Latest news with #PINS
CNBC
17 hours ago
- Business
- CNBC
Top Wall Street analysts like these three stocks for long-term growth
The Middle East conflict and macro uncertainty are expected to keep global stock markets volatile, so it would be prudent for investors to ignore short-term noise and pick names with solid growth prospects. To this end, top Wall Street analysts' research can be a key consideration for investors who are picking out stocks and seeking names with long-term potential. Here are three stocks favored by the Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance. We start this week with online pet retailer Chewy (CHWY). The company recently delivered solid revenue and earnings for the first quarter of fiscal 2025. However, investors were concerned about some aspects, including the decline in free cash flow. Reacting to the Q1 FY25 performance, JPMorgan analyst Doug Anmuth increased his price target for CHWY stock to $47 from $36 and reiterated a buy rating, saying that the post-earnings sell-off in the stock seems overdone. TipRanks' AI analyst has an outperform recommendation on CHWY stock, with a price target of $46. Anmuth stated that he remains bullish on Chewy stock due to its strong execution, growth in active customers, and profitability ramp. He expects sponsored ads, product mix and fixed cost leverage to drive a multi-year profitability ramp. "We believe CHWY is capturing share from AMZN/WMT supported by hardgoods, product mix shift, consumables, AutoShip, & efficient marketing, while improving industry trends would be a tailwind," the analyst said. Anmuth views Chewy's full-year revenue outlook as conservative, given that the company is tracking towards the upper half of its guidance range. He highlighted that the 240,000 sequential increase in Q1 2025 Active Customer marked the fourth consecutive quarter of growth. He also pointed out improvements in other metrics like gross additions, reactivations and retention. Anmuth ranks No. 42 among more than 9,600 analysts tracked by TipRanks. His ratings have been profitable 65% of the time, delivering an average return of 21.9%. See Chewy Ownership Structure on TipRanks. Next on this week's list is social media platform Pinterest (PINS). Recently, the company entered into a partnership with Instacart, under which advertisements on Pinterest will become directly shoppable via Instacart. Reacting to the collaboration, Bank of America analyst Justin Post reaffirmed a buy rating on PINS with a price target of $41. TipRanks' AI analyst has assigned an outperform rating on PINS stock, with a price target of $37. Post said that advertisers can capitalize on Instacart's first-party purchase data to target Pinterest users. The analyst highlighted that in the initial phase, select brands can reach Pinterest users based on real-world retail purchase behavior captured by Instacart. The second phase will introduce a "closed-loop measurement," enabling advertisers to see how Pinterest ads lead to product sales across Instacart's network of over 1,800 retail partners. Overall, this partnership will provide more precise ad campaign insights and performance tracking. Post noted the rise in PINS stock in reaction to this deal and potentially favorable Q2 ad data. The top-rated analyst thinks that the partnership is a "good fit as CPG [consumer packaged goods] is one of Pinterest's largest verticals (cooking and recipes also popular), and the closed loop attribution on campaigns will likely be valued by advertisers." If successful, Post thinks that the partnership could drive incremental ad spend by CPG clients. He remains constructive on Pinterest due to artificial intelligence (AI) enhancements that seem to be fueling user engagement and improved ad performance, with AI ramp still in the early stage. Post ranks No.23 among more than 9,600 analysts tracked by TipRanks. His ratings have been successful 69% of the time, delivering an average return of 22.9%. See Pinterest Insider Trading Activity on TipRanks. We move to Uber Technologies (UBER), a ride-sharing and delivery platform. Recently, Stifel analyst Mark Kelley initiated a buy rating on UBER stock with a price target of $110. The analyst stated that he views UBER as a "super app" offering multiple reasons to use its platform, like commuting, ordering food and delivery. Commenting on whether the emergence of autonomous vehicles (AVs) is a risk or opportunity, Kelley said that AVs present minimal risk to Uber's business over the near-to-medium term due to some hurdles, like safety, clarity on regulatory framework, cost of manufacturing AVs and large