Core Insights - Pinterest Inc. is considered one of the most profitable large-cap stocks currently available for investment, despite recent price target adjustments by RBC Capital [1] - The company's Q3 2025 earnings report raised concerns regarding customer diversity and macroeconomic sensitivity, which may impact future performance [1] Financial Performance - Total revenue for Q3 reached $1.049 billion, reflecting a 17% year-over-year increase [2] - The platform achieved a record 600 million Monthly Active Users (MAUs), marking a 12% growth year-over-year and the ninth consecutive quarter of user growth [2] - Revenue from the Rest of World segment surged by 66% year-over-year to $70 million, while Europe revenue increased by 41% to $193 million [3] - In the US and Canada, revenue grew by 9% to $786 million [3] User Demographics - The Gen Z cohort has become the largest and fastest-growing segment, now comprising over 50% of the user base [2] - International users account for 83% of the user base but contribute only 25% of global revenue, indicating underdeveloped monetization strategies in these markets [3] Advertising Metrics - The company experienced a 54% increase in Ad Impressions growth, but faced a 24% decline in Ad Pricing due to a shift towards lower-priced international markets [3]

Group 1 - Pinterest Inc. is projected to double in value over the next three years, with a Buy rating and a price target of $47 maintained by Stifel analyst Mark Kelley [1][2] - The overall digital advertising environment remains supportive, with Q3 growth showing improvement over Q2, particularly in September, which was noted as the strongest month of the quarter [1][2] - Pinterest is recognized as a strong exception in the digital advertising sector, with ongoing improvements making it more attractive to advertisers, especially as the holiday quarter approaches [3] Group 2 - Despite the positive outlook for Pinterest, there are concerns regarding Q4 guidance across the sector due to challenging year-over-year comparisons, tariff issues, and macroeconomic uncertainty [2] - The platform operates as a visual search and discovery service across multiple regions, including the US, Canada, and Europe [3]

Core Viewpoint - Pinterest, Inc. is set to release its financial results for the third quarter of 2025 on November 4, 2025, after market close, followed by a conference call to discuss these results [1] Financial Results Announcement - The financial results for Q3 2025 will be disclosed on November 4, 2025, after the market closes [1] - A conference call to discuss the results will take place at 1:30 p.m. PT (4:30 p.m. ET) on the same day [1] Access to Information - A live webcast of the conference call and related earnings release materials will be available on Pinterest's Investor Relations website [2] - A replay of the webcast will be accessible through the same link after the conference call [2] Disclosure Practices - Pinterest utilizes its Investor Relations website to disclose material nonpublic information and comply with Regulation FD [3] - Investors are encouraged to monitor the company's Investor Relations website along with press releases, SEC filings, public conference calls, presentations, and webcasts for updates [3] Company Overview - Pinterest is a visual search and discovery platform that allows users to find inspiration, curate ideas, and shop products [4] - The company is headquartered in San Francisco and was launched in 2010, boasting over half a billion monthly active users globally [4]

Core Insights - Pinterest Inc. is considered one of the most undervalued stocks to buy and hold for a five-year period [1] - The appointment of Emily Reuter, CFO of Instacart, to Pinterest's Board of Directors is expected to enhance the company's strategy in AI-powered shopping [2][3] Group 1: Leadership and Strategy - Emily Reuter brings significant executive experience from her roles at Instacart and Uber, which will be invaluable for Pinterest's growth [1][2] - Pinterest's CEO, Bill Ready, emphasized the importance of Reuter's experience in executing the company's strategy to become a global leader in AI-powered shopping [2] - Reuter's background includes nearly a decade at Uber, where she served in senior finance and operational roles, including CFO of the Mobility business [3] Group 2: Market Position and Potential - Pinterest has over half a billion monthly active users worldwide, positioning it uniquely to expand its global scale through technology and AI [3] - The company operates as a visual search and discovery platform across the US, Canada, Europe, and internationally [4]