Pinterest stock investors are concerned about its ability to retain budgets from advertisers who are facing headwinds.

AI-generated source summary

The video discusses Pinterest's stock performance, noting a 25% drop in the last month. The speaker mentions his disappointment, as he rated the stock as a good buy and personally invested around $33-$35 per share. Now it is trading at around $25. He says investors were disappointed by the latest quarterly results. He notes Pinterest has reached 600 million monthly active users in Q3, marking the ninth straight quarter of record-high users, particularly strong in Gen Z. The management highlighted that 103 million users are in the US and Canada, the highest level in four and a half years, noting they're 10-20x more lucrative than other users. It is mentioned that 100% of reported users are logged in, giving Pinterest first-party intent signals. The presenter calculates an intrinsic value per share around $71 based on future cash flows, and mentions that this considers an adjustment downwards of 15MM due to tariffs.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   22 Nov 2025, 19:45 UTC

   The analyst published the original source item.

2. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

3. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

4. Outcome tracking started

   02 Jul 2026, 02:13 UTC

   Tahlil Plus began monitoring the extracted predictions.

5. First prediction resolved

   02 Jul 2026, 02:13 UTC

   The first evaluable outcome in this case reached a terminal result.

6. Case evaluation completed

   02 Jul 2026, 02:13 UTC

   All evaluable predictions in this case reached terminal outcomes.