来源：ESG评级中心 据新浪财经ESG评级中心，2025年08月06日，Pinterest（PINS.US）MSCI（明晟）ESG评级由BB调升至 BBB。 点击查看更多企业ESG评级。 ...

Core Insights - Pinterest, Inc. (PINS) is set to report Q2 2025 earnings on August 7, 2025, with revenue estimates at $974.61 million and earnings per share (EPS) at $0.34 [1][5] - The earnings estimate for fiscal 2025 has increased by 1.67% over the past 60 days, while the estimate for fiscal 2026 has improved by 1.41% [1] - The company has a four-quarter average earnings surprise of 0.53%, but experienced a negative surprise of 8.00% in the last reported quarter [2][3] Earnings Performance - The reported EPS for the last four quarters were 0.23, 0.56, 0.40, and 0.29, with estimates of 0.25, 0.63, 0.34, and 0.28 respectively [3] - The average surprise for the last four quarters was -0.01, indicating mixed performance [3] Factors Influencing Results - Pinterest has introduced AI-powered tools, including auto collages and enhanced visual search features, aimed at increasing user engagement and advertising appeal [5][8] - The company has also launched trend tools to assist advertisers in targeting their market effectively, which is expected to gain traction among retailers [7][15] - A partnership with the WNBA's New York Liberty aims to attract a growing audience and enhance community outreach [9] Market Performance - Over the past year, Pinterest's stock has increased by 34.6%, while the industry has grown by 58.3% [10] - Compared to peers, Pinterest has outperformed Snap Inc. (6.5% increase) but lagged behind Meta Platforms, Inc. (61.7% increase) [10] Valuation Metrics - Pinterest is currently trading at a price/sales ratio of 5.86, which is higher than the industry average of 5.79 and above its historical mean of 5.2 [12] Growth Strategy - The company's growth strategy focuses on enhancing actionable content through AI, with projections indicating global monthly active users (MAUs) could reach 608.6 million in 2025, reflecting a 10.1% year-over-year growth [14] - The third quarter is expected to see MAUs reach 571.8 million, suggesting a 9.5% year-over-year growth [14] Competitive Landscape - Pinterest faces intense competition from major players like Meta, Google, Snap, and X, all of which are investing in AI and interactive features to enhance user engagement [16] - The company's reliance on advertising as its primary revenue source poses risks, particularly in the face of potential shifts in the advertising industry [17]

Analysts on Wall Street project that Pinterest (PINS) will announce quarterly earnings of $0.34 per share in its forthcoming report, representing an increase of 17.2% year over year. Revenues are projected to reach $974.61 million, increasing 14.2% from the same quarter last year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 3.5% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this per ...

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]

Wall Street expects a year-over-year increase in earnings on higher revenues when Pinterest (PINS) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 7. On th ...

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 ...