SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

PINS

状态日期：2026-05-27

积极观察
中高低正常
概览观点时间线信号证据AI行业

Serenity观点

看多

推文立场

价格动量

总览股票跟踪推文AI关注我

中性

60D / 252D

信号分数

19

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

15.8%

改善

概览

核心结论

作者立场：看多；价格动量：中性。最新证据：I’m a buyer here. But a confused one. 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 3 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看多

价格动量

中性

首次提出

2026-01-01 03:30

来源

llm

更新时间

2026-03-27 08:07

作者立场：看多；价格动量：中性。最新证据：I’m a buyer here. But a confused one.

当前观点证据

2026-03-27 08:07看多

I’m a buyer here. But a confused one.

Serenity 变化

时间线

首次提出2026-01-01 03:30中性
原推

I love it when people share their high conviction. $PINS is interesting... Definitely a good candidate, down -28% last 6 months.

  1. 2026-03-27 08:07看多观点变化

    I’m a buyer here. But a confused one.

  2. 2026-03-10 01:22中性风险更新

    $PINS / $META bear case indicators of advertisers pulling spend due to timelines.

  3. 2026-03-10 01:13中性事实更新

    Companies like $PINS likely do not benefit from increased engagement from War

  4. 2026-02-27 22:40中性逻辑更新

    The 'AI is Disrupting Software but Not Really' Bucket... $PINS ($17.5, -34% YTD): 8/10

  5. 2026-02-13 08:36中性事实更新

    $PINS down to 19.1% $ASTS down 15.21% $RDW down to 13.1%

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 3

复核时间：2026-06-26

证据

证据摘要

最新期 2025营收 4BBeta 0.92披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

4B

营收同比

15.8%

毛利率

80.1%

2022

营收 3BYoY 8.7%经营 -3.6%净利 -3.4%

2023

营收 3BYoY 9.0%经营 -4.1%净利 -1.2%

2024

营收 4BYoY 19.3%经营 4.9%净利 51.1%

2025

营收 4BYoY 15.8%经营 7.6%净利 9.9%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-20 09:03globenewswire.com
PINTEREST, INC. INVESTORS WITH LOSSES HAVE UNTIL MAY 29, 2026 TO JOIN SECURITIES CLASS ACTION – Bernstein Liebhard LLP Announces Deadline
2026-05-20 09:00prnewswire.com
PINS Investor Alert: Pinterest Securities Fraud Lawsuit - Investors With Losses May Seek to Lead the Class Action After Allegedly Misleading Institutional Shareholders: Levi & Korsinsky
2026-05-19 22:40newsfilecorp.com

近期披露

披露信息

最新披露为 2026-05-26 的 8-K；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

2026-05-268-K
pins-20260521.htm
2026-05-0410-Q
pins-20260331.htm
2026-05-048-K
pins-20260430.htm

近期推文

作者立场

立场

看多

价格动量

中性

2026-03-27 08:07看多

I’m a buyer here. But a confused one.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

0.92

敏感度

成长敏感

情绪风险

低

估值风险

正常

背景

行业与主题

communication-services-internet-content-information

ai-infrastructuresoftware-internet

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: bullish
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to PINS, not only Internet Content & Information

背景

行业背景

communication-services-internet-content-information

提及 52新闻 41股票 10
股票池

PINS

积极观察中高低正常

状态日期：2026-05-27

复核时间：2026-06-26

作者立场

看多

llm

价格动量

中性

60D / 252D

信号分数

19

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

3

8-K

收入同比

15.8%

改善

Beta

0.92

成长敏感

llm · 2026-03-27 08:07

Serenity 时间线

首次提出2026-01-01 03:30中性
原推

I love it when people share their high conviction. $PINS is interesting... Definitely a good candidate, down -28% last 6 months.

  1. 2026-03-27 08:07看多观点变化

    I’m a buyer here. But a confused one.

  2. 2026-03-10 01:22中性风险更新

    $PINS / $META bear case indicators of advertisers pulling spend due to timelines.

