格隆汇2月13日｜社交平台Pinterest(PINS.US)股价重挫23%，创2020年4月以来盘中最低水平。因财报及 指引不及预期，市场担忧AI整合"发现"与"购买"环节将直接消除其平台价值——即便AI能力停滞，核心 用例也已受威胁。尽管月活用户增至6.19亿，但"有形AI看跌叙事" 难以摆脱，本周市场对AI颠覆风险的 公司普遍严厉抛售，恐慌情绪蔓延。 ...

本文源自：金融界AI电报 社交平台Pinterest(PINS.US)夜盘大跌17.4%，报15.32美元。 ...

社交平台Pinterest(PINS.US)夜盘大跌17.4%，报15.32美元。 消息面上，Pinterest公布，去年第四季度营收同比增长14%至13.2亿美元，略低于市场预期的13.3亿美 元；每股收益为0.67美元，符合市场预期。展望首季，公司预计调整后EBITDA将介于1.66亿至1.86亿美 元之间，低于市场预期的2.05亿美元。Pinterest高管表示，关税冲击持续对其顶级客户的广告支出造成 不成比例的影响。(格隆汇) ...

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]

Core Insights - Pinterest Inc (NYSE:PINS) shares increased by 10.7% to $30.83 following a stronger-than-expected current-quarter forecast, with first-quarter revenue of $855 million surpassing estimates, while adjusted earnings were 23 cents per share, slightly below expectations [1] Analyst Reactions - Following the earnings report, seven analysts raised their price targets, with Citigroup increasing its target to $41 from $38, while six analysts cut their targets, the most significant reduction being Jefferies' cut to $27 from $39 [2] Stock Performance - Pinterest's stock has broken above the 50-day moving average, reaching its highest levels since early April, and is up 6.7% year-to-date, indicating a positive trend for 2025 [3] Options Activity - In the options market, there has been significant activity with 46,000 calls and 24,000 puts exchanged, which is eight times the typical volume for this time of day, with the most popular options being the weekly 5/9 29-strike call and the 32-strike call [4] - The Schaeffer's Volatility Scorecard (SVS) for Pinterest stands at 88 out of 100, indicating that the stock has exceeded options traders' volatility expectations over the past year, benefiting options buyers [4]