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].

Graph ML Applications - Google Maps uses graph ML to predict ETA [1] - Netflix uses graph ML (GNN) in recommendation [1] - Spotify uses graph ML (HGNNs) in recommendation [1] - Pinterest uses graph ML (PingSage) in recommendation [1]

Graph ML Applications - Google Maps uses graph ML to predict ETA [1] - Netflix uses graph ML (GNN) in recommendation [1] - Spotify uses graph ML (HGNNs) in recommendation [1] - Pinterest uses graph ML (PingSage) in recommendation [1] Graph Feature Engineering - The report highlights 6 must-know ways for graph feature engineering [1]

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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]

Core Viewpoint - Reddit's unsustainable growth rate is showing signs of cracks, leading analysts to adopt a bearish outlook on the stock due to overvaluation and a shift towards more normalized growth rates [1]. User Growth and Financial Performance - Reddit reported a slowdown in quarterly user growth, with daily active users (DAU) increasing by 31% year-over-year to 108.1 million in the first quarter [3]. - The company has reached 400 million weekly active users, but its second-quarter performance expectations are not optimistic due to ongoing interference from Google [5]. - As of April, DAU totaled 107.6 million, reflecting an 18% year-over-year increase, but the growth rate is normalizing, with a limited sequential increase compared to the first quarter [6]. - The actual logged-in DAU grew by only 23% to 48.7 million, indicating a normalization in high-value user growth, while the growth rate for unlogged users was significantly higher at 51% [6]. - Reddit's revenue has seen substantial growth due to a combination of user growth and a 23% increase in average revenue per user (ARPU) [6]. Market Position and Competitive Landscape - Reddit's ARPU has reached $6.27 in the first quarter, approaching levels seen in other social media companies like Pinterest, which has an ARPU of $6.54 [10]. - The shift in Google's focus towards AI search is expected to pose significant risks for Reddit, as it may reduce the referral traffic from search engines [12]. - The stock price of Reddit has dropped from $230 to $150, despite reporting strong growth, with a current price-to-sales ratio of 14 times [13]. Challenges and Future Outlook - The company faces challenges similar to other social media platforms that struggle to maintain significant user growth as they reach billions in sales [15]. - Despite a strong increase in app downloads in April and May, this did not translate into DAU growth, and a slowdown in downloads in June suggests ongoing difficulties ahead [15]. - Investors should be cautious as Reddit's pricing is based on its own performance rather than sustained user growth driven by AI transformation [16].

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]

Group 1: Reddit - Reddit has shown strong revenue growth post-IPO, with Q1 ad revenue increasing by 61% to $359 million and daily active unique users rising 31% year-over-year to 108 million [3][4] - The company is introducing new AI-powered ad tools to enhance advertising demand, providing marketers with real-time insights into discussions on its platform [4] - Reddit's AI features, such as Reddit Answers, have gained traction, reaching 1 million weekly users in Q1, and the company is monetizing its valuable data by licensing it to AI firms [5] - Despite a 50% rebound from recent lows, Reddit's stock is still 36% below its all-time high, with analysts projecting a 51% year-over-year revenue growth for Q2 [6][7] Group 2: Unity Software - Unity is a leading game engine provider, experiencing significant growth with over 20% quarterly revenue growth until recently, but its stock has fallen 86% from previous highs due to high valuation and declining revenue [9][10] - The company is undergoing a "portfolio reset," which led to a 6% year-over-year revenue decline last quarter, but management's focus on high-growth and high-margin opportunities may unlock Unity's potential [11] - Unity has migrated its advertising business to the AI-powered Unity Vector platform, which is expected to enhance advertising results and drive long-term growth in its Grow Solutions segment [12] - The Create Solutions segment saw an 8% year-over-year revenue decline, but upcoming updates to Unity 6, including AI features, could stimulate demand for its software [13][14] - Analysts expect Unity's revenue to decline 2% in 2025 before growing 9% to $1.9 billion in 2026, with adjusted earnings per share projected to reach $2.34 by 2029 [15] - The stock is currently trading at 13 times 2029 earnings estimates, indicating potential for significant price appreciation [16]

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].