  3. 2026-03-10 01:13中性事实更新

    Companies like $PINS likely do not benefit from increased engagement from War

  4. 2026-02-27 22:40中性逻辑更新

    The 'AI is Disrupting Software but Not Really' Bucket... $PINS ($17.5, -34% YTD): 8/10

  5. 2026-02-13 08:36中性事实更新

    $PINS down to 19.1% $ASTS down 15.21% $RDW down to 13.1%

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

4B

营收同比

15.8%

毛利率

80.1%

营收趋势

营收趋势线
5B2B0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: bullish
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to PINS, not only Internet Content & Information

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

communication-services-internet-content-information

提及 52新闻 41股票 10
PINTEREST DEADLINE: ROSEN, A TOP-RANKED LAW FIRM, Encourages Pinterest, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PINS
2021 营收: 3B2022 营收: 3B2023 营收: 3B2024 营收: 4B2025 营收: 4B2021 趋势线: 3B2022 趋势线: 3B2023 趋势线: 3B2024 趋势线: 4B2025 趋势线: 4B20212022202320242025

利润趋势

净利润毛利营业利润
4B2B-617M2021 净利润: 316M2022 净利润: -96M2023 净利润: -36M2024 净利润: 2B2025 净利润: 417M2021 毛利: 2B2022 毛利: 2B2023 毛利: 2B2024 毛利: 3B2025 毛利: 3B2021 营业利润: 326M2022 营业利润: -102M2023 营业利润: -126M2024 营业利润: 180M2025 营业利润: 320M20212022202320242025

利润率趋势

毛利率营业利润率净利率
91.9%38.0%-15.9%2021 毛利率: 79.5%2022 毛利率: 75.8%2023 毛利率: 77.5%2024 毛利率: 79.4%2025 毛利率: 80.1%2021 营业利润率: 12.7%2022 营业利润率: -3.6%2023 营业利润率: -4.1%2024 营业利润率: 4.9%2025 营业利润率: 7.6%2021 净利率: 12.3%2022 净利率: -3.4%2023 净利率: -1.2%2024 净利率: 51.1%2025 净利率: 9.9%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
20213B-79.5%12.7%12.3%
20223B8.7%75.8%-3.6%-3.4%
20233B9.0%77.5%-4.1%-1.2%
20244B19.3%79.4%4.9%51.1%
20254B15.8%80.1%7.6%9.9%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 低 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻，压力 低。

重点消息

2026-05-20 09:03globenewswire.com
PINTEREST, INC. INVESTORS WITH LOSSES HAVE UNTIL MAY 29, 2026 TO JOIN SECURITIES CLASS ACTION – Bernstein Liebhard LLP Announces Deadline
2026-05-20 09:00prnewswire.com
PINS Investor Alert: Pinterest Securities Fraud Lawsuit - Investors With Losses May Seek to Lead the Class Action After Allegedly Misleading Institutional Shareholders: Levi & Korsinsky
2026-05-19 22:40newsfilecorp.com
PINTEREST DEADLINE: ROSEN, A TOP-RANKED LAW FIRM, Encourages Pinterest, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PINS
2026-05-19 18:56newsfilecorp.com
PINS SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Reminds Pinterest (PINS) Investors of Securities Class Action Deadline on May 29, 2026
2026-05-19 15:58globenewswire.com
Pomerantz Law Firm Announces the Filing of a Class Action Against Pinterest, Inc.and Certain Officers – PINS
2026-05-19 14:46247wallst.com
Pinterest Is Down 6% Today. Here's Why It's Trailing Other Social Media Stocks Like Meta Platforms and Snap
2026-05-19 12:00globenewswire.com
Bronstein, Gewirtz & Grossman LLC Urges Pinterest, Inc. Investors to Act: Class Action Filed Alleging Investor Harm
2026-05-19 09:00prnewswire.com
PINS UPCOMING DEADLINE : The Gross Law Firm Alerts Pinterest, Inc. Stockholders of Securities Class Action - Contact the Firm
2026-05-19 09:00globenewswire.com
Portnoy Law Firm Announces Class Action on Behalf of Pinterest, Inc. Investors
2026-05-18 18:51newsfilecorp.com
PINS INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Reminds Pinterest (PINS) Investors of Securities Class Action Deadline on May 29, 2026

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-26 的 8-K；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x1, 8-K x8。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

近期披露

2026-05-268-K
pins-20260521.htm
2026-05-0410-Q
pins-20260331.htm
2026-05-048-K
pins-20260430.htm
2026-03-058-K
d107385d8k.htm
2026-03-038-K
d22903d8k.htm
2026-02-188-K
pins-20260217.htm
2026-02-1210-K
pins-20251231.htm
2026-02-128-K
pins-20260212.htm
2026-02-098-K
pins-20260209.htm
2026-01-278-K
pins-20260122.htm

beta / 动量 / 主题

大盘敏感度

Beta

0.92

状态

成长敏感

立场

看多

动量

中性

积极观察 · 正常

板块定位

行业

communication-services-internet-content-information

ai-infrastructuresoftware-internet