Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Pinterest's third quarter financial results for 2025 demonstrate a complex blend of strong strategic execution, growth in user engagement, and encouraging revenue increases, alongside some challenges in monetization and cost management.</li><li>On the positive side, Pinterest reported a significant 17% year-over-year increase in revenue, reaching $1.049 billion.</li><li>The growth is attributed to its strategic focus on transforming Pinterest into an AI-powered visual-first shopping assistant, effectively integrating advanced AI features to boost user engagement and product discovery.</li></ul>

Pinterest's third quarter financial results for 2025 demonstrate a complex blend of strong strategic execution, growth in user engagement, and encouraging revenue increases, alongside some challenges in monetization and cost management.On the positive side, Pinterest reported a significant 17% year-over-year increase in revenue, reaching $1.049 billion.The growth is attributed to its strategic focus on transforming Pinterest into an AI-powered visual-first shopping assistant, effectively integrating advanced AI features to boost user engagement and product discovery.

Pinterest Breaks Into Billion-Dollar Verticals — But How Much Growth Can Financial Services and Travel Really Unlock?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)
<ul>
<li>PINS is undervalued and transforming under new management for growth in the global advertising market.</li>
<li>AI integration is enhancing the platform's visual catalog and user relevance for advertisers.</li>
<li>Management is focusing on advertiser tools and financial discipline to improve return on ad spend (ROAS).</li>
</ul>
This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)

PINS is undervalued and transforming under new management for growth in the global advertising market.
AI integration is enhancing the platform's visual catalog and user relevance for advertisers.
Management is focusing on advertiser tools and financial discipline to improve return on ad spend (ROAS).

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Pinterest Inc (PINS) - Monday, Jun 9, 2025

<ul><li>Pinterest's recent financial performance reveals a dynamic blend of advancements and challenges as it progresses in leveraging technology, particularly artificial intelligence (AI), to drive user growth and advertiser engagement.</li><li>The company's second quarter of 2025 highlights a notable increase in monthly active users (MAUs) and revenue, showcasing its strategic focus on transforming its platform and refining user experience.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Pinterest's recent financial performance reveals a dynamic blend of advancements and challenges as it progresses in leveraging technology, particularly artificial intelligence (AI), to drive user growth and advertiser engagement.The company's second quarter of 2025 highlights a notable increase in monthly active users (MAUs) and revenue, showcasing its strategic focus on transforming its platform and refining user experience.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Pinterest: Ad Tech Stack Improvements & Geographic Diversification Signifying Robust Long-Term Monetization Potential!

<ul><li>Pinterest, once seen as an also-ran in the social media race, is quietly engineering one of the most data-driven comebacks in the digital advertising world.</li><li>With its Q1 2025 results showing a 16% year-over-year revenue increase to $855 million and monthly active users (MAUs) hitting a record 570 million (+10% YoY), Pinterest is demonstrating clear traction.</li><li>The platform’s focused evolution—from a passive pinboard to an AI-powered visual discovery engine with deep commerce integrations—is attracting attention across investor circles.</li></ul>

Pinterest, once seen as an also-ran in the social media race, is quietly engineering one of the most data-driven comebacks in the digital advertising world.With its Q1 2025 results showing a 16% year-over-year revenue increase to $855 million and monthly active users (MAUs) hitting a record 570 million (+10% YoY), Pinterest is demonstrating clear traction.The platform’s focused evolution—from a passive pinboard to an AI-powered visual discovery engine with deep commerce integrations—is attracting attention across investor circles.

Pinterest's Hidden Comeback: Why This Social Stock May Still Surprise Wall Street

<ul><li>Pinterest has reported its first-quarter 2025 financial results, showcasing both strengths and challenges within its business.</li><li>The company recorded a 10% year-over-year increase in monthly active users (MAUs), reaching a record total of 570 million.</li><li>This growth was consistent across all geographic regions, indicating a strong user base expansion globally.</li></ul>

Pinterest has reported its first-quarter 2025 financial results, showcasing both strengths and challenges within its business.The company recorded a 10% year-over-year increase in monthly active users (MAUs), reaching a record total of 570 million.This growth was consistent across all geographic regions, indicating a strong user base expansion globally.

Pinterest: AI Integration, Shopping Destination Enhancement & Other Drivers Powering Our Optimism!

United States

Pinterest, Inc. operates and maintains social networking site. The Company provides online venue for personal photos, ideas, oddities, decorations, places to visit, recipes, and other items. Pinterest serves customers worldwide.

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Pinterest (PINS US)

Pinterest Breaks Into Billion-Dollar Verticals — But How Much Growth Can Financial Services and Travel Really Unlock?

Pinterest's third quarter financial results for 2025 demonstrate a complex blend of strong strategic execution, growth in user engagement, and...

Baptista Research

Pinterest Inc (PINS) - Monday, Jun 9, 2025

PINS, a social media platform, is undervalued and transforming under new management, leveraging AI and improved advertiser tools for potential...

Value Investors Club (VIC)

Pinterest: Ad Tech Stack Improvements & Geographic Diversification Signifying Robust Long-Term Monetization Potential!

Pinterest's recent financial performance reveals a dynamic blend of advancements and challenges as it progresses in leveraging technology,...

Baptista Research

Pinterest: AI Integration, Shopping Destination Enhancement & Other Drivers Powering Our Optimism!

Pinterest has reported its first-quarter 2025 financial results, showcasing both strengths and challenges within its business. The company...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Pinterest Breaks Into Billion-Dollar Verticals — But How Much Growth Can Financial Services and Travel Really Unlock?

Pinterest's third quarter financial results for 2025 demonstrate a complex blend of strong strategic execution, growth in user engagement, and...

Baptista Research

Pinterest Inc (PINS) - Monday, Jun 9, 2025

PINS, a social media platform, is undervalued and transforming under new management, leveraging AI and improved advertiser tools for potential...

Value Investors Club (VIC)

Pinterest: Ad Tech Stack Improvements & Geographic Diversification Signifying Robust Long-Term Monetization Potential!

Pinterest's recent financial performance reveals a dynamic blend of advancements and challenges as it progresses in leveraging technology,...

Baptista Research

Pinterest's Hidden Comeback: Why This Social Stock May Still Surprise Wall Street

Pinterest, once seen as an also-ran in the social media race, is quietly engineering one of the most data-driven comebacks in the digital...

Baptista Research

Pinterest: AI Integration, Shopping Destination Enhancement & Other Drivers Powering Our Optimism!

Pinterest has reported its first-quarter 2025 financial results, showcasing both strengths and challenges within its business. The company...

Baptista Research