-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：我们将目标股价从19美元上调至28美元，基于13.4倍的2027年每股收益预期，该估值低于同行及历史水平，以反映人工智能竞争格局的不确定性。鉴于该公司公布了优于预期的第一季度业绩以及强劲的第二季度业绩指引，我们将2026年每股收益预期从1.75美元上调至1.87美元，并将2027年每股收益预期从1.90美元上调至2.09美元。我们认为，国际市场盈利能力的提升将是近期主要的增长动力（第一季度，世界其他地区和欧洲的收入分别增长了59%和27%），同时，该公司在人工智能领域的投资也为广告商带来了更显著的成效。 PINS的推荐引擎模型在第一季度将搜索匹配率提升了180个基点，而Performance+广告系列目前占漏斗底部收入的30%，采用该模型的用户支出增长速度是未采用用户的两倍。已完成的对tvScientific的收购也为快速增长的联网电视市场注入了新的增长机遇。我们认为，PINS目前10%左右的市盈率低估了这些增长举措以及其为投资者带来的更积极的现金回报。
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