Core Insights - Pinterest's third-quarter earnings missed expectations, with adjusted earnings per share at 38 cents compared to the projected 42 cents, while revenue increased 17% to $1.05 billion, aligning with estimates [2][3] - Monthly active users grew 12% year-over-year to 600 million, surpassing the expected 590.3 million [2] - The company faces challenges due to tariffs affecting advertising spending, particularly from large retailers in the U.S. and Canada [4][5] Financial Performance - Adjusted EPS for the quarter was 38 cents, below the expected 42 cents [2] - Revenue for the quarter was $1.05 billion, a 17% increase year-over-year, meeting expectations [2] - Guidance for the current quarter is $1.33 billion, slightly below the anticipated $1.34 billion [3] User Growth and Market Position - Monthly active users increased to 600 million, a 12% rise year-over-year, exceeding estimates [2] - Pinterest is focusing on enhancing its competitive edge against platforms like Facebook and Instagram by improving performance-based advertising [7] Strategic Initiatives - The company is investing in AI and product innovation, positioning itself as a leader in visual search and an AI-powered shopping assistant [3][9] - Partnerships with Amazon and Alphabet aim to enhance advertising capabilities and monetization potential [7][8] Market Reaction - Following the earnings report, Pinterest's stock fell over 21% to $25.97, erasing year-to-date gains and dropping below its 200-day moving average [11] - Analysts have mixed views, with some maintaining a neutral stance while others see potential in the company's valuation and future growth [6][10]

Core Insights - Pinterest's shares fell by 20.1% after reporting solid revenue growth but disappointing earnings and guidance for the fourth quarter [2][7] - The company experienced a 17% increase in revenue to $1.05 billion in Q3, driven by a 12% growth in monthly active users to 600 million [4][5] - Adjusted EBITDA rose by 24% to $306.1 million, while GAAP net income tripled to $92.1 million, but adjusted earnings per share fell short of consensus expectations [5][6] Financial Performance - Revenue for Q3 reached $1.05 billion, matching estimates with a 17% year-over-year growth [4] - Monthly active users increased by 12% to 600 million, indicating strong user engagement [4] - Adjusted EBITDA was reported at $306.1 million, a 24% increase, while GAAP net income was $92.1 million, tripling from the previous year [5] Future Guidance - For Q4, Pinterest expects revenue between $1.313 billion and $1.338 billion, reflecting a growth rate of 14%-16%, which is below the consensus estimate of $1.34 billion [8] - The company anticipates adjusted EBITDA for the current quarter to be between $533 million and $558 million [8] Market Position - Pinterest is reportedly losing market share to Meta Platforms, indicating competitive pressures in the digital advertising space [7][9] - Despite solid growth, the company’s performance is weaker compared to competitors, which may impact its long-term market position [9]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Core Insights - Pinterest's shares fell significantly after the company missed profit expectations and provided weak guidance for the holiday quarter [1][5] - The company reported third-quarter adjusted earnings per share of $0.38, which was three cents below analyst expectations, while revenue increased by 17% to $1.05 billion, meeting forecasts [1][2] Financial Performance - For the current quarter, Pinterest anticipates revenue between $1.31 billion and $1.34 billion, slightly below the $1.34 billion expected by analysts [2] - In the U.S. and Canada, revenue grew by 9% to $786 million, with average revenue per user (ARPU) increasing by 5% to $7.64, both figures falling short of analyst estimates [3] User Metrics - Pinterest achieved a record of 600 million monthly active users, indicating strong user growth despite the challenges in monetization [3][5] - Global ARPU was reported at $1.78, which was slightly below expectations, highlighting difficulties in monetizing the expanding user base [3] Market Context - The results reflect broader challenges faced by social media platforms as digital ad spending slows in North America, impacting revenue growth [2] - Compared to Pinterest, shares of competitors Snap and Meta Platforms experienced more muted reactions in early trading following the news [2]

Pinterest下跌20%，为2022年5月以来最大盘中跌幅，Q4业绩指引疲软且逊于预期。 ...

All right, time for a mad dash. We used to call this uh hump day, I think. Right, it is still Wednesday.Jim's in Boston. Want to talk a little Pinterest stock of which is going to get hit pretty hard right now. >> Crush it.I I I not that I necessarily want to take the other side of the trade, but let me just say they've got a great user base. They've got data. I think that they didn't talk enough about how you could use their data uh if you're one of these uh one of these bots.And most importantly, David, I ...

