Latest news with #PINS
ITV News
6 days ago
- Health
- ITV News
Neurodivergent children to benefit from additional funding to provide support in mainstream schools
A primary school in Sheffield says it has seen improvement in their SEN provision after being in the Inclusion of Neurodiversity in Schools (PINS) programme.
Yahoo
24-06-2025
- Business
- Yahoo
Pinterest, Inc. (PINS): A Bull Case Theory
We came across a bullish thesis on Pinterest, Inc. on Accrued Interest's Substack by Simeon McMillan. In this article, we will summarize the bulls' thesis on PINS. Pinterest, Inc.'s share was trading at $34.00 as of June 23rd. PINS's trailing and forward P/E were 12.50 and 19.01 respectively according to Yahoo Finance. Photo by Szabo Viktor on Unsplash Pinterest (PINS) is gaining attention as a potential standout in the social media space, offering compelling upside despite investor skepticism. While its revenue of $3.7 billion in 2024 is smaller than expected, Pinterest's niche positioning and unique user base provide an avenue for advertisers seeking alternatives to Meta and Google. Analysts project ~15% annual revenue growth, though there are questions around the platform's ability to scale meaningfully beyond its current user ceiling. Pinterest reported $1 billion in EBITDA at a 28% margin in 2024, and analysts forecast moderate expansion to 33% by 2027. The stock's standout trait is its robust free cash flow profile—$1.2 billion is projected for 2025, reflecting over 90% conversion of EBITDA to FCF, a key metric for long-term compounding. Valuation appears attractive, with Pinterest trading at 16x 2026E EPS and just 13x 2027E, despite a net-cash balance sheet. On an EV/FCF basis, the multiple is even lower—14x and under 12x for 2026 and 2027, respectively, suggesting discounted investor expectations. The prevailing market view seems to be that Pinterest has carved out a viable niche but lacks the product strength to materially gain share in the competitive ad tech space. Yet if Pinterest meets its estimates and trades at a reasonable 19x multiple in 2027, the stock could reach $49, offering ~44% upside. The case hinges on its ability to deliver 15%+ revenue growth and 30%+ EBITDA margins, which would validate its position as a high-quality compounder overlooked by the market. Previously, we covered a on Pinterest, Inc. by Dan in September 2024, which highlighted Gen Z-led user growth, its Amazon partnership, and intent-driven ad monetization. The company's stock price has appreciated by approximately 11.6% since our coverage. The thesis still stands as fundamentals remain strong. Simeon McMillan shares a similar view but emphasizes Pinterest's free cash flow strength and valuation discount. Pinterest, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 86 hedge fund portfolios held PINS at the end of the first quarter, which was 73 in the previous quarter. While we acknowledge the risk and potential of PINS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Forbes
23-06-2025
- Business
- Forbes
Is Pinterest Stock A Winner?
CANADA - 2025/01/27: In this photo illustration, the Pinterest logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Question: Why would anyone pay 17 times earnings for Johnson & Johnson stock when Pinterest stock is available at a more attractive valuation of 11 times earnings? Most wouldn't—especially when considering three key points: But Then, Is PINS Stock A Safe Bet? While Pinterest shows promise, its stock (PINS) isn't without significant risk, as its past performance during market downturns highlights. For example, during the 2022 inflation shock, PINS plummeted a dramatic 81%. This was a far steeper decline compared to Johnson & Johnson's 22% drop and the S&P 500's 25% peak-to-trough fall. Similarly, the COVID-19 pandemic market correction saw PINS stock fall by 52%. Again, this was a much more pronounced decline than Johnson & Johnson's 28% drop and the S&P 500's 34% peak-to-trough decline. These instances demonstrate Pinterest's higher susceptibility to market volatility compared to more stable investments. For a deeper dive, you can explore our Buy or Sell Pinterest Stock dashboard. Separately, check out – What's Happening With MSFT Stock? Pinterest's Growth Potential Pinterest's visual discovery platform is well-positioned for substantial growth by expanding various revenue streams. The company's advertising business is set to thrive due to enhanced shopping features and improved targeting. Brands are increasingly using Pinterest's user base, known for high purchase intent, to drive product discovery and sales. The platform's expanding creator economy, powered by features like Idea Pins and creator monetization tools, is expected to significantly boost user engagement. Furthermore, Pinterest's international expansion and growing e-commerce integrations are projected to accelerate revenue growth. This is particularly true as Pinterest transforms its large global user base into shopping-centric experiences, which, in turn, increases advertiser spending and affiliate commerce revenue. What Could Go Wrong? Pinterest faces several potential risks that could hinder its growth. A primary concern is the deceleration of revenue growth if macroeconomic pressures worsen, leading advertisers to tighten their budgets. Because Pinterest heavily relies on advertising revenue, it's especially vulnerable to shifts in digital marketing spending and changes in user behavior. Additionally, there are execution risks related to Pinterest's international expansion and efforts to help creators earn money. If the company's investments in new markets and creator tools don't generate the expected returns, it could be challenging to justify these expenses, especially as Pinterest faces pressure to maintain profitability. And of course, there's always the unexpected. If you're not comfortable with a potential 60% or even more drop in value, Pinterest stock might not be the right fit for your portfolio. The biggest mistake you could make is selling when the stock is at its lowest. Instead, if you find yourself in such a downturn, consider consulting a seasoned financial advisor, especially one with experience navigating bear markets. They can help you explore strategies like the Trefis HQ strategy and other smart tactics to manage volatility. A crucial lesson here is that staying invested during turbulent times can lead to significant gains in the long run. Ultimately, for patient, long-term investors with a 3-5 year investment horizon, Pinterest could still present a compelling opportunity today.
CNBC
22-06-2025
- 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
