公司业绩 - Pinterest（NYSE:PINS）在过去一年表现强劲，利用人工智能和第三方广告将其平台整合，管理层预计未来几年将实现强劲的两位数增长率[1] - PINS最近一个季度实现了12%的年同比营收增长，营收达到9.81亿美元，美国和加拿大地区增长率达到8%，欧洲地区继续复苏，增长率达到30%[4] - PINS月活跃用户（MAUs）增长11%，用户基数增至近5亿，其中美国和加拿大地区有2.66亿用户[5] - 平均用户收入（ARPU）仅增长2%，主要是因为欧洲和其他地区用户增长速度更快，而这些地区的ARPU低于美国和加拿大用户[6] - 调整后的EBITDA利润率跃升1500个基点至37%，季度GAAP净收入激增至2.012亿美元[7][8] - PINS季末现金储备达到25亿美元，展现强劲的净现金资产负债表，管理层预计第一季度营收增长率将达到17%[9] 公司展望 - 公司计划在2024年实现利润率扩张，预计营收将以“中至高两位数增长，EBITDA利润率扩张至30%左右”的速度增长[11] - PINS预计长期净利润率为30%，将长期盈利倍数假设提高至25倍，支持了对公司的升级[15] 风险评估 - 公司面临的主要风险包括2024年营收增长加速可能短暂、长期相关性风险以及竞争对手可能带来的估值和利润率压力[16] 投资建议 - 综合考虑净现金资产负债表、加速营收增长率和强劲的盈利能力，我将PINS股票评级升级为买入[17]

Justin Sullivan Investment Thesis Pinterest (NYSE:PINS) recently saw a month in stock gains erased in the wake of its Q4 earnings report. Nevertheless, the report was actually quite solid (despite a revenue miss), with the guide confirming an ongoing revenue acceleration that has apparently not been appreciated, with stronger growth than the Q4 estimates had expected. Given this trend of ongoing expected reasonably strong growth (mid to high teens expected CAGR in combination with some operating margin expa ...

经纪推荐 - 投资者通常依赖分析师推荐来决定是否买入、卖出或持有股票[1] - Pinterest目前的平均经纪推荐（ABR）为1.60，介于1到5之间，表示强烈买入和买入之间[2] - 经纪推荐中有20个强烈买入和2个买入，强烈买入和买入分别占所有推荐的66.7%和6.7%[3] - 经纪推荐建议购买Pinterest，但仅凭此信息做出投资决定可能不是一个好主意[4]

股价表现 - Pinterest (PINS) 最近的股价为 $34.07，较前一个交易日收盘价下跌了 1.53% [1] - Pinterest 公司股价在过去一个月内下跌了 3.41%，表现不如计算机和科技行业的上涨 3.61% 和标普500指数的上涨 4.42% [2] 财务预测 - Pinterest 即将发布的财报预计每股收益为 $0.14，同比增长了 75%，预计净销售额为 $699.44 亿美元，同比增长了 16.07% [3] - 分析师预计 Pinterest 全年每股收益为 $1.34，营收为 $35.8 亿美元，同比增长分别为 +22.94% 和 +17.32% [4] 评级和估值 - Pinterest 目前的 Zacks Rank 为 2 (买入)，过去一个月 Zacks Consensus EPS 预估上调了 3.81% [7] - Pinterest 目前的前瞻市盈率为 25.88，低于行业平均值 30.85 [8] - Pinterest 的 PEG 比率为 1.29，略低于互联网-软件行业的平均 PEG 比率 1.82 [9] 行业排名 - 互联网-软件行业属于计算机和科技行业，目前的 Zacks Industry Rank 为 43，在所有行业中排名前 18% [10] - Zacks Industry Rank 衡量了行业群体的强度，研究显示排名前 50% 的行业胜过后 50% 的行业 [11]

Pinterest (PINS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this digital pinboard and shopping tool company have returned -3.4%, compared to the Zacks S&P 500 composite's +4.4% change. During this period, the Zacks Internet - Software industry, which Pinterest falls in, has gained 2.4%. The key question now is: What could be the ...

Parkev Tatevosian持仓情况 - Parkev Tatevosian, CFA在所提及的股票中没有任何持仓[1] The Motley Fool对Pinterest的看法 - The Motley Fool对Pinterest持有头寸并推荐[1] Parkev Tatevosian与The Motley Fool的关系 - Parkev Tatevosian是The Motley Fool的关联方，可能会因推广其服务而获得补偿[2]

ARK Innovation (NYSEARCA:ARKK) has been selling some of its Cathie Wood stocks. Robust earnings boosted valuations to record highs. The move may be part of Wood’s signature contrarian investment approach, as institutional investors reallocated capital into tech in February. This has left ARK with available capital. So now is an ideal time to explore some Cathie Wood stocks. She stays committed to her pledge to buy during periods of decline. The broader market is expected to continue its momentum through Mar ...

Pinterest (PINS -1.75%) stock trades at about $35 per share. But according to Wall Street, it should trade closer to $43 per share, representing a nearly 23% upside today. TipRanks is tracking 30 analysts who follow Pinterest stock. Each of these analysts has their own opinion about where the stock is going, and not all of them think it's a buy; some even forecast modest downside. But when averaging all the price targets out, the analyst community expects the roughly 23% aforementioned upside. However, this ...

Pinterest (PINS) closed the most recent trading day at $34.90, moving -1.75% from the previous trading session. This change lagged the S&P 500's 0.65% loss on the day. Meanwhile, the Dow lost 0.18%, and the Nasdaq, a tech-heavy index, lost 1.16%. The digital pinboard and shopping tool company's stock has dropped by 12.77% in the past month, falling short of the Computer and Technology sector's gain of 3.18% and the S&P 500's gain of 3.4%. The investment community will be closely monitoring the performance o ...

用户数据 - Pinterest在过去两年中取得了显著的增长，用户数量和广告收入都有所提升[16][18] - 公司在用户参与度方面取得了显著进展，最近美国和加拿大用户增长了1%至2%[36] - 公司的用户增长快于MAU增长，80%以上的用户和收入直接来自移动应用[38] - 用户参与度指标增长速度快于用户数量，广告展示次数增长快于参与度，广告内容满足商业意图[39] 未来展望 - Pinterest通过引导搜索和相关项目等方式增加用户搜索次数[46] - Pinterest利用生成式AI提高广告相关性，提高用户搜索次数[46] - Pinterest通过AI提高效率，对内部编码和其他业务功能都有积极影响[51] - 公司预计第一方合作仍将是业务的最大推动因素[64] 新产品和新技术研发 - 公司在广告工具自动化方面取得了显著进展，自动出价已占收入的85%[75] - 公司在AI驱动的广告工具方面不断完善，未来将推出动态创意等功能[76] 市场扩张和并购 - 公司通过第三方合作填补广告空缺，预计在2024年开始对公司贡献有意义[61] - 公司与谷歌合作主要是为了填补国际市场的空白[66] 负面信息 - 第三方合作是公司增长的有意义贡献者，但并不主导增长[66]