Why does the focus indicate Pinterest and Gen Z to the two -number growth

Pinterest (NYSE:PinsIt draws the upcoming upright ups of Wall Street after its presentation in the second quarter of the expected, characterized by the speedy growth of users, solid revenue strikes, and expectations in the third upcoming quarter. However, despite optimistic results and guidance, the stock is trading on Friday.

Analysts in Bank of America and Goldman Sachs Repeat the confirmation of purchase categories while raising or reaffirming their prices, citing the increasing Pinterest power between the Gen Z, the momentum in the products of products driven by artificial intelligence, and expanding demand for the advertiser.

Pinterest post The second quarter Revenue of 998 million dollars, an annual increase on an annual basis, exceeding the estimation of the street of $ 976 million. The profits before benefits, taxes, depreciation and consumption amounted to $ 251 million, before consensus 235 million dollars. World monthly active users rose to 578 million, and rose by 8 million, with widespread growth across regions.

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Pinterest has issued instructions in the third quarter over expectations, expected revenues between $ 1.033 billion, 1.053 billion dollars and Ebitda in the range of $ 282 million to $ 302 million.

Bofa Securities analyst Justin Post Repeat the confirmation of a purchase on Pinterest and upload Price expectations From $ 41 to $ 44 after the results of the second company 2025 for the company.

Publishing attributed the success of the platform to its high popularity between Gen Z, and now more than half of its user base, and an increasing attractiveness for male users. It also highlighted the effectiveness of the features that work with artificial intelligence materials that enhance the capture of the user’s intention and share shopping.

POST raised his revenues of 2025e to $ 4.2 billion and Ebitda to $ 1.3 billion, with 2026e revenues increased to $ 4.9 billion and Ebitda to $ 1.5 billion, citing the speedy growth of users, improving liquefaction, and investing continuing products and sales.

His amended forecast is based on $ 44 at an altitude of 18x EV/ebitda in 2026e, which is justified by the possibility of liquefying AI in the early stage of Pinterest and expansion. The main risks include the softness of the American user, the saturation of the advertising, the cost of the Amnesty International infrastructure, and the stock -based compensation pressures.

Goldman Sachs analyst Eric Sheridan It also maintained a 12 -month price purchase classification of $ 43, with a indication of Pinterest’s victory in the second quarter on revenues and aspirational strength in the demand for digital ads.

The analyst emphasized the increasing participation of GEN Z and the continuous integrity of the visual search tools and research that operates in Amnesty International. Sheridan highlighted performance+ as a power gain towards the expansion of the margin despite the investments of continuous search and development sales.