-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：我們將目標股價從19美元上調至28美元，基於13.4倍的2027年每股收益預期，該估值低於同業及歷史水平，以反映人工智慧競爭格局的不確定性。鑑於該公司公佈了優於預期的第一季業績以及強勁的第二季業績指引，我們將2026年每股收益預期從1.75美元上調至1.87美元，並將2027年每股收益預期從1.90美元上調至2.09美元。我們認為，國際市場獲利能力的提升將是近期主要的成長動力（第一季度，世界其他地區和歐洲的收入分別成長了59%和27%），同時，該公司在人工智慧領域的投資也為廣告商帶來了更顯著的成效。 PINS的推薦引擎模型在第一季將搜尋配對率提升了180個基點，而Performance+廣告系列目前佔漏斗底部收入的30%，採用該模型的用戶支出成長速度是未採用用戶的兩倍。已完成的對tvScientific的收購也為快速成長的連網電視市場注入了新的成長機會。我們認為，PINS目前約10%的本益比低估了這些成長舉措以及為投資者帶來的更積極的現金回報。
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