Pinterest: Elliott Deal Declares A 'Value Play' [Seeking Alpha]
Pinterest, Inc. Class A (PINS)
Company Research
Source: Seeking Alpha
Elliott Management's $1 billion investment via convertible notes at a 30% premium signals strong conviction in PINS as a value play. PINS posted Q4 revenues of $1.3 billion (+14% Y/Y), a record 619 million MAUs, an all-time high ARPU, and a 30% free cash flow margin. At 11x P/E and sub-7x EV/EBITDA, PINS trades at a rare 0.5x PEG, presenting potential 2x upside; reiterated "Buy" rating. 5./15 WEST/iStock Unreleased via Getty Images Pinterest, Inc. ( PINS ) shares have fallen sharply in recent months, continuing a five-year fallout that has now led to a drawdown of over 75%. Despite record engagement and improving profitability, investors are not convinced Pinterest will stay relevant in the face This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I a
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PINS
News
- Elliott's US$1b Bet On Pinterest And The US$3.5b Buyback Question [Yahoo! Finance]Yahoo! Finance
- 3 Reasons to Buy Pinterest Stock Like There's No Tomorrow [Yahoo! Finance]Yahoo! Finance
- Pinterest, Inc. Investigated by the Portnoy Law FirmGlobeNewswire
- Pinterest, Inc. Investigated by the Portnoy Law FirmGlobeNewswire
- Is Pinterest a Buy After a Billionaire Activist Pours $1 Billion Into the Stock? [Yahoo! Finance]Yahoo! Finance
PINS
Earnings
- 2/12/26 - Beat
PINS
Sec Filings
- 3/9/26 - Form 4
- 3/9/26 - Form 144
- 3/5/26 - Form 4
- PINS's page on the SEC website