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Pinterest: A New Dawn

Aug. 02, 2022 3:18 AM ETPinterest, Inc. (PINS)SNAP5 Comments


  • Pinterest pops more than 20% after-hours as investors welcome the new CEO's vision for improving Pinterest's e-commerce opportunity.
  • Pinterest's Q3 topline guidance is weak, substantially weaker than analysts' consensus.
  • Pinterest's EBITDA margins are likely to compress going into Q3.
  • On a positive note, Pinterest's MAUs have stabilized from Q1 into Q2.
  • It appears more likely than not that Pinterest has found its bottom.
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Investment Thesis

Pinterest (NYSE:PINS) rallies despite posting negative surprises. Its guidance for Q3 is noticeably lower than analysts' consensus. And yet the stock pops. This is normally a telling sign that all the sellers of the stock have washed out. For potential investors, this

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This article was written by

Michael Wiggins De Oliveira is an energy specialist whose primary focus is capitalizing on “the Great Energy Transition” - the confluence of decarbonization, digitalization with AI, and deglobalization - to achieve greater investment returns. Through his 9+ years analyzing countless companies, Michael has accumulated outstanding professional experience in the energy sector and a following of over 40K on Seeking Alpha.

Michael is the leader of the investing group Deep Value Returns. Features of the group include: Insights through his concentrated portfolio of value stocks, timely updates on stock picks, a weekly webinar for live advice, and "hand-holding" as-needed for new and experienced investors alike. Deep Value Returns also has an active, vibrant, and kind community easily accessible via chat. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (5)

KATCHKE profile picture
WHOOA Michael ! how could Pinterest “have likely bottomed” on unwelcomed, unexpected, and miserable fundamental news, whereas you have, two days ago, disowned Roku after having been such a long-devoted fan ?

there is a well-known Wall Street axiom that says: “news is the mechanism which moves stocks from ‘strong’ investor hands into ‘weak’ investor hands, then vice versa.” the high on ROKU was 490 a year ago. so when is the ‘bad news’ incorporated in its stock price ? the danger is, in the last month more than a smattering of high-profile growth stocks have shrugged off corporate disappointment, then rallied smartly upwards. it is now readily possible to profitably trade ‘bad news’ to the upside. the strategical implication is that when too many aggressive growth stocks ignore adverse developments, this is an indication that ‘the bottom is in’, with regards to the overall market. The Queen Mary might be turning at 3 knots !

Michael, I respect your input. I peruse, and absorb all of your comments and insights. but the germane ponder today, is: is this the time for you to curtail coverage of moderate growth with 3% yields, low P/Es and commodity-based earnings ? it could be easier money now to focus on, say, a disowned early tech leader such as Twilio, at 80—down from 450—than the so-called ‘recession’-resistant, defensive sector. I look forward to, once again, seeing in your coverage: “not attractive because it is priced-to-perfection at 50-times sales”.
ErikInvest profile picture
PINS is a gem.

Great Q1 and little fault on Q2. Great future ahead.
Ramon Serrano Bejar profile picture
In your analysis of the Q2 of 2022 results, you had an omission worth analyzing and taking into account for sales growth, the global increase in the ARPU of 18 percent when comparing 2022 Q2 against 2021 Q1, which is summarized in the table prepared by Pinterest, Inc. 2022 Q2 - Results - Earnings Call Presentation. For more detail, dig into Pinterest's (PINS) earnings call presentation.
Michael Wiggins De Oliveira profile picture
@Ramon Serrano Bejar

That's factored into the revenue growth rate.
Real money makers like Meta get schwacked for only making smaller piles of billions, $PINS explodes.
Article should be titled ;
Pinterest : An Awesome Short

But I'm glad the AH market reaction occurred. It confirmed there's still monopoly money games and mentality.
Now I know companies like $PINS and $DASH can rise up (only to crash harder)
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