Pinterest Gains on AI-Driven Ad Strength and Robust Q2 Guidance-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Pinterest Gains on AI-Driven Ad Strength and Robust Q2 Guidance

Tiger_Earnings
05-06 16:08

$Pinterest, Inc.(PINS)$ closed +6.9% ($20.85 → $22.28) on earnings day as revenue exceeded expectations.

The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth.

Key Financials

Q1 Results: Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations.
Q1 EPS: $0.27.
FY26 EPS: Revised upward to $1.84 (from $1.76).
Share Buybacks: $1.95 billion repurchased in Q1, with $2 billion remaining under authorization.

Q2 and Full-Year Outlook

Q2 Revenue Guidance: $1.14 billion (vs. GS estimate of $1.10 billion).
FY26 Revenue Forecast: Raised to $4.808 billion.

⚠️ Risk Note: Q2 Adjusted EBITDA guidance implies a quarter-over-quarter margin decline due to the simultaneous overlap of AI R&D, the integration of TVScientific, and GTM (Go-To-Market) restructuring.

Analyst Note: Goldman Sachs maintains a Buy rating with a Price Target (PT) of $28 (+26% upside from the current price of $22.28).

# Earnings Season: Divergence or Surprise, Which Stocks Are You Looking at?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Blessed Blessed
·05-08 15:42
This stock is not really suitable for day trading
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As a result, the index is reporting higher earnings for the first quarter today relative to the end of last week and relative to the end of the quarter. In addition, the index is reporting its highest earnings growth rate since Q4 2021.\n-------\nWhich company bring us surprises or misses?\nWhat stocks are you looking at?\nShare with fellow tigers and win tiger coins~","image":"https://community-static.tradeup.com/news/89b1bc001d5c16b8030b4982e0caebbd"}],"images":[{"img":"https://community-static.tradeup.com/news/70afd2bce0284714faf3df5f258c00d2","width":"1800","height":"1804"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/70afd2bce0284714faf3df5f258c00d2"}],"title":"Pinterest Gains on AI-Driven Ad Strength and Robust Q2 Guidance","html":"<html><head></head><body><p><a data-mention-id=\"PINS\" class=\"teditor-mention\" data-mention-name=\"Pinterest, Inc.\" href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> closed <strong>+6.9%</strong> (<strong>$20.85 → $22.28</strong>) on earnings day as revenue exceeded expectations.</p>\n<p>The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth.</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70afd2bce0284714faf3df5f258c00d2\" tg-width=\"1800\" tg-height=\"1804\"></p>\n<h3 id=\"id_2948849771\">Key Financials</h3>\n<ul style=\"\">\n <li>\n  <p><strong>Q1 Results:</strong> Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations.</p></li>\n <li>\n  <p><strong>Q1 EPS:</strong> <strong>$0.27</strong>.</p></li>\n <li>\n  <p><strong>FY26 EPS:</strong> Revised upward to <strong>$1.84</strong> (from $1.76).</p></li>\n <li>\n  <p><strong>Share Buybacks:</strong> <strong>$1.95 billion</strong> repurchased in Q1, with $2 billion remaining under authorization.</p></li>\n</ul>\n<h3 id=\"id_4157872249\">Q2 and Full-Year Outlook</h3>\n<ul style=\"\">\n <li>\n  <p><strong>Q2 Revenue Guidance:</strong> <strong>$1.14 billion</strong> (vs. GS estimate of $1.10 billion).</p></li>\n <li>\n  <p><strong>FY26 Revenue Forecast:</strong> Raised to <strong>$4.808 billion</strong>.</p></li>\n</ul>\n<hr>\n<blockquote>\n <p><strong>⚠️ Risk Note:</strong> Q2 Adjusted EBITDA guidance implies a quarter-over-quarter margin decline due to the simultaneous overlap of AI R&amp;D, the integration of TVScientific, and GTM (Go-To-Market) restructuring.</p>\n <p><strong>Analyst Note:</strong> Goldman Sachs maintains a <strong>Buy</strong> rating with a Price Target (PT) of <strong>$28</strong> (+26% upside from the current price of $22.28).</p>\n</blockquote></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"PINS\" class=\"teditor-mention\" data-mention-name=\"Pinterest, Inc.