Key Takeaways Pinterest posts record 600M global MAUs in Q3, driven by strong engagement across multiple regions.AI-driven personalization and richer content boost sessions, impressions and saves on the platform.International expansion accelerates, with 500M users outside US and Canada showing rising global awareness.Pinterest, Inc. (PINS) is benefiting from solid user engagement in its platform. In the third quarter, the company reported 17% year-over-year growth in global monthly active users (MAUs) to 60 ...

North America Equity Research December 2025 US Internet 2026 Outlook Doug Anmuth AC (212) 622-6571 douglas.anmuth@jpmorgan.com J.P. Morgan Securities LLC Dae Lee, CFA AC (415) 315-8500 dae.k.lee@jpmorgan.com J.P. Morgan Securities LLC Bryan M. Smilek AC (212) 622-8886 bryan.smilek@jpmorgan.com J.P. Morgan Securities LLC Neeraj Kookada, CFA (212) 622-0270 neeraj.s.kookada@jpmorgan.com J.P. Morgan Securities LLC Margaret Hoffman (212) 622-1710 margaret.hoffman@jpmchase.com J.P. Morgan Securities LLC See the e ...

Key Takeaways PINS is acquiring connected TV ad platform tvScientific to extend its advertising business onto TV screens.tvScientific's technology will combine with Pinterest data to help advertisers measure TV ads across screens.The deal, pending approval, is expected to close in the first half of 2026 as PINS expands actionable content.Pinterest, Inc. ((PINS) has inked a definitive agreement to acquire tvScientific, a firm specializing in a connected TV (CTV) advertising platform. The buyout will enable P ...

Pinterest, Inc. (NYSE:PINS) is included among the 13 Best Blue Chip Stocks to Buy Under $50. Pinterest Agrees to Buy tvScientific to Expand CTV Capabilities On December 11, Pinterest, Inc. (NYSE:PINS) announced that it has signed a definitive agreement to acquire tvScientific, a connected TV (CTV) performance advertising platform. This move will let Pinterest use its intent-driven audience data alongside a CTV engine for the first time, giving marketers a clearer picture of how TV ads contribute to the r ...

Pinterest plans to extend its performance advertising capabilities to connected TV (CTV) by acquiring CTV performance advertising platform tvScientific.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company ha ...

Key Takeaways Intel is pushing its IDM 2.0 strategy with AI chips like Panther Lake and Clearwater Forest.Intel secured $7.86B in CHIPS Act funding, plus $7B in investments from NVIDIA and Softbank.Pinterest's ad innovations and Amazon partnership face rising costs and intensifying competition.Intel Corporation (INTC) and Pinterest, Inc. (PINS) are two major players in the technology sector with key expertise in their respective domains. Intel, reportedly the world’s largest semiconductor company and primar ...

股价表现与相对表现 - Pinterest股价在过去一年下跌14.7%，而同期互联网软件行业增长4.5%，其表现也逊于Zacks计算机与科技板块及标普500指数的增长 [1] - 同期，Pinterest股价表现优于Snap，后者股价暴跌35.3%，但逊于Meta Platforms，后者股价上涨7.8% [2] 竞争格局与运营挑战 - 公司严重依赖广告作为主要收入来源，并高度依赖零售业和购物广告 [3] - 面临来自其他社交媒体平台的激烈竞争，Meta的Instagram因其强大的电商整合能力成为主要竞争对手，同时还需应对Allrecipes、Houzz、Tastemade等提供类似技术、产品或服务的小型公司竞争 [3] - 为应对竞争，公司正大力投资开发其AI原生产品套件以提升平台参与度，导致运营费用上升 [4] - 第三季度总成本和费用为9.906亿美元，高于去年同期的9.043亿美元；按GAAP准则，研发费用从3.267亿美元增至3.713亿美元，运营费用增长源于基础设施支出增加以及为支持AI和其他产品计划而增加的人员投资 [5] 财务与运营指标压力 - 公司在美国和加拿大的增长正在放缓，同时全球广告价格同比下降24% [7] - 较新的国际市场货币化程度较低，给整体广告价格带来压力 [7] - 宏观经济挑战、关税相关不确定性及消费者支出周期影响公司，美国多家大型零售商面临关税相关的利润率压力，导致广告支出放缓，直接影响Pinterest在该地区的净销售增长，其在美加地区的同比增长率正在下降 [8] - 尽管广告展示量增长，但广告价格同比下降24%，先前未货币化的国际市场较低的货币化程度拉低了广告价格 [9] 盈利预测与估值 - 过去60天内，Pinterest的2025年盈利预测下调10%至1.62美元，2026年盈利预测下调10.48%至1.88美元，显示盈利预测修正呈下降趋势 [10] - 从估值角度看，公司股价相对于行业及其自身历史均值显得较为便宜，其股价目前基于远期销售额的市销率为3.83倍，低于行业的4.94倍和该股自身5.04倍的均值 [11]

Wedbush将Pinterest的目标价从34美元下调至30美元，评级从"跑赢大盘"下调至"中性"。(格隆汇) ...

评级与目标价调整 - Wedbush将Pinterest评级从“跑赢大盘”下调至“中性” [1] - 目标价从34美元下调至30美元 [1][3] 财务表现与展望 - 公司第三季度业绩表现喜忧参半 [1] - 对下一季度的营收增长指引较最初预期低约100个基点 [1] - 公司中期目标的下限仍有望达成 [3] 增长前景与催化剂 - 推动增长显著加速的催化剂可见度降低 [3] - 长期预期被下调 [3] 面临的压力与风险 - 宏观经济不确定性和关税效应导致业绩展望包含更广泛的潜在结果区间 [2] - 消费者日益采用竞争性的智能商务工具构成风险 [2] - 上述压力超过了过往包装消费品行业疲软期的基数效应以及2025年下半年同比基数变得更低的积极影响 [2] 市场反应与估值 - 业绩发布后市场情绪转弱 [3] - 股价交易于公司2027年调整后EBITDA预估的约10倍水平 [3]

Pinterest and Walmart plan to pilot a shoppable recipe experience in the United States and will roll it out over the coming weeks.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This collaboration enables Pinterest ...