investments needed to support an AV fleet. In fact, the analyst thinks that the long-term risk from AVs is also unclear currently due to a wide range of potential outcomes. Kelley is optimistic that Uber is well-positioned to meet or surpass the financial targets set in 2024, thanks to its solid execution. He expects gross bookings growth of 16% each in 2025 and 2026, supported by continued expansion into non-urban areas and internationally, with persistent adoption of UberOne. Moreover, Kelley expects earnings before interest, taxes, depreciation and amortization growth to be higher than gross bookings and revenue growth in 2025 and 2026. Finally, Kelley is confident that Uber will eventually be successful in Delivery, which also facilitates customer acquisition, mainly in less dense/non-urban areas. He expects initiatives like Uber One and increased supply to boost Delivery bookings ahead. Kelly is also bullish on the greater retail media sub-segment of digital ads, as Uber has several advantages, like access to location data. Like Kelley, TipRanks' AI analyst is also bullish on UBER stock, with a price target of $108. Kelley ranks No.119 among more than 9,600 analysts tracked by TipRanks. His ratings have been successful 67% of the time, delivering an average return of 25.3%. See Uber Technologies Statistics and Valuation on TipRanks.
Business Recorder
16-06-2025
- Health
- Business Recorder
Number of people living with brain tumours increasing: experts
LAHORE: 'World Brain Tumour Day' was marked here Sunday with a renewed pledge to continue awareness drives against the disease so as the goal of healthy society could be achieved. Speakers at an awareness session stated that brain tumours can be treated with timely diagnosis. They said simple lifestyle, regular exercise, adequate sleep and avoidance of mental stress are the best preventive measures to prevent diseases like brain tumours. Due to lack of awareness, the number of brain tumour patients is increasing in Pakistan. Executive Director PINS and renowned neurosurgeon Prof Asif Bashir, while addressing on the occasion urged young doctors to focus on modern research in the field of neurosurgery. He added that a highly skilled and experienced medical team is working at PINS, and modern equipment such as neuron-avigation system and high magnification exoscop, successful operations of complex brain tumours are possible at PINS. He appealed to the Punjab government to provide Gamma Knife Technology (GKT) to further benefit the patients. He said, 'This technology (GKT)is a non-surgical treatment method that can prove to be very useful for brain tumour patients. If this facility is provided, it will be a revolutionary step for the patients.' He highlighted, 'According to the World Health Organization, brain tumour is a disease seen in all societies today, whose total number of patients is estimated at 15 million, globally, the number of women suffering from this disease is more than men. Early diagnosis of brain tumour is very important, once diagnosed, there should be no delay in starting immediate treatment of the patient.' He emphasized, 'The diagnosis of brain tumour in new patients is made through MRI and CT scan. There can be many reasons for the formation of tumours in the human brain, but it is a given that these reasons also include mental stress.' He said that there are 120 types of this disease, but two types, benign and malignant, spread rapidly and are relatively more dangerous. Brain tumours can attack at any age, but are usually found in people over 35 years of age. He said, 'The symptoms of the disease include persistent headaches, nausea, changes in voice, vision, hearing, tingling in the arm or leg, and muscle twitching. One-third of brain tumour patients die after fighting the disease for five years.' Copyright Business Recorder, 2025
Yahoo
10-06-2025
- Business
- Yahoo
PINS Q1 Earnings Call: AI-Driven Product Enhancements Support User Growth and Advertiser Adoption
