price forecast from $41 to $44 [3]. - JPMorgan's Doug Anmuth upgraded Pinterest from Neutral to Overweight, raising the price forecast from $35 to $40, citing user growth and monetization strategies as key drivers [4]. Strategic Partnerships - Pinterest announced a partnership with Instacart aimed at enhancing shoppability and ad targeting, allowing advertisers to access valuable retail data [5]. - The partnership will introduce closed-loop measurement, linking ad exposure on Pinterest with actual product sales on Instacart, providing insights into campaign effectiveness [6]. - This collaboration will enable users to complete purchases directly through Pinterest, bridging the gap between inspiration and action [6]. Stock Performance - Pinterest's stock has traded between a 52-week low of $23.68 and a high of $42.02, rebounding over 60% from early April lows and up 32% year to date [7]. - The stock is currently trading about 12.6% above its 50-day moving average and 19% above its 200-day moving average, indicating strong momentum [7]. - As of the latest check, PINS shares are trading higher by 2.30% at $37.97 [7].

Core Viewpoint - Pinterest Inc's shares have risen 3.3% to $38.32 following an upgrade from Morgan Stanley, which cited undervalued growth potential and monetization opportunities, raising the price target to $45 from $37 [1] Group 1: Stock Performance - Pinterest's stock has reached its highest levels since February and has been on an upward trend since April, with close support at the 20-day moving average [1] - Year-to-date, Pinterest's equity has increased by 31.4% [1] Group 2: Options Activity - The upgrade has led to increased activity among options traders, with 12,000 calls and 3,432 puts exchanged, which is three times the typical options volume [2] - The most popular options contract is the weekly 7/25 37-strike call, followed by the August 40 call [2] Group 3: Analyst Ratings - Following the upgrade, 27 analysts have rated Pinterest as a "buy" or better, while only six analysts have a "hold" rating [3] - The 12-month consensus price target for Pinterest is $41.21, representing a 7.4% premium to current levels, a price point not seen in a year [3]

Time for Jim to stop trading. I'm always looking for companies like uh Square now Block that could really take off even if it doesn't get added to the S&P. And I a couple notes about Pinterest.I I think that that uh that Bill Redd's done a remarkable job as CEO. Uh Pinterest is going to be part of what's scraped by these uh the five big ones. And we should highlight the five billion.They do matter. And I just think Pinterest is a place where people go to learn and people go to have crafts and it's an underr ...

[Music] Yeah. Hi everyone. Um, thanks for joining the talk today.Um, we're super excited to be here and shares some of the learnings we um, we have from integrating the LM into Pinterest search. My name is Khan and today I'll be presenting with Mukunda and we are both machine learning engineers from search relevance team at Pinterest. So start with a brief introduction to Pinterest.Um Pinterest is a visual discovery platform where piners can come to find inspiration to create a life they love. And there are ...

Core Insights - The article discusses the author's investment strategy and portfolio, emphasizing a diverse range of stocks and unique insights into the market [1]. Group 1 - The author holds a long position in shares of GOOG and AMZN, indicating confidence in these companies' future performance [2]. - The analysis aims to provide contrasting views to help other investors make informed decisions [1]. - The author expresses personal opinions and does not receive compensation from any mentioned companies, ensuring an unbiased perspective [2]. Group 2 - The article serves as an informational resource rather than professional investment advice, urging readers to conduct their own research [3]. - It highlights the importance of due diligence in investment decisions due to inherent risks, including potential capital loss [3]. - The content does not guarantee future results, emphasizing that past performance is not indicative of future outcomes [4].