周二(6月3日)盘中,社交媒体平台Pinterest(PINS)股价大涨5.03%,主要受益于华尔街知名投行摩根大通上调了对该公司的投资评级。
摩根大通分析师将Pinterest的评级从"中性"上调至"增持",同时将目标价从35美元上调至40美元。分析师表示,Pinterest的用户增长和广告技术正在改善,这两个因素都有助于推动公司收入增长。他们指出,Pinterest正在利用其全漏斗广告策略和自动化/人工智能能力(包括Performance+工具),从年收入在10亿至300亿美元之间的广告主那里获取更大份额的广告支出。
值得注意的是,分析师特别强调了Pinterest月活跃用户(MAU)基础的增长,其中85%的用户直接通过移动应用访问平台。这一数据是上调评级的关键原因之一,因为Pinterest约90%的收入来自其应用程序,"这降低了PINS对谷歌及整体搜索中断的敞口"。此外,一些较大的广告主已经将其广告预算的5%至10%用于Pinterest平台,显示出广告主对该平台的信心正在增强。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.