Posts on PINS

Latest ideas and analyses related to Pinterest Inc. Class A Common Stock

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AMZN , BKNG , UBER , GOOGL , SNAP , META , PINS , TWTR , CRTO , CDLX , EBAY , FTCH

+45 pts



Cutting Estimates Across Coverage on Macro, FX, and Company-Specific Dynamics; AMZN, BKNG, and UBER Remain Best Ideas

By realjoe on June 29, 2022, 10:23 a.m.
Tagged topics: analyst lowers estimates

Views: 35, Votes: 10, Responses: 0, Attachments: 1
GOOGL , META , AMZN , UBER , BKNG , EXPE , ABNB , PINS , SNAP

+44 pts



$GOOGL, $META, $ABNB, $BKNG, et al: Marketing feedback, travel checks & ranking downside risks from here

By junkfoodlover on June 16, 2022, 12:26 p.m.
Tagged topics: investor sentiments

Views: 47, Votes: 6, Responses: 0, Attachments: 1
AAPL , FB , PINS , SNAP

+32 pts



Apple WWDC Quick Take: Slight Positive in Sea of Bad News

By junkfoodlover on June 15, 2022, 1:39 p.m.
Tagged topics: WWDC

Views: 9, Votes: 2, Responses: 0, Attachments: 1
PINS , SNAP , FB , GOOGL , TWTR

+36 pts



Digital Ad Market Update: Growth Re-Setting Lower, Downgrading PINS & SNAP to Neutral

By junkfoodlover on June 2, 2022, 1:47 p.m.
Tagged topics: analyst lowers estimates , analyst downgrade

Views: 21, Votes: 2, Responses: 0, Attachments: 1
AMZN , GOOGL , FB , SNAP , PINS

+37 pts



Where To Go If 2H Growth Slows?

By mooreideas on June 2, 2022, 10:14 a.m.
Tagged topics: macro pressures , analyst lowers estimates , analyst lowers target

Views: 29, Votes: 2, Responses: 0, Attachments: 1
PINS

+37 pts



$PINS results beat very low expectations, but MAU performance reflect unfavorable exposure to $GOOGL algo changes

By labjordan on April 28, 2022, 3:21 p.m.
Tagged topics: earnings results , Google algo changes

Views: 28, Votes: 4, Responses: 0, Attachments: 1
SNAP , FB , APP , IS , PINS

+41 pts



Who Is Most (and Least) Exposed to Fingerprinting Risk?

By realjoe on April 20, 2022, 4:48 p.m.
Tagged topics: digital advertising , fingerprinting

Views: 144, Votes: 6, Responses: 0, Attachments: 1
PINS , TWTR

+34 pts



Implications of Potential TWTR Sale for PINS?

By junkfoodlover on April 20, 2022, 11:34 a.m.
Tagged topics: earnings preview , mergers and acquisitions

Views: 20, Votes: 2, Responses: 0, Attachments: 1
FB , PINS

+31 pts



TMT Insights : Social Media in Focus, Low HOLT P/B Multiples vs History & Meta Platforms (FB) and Pinterest (PINS)

By KHUN on April 19, 2022, 9:22 a.m.
Tagged topics: media

Views: 12, Votes: 2, Responses: 0, Attachments: 1
GOOGL , FB , SNAP , TWTR , PINS , AMZN

+44 pts



Ad checks indicate supply chain not a major issue, but IDFA and macro headwinds remain

By realjoe on April 13, 2022, 11:50 a.m.
Tagged topics: digital advertising , channel checks

Views: 137, Votes: 4, Responses: 2, Attachments: 1
GOOGL , FB , SNAP , PINS , TWTR , CRTO , NFLX , SPOT , ABNB , BKNG , AMZN , BMBL , MTCH

+43 pts



Trimming #s Ahead of 1Q Earnings on Russia & Related Impact, & Risk of Softer Consumer; Stronger Sector Growth in 2H

By labjordan on April 8, 2022, 12:43 p.m.
Tagged topics: analyst lowers estimates , deep dive

Views: 44, Votes: 5, Responses: 0, Attachments: 1
UBER , LYFT , DASH , ABNB , AMZN , EBAY , CHWY , W , POSH , JMIA , PTON , DUOL , NFLX , SPOT , FB , TWTR , SNAP , PINS

+42 pts



1Q22 Internet App Data Analysis

By puckerman17 on April 6, 2022, 3:36 p.m.
Tagged topics: analyst checks

Views: 33, Votes: 4, Responses: 0, Attachments: 1
AAPL , AMZN , FB , GOOGL , NFLX , SNAP , DIS , PINS , BYND , NET , FIVN , FSLY , TWLO , ULTA , AKAM , OLPX , EL , BAND , ELF , LVOX

+16 pts



wow, Elon Musk's favorite is the least popular social media platform among teens. And it comes with a much higher valuation than Facebook. Would't be...

By wallstreetfront on April 6, 2022, 2:21 p.m.
Tagged topics: analyst checks , deep dive , teens

Views: 19, Votes: 5, Responses: 0, Attachments: 0
AMZN , GOOGL , FB , SNAP , PINS , AAPL , DIS , NFLX , BYND , FIVN , LVOX , NET , AKAM , FSLY , BAND , TWLO , ELF , OLPX , ULTA , EL

+49 pts



Data indicates US teens now prefer TikTok over Snap, gaming less, losing interest in plant-based meat, but remain very loyal to iPhones

By puckerman17 on April 6, 2022, 1:27 p.m.
Tagged topics: analyst checks , deep dive , teens

Views: 203, Votes: 6, Responses: 1, Attachments: 6
AAPL , FB , GOOGL , PINS , SNAP , CARG

+43 pts



How Apple might break fingerprinting in iOS 16

By mooreideas on Feb. 22, 2022, 11:21 a.m.
Tagged topics: analyst checks

Views: 192, Votes: 5, Responses: 0, Attachments: 1
PINS

+49 pts



$PINS - Watch Tab worth watching

By mooreideas on Feb. 4, 2022, 1:32 p.m.
Tagged topics: earnings results

Views: 54, Votes: 7, Responses: 0, Attachments: 1
FB , PINS , TTD

+54 pts



$FB $PINS $TTD - deep dives

By josiebe on Feb. 1, 2022, 3:28 p.m.
Tagged topics: deep dive

Views: 82, Votes: 6, Responses: 1, Attachments: 3
NKE , ELF , EL , RVLV , FB , GOOGL , PINS , SNAP , SHOP , BRZE , BIGC , LSPD , SPT , SQ , PYPL

+47 pts



The Future of Social Commerce, Chasing a $2 Trillion Dollar Tiger (deep dive)

By labjordan on Jan. 31, 2022, 11:22 a.m.
Tagged topics: deep dive , Social commerce

Views: 70, Votes: 5, Responses: 1, Attachments: 1
GOOGL , FB , SNAP , PINS , TWTR , TTD , CDLX , IAS , PUBM , TRMR , PERI , DSP , EVER

+37 pts



Checks indicate solid digital ads growth through Q4; analysts most constructive on $GOOGL and $FB into results

By labjordan on Jan. 27, 2022, 10:42 a.m.
Tagged topics: digital advertising

Views: 158, Votes: 4, Responses: 0, Attachments: 2
FB , SNAP , GOOGL , PINS , KIND , TWTR

+44 pts



$FB & $SNAP seen as having the widest disconnect between fundamentals and their stock prices

By ethonomics on Jan. 24, 2022, 12:28 p.m.
Tagged topics: digital advertising

Views: 207, Votes: 6, Responses: 2, Attachments: 1