5 big analyst AI moves: Apple lifted to Buy, AI chip bets reassessed
Investing.com - Stifel has reiterated its Buy rating and $47.00 price target on Pinterest Inc (NYSE:PINS), currently trading at $33.45, ahead of its upcoming earnings report on November 4. According to InvestingPro data, the stock appears undervalued based on its Fair Value analysis.
The firm expects Pinterest to deliver solid third-quarter 2025 results and potentially exceed fourth-quarter 2025 guidance. Supporting this optimism, InvestingPro data shows Pinterest maintaining strong financials with a 79.86% gross margin and 17% revenue growth. Stifel has raised its estimates for the company based on third-party data showing consistent high-single-digit year-over-year monthly active user (MAU) growth outside the United States.
While Stifel acknowledges Pinterest’s scale disadvantage compared to larger competitors, the firm notes positive feedback regarding the performance of Pinterest’s direct response products and campaigns purchased through Amazon.
The research firm highlights Pinterest’s ongoing platform improvements for both users and advertisers, pointing to strong MAU growth as evidence of enhanced user experience.
Stifel believes these improvements will make the platform more attractive to a growing number of advertisers, particularly during the upcoming holiday quarter.
In other recent news, Pinterest Inc. has garnered significant attention from analysts ahead of its third-quarter 2025 results. TD Cowen reiterated its Buy rating and maintained a $44 price target, anticipating a 16.6% year-over-year revenue growth driven by user growth and new ad tools. Mizuho initiated coverage with an Outperform rating, setting a $50 price target, and suggested a potential upside to $62 in a bull case scenario. UBS also maintained a Buy rating with a $50 price target, noting mixed regional performance but accelerating revenue growth in Europe and other markets. CFRA raised its price target to $43, highlighting Pinterest’s AI capabilities, while adjusting its earnings per share estimates for 2025 and beyond. These recent developments reflect varied analyst perspectives on Pinterest’s growth potential and market performance.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