Social commerce platform Pinterest (NYSE: PINS) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 15.5% year on year to $855 million. Guidance for next quarter's revenue was better than expected at $970 million at the midpoint, 0.6% above analysts' estimates. Its non-GAAP profit of $0.23 per share was 9.8% below analysts' consensus estimates. Is now the time to buy PINS? Find out in our full research report (it's free). Revenue: $855 million vs analyst estimates of $846.9 million (15.5% year-on-year growth, 1% beat) Adjusted EPS: $0.23 vs analyst expectations of $0.26 (9.8% miss) Adjusted EBITDA: $171.6 million vs analyst estimates of $162.6 million (20.1% margin, 5.6% beat) Revenue Guidance for Q2 CY2025 is $970 million at the midpoint, roughly in line with what analysts were expecting EBITDA guidance for Q2 CY2025 is $227 million at the midpoint, below analyst estimates of $230.8 million Operating Margin: -4.1%, up from -7.4% in the same quarter last year Monthly Active Users: 570 million, up 52 million year on year Market Capitalization: $23.1 billion Pinterest's first quarter performance reflected continued momentum in user engagement and product innovation, with management emphasizing the platform's growing appeal to Gen Z and international audiences. CEO Bill Ready highlighted investments in visual search and multimodal AI models as central to improving relevance and actionability for users. Management credited deeper engagement across all core regions to these enhancements, while also citing the improved ability of advertisers to reach high-intent audiences. CFO Julia Donnelly noted that strength in retail and emerging verticals, such as financial services and technology, contributed to revenue gains, as Pinterest's evolving performance ad suite and measurement tools attracted more sophisticated marketers. Looking ahead, Pinterest's leadership expects ongoing investment in AI-driven personalization and international expansion to support further revenue growth and margin improvement. Management believes that broadening adoption of the Performance+ ad suite, enhancements in measurement capabilities, and continued penetration into under-monetized markets will be key drivers. CEO Bill Ready stated, 'We still have a lot more in front of us than behind us,' emphasizing that adoption of new tools and international monetization remain in early stages. CFO Julia Donnelly cautioned that while the company anticipates margin expansion for the full year, the pace will be slower than in previous periods due to increased R&D and marketing investments. Management attributed the quarter's performance to user growth, AI-powered product advancements, and increased adoption of lower-funnel ad tools, particularly in international markets. AI-driven personalization: Pinterest's proprietary multimodal AI model now powers visual search and content recommendations, allowing for more relevant and actionable user experiences. This model, which interprets both images and text, is 30% more likely to generate relevant results than leading off-the-shelf models, according to management. Performance+ ad suite rollout: The company expanded its Performance+ suite, integrating new creative and bidding features. Management reported that 80% of campaigns using Performance+ outperform traditional campaigns, and advertisers adopting these tools see higher conversion rates and increased efficiency. International monetization progress: Revenue from Pinterest's shopping ad formats grew over three times faster than overall regional revenue in Europe and other international markets. The company is exporting its lower-funnel playbook and expanding partnerships with resellers to broaden its advertiser base outside the U.S. and Canada. Emerging vertical growth: Management cited financial services, technology, and entertainment as sectors showing accelerating ad spend. Pinterest's appeal to users during key life moments, such as starting a family or major purchases, is attracting advertisers from sectors beyond retail. Operational efficiency through AI: Internally, over 25% of Pinterest's code is now generated using AI tools, which management says has improved engineering velocity and allowed for more targeted R&D investment. Productivity enhancements are being applied across product development and sales operations. Pinterest's outlook for the next quarter and full year centers on scaling AI-driven product innovation, expanding international monetization, and balancing investment with disciplined cost management. Adoption of Performance+ and measurement tools: Management expects broader uptake of the Performance+ suite and privacy-centric measurement solutions to drive increased advertiser spend and improve conversion tracking. The company believes that making campaign creation more efficient and enhancing reporting capabilities will help close the gap between user engagement growth and revenue realization. International revenue expansion: Pinterest plans to further extend its lower-funnel advertising tools and shopping features to new global markets, with a particular focus on regions where user growth is outpacing monetization. Management sees significant runway as international users represent roughly 80% of the base but a much smaller