On Nov 09, major Wall Street analysts update their ratings for $Pinterest (PINS.US)$, with price targets ranging from $35 to $48.
Morgan Stanley analyst Brian Nowak maintains with a hold rating, and adjusts the target price from $33 to $37.
Goldman Sachs analyst Eric Sheridan maintains with a buy rating, and adjusts the target price from $46 to $42.
J.P. Morgan analyst Doug Anmuth maintains with a hold rating, and adjusts the target price from $38 to $35.
BofA Securities analyst Justin Post maintains with a buy rating, and adjusts the target price from $45 to $39.
Barclays analyst Ross Sandler maintains with a hold rating, and adjusts the target price from $38 to $36.
Furthermore, according to the comprehensive report, the opinions of $Pinterest (PINS.US)$'s main analysts recently are as follows:
Pinterest's Q3 revenue aligned with projections, highlighted by user expansion and margin growth, according to an analyst. In response to the company's 'soft' Q4 outlook, revisions include a 2% reduction in the forecasted FY25 revenue and a 1% decrease in the EBITDA projection. Nonetheless, there is anticipation for consistent advancement in 2025.
Macro trends are perceived to be relatively stable overall, yet persistent pressures in the Food & Beverage sector since December 2023 are impacting Pinterest's sales growth as the holiday season approaches.
Persistent category headwinds from the third quarter are continuing into the fourth, prompting revisions in revenue forecasts, with a 2% reduction for the year 2025 and a 2.2% decrease for 2026. Analysts anticipate that Pinterest's growth rates may begin to recover in the second quarter of 2025, with a more certain rebound expected by the third quarter, as the company overcomes these challenges.
Pinterest's user growth re-acceleration and increasing engagement poise the company for enhanced monetization opportunities globally. However, there is an adjustment in the long-term EBITDA projection owing to investments in technological talent and, to a lesser extent, ongoing sales and marketing expenses.
Pinterest's Q3 revenue and gross profit aligned with expectations, though Q4 revenue projections fell slightly below forecasts. It is suggested that the company may experience a positive shift in 2025 as macroeconomic pressures subside.
Here are the latest investment ratings and price targets for $Pinterest (PINS.US)$ from 16 analysts:
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美東時間11月9日，多家華爾街大行更新了$Pinterest (PINS.US)$的評級，目標價介於35美元至48美元。
摩根士丹利分析師Brian Nowak維持持有評級，並將目標價從33美元上調至37美元。
高盛集團分析師Eric Sheridan維持買入評級，並將目標價從46美元下調至42美元。
摩根大通分析師Doug Anmuth維持持有評級，並將目標價從38美元下調至35美元。
美銀證券分析師Justin Post維持買入評級，並將目標價從45美元下調至39美元。
巴克萊銀行分析師Ross Sandler維持持有評級，並將目標價從38美元下調至36美元。
此外，綜合報道，$Pinterest (PINS.US)$近期主要分析師觀點如下：
pinterest的第三季度營業收入符合預期，用戶擴張和毛利潤增長成爲重點，據一位分析師稱。針對公司『疲軟』的第四季度展望，修訂包括2025財年預計營業收入減少2%，EBITDA預測減少1%。儘管如此，人們對2025年持續進展表示期待。
宏觀趨勢整體上被認爲是相對穩定的，然而自2023年12月以來食品飲料板塊持續面臨壓力，這影響了pinterest在假日季節臨近時的銷售增長。
自第三季度以來持續存在的種類挑戰正在延續至第四季度，促使對營收預測進行修訂，對2025年減少2%，對2026年減少2.2%。分析師預計，pinterest的增長率可能在2025年第二季度開始恢復，更爲確定的復甦預期在第三季度，因爲公司將克服這些挑戰。
pinterest的用戶增長重新加速和日益增長的參與度爲公司在全球範圍內提供了增強的貨幣化機會。然而，由於對技術人才和在較小程度上的持續銷售和營銷費用的投資，長期EBITDA預測需做調整。
pinterest的第三季度營業收入和毛利潤符合預期，儘管第四季度營收預測略低於預期。建議該公司可能在2025年經歷積極變化，因爲宏觀經濟壓力得到緩解。
以下爲今日16位分析師對$Pinterest (PINS.US)$的最新投資評級及目標價：
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