\" href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a> closed <strong>+6.9%</strong> (<strong>$20.85 → $22.28</strong>) on earnings day as revenue exceeded expectations.</p>\n<p>The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth.</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70afd2bce0284714faf3df5f258c00d2\" tg-width=\"1800\" tg-height=\"1804\"></p>\n<h3 id=\"id_2948849771\">Key Financials</h3>\n<ul style=\"\">\n <li>\n  <p><strong>Q1 Results:</strong> Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations.</p></li>\n <li>\n  <p><strong>Q1 EPS:</strong> <strong>$0.27</strong>.</p></li>\n <li>\n  <p><strong>FY26 EPS:</strong> Revised upward to <strong>$1.84</strong> (from $1.76).</p></li>\n <li>\n  <p><strong>Share Buybacks:</strong> <strong>$1.95 billion</strong> repurchased in Q1, with $2 billion remaining under authorization.</p></li>\n</ul>\n<h3 id=\"id_4157872249\">Q2 and Full-Year Outlook</h3>\n<ul style=\"\">\n <li>\n  <p><strong>Q2 Revenue Guidance:</strong> <strong>$1.14 billion</strong> (vs. GS estimate of $1.10 billion).</p></li>\n <li>\n  <p><strong>FY26 Revenue Forecast:</strong> Raised to <strong>$4.808 billion</strong>.</p></li>\n</ul>\n<hr>\n<blockquote>\n <p><strong>⚠️ Risk Note:</strong> Q2 Adjusted EBITDA guidance implies a quarter-over-quarter margin decline due to the simultaneous overlap of AI R&amp;D, the integration of TVScientific, and GTM (Go-To-Market) restructuring.</p>\n <p><strong>Analyst Note:</strong> Goldman Sachs maintains a <strong>Buy</strong> rating with a Price Target (PT) of <strong>$28</strong> (+26% upside from the current price of $22.28).</p>\n</blockquote></body></html>","text":"$Pinterest, Inc.(PINS)$ closed +6.9% ($20.85 → $22.28) on earnings day as revenue exceeded expectations. The PINS AI implementation story is carving out a unique niche: AI-driven lower-funnel ad products (Performance+) are allowing SMBs and mid-market businesses to reach users more effectively than large brand advertisers. This has effectively cushioned the impact of tightening ad budgets from major retailers. Gen-Z user growth and multimodal in-platform search remain the primary engines for mid-term growth. Key Financials Q1 Results: Both Q1 revenue and Q2 guidance beat Goldman Sachs (GS) and Street expectations. Q1 EPS: $0.27. FY26 EPS: Revised upward to $1.84 (from $1.76). Share Buybacks: $1.95 billion repurchased in Q1, with $2 billion remaining under authorization. Q2 and Full-Year Outlook Q2 Revenue Guidance: $1.14 billion (vs. GS estimate of $1.10 billion). FY26 Revenue Forecast: Raised to $4.808 billion. ⚠️ Risk Note: Q2 Adjusted EBITDA guidance implies a quarter-over-quarter margin decline due to the simultaneous overlap of AI R&D, the integration of TVScientific, and GTM (Go-To-Market) restructuring. Analyst Note: Goldman Sachs maintains a Buy rating with a Price Target (PT) of $28 (+26% upside from the current price of $22.28).","highlighted":1,"essential":1,"paper":2,"likeSize":29,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/561243035722088","repostId":0,"isVote":1,"tweetType":1,"viewCount":458,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PINS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1073,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":561948480230240,"commentId":"561948480230240","gmtCreate":1778226165747,"gmtModify":1778227348049,"authorId":4217206313881062,"author":{"id":4217206313881062,"idStr":"4217206313881062","authorId":4217206313881062,"name":"Blessed Blessed","avatar":"https://community-static.tradeup.com/news/483444203cc4bceb0ea5e772dd7893fa","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":561243035722088,"objectIdStr":"561243035722088","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"This stock is not really suitable for day trading","text":"This stock is not really suitable for day trading","html":"This stock is not really suitable for day trading","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}