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Reddit's stock fell 29.8% following Q3 2026 earnings due to declining Google search referral traffic from AI Overviews, rising infrastructure costs, and weak web-user acquisition. However, strong advertising growth (54% YoY), expanding user base (12% DAU growth), and AI-powered tools like Reddit Max provide growth catalysts. The stock trades at a premium valuation with a Zacks Rank #3 (Hold) rating.
An analyst expresses declining confidence in Pinterest, citing increasing costs and a lack of innovation in recent years as key concerns for the company's future performance.
Citigroup has maintained a 'Neutral' rating on Pinterest and lowered its price target from $27 to $22.
The article compares Pinterest and The Trade Desk as investment options for 2027. Pinterest trades at a lower forward P/E of 8.3x versus The Trade Desk's 13.5x, with stronger user growth (661 million MAUs) and better financial margins. The Trade Desk faces headwinds including declining revenue growth, customer concentration risk (two clients account for >10% of billings), and a public dispute with Publicis Groupe. The author recommends Pinterest as the better buy despite near-term European headwinds, citing its robust user base and long-term growth potential.
KeyBanc has maintained its 'Overweight' rating on Pinterest while reducing its price target from $28 to $25.
Deutsche Bank has revised its price target for Pinterest, Inc. to $23 from $24 while maintaining a Hold rating on the stock.