Stability in Q4 Generates Positive Views on Pinterest (PINS)

Group 1 - Pinterest Inc (NYSE:PINS) is considered one of the best large-cap stocks under $100 with significant upside potential, with a revised price target of $32 indicating a potential upside of almost 24% [1] - Goldman Sachs analyst Eric Sheridan noted stability in the fourth quarter, supported by positive pricing per ad impression and strong seasonal ad budget allocations, leading to a bullish outlook on the company [2] - Morgan Stanley analyst Brian Nowak maintained an Overweight rating for Pinterest, revising the price target from $32 to $35, suggesting an upside of over 35% from the current level [3] Group 2 - Nowak's optimistic rating and price target revision are part of Morgan Stanley's 2026 outlook for internet stocks, predicting a favorable market for companies with positive ROIC, particularly those leveraging GenAI or GPU-enabled technologies [4] - Pinterest operates as an online visual search and discovery platform globally, allowing users to share and search for a variety of ideas, which includes engagement with advertisers as a key revenue source [5]