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re: Stocks on your watch list
Posted on 4/27/21 at 4:13 pm to cgrand
Posted on 4/27/21 at 4:13 pm to cgrand
The revenue growth is nice but that is only sustainable as long as the user base continues to grow and remain active. The user base is the most important component
ETA the guidance was the best part (revenue not users). The yoy revenue was below that 80% magic number that seems to drive the initial reaction. Add in the continued trend of lower US MAUs and you have it falling.
ETA the guidance was the best part (revenue not users). The yoy revenue was below that 80% magic number that seems to drive the initial reaction. Add in the continued trend of lower US MAUs and you have it falling.
This post was edited on 4/27/21 at 4:18 pm
1
Posted on 4/27/21 at 4:21 pm to hiltacular
from the release
PINS will be PINS!!!! if and only if they become what the chinese version of tiktok is...a virtual shopping bazaar. their partnership with SHOP is the driver, and the international user numbers are what will make or break this thesis
again, my opinion.
US MAU's arent the brass ring
quote:
"Based on what we’ve observed in the U.S. recently, we believe that post-COVID shopping engagement could be more resilient than overall engagement."
PINS will be PINS!!!! if and only if they become what the chinese version of tiktok is...a virtual shopping bazaar. their partnership with SHOP is the driver, and the international user numbers are what will make or break this thesis
again, my opinion.
US MAU's arent the brass ring
Posted on 4/27/21 at 4:21 pm to LSUfansabanhater
quote:
Would Pinterest be a good buy if it keeps dropping like it is? Sorry again for the dumb question but I'm just trying to learn
I added to my position at around $67. Median price target is over $92.
Posted on 4/27/21 at 4:23 pm to cgrand
just depends what you value more, huge user growth or huge user spend growth. For me they are still such a young company I’d rather see huge user growth
Posted on 4/27/21 at 4:39 pm to hiltacular
well the market agrees with you, not me 
Posted on 4/27/21 at 6:00 pm to cgrand
Humana To Buy Remaining Stake In Kindred’s Homecare Business
Nice setup for an ER beat tomorrow morning.
quote:
The deal calls for Humana to buy the remaining 60% interest in Kindred at Home from TPG Capital and Welsh, Carson, Anderson & Stowe “for an enterprise value of $8.1 billion, which includes Humana’s existing equity value of $2.4 billion associated with its current 40 percent minority ownership interest,” the companies announced Tuesday afternoon.
Nice setup for an ER beat tomorrow morning.
Posted on 4/27/21 at 6:24 pm to cgrand
“We now know that Pinterest’s integration is now live to all Shopify merchants in the U.S and Canada which means the e-commerce hose has been turned on for Pinterest.
The company sits in a special place for advertisers in that it is image, search, and e-commerce driven with no negativity surrounding the ‘social’ part.” Ophir
Yes please.
The company sits in a special place for advertisers in that it is image, search, and e-commerce driven with no negativity surrounding the ‘social’ part.” Ophir
Yes please.
Posted on 4/27/21 at 6:40 pm to cmlsu
I’m probably throwing more at PINS in the morning. Certainly wild to see a 10 percent drop. It’s gonna be triple digits this year IMO.
Posted on 4/27/21 at 8:02 pm to Chucktown_Badger
quote:
Median price target is over $92.
We’ll probably get some new PT’s in the next few days, so it will be interesting to see what those analysts think.
Posted on 4/27/21 at 9:00 pm to hiltacular
Don’t they already have like 97 million American Monthly Active Users? At some point you run out of people that fit the demographic. I just downloaded the app and honestly probably won’t open it again. That’s not a bad thing, I’m an investor and I’m not the target market, but it’s only going to be for a certain group of people. Monetizing those should be the focus I’d think. Pinterest has to have different growth prioritizes than say, Facebook
Posted on 4/27/21 at 10:20 pm to Retrograde
OPRX has been coiling recently under an overall sustained uptrend.
I’m setting an alert in case it breaks out.
I’m setting an alert in case it breaks out.
Posted on 4/28/21 at 8:08 am to TDFreak
There's been some conversations on FSLY before. What are everyone's thoughts on it back around $68?
Posted on 4/28/21 at 8:33 am to TDFreak
ROKU getting crushed again.
What is goin on? Guess its time to keep buying and see what happens.
What is goin on? Guess its time to keep buying and see what happens.
Posted on 4/28/21 at 9:27 am to STLhog
quote:
ROKU getting crushed again.
its green
Posted on 4/28/21 at 9:45 am to cgrand
Farting along.
PINS... I guess just keep buying.
PINS... I guess just keep buying.
Posted on 4/28/21 at 9:51 am to STLhog
That was so disappointing. Made me concerned for the Ford ER today. I can't have that one drop too.
Posted on 4/28/21 at 10:06 am to STLhog
quote:
PINS... I guess just keep buying.
New PT's are all over the place as you would expect, but none say sell. Growth may slow, but it still has terrific growth potential.
quote:
Deutsche Bank Adjusts Pinterest's Price Target to $102 From $100, Maintains Buy Rating
Piper Sandler Adjusts Pinterest's Price Target to $76 From $85, Maintains Neutral Rating
JPMorgan Adjusts Pinterest's Price Target to $95 From $102, Maintains Overweight Rating
Rosenblatt Adjusts Pinterest's Price Target to $70 From $90, Maintains Neutral Rating
KeyBanc Adjusts Pinterest's Price Target to $89 From $92, Maintains Overweight Rating
Morgan Stanley Cuts Price Target on Pinterest to $83 From $89, Maintains Overweight Rating
Wedbush Adjusts Pinterest's Price Target to $91 From $100, Citing 'Slower User Growth;' Outperform Rating Kept
This post was edited on 4/28/21 at 10:07 am
Posted on 4/28/21 at 10:26 am to TheChosenOne
Should I drop 10k on Pinterest if it gets down to 65 a share?
Posted on 4/28/21 at 10:27 am to STLhog
quote:
ROKU getting crushed again.
Crushed?
Posted on 4/28/21 at 11:04 am to CP3LSU25
Just unloaded my Apple puts, who’s riding up to $158/share tomorrow?
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