Apr. 13 at 7:05 PM
CFRA dropping a new report on
$PINS today. I got an overall bullish vibe from the report based on the following highlights:
• Revenue growth still solid: ~13% in 2026 and double-digits beyond
• MAUs hit ~619M (+12%) — engagement driven by Gen Z + AI features ()
• International is the unlock: Europe +25%, ROW +60%+ growth
• AI monetization ramping (Performance+, visual search, Pinterest Assistant)
• Expanding beyond large retail advertisers → broader revenue base
• EBITDA margins heading toward ~30% with strong operating leverage
• ~
$2.5B cash, no debt, ~
$1B+ annual FCF = elite balance sheet
• Trading ~10x forward EPS → deeply discounted vs history
• CFRA model implies ~45% undervaluation
• Quiet M&A candidate with 600M+ high-intent users
📌 Big picture: This is shifting from “social media” → AI-powered shopping + intent platform
If AI + international monetization hit… this isn’t a
$17 stock - And I feel like the floor is in..finally on this one.
#stocks #investing #PINS
