Pinterest (PINS, Buy, $52 target) Quick Thoughts Ahead of Tuesday’s Print
Ahead of Tuesday PM’s earnings report, we review key controversies, including:1. Ad tech improving as Performance+ launches, traction could be a 2H catalyst
2. 3P revenue from AMZN ramping, looking for more insight on GOOGL and resellers
3. We expect China impact to fade, but not be as steeply as competitors
We also review what to look for in the investor letter and listen for on the earnings call, our top questions for management, potential positive and negative catalysts for our Top SMID Pick.
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
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.