Pinterest, Inc. (NYSE: PINS) introduced a range of new advertising formats and features designed to enhance platform monetisation. Key launches include Top of Search ads, Local Inventory Ads, Wide Shopping Ads, Promotions, and Where-to-Buy links.Bank of America Securities analyst Justin Post reiterated a Buy rating on Pinterest with a $44 price forecast, citing faster U.S. user growth and new ad tools to boost monetisation.The analyst noted that Pinterest’s recent Pinterest Presents event showcased a wide r ...

Social media stock Pinterest (PINS) just dropped to its lowest level since June after five-straight losses, pulling back to familiar support at the $33 level. Rebounding back into the black today, it looks like the stock could enter recovery mode with help from a historically bullish trendline. According to Schaeffer’s Senior Quantitative Analyst Rocky White, PINS is now within 0.75 of the 260-day trendline’s 20-day average true range (ATR), after spending at least 80% of the last 10 days and two months abo ...

新产品与功能 - Pinterest宣布一系列新广告选项 包括搜索广告的优先展示位、本地库存标记扩展以及用于定位的数据导入功能扩展 [1] - 公司推出新版搜索广告 旨在用户搜索结果中获得更突出的展示 以在用户发现阶段触达他们 [2] - 新的搜索置顶广告目前在所有已商业化市场进行测试 这些广告直接出现在搜索结果前十个位置及相关图钉中 确保品牌产品在购物旅程最常开始的地方被看到 [4] - 广告商目录将在新的品牌专属广告单元中得到突出展示 [5] 广告产品增强 - 公司扩展其本地库存广告的访问权限 该功能在推广图钉上提供附加说明 如商品是否可在附近取货或配送至地址 [7] - 本地库存广告还显示有库存商品的实时定价 这有助于推动应用内更多购买行为 [9] - 公司推出新的"媒体网络连接"选项 使媒体网络能够安全地与其广告合作伙伴共享第一方受众群体、产品目录和/或转化数据 [9] - 该工具允许广告商在一个地方构建和管理广告活动 保持控制力和透明度 同时利用Pinterest广告解决方案的广度 [10] 平台规模与用户行为 - Pinterest目前拥有5.78亿用户 这些用户带着购物意图访问平台 [2]

公司股价表现 - Pinterest股价在9月24日下跌6% 跌破其100日移动平均线约35美元[2] - 公司8月公布的第二季度业绩表现不一 尽管营收和用户增长强劲 但引发市场对其盈利能力的担忧[2] 公司业务描述 - Pinterest是一个视觉发现平台 帮助用户在国内和国际上寻找食谱、时尚、家居装饰、DIY项目等灵感[3] - Meta Platforms开发一系列产品 通过移动设备、PC、VR头显、可穿戴设备和家用设备连接人们 包含增强和虚拟现实沉浸式体验解决方案[3] 财务表现比较 - Meta Platforms过去12个月营收增长为19.4% 高于Pinterest的17.0%[6] - Meta Platforms过去3年平均营收增长为13.0% 略高于Pinterest的12.9%[6] - Meta Platforms在盈利能力方面表现突出 其过去12个月利润率为42.9% 过去3年平均利润率为34.6%[6] 投资前景对比 - 与Pinterest相比 Meta Platforms展现出更强的营收增长、更优的盈利能力和更吸引人的估值[2]

Key Takeaways Pinterest ad impressions surged 55% in Q2, backed by healthy traction across multiple verticals.AI-powered Performance suite and mobile deep linking boosted ad conversions.Ad pricing fell 25% as PINS expands into lower-priced international markets.Pinterest, Inc. (PINS) is increasingly establishing a unique value proposition to advertisers that could provide a competitive advantage in the long haul. Through various innovations, it continues to dramatically improve the advertising platform.The ...

SAN FRANCISCO--(BUSINESS WIRE)--Pinterest, Inc. (NYSE: PINS) today announced that Emily Reuter, Chief Financial Officer of Instacart, has joined the company's Board of Directors, effective September 18. "Emily is a seasoned executive who has scaled some of the world's most dynamic technology and e- commerce businesses, including Instacart and Uber,†said Bill Ready, Chief Executive Officer of Pinterest. "Her experience will be invaluable as we execute Pinterest's strategy of becoming a global le. ...

When starting our Research on Pinterest (NYSE: PINS ), we find ourselves in a typical contrarian position. What the market currently dislikes about the stock, albeit the pricing falling 25%, we actually see as strength. IfMoretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. We focus on going beyond the obvious. We practice positive paranoia when analyzing investments — understanding sentiment, knowing where our competition ...

研究机构方法论 - 研究机构采取典型的逆向投资立场 对市场当前不看好且股价下跌25%的Pinterest股票 其反而视为优势 [1] - 研究实践强调超越表面现象 通过分析市场情绪 竞争对手的误判以及这些因素如何影响证券未来走势来获取清晰度和超额收益 [1] - 研究机构利用精心筛选的另类数据源来穿透市场噪音 聚焦基本面并发现数据优势 [1] - 研究机构在2023年初以每股5美元推荐Carvana 指出其88%的做空比例被严重夸大 另类数据预示即将到来的转机 该投资在三年内回报超过60倍 [1]

文章核心观点 - 文章灵感来源于对Reddit和Pinterest平台上AI生成内容带来的"无聊风险"的观察[1] - 分析师专注于具有不对称上涨潜力的中小市值股票投资机会[1] - 分析师拥有工业与化工行业卖方研究背景以及非营利组织财务管理经验[1] 分析师背景与研究方法 - 分析师职业生涯初期负责工业与化学品板块的卖方研究工作[1] - 最近在温哥华一家加拿大慈善机构担任财务与技术经理职务[1] - 分析经验与执行经验相互补充增强研究深度[1] - 分析方法结合了多元化行业经验与持续学习的态度[1] 披露声明 - 分析师未持有文章中提及公司的任何股票、期权或类似衍生品头寸[1] - 分析师在未来72小时内无计划建立任何相关头寸[1] - 文章内容仅代表分析师个人观点而非Seeking Alpha官方立场[2] - Seeking Alpha分析师团队包含专业投资者和个体投资者[2]

Following my coverage on Pinterest, Inc. (NYSE: PINS ) two years ago, in which I recommended a buy rating as I saw several drivers in place to drive growth, such as expansion in user activity, more revenueI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to compa ...