Core Points - Australia's internet watchdog will include Twitch, owned by Amazon.com, in its upcoming ban on teen social media platforms [1] - The image-sharing platform Pinterest will not be included in this ban [1] Group 1 - The decision reflects ongoing regulatory scrutiny of social media platforms and their impact on youth [1] - Twitch's inclusion indicates a focus on live streaming services as part of the broader social media landscape [1]

Core Insights - Google is introducing a new "Images" tab in its Search app aimed at enhancing user engagement and competing with platforms like Pinterest for inspirational imagery [1][3] - The feature will allow users to browse, search, and save images tailored to their interests, with daily updates to the content [2][5] - This addition may also serve as a new advertising space for Google, as the company has been testing ad placements within the image tab [3] Feature Details - The "Images" tab will provide users with a way to organize creative ideas and find visual inspiration for various activities such as trip planning and home decoration [2] - Users can save their favorite images to collections, similar to functionalities offered by Pinterest and Instagram [2][4] - The rollout of this feature is expected to occur over the next few weeks on iOS and Android in the U.S., with no specific timeline for global availability [5] Historical Context - This is not the first image-saving feature from Google; a "Collections" feature was launched in 2018, which included saving websites and products in addition to images [4]

With growing engagement, new verticals like men’s fashion and wellness, and a sharper focus on actionable content, Pinterest continues to carve out its niche in the competitive social commerce landscape.Over the years, Pinterest has leaned deeply into AI innovation, enhancing personalization, visual search, and inclusive content recommendations. Under CEO Bill Ready, it has become a Gen Z favorite – blending discovery, creativity, and shopping in one seamless experience. Catering to users with a “discovery ...

Core Insights - Pinterest Inc. is experiencing a significant decline in its Momentum score, dropping from 60.45 to 17.82 within a week, indicating a loss of investor confidence [4] - The company's third-quarter earnings report revealed revenues of $1.05 billion, a 17% year-over-year increase, but fell short of analyst expectations for both revenue and earnings per share [4] - Analysts have reduced their price targets for Pinterest, with Wedbush Securities lowering their forecast from $44 to $34 due to challenges in the advertising sector [5] Financial Performance - Pinterest reported third-quarter revenue of $1.05 billion, which represents a 17% increase year-over-year [4] - Earnings per share were 38 cents, below the expected 42 cents, contributing to the decline in Momentum score [4] - The stock has declined 11.67% year-to-date and 18.39% in the current month following the earnings report [5] Analyst Sentiment - Several analysts have cut their price targets for Pinterest, reflecting concerns over its advertising business [5] - The stock's performance has been negatively impacted by unfavorable price trends across short, medium, and long-term time frames [6]

Core Insights - Pinterest Inc (NYSE:PINS) is a social media platform that allows users to discover and save ideas through images and videos, competing with major players like Facebook and Instagram [1] - Wells Fargo has set a price target of $35 for Pinterest, indicating a potential increase of 6.35% from its current trading price of $32.91 [1][5] - Recent disappointing third-quarter sales have led analysts to lower their forecasts for Pinterest, impacting market perception of its financial health and growth prospects [2][5] Stock Performance - Pinterest's stock is currently priced at $32.91, down 2.34% today, with a decrease of $0.79 [3][5] - During the trading day, the stock reached a low of $32.50 and a high of $33.35 [3] - Over the past year, Pinterest's stock has fluctuated between a high of $40.90 and a low of $23.68 [3] Market Metrics - Pinterest has a market capitalization of approximately $22.38 billion, reflecting its size and value in the market [4] - Today's trading volume for Pinterest is 13.77 million shares, indicating significant investor interest and activity [4][5]

All right, time for a mad dash. We used to call this uh hump day, I think. Right, it is still Wednesday.Jim's in Boston. Want to talk a little Pinterest stock of which is going to get hit pretty hard right now. >> Crush it.I I I not that I necessarily want to take the other side of the trade, but let me just say they've got a great user base. They've got data. I think that they didn't talk enough about how you could use their data uh if you're one of these uh one of these bots.And most importantly, David, I ...

