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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美东时间11月9日，多家华尔街大行更新了$Pinterest (PINS.US)$的评级，目标价介于35美元至48美元。
摩根士丹利分析师Brian Nowak维持持有评级，并将目标价从33美元上调至37美元。
高盛集团分析师Eric Sheridan维持买入评级，并将目标价从46美元下调至42美元。
摩根大通分析师Doug Anmuth维持持有评级，并将目标价从38美元下调至35美元。
美银证券分析师Justin Post维持买入评级，并将目标价从45美元下调至39美元。
巴克莱银行分析师Ross Sandler维持持有评级，并将目标价从38美元下调至36美元。
此外，综合报道，$Pinterest (PINS.US)$近期主要分析师观点如下：
Pinterest的第三季度营业收入与预期相符，主要由用户扩张和利润增长所突出，这是一位分析师表示的。针对公司"疲软"的第四季度展望，修订包括预测的2025财年营收减少2%，EBITDA预期减少1%。但是，人们预计在2025年会持续取得进展。
宏观趋势整体上被认为相对稳定，但自2023年12月以来，食品饮料板块的持续压力正影响pinterest的销售增长，因为节假日季节的临近。
从第三季度开始的持续类别逆风延续到第四季度，促使修订营收预测，2025年减少2%，2026年减少2.2%。分析师预计，Pinterest的增长速度可能在2025年第二季度开始恢复，并有望在第三季度实现更为确定的反弹，公司将克服这些挑战。
Pinterest的用户增长重新加速和日益增加的参与，为公司在全球增强变现机会。然而，由于对技术人才的投资以及在较小程度上持续的销售和市场营销费用，长期EBITDA预期有了调整。
Pinterest的第三季度营收和毛利润符合预期，尽管第四季度营收预测略低于预期。有人建议公司可能会在2025年经历正面转变，因为宏观经济压力减轻。
以下为今日16位分析师对$Pinterest (PINS.US)$的最新投资评级及目标价：
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