share of revenue. Investments in AI and R&D: The company will continue prioritizing investments in AI-powered personalization, visual search, and product velocity. While these investments are expected to support long-term growth, management noted they will result in higher near-term R&D and marketing expenses, which could moderate the pace of margin expansion. In the quarters ahead, analysts will monitor (1) adoption rates of the Performance+ suite among mid-market and global advertisers, (2) progress in monetizing the growing international user base, and (3) evidence that AI-driven product enhancements are sustaining engagement and conversion gains. It will also be crucial to track whether investments in R&D and marketing support profitable growth as the company scales. Pinterest currently trades at a forward EV/EBITDA ratio of 18.8×. In the wake of earnings, is it a buy or sell? Find out in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
Yahoo
03-06-2025
- Business
- Yahoo
Pinterest Stock Gains on JPMorgan Rating Upgrade, Price Target Raise
Pinterest shares rose in premarket trading Tuesday after JPMorgan analysts upgraded their rating and lifted their price target on the social media stock. The analysts lifted the stock to "overweight" from "neutral," and bumped their price target to $40 from $35. The analysts said Pinterest is improving its user numbers and ad technology, both of which should help drive (PINS) shares rose in premarket trading Tuesday after JPMorgan analysts upgraded their rating and lifted their price target on the social media stock. The analysts lifted the stock to "Overweight" from "Neutral," and bumped their price target to $40 from $35. That brings JPMorgan in line with most other analysts covering the stock who are tracked by Visible Alpha, as 16 call it a "Buy" and just four a "Hold," with an average price target of $39.75. They noted that while Pinterest shares are up since the start of the year, they are still about 18% below their February highs while the S&P 500 has recovered to just about 3% below its February record level that month. Pinterest is "leveraging its full funnel ad approach and automation/AI capabilities—including Performance+—to capture a greater share of ad spending" from advertisers with $1 billion to $30 billion in annual revenue, the analysts wrote. Some larger advertisers are already spending 5% to 10% of their advertising budget on the platform, they added. The social media platform is growing its monthly active users (MAU) base, with 85% coming directly to Pinterest through its mobile app, the analysts said. They cited that number as a key reason for their upgrade, as Pinterest generates roughly 90% of its revenue through its app, "which limits PINS' exposure to Google & broader overall search disruption," they wrote. Pinterest shares, which entered the day up 10% this year, rose 4% less than an hour before the opening bell. Read the original article on Investopedia
CNBC
03-06-2025
- Business
- CNBC
JPMorgan upgrades this social media stock, says it can rally 25%
JPMorgan has a plethora of reasons for moving off the sidelines on Pinterest . Analyst Doug Anmuth upgraded shares of the visual search platform to overweight from neutral and lifted his price target by $5 to $40. With that refreshed target, Anmuth sees the stock rallying 25.4% from Monday's close. "Given solid execution, potential upside to estimates, & what we believe remains lukewarm market positioning, we view the risk/reward on PINS as favorable," Anmuth wrote to clients in a Tuesday note. Anmuth pointed out that the majority of monthly active users and revenue are tied to the mobile app, which can limit downside from disruptions to search platforms like Google. Pinterest also has advertising abilities that can allow it to close what he called a gap between value creation and value capture, the analyst said. On the finance front, Anmuth said Pinterest is near the low end of its three-to-five year adjusted EBITDA margin target set at the company's 2023 investor day. Additionally, he said there's more upside potential given faster revenue growth and a pattern of spending discipline. Anmuth also called the stock's valuation "undemanding." He noted shares trade at 13 times 2026 free cash flow estimates and 12 times 2026 expected adjusted EBITDA. With the upgrade, Anmuth joined the majority of Wall Street with a buy-equivalent rating, per LSEG. PINS YTD mountain Pinterest, year-to-date Shares popped more than 4% in Tuesday's premarket trading following the call. The stock has gained about 10% this year, but is still well off its February highs.
