Pinterest股价触底反弹在即，增长与创新带来投资新机遇

金十数据11-22

对于正在寻找投资机会的投资者来说，Pinterest(PINS.N)可能是一个不错的选择。这家以分享菜谱、服装搭配和各种创意为主题的网站，近期股价表现不佳。自10月初的数月高点以来，Pinterest股价下跌了15%，目前为29美元。大部分跌幅发生在本月公司公布第三季度财报之后。财报背后的隐忧问题在于Pinterest的业绩指引。公司管理层预计第四季度营收将同比增长16%，达到11.4亿美元，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2485323661?lang=zh_CN&edition=full","thumbnail":"https://img.jin10.com/gallary/86fa3c06-af9a-4b8c-a8fb-cae6e8038f7e.png/lite","is_english":false,"pubTime":"2024-11-22 16:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2485323661","market":"us","top_or_hot":-1,"title":"Pinterest股价触底反弹在即，增长与创新带来投资新机遇","media":"金十数据","content":"<div>\n<p>对于正在寻找投资机会的投资者来说，Pinterest(PINS.N)可能是一个不错的选择。这家以分享菜谱、服装搭配和各种创意为主题的网站，近期股价表现不佳。自10月初的数月高点以来，Pinterest股价下跌了15%，目前为29美元。大部分跌幅发生在本月公司公布第三季度财报之后。\n财报背后的隐忧\n问题在于Pinterest的业绩指引。公司管理层预计第四季度营收将同比增长16%，达到11.4亿美元，...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=154101&type=news&data_type=0\">网页链接</a>\n\n</div>\n","source":"xnew_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinterest股价触底反弹在即，增长与创新带来投资新机遇</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPinterest股价触底反弹在即，增长与创新带来投资新机遇\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-22 16:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=154101&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于正在寻找投资机会的投资者来说，Pinterest(PINS.N)可能是一个不错的选择。这家以分享菜谱、服装搭配和各种创意为主题的网站，近期股价表现不佳。自10月初的数月高点以来，Pinterest股价下跌了15%，目前为29美元。大部分跌幅发生在本月公司公布第三季度财报之后。\n财报背后的隐忧\n问题在于Pinterest的业绩指引。公司管理层预计第四季度营收将同比增长16%，达到11.4亿美元，...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=154101&type=news&data_type=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0061475181.USD","symbol_name":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","start_time":0,"source_url":"https://xnews.jin10.com/webapp/details.html?id=154101&type=news&data_type=0","article_id":"2485323661","we_media_id":null,"thumbnails":["https://img.jin10.com/gallary/86fa3c06-af9a-4b8c-a8fb-cae6e8038f7e.png/lite"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2485323661","pubTimestamp":1732264672,"columns":[],"sourceInfo":{"source_id":"xnew_highlight","name":"金十要闻"},"weMediaInfo":null,"summary":"尽管第三季度财报引发短期担忧，Pinterest凭借持续创新与稳定增长潜力，正成为不可忽视的投资机会。","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","ABNB":"爱彼迎","META":"Meta Platforms, Inc.","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4142":"酒店、度假村与豪华游轮","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","PINS":"Pinterest, Inc.","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC"},"translate_title":"Pinterest share price bottom out looms, growth and innovation bring new investment opportunities","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ABNB":1,"PINS":1,"META":1},"content_text":"对于正在寻找投资机会的投资者来说，Pinterest(PINS.N)可能是一个不错的选择。这家以分享菜谱、服装搭配和各种创意为主题的网站，近期股价表现不佳。自10月初的数月高点以来，Pinterest股价下跌了15%，目前为29美元。大部分跌幅发生在本月公司公布第三季度财报之后。\n财报背后的隐忧\n问题在于Pinterest的业绩指引。公司管理层预计第四季度营收将同比增长16%，达到11.4亿美元，这一增速略低于第三季度18%的超预期增长。这一消息令投资者失望，Pinterest所在的数字广告市场每年价值数百亿美元，增长应保持稳定甚至加速，而非放缓。增长乏力让投资者担心业务能力不足，从而利润率增幅可能低于预期。\n然而，这种担忧可能是多余的。首先，Pinterest管理层往往倾向于保守预测并超出预期。例如，其第三季度实际增速优于此前指引的17%中位数。据FactSet数据，Pinterest在过去20个季度中有18个季度超出销售预期。Pinterest可能是为了在明年2月公布第四季度财报时给市场带来惊喜而刻意降低预期。\n食品饮料领域的增长放缓是导致指引疲软的原因之一，也意味着未来增长可能会加速。由于需求疲软，食品饮料品牌削减了广告支出，而在第三季度其他领域的营收增速超过20%。随着食品行业的需求改善，这些品牌应该会再次增加广告支出。\nEvercore ISI分析师Mark Mahaney指出：“Pinterest在应对食品饮料广告领域疲软的问题，基本面趋势仍然可持续，这得益于市场和产品周期。”他维持对Pinterest的“跑赢大盘”评级和45美元目标价。\n创新驱动增长\nPinterest的创新举措使其保持竞争力并实现增长。其中包括“深度链接”功能，允许营销人员将用户直接引导到产品页面进行购买。此外，Pinterest还投资于人工智能技术，可以向用户展示个性化内容并将他们与合适的产品匹配。这些功能提高了广告客户将浏览者转化为买家的可能性，从而支撑广告价格并吸引更多广告客户。\n这些创新也是分析师预计Pinterest大部分收入增长将来自每用户平均收入（ARPU）提升的主要原因。FactSet数据显示，市场预计到2026年，Pinterest的ARPU将以每年9%的速度增长，最终达到8美元。尽管这一数据远低于Meta Platforms(META.O)今年预计的每用户51美元收入，但Pinterest无需达到该水平即可令投资者满意。结合每年新增的几百万月活跃用户，这预计将推动年均销售额增长15%，到2026年达到48亿美元。\n利润增长和估值优势\n即使未超出销售预期，Pinterest的盈利也有望增长。公司支出的增长速度低于收入的增长速度。分析师预计，到2026年，公司利润率将持续提高，息税折旧及摊销前利润（Ebitda）年均增长26%，最终达到15亿美元。\nMahaney表示：“我们继续看到Pinterest在收入和利润率方面的基本拐点。”\n利润增长可能会提升公司的市场价值。目前，Pinterest的企业价值约为未来12个月预期Ebitda的14倍，低于增长较慢的标普500指数，也低于其约17倍的历史高点。与Booking Holdings和爱彼迎(ABNB.O)等收入增长速度相似但利润率更高的大型互联网同行相比，Pinterest也更具估值吸引力。\n如果Pinterest能够提高利润率并实现类似估值倍数，这只股票值得投资者“收藏”。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485323661"}