Pinterest (PINS, Buy, $50 target) Quick Thoughts Ahead of the Print
Ahead of Thursday PM’s earnings report, we review what to listen for on the earnings call, our top questions for management, potential positive and negative catalysts for PINS, and key debates, controversies and popular conversation topics of late, specifically:1. New capabilities for Performance+ and latest on CAPI, direct links, etc.
2. Where does the 3P partnership strategy go from here?
3. China impact fading, but still more impactful than peers
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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