Seeking AlphaCodex · 实盘不做把握 6/10
北京时间·🕒 发布 08-03 23:58:52时区推断·⟳ 抓取 08-03 23:59:01·⚡ 决策 08-04 00:03:38 +4m37s·84.7 天前
Pinterest将于8月4日盘后公布二季度业绩,市场预期收入11.5亿美元
正文只是财报前瞻,市场预期二季度EPS为0.36美元、收入11.5亿美元,并非公司已经披露的超预期业绩。
📄 原文Seeking Alpha↗ 原文
Pinterest Q2 2026 earnings preview: Analyst sentiment optimistic
Pinterest (PINS) is scheduled to announce Q2 earnings results on Tuesday, August 4th, after market close. Wall Street,…
不做 Pinterest(PINS.US)
仅为财报前瞻和一致预期汇总,未出现实际业绩或指引 surprise,等财报后新信号再判。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 high ↗
关键理由
- 正文只是财报前瞻,市场预期二季度EPS为0.36美元、收入11.5亿美元,并非公司已经披露的超预期业绩。
- 财报预览和分析师修正属于可预期日历事件,方向取决于8月4日盘后真实财报与指引,当前没有同向交易信号。
主要风险
- 提前交易财报预期需要承担双向跳空风险,且当前信息没有新增 surprise。
原文全文
展开原文 · 1,383 字
Pinterest (PINS) is scheduled to announce Q2 earnings results on Tuesday, August 4th, after market close.
Wall Street, on average, expects the visual search and discovery platform to post a quarterly EPS of $0.36 (+9.1% Y/Y) on revenue of $1.15B (+15.2% Y/Y).
In the first quarter, Pinterest delivered a results beat and issued a stronger-than-expected revenue outlook.
For Q2, PINS expects revenue to be in the range of $1.13B to $1.15B, representing 14% - 16% growth year over year.
“As Pinterest increasingly integrates AI into its systems, its financial position is becoming less dependent on the global economic situation. One of the investment theses I chose Pinterest over Snap (SNAP) or Meta Platforms (META) is that over 50% of its users are Gen Z, that is, those born between 1996 and 2010. And that's quite important right now,” pointed out a recent Seeking Alpha analysis.
Over the last 2 years, PINS has beaten EPS estimates 50% of the time and has beaten revenue estimates 88% of the time.
Over the last 3 months, EPS estimates have seen 12 upward revisions and 6 downward. Revenue estimates have seen 29 upward revisions and 0 downward.
Since the start of the year, PINS shares have fallen 5.6%, compared to the 9% rise in the broader S&P 500 index (SP500).
Seeking Alpha's Quant recommended the stock as a Hold while the Wall Street analysts see the company as a Buy.
Wall Street, on average, expects the visual search and discovery platform to post a quarterly EPS of $0.36 (+9.1% Y/Y) on revenue of $1.15B (+15.2% Y/Y).
In the first quarter, Pinterest delivered a results beat and issued a stronger-than-expected revenue outlook.
For Q2, PINS expects revenue to be in the range of $1.13B to $1.15B, representing 14% - 16% growth year over year.
“As Pinterest increasingly integrates AI into its systems, its financial position is becoming less dependent on the global economic situation. One of the investment theses I chose Pinterest over Snap (SNAP) or Meta Platforms (META) is that over 50% of its users are Gen Z, that is, those born between 1996 and 2010. And that's quite important right now,” pointed out a recent Seeking Alpha analysis.
Over the last 2 years, PINS has beaten EPS estimates 50% of the time and has beaten revenue estimates 88% of the time.
Over the last 3 months, EPS estimates have seen 12 upward revisions and 6 downward. Revenue estimates have seen 29 upward revisions and 0 downward.
Since the start of the year, PINS shares have fallen 5.6%, compared to the 9% rise in the broader S&P 500 index (SP500).
Seeking Alpha's Quant recommended the stock as a Hold while the Wall Street analysts see the company as a Buy.
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