CNBC Television
Cramer's Mad Dash: Pinterest
11/5/2025, 2:51:09 PM
Economic Summary
- The market appears to have overreacted to Pinterest's conference call headlines; management's commentary on the holiday season was muted rather than deeply negative, implying a potential buying opportunity for PINS if investors reassess.
- Pinterest (PINS) has under-monetized international users and could unlock revenue by hiring more ad sales staff and better leveraging its user data, which would improve monetization over time.
- Broader investor distraction: strong conference calls (e.g., AMD under Lisa Su) are being under-followed, suggesting some companies may be temporarily mispriced as market attention is fragmented.
Bullish
- Strong user base and proprietary data suggest revenue leverage if monetization improves.
- Under-monetized international opportunity and potential ad-sales hiring could drive growth.
- Platform is ad-friendly (gentle content), making it attractive to advertisers versus competitors.
Bearish
- Headlines framed the conference call as negative, prompting a sell-off and press-driven downside.
- Three-month performance is weak and the stock is expected to open materially lower.
Bullish tickers
PINSAMD
Bearish tickers
PINS
PINS
2 price targets
26.3632.91
Bullish
Large, engaged user base with valuable data, under-monetized international opportunity, and advertiser-friendly product could fuel upside once monetization improves.
Bearish
Conference-call headlines drove selling; near-term guidance/performance perceived as weak and stock likely to gap down.
AMD
Bullish
Lisa Su delivered a strong conference call that many investors overlooked, implying potential upside if attention returns.
People mentioned
JimDavidBill ReadyLisa Su