pinterest

Earnings: Pinterest FY26 Q2

Pinterest Inc (NYSE:PINS) presented a mixed set of Q2 results, characterized by strong momentum in core regions driven by AI innovation, but tempered by European headwinds and softer forward guidance.…

axb August 4, 2026

Coverage Notes

Desk Notes: Pinterest Fumbling Its Data Moat

Pinterest’s trajectory tells a story that many investors may find puzzling. The platform has grown into one of the largest visual discovery engines in the world, with a deeply engaged…

axb February 14, 2026

Earnings Update

Earnings: Pinterest FY25 Q4

Pinterest (NASDAQ:PINS) delivered a mixed Q4 performance, reporting record user numbers but narrowly missing revenue expectations. Total revenue rose 14% year-over-year to $1.32 billion, which fell just short of the…

axb February 12, 2026

Market Commentary

The Week Ahead: Week of 1/19-1/23

Earnings remain in focus this week, with several Watchlist names set to report. Netflix (NASDAQ:NFLX) reports Tuesday after the close, and its results and commentary could influence sentiment across both…

axb January 19, 2026

Coverage Notes

Desk Notes: Watchlist Upgrades & Downgrades

The Watchlist is getting a refresh for the start of 2026. This update includes a series of upgrades and downgrades that reflect meaningful shifts in the underlying investment theses. The…

axb January 12, 2026

Market Commentary

The Week Ahead: Week of 1/12-1/16

The first earnings season of 2026 kicks off this week, with several major financial institutions leading the way. Keep an eye on JPMorgan (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C),…

axb January 11, 2026