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, Inc. reported a second quarter of 2026 that demonstrated ongoing progress in user growth, monetization, and AI integration, with both positive trends and areas requiring further execution.</li><li>User engagement remains a key highlight, with 640 million monthly active users globally, representing an 11% year-over-year increase.</li><li>The U.S. and Canada (UCAN) region had 106 million users, growing 4%.</li></ul>

Pinterest, Inc. reported a second quarter of 2026 that demonstrated ongoing progress in user growth, monetization, and AI integration, with both positive trends and areas requiring further execution.User engagement remains a key highlight, with 640 million monthly active users globally, representing an 11% year-over-year increase.The U.S. and Canada (UCAN) region had 106 million users, growing 4%.

Pinterest's 640 Million Users: Could Gen Z Be The Next Big Revenue Catalyst?

<ul><li>Pinterest, Inc. reported its first quarter 2026 results with revenue exceeding $1 billion for the third consecutive quarter, growing 18% year-over-year.</li><li>The company ended the quarter with 631 million monthly active users (MAUs), marking an 11% year-over-year increase, with growth observed across all geographic segments—4% in the U.S. and Canada, 7% in Europe, and 15% in Rest of World markets.</li><li>Revenue growth was driven primarily by retail verticals, with emerging categories such as financial services contributing to expansion.</li></ul>

Pinterest, Inc. reported its first quarter 2026 results with revenue exceeding $1 billion for the third consecutive quarter, growing 18% year-over-year.The company ended the quarter with 631 million monthly active users (MAUs), marking an 11% year-over-year increase, with growth observed across all geographic segments—4% in the U.S. and Canada, 7% in Europe, and 15% in Rest of World markets.Revenue growth was driven primarily by retail verticals, with emerging categories such as financial services contributing to expansion.

Pinterest: Performance+, Gen Z Engagement & Shopping Intent—A High-Impact Growth Playbook!

<ul><li>Pinterest has long been categorized as a social media platform built around inspiration boards, home décor ideas, recipes, and fashion discovery.</li><li>Yet beneath that seemingly simple interface, a much larger strategic transformation is underway.</li><li>The platform is increasingly positioning itself not merely as a social network, but as a visual search and shopping discovery engine designed to capture the earliest stages of consumer intent.</li></ul>

Pinterest has long been categorized as a social media platform built around inspiration boards, home décor ideas, recipes, and fashion discovery.Yet beneath that seemingly simple interface, a much larger strategic transformation is underway.The platform is increasingly positioning itself not merely as a social network, but as a visual search and shopping discovery engine designed to capture the earliest stages of consumer intent.

Pinterest’s $1 Billion Elliott Bet Signals A Bigger Commerce Opportunity!

<ul><li>Pinterest's fourth-quarter and full-year earnings call for 2025 detailed several key aspects of the company's performance alongside its strategic direction moving forward.</li><li>From a broad perspective, Pinterest has experienced notable user growth, reporting 619 million global monthly active users (MAUs) — a 12% increase year-over-year, marking the tenth consecutive quarter of record-high users.</li><li>This growth spans across geographical regions, with the U.S. and Canada, Europe, and Rest of World markets all showing increases, reflective of Pinterest's strong engagement trends.</li></ul>

Pinterest's fourth-quarter and full-year earnings call for 2025 detailed several key aspects of the company's performance alongside its strategic direction moving forward.From a broad perspective, Pinterest has experienced notable user growth, reporting 619 million global monthly active users (MAUs) — a 12% increase year-over-year, marking the tenth consecutive quarter of record-high users.This growth spans across geographical regions, with the U.S. and Canada, Europe, and Rest of World markets all showing increases, reflective of Pinterest's strong engagement trends.

Pinterest Revenue Rose 14% But Advertiser Pullback Creates Pressure

<ul><li>Pinterest is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by up to 15%—roughly 700 employees—in a sweeping restructuring.</li><li>The company says it’s repositioning for long-term growth by leaning heavily into artificial intelligence, betting that its AI-powered shopping and visual discovery tools can deliver better returns than its current ad-dependent business model.</li><li>This isn’t just a cost-cutting move; it’s a full-blown reorientation of resources toward product innovation and performance advertising.</li></ul>

Pinterest is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by up to 15%—roughly 700 employees—in a sweeping restructuring.The company says it’s repositioning for long-term growth by leaning heavily into artificial intelligence, betting that its AI-powered shopping and visual discovery tools can deliver better returns than its current ad-dependent business model.This isn’t just a cost-cutting move; it’s a full-blown reorientation of resources toward product innovation and performance advertising.

Is Pinterest Shrinking or Scaling? THIS AI SHIFT Tells the Story!

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's 640 Million Users: Could Gen Z Be The Next Big Revenue Catalyst?

Pinterest, Inc. reported a second quarter of 2026 that demonstrated ongoing progress in user growth, monetization, and AI integration, with both...

Baptista Research

Pinterest: Performance+, Gen Z Engagement & Shopping Intent—A High-Impact Growth Playbook!

Pinterest, Inc. reported its first quarter 2026 results with revenue exceeding $1 billion for the third consecutive quarter, growing 18%...

Baptista Research

Pinterest’s $1 Billion Elliott Bet Signals A Bigger Commerce Opportunity!

Pinterest has long been categorized as a social media platform built around inspiration boards, home décor ideas, recipes, and fashion...

Baptista Research

Pinterest Revenue Rose 14% But Advertiser Pullback Creates Pressure

Pinterest's fourth-quarter and full-year earnings call for 2025 detailed several key aspects of the company's performance alongside its strategic...

Baptista Research

Is Pinterest Shrinking or Scaling? THIS AI SHIFT Tells the Story!

Pinterest is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by up to 15%—roughly 700 employees—in a...

Baptista Research

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