Pinterest (PINS, Buy/Top SMID Pick, $48 target) Quick Thoughts After the Call
What’s New: In this brief note we touch on:1. 4Q23 Results and 1Q24 Guidance
2. GOOGL joins AMZN in 3P ad partnership program: who could be next?
3. MAU growth accelerating, driven by Gen Z and mobile app
4. Ad tech adoption improving nicely
5. Updates on AI roadmap
6. The 2024 margin outlook
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.