Core Insights - Pinterest is responding to user frustration over the prevalence of AI-generated content on its platform by introducing new generative AI controls that allow users to adjust the amount of AI content in their feeds [2][4][6] User Experience and Features - Users can manage their preferences under "Refine Your Recommendations" in Pinterest's settings, allowing for adjustments to the visibility of AI-generated content across various categories such as entertainment, beauty, health, and fashion [3][4] - The platform has previously introduced GenAI tools that label image Pins likely generated or modified by AI, with plans to enhance the visibility of these labels as detection improves [7] Market Context - Pinterest is not alone in facing challenges related to AI content, as other platforms like Instagram and TikTok have also implemented features to filter unwanted content [6] - The company reported mixed financial results, with adjusted earnings per share of 33 cents, below the consensus estimate of 35 cents, while revenue reached $998 million, exceeding expectations of $975 million [8] - Pinterest achieved a milestone of 578 million global monthly active users, reflecting an 11% increase year-over-year, although its stock has seen modest growth of approximately 7.26% year-to-date, lagging behind competitors like Meta Platforms [9]

Core Insights - Pinterest's stock (NASDAQ: PINS) declined by 6% on September 24, falling below its 100-day moving average of approximately $35, following mixed second-quarter earnings that raised concerns about profitability despite revenue and user growth [2] - In comparison, Meta Platforms (NASDAQ: META) is viewed as a more attractive investment due to stronger revenue growth, better profitability, and a more favorable valuation [2] Company Performance - Pinterest's revenue growth over the last 12 months was 17.0%, while Meta's was 19.4%. Over the last three years, Meta's average revenue growth was 13.0%, slightly higher than Pinterest's 12.9% [6] - Meta's profitability is significantly higher, with a last twelve months (LTM) margin of 42.9% and a three-year average margin of 34.6%, compared to Pinterest's performance [6] Industry Comparison - Pinterest serves as a visual discovery platform for users seeking inspiration across various categories such as recipes, fashion, and home decoration, while Meta develops a range of products for connecting people through various devices, including mobile, PCs, and VR headsets [3]

Core Insights - Pinterest Inc. is experiencing strong demand trends with total monthly active users (MAUs) reaching 578 million, reflecting an 11% year-over-year increase [1][7] - The user base is diversifying, with Gen Z now accounting for over 50% of MAUs and significant growth in male users across various categories [2][7] - The company is gaining traction among the Hispanic community in the U.S., with a notable increase in Spanish searches [3][7] User Growth and Engagement - MAUs in Europe grew by 7% year-over-year, while the rest of the world saw a 14% increase; U.S. and Canada registered a 5% growth in the second quarter [1] - Engagement metrics such as sessions, impressions, and saves have improved across all regions due to initiatives aimed at increasing actionable content [1] Demographic Insights - Gen Z is the fastest-growing segment, with millennials following closely; categories like fashion, beauty, and home décor are particularly popular [2] - The Hispanic community shows strong engagement, with one in three Hispanic adults using Pinterest monthly and an 18% increase in Spanish searches year-over-year [3] Competitive Landscape - Pinterest faces competition from META Platforms and Snap, with META having a strong multi-generational presence and a significant Gen Z user base [4] - Snap has a robust user base among Gen Z and young millennials, experiencing growth in Europe despite challenges in the U.S. market [5] Financial Performance - Pinterest's stock has gained 19.9% over the past year, compared to the industry's growth of 45.8% [6] - The company trades at a forward price-to-sales ratio of 5.35, which is below the industry average [9] Earnings Estimates - The Zacks Consensus Estimate for Pinterest's earnings for 2025 has decreased over the past 60 days, with revisions showing a downward trend [11][12]

Core Insights - Pinterest, Inc. (PINS) shares have increased by 26.1% year to date, outperforming the Internet - Software sector's growth of 18.4% and the S&P 500 during the same period [1][8] User Growth and Engagement - Pinterest has achieved solid user engagement, with 578 million global monthly active users (MAUs), over 50% of whom are from Generation Z, indicating successful personalization initiatives [3][4] - The company reported that 100% of its users are logged in, with approximately 85% accessing the platform via the mobile app, reflecting a growing loyal user base [4] - The platform is expanding its reach into male demographics, evidenced by a 95% increase in searches related to rock climbing aesthetics in Q2 [4] Financial Performance - In Q2 2025, Pinterest generated $207.7 million in cash from operating activities, up from $106.4 million in the same quarter the previous year [5] - As of June 30, 2025, Pinterest held $1.21 billion in cash and cash equivalents, with a debt-to-capital ratio of 0.00% and a current ratio of 8.76, significantly above the industry average of 1.95 [5] Advertising Revenue Challenges - Pinterest's primary revenue source is advertising, which has faced a 25% year-over-year decline in ad pricing in Q2, despite an increase in ad impressions [6][8] - The company is experiencing a shift in ad impression composition as it enters previously unmonetized international markets, where ad pricing is lower compared to mature markets like the U.S. [6][9] Competitive Landscape - Pinterest faces strong competition from major social media platforms such as Meta, Snap, and YouTube, with Meta investing heavily in AI to enhance user growth and e-commerce integration [10] - The competitive environment is expected to impact Pinterest's growth prospects in the near term [10] Estimate Revisions - Pinterest is currently experiencing a downtrend in earnings estimate revisions, with 2025 estimates decreasing by 2.26% to $1.73 and 2026 estimates down by 1.86% to $2.11 over the past 60 days [12]