JP Morgan upgrades Pinterest on engagement gains, attractive valuation
Pinterest has a growing user base, improving ad revenue, and expanding profit margins. Despite a 10% year-to-date gain, PINS shares are still down 18% from February highs, presenting what JP Morgan sees as a favorable entry point.
JP Morgan noted that 85% of users access Pinterest via its mobile app, which also drives over 90% of the company's revenue, reducing exposure to broader search platform volatility. Analysts believe Pinterest's full-funnel ad platform and AI tools like Performance+ are helping capture a larger share of ad budgets, especially from mid-sized advertisers.
The firm expects 14% revenue growth in both Q2 and full-year 2025, and sees room for further upside. Pinterest is also nearing the low end of its targeted 30-34% adjusted EBITDA margin range, and JPMorgan believes faster top-line growth and cost control could drive multi-year margin expansion.
At 13x 2026 free cash flow and 12x 2026 adjusted EBITDA, the stock trades below historical averages, while stock-based compensation as a percentage of EBITDA is expected to decline. The new $40 price target reflects a 15.5x multiple on 2026 estimated EBITDA of $1.54 billion.
JP Morgan sees solid execution and underappreciated fundamentals as reasons for a more bullish stance, calling Pinterest's risk/reward 'favorable.'
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