The video presents a fundamental analysis of Pinterest (PINS) stock. The company ended the quarter with 578 million global monthly active users, an 11% increase year-over-year. Pinterest added roughly 50 million monthly active users in the previous 12 months. User growth in the US and Canada is particularly valuable due to higher marketer spending. According to the analysis, the fair value of PINS is estimated at $87.06 per share, while the current market price is around $36.16. The target is calculated and adjusted after adjusting the beta from 0.78, the failure bound is set to $30 as a bullish prediction which if reached would invalidate the fundamental analysis.