
NYSE:PINS
This summary was created by AI, based on 6 opinions in the last 12 months.
Pinterest (PINS-N) has faced significant challenges, with its stock down 75% over the past five years, reflecting the competitive pressures from AI and social media platforms. The company recently experienced a slight miss in its quarterly earnings, leading to a 17% drop in stock value, although it continues to grow in the mid-teens range. There is optimism due to Elliott Management's ~$1B investment and the introduction of new management, which is focusing on enhancing user experience through AI and expanding into TV advertising. Despite this, analysts express mixed feelings about its future, citing fluctuating ad prices, weak holiday sales, and ongoing competition, especially concerning its international market performance. However, user satisfaction seems to be on the rise along with its growing user base, suggesting potential for revenue generation through new e-commerce features.
It had a slight miss in the last quarter but the stock took a tumble of 17%. It is growing in the mid-teens (at 15%) and has a valuation in the mid-teens which equals a buying opportunity. They have had a new manager since 2022 who is bringing in more AI which is increasing user experience and creating more cost effective ads. . It is just getting into TV advertising. User satisfaction is increasing. Also now you can find something on Pinterest and buy it through the site, creating another source of revenue. Buy 33 Hold 9 Sell 1
(Analysts’ price target is $36.56)Sideways channel since 2022. The 200-day MA is flat, and the price is below it. Trading ~14x forward PE for 10-15% growth, so valuation's not the concern. Weak holiday sales, plus slowdown in North America. Focus on international markets hasn't been great, as margins are weaker. Ad prices on the platform are falling.
Look elsewhere.
Growth rates are impressive, with expectations for mid-teens EPS growth. Well over 500M monthly active users (400M outside NA, which is interesting). A social platform, which all have taken over the world. Big competition, but a lucrative area. Reasonable multiple.
No strong opinion against taking a position. However, wonders how wide their standalone moat is. He'd prefer something like META, which has Instagram as part of a much bigger organization.
It has been around a long time but many people don't realize that 2 1/2 years ago new management came in and really changed things. They improved the site and are using AI to make both the content and ads more relevant to the users. In the last quarter it had 16% revenue growth and the number of users was up 10% year over year and is accelerating. Ads are increasing too. It also raised guidance. Trades at less than 19 X earnings.
Buy 31 Hold 10 Sell 0
Likes the product. Concern is one of scale. How much bigger can it be, and how compelling is the product? Likes the cyclical aspect of increased ad revenues. Better ways to get access to those revenues, such as Google or a media content library owner.
Pinterest is a American stock, trading under the symbol PINS (previously PINS-N on Stockchase) on the New York Stock Exchange (PINS). It is usually referred to as NYSE:PINS or PINS
In the last year, 4 stock analysts published opinions about PINS (previously PINS-N on Stockchase). 2 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Pinterest.
Pinterest was recommended as a Top Pick by David Fingold on 2021-01-14. Read the latest stock experts ratings for Pinterest.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for help on deciding if you should buy, sell or hold the stock.
4 stock analysts on Stockchase covered Pinterest in the last year. It is a trending stock that is worth watching.
On 2026-05-29, Pinterest (PINS) stock closed at a price of $20.05.
Stock's down 75% over last 5 years. Reasonable monthly active user base. Obvious AI threats. On the plus side, Elliott Management has invested ~$1B.