Company Insights - Pinterest's stock is expected to face significant pressure, but the company has a strong user base and valuable data that could be leveraged more effectively [1] - The sentiment regarding the holiday season is not as negative as perceived; the company's leadership has a cautious but not overly pessimistic outlook [2] - There is potential for Pinterest's stock to recover in the coming weeks, as the conference call may not have been fully considered by investors, leading to a misinterpretation of the company's performance [3] Market Position - The current stock price of Pinterest is seen as an opportunity to buy, particularly at the lower price point of $26.36, as the company has de-risked its holiday outlook [4] - Pinterest is viewed as an undervalued company in a market where many competitors are overvalued, indicating potential for growth if the company enhances its advertising strategies [5]

Core Points - U.S. stock futures are lower, with Dow futures falling over 50 points [1] - Super Micro Computer Inc reported disappointing first-quarter results, with earnings of 35 cents per share, missing the consensus estimate of 40 cents, and revenue of $5.01 billion, below the expected $5.99 billion [2] - Super Micro's revenue decreased from $5.93 billion in the same period last year [2] - The company's shares fell 9.2% to $43.12 in pre-market trading [2] Company-Specific Movements - Biohaven Ltd experienced a significant drop of 46.2% to $7.51 after receiving an FDA Complete Response Letter for VYGLXIA [4] - Trex Company Inc declined 31.9% to $32.02 following worse-than-expected third-quarter results and lowered FY25 sales guidance [4] - Soleno Therapeutics Inc fell 22.2% to $49.65 after reporting third-quarter results [4] - Axon Enterprise Inc's shares dropped 19.6% to $567.50 after mixed third-quarter results and an acquisition announcement [4] - Pinterest Inc dipped 18.8% to $26.69 after posting disappointing third-quarter earnings [4] - SSR Mining Inc fell 17.5% to $17.90 after its third-quarter results [4] - Uniqure NV's shares decreased by 15.8% to $25.61 after a prior gain [4] - Clover Health Investments Corp fell 15.5% to $2.97 after mixed third-quarter results [4] - Upstart Holdings Inc declined 15.3% to $39.15 after mixed results and lowered FY25 guidance [4] - Corsair Gaming Inc fell 12.4% to $6.59 following worse-than-expected third-quarter results [4] - Advanced Micro Devices, Inc. declined 5% to $237.80 despite reporting better-than-expected third-quarter results and projecting fourth-quarter revenue of approximately $9.6 billion [4]

Core Insights - Pinterest Inc reported third-quarter revenue of $1.05 billion, meeting analysts' expectations, but adjusted earnings per share of 38 cents fell short of the anticipated 42 cents [1][2] - The company anticipates fourth-quarter revenue between $1.31 billion and $1.34 billion, slightly below the consensus estimate of $1.34 billion, with expected adjusted EBITDA of $533 million to $558 million [2] Financial Performance - Third-quarter revenue was $1.05 billion, aligning with analyst estimates [1] - Adjusted earnings per share were 38 cents, missing the expected 42 cents [1] - Fourth-quarter revenue guidance is set between $1.31 billion and $1.34 billion, with adjusted EBITDA projected at $533 million to $558 million [2] Market Reaction - Following the earnings announcement, Pinterest shares declined by 2.3%, closing at $32.91 [3] - Analysts adjusted their price targets for Pinterest post-earnings, with varying opinions on the stock's outlook [3][5] Analyst Ratings - B of A Securities maintained a Buy rating but reduced the price target from $44 to $39 [5] - Rosenblatt downgraded Pinterest from Buy to Neutral, lowering the price target from $49 to $30 [5] - BMO Capital kept an Outperform rating while decreasing the price target from $41 to $35 [5]

Pinterest Inc (NYSE:PINS) posted downbeat sales for the third quarter on Tuesday.Pinterest turned in third-quarter revenue of $1.05 billion, in line with analysts' estimates, according to Benzinga Pro. The idea discovery platform company reported third-quarter adjusted earnings of 38 cents per share, missing analyst estimates of 42 cents per share."Our investments in AI and product innovation are paying off," said Bill Ready, CEO of Pinterest. "We've become a leader in visual search and have effectively tur ...