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At the 2025 Shoptalk Conference, Goldman Sachs analyst Eric Sheridan highlighted key trends in eCommerce, emphasizing the evolution of search, the importance of video content, and the role of AI in enhancing brand experiences. He identified stable demand for digital transformation and noted retail media's growing significance. Sheridan's top stock picks include Amazon, Alphabet, and Gap, while he anticipates Shopify's growth in the B2B sector amid a favorable competitive landscape.
Major brands are cautiously returning to X, previously Twitter, driven by fear of public backlash and potential legal repercussions from Elon Musk. While ad spending is slowly recovering, it remains significantly lower than pre-2022 levels, with some companies like American Express cutting their budgets by 80%. The platform's advertising landscape is shifting, with smaller brands filling the void left by larger advertisers amid ongoing legal pressures and political influences.
Elon Musk's social media platform X has seen its valuation rebound to $44 billion, following a secondary deal that reflects a turnaround since his acquisition of Twitter in 2022. Despite a drop in revenues, the company reported $1.2 billion in adjusted EBITDA for 2024, and investor interest has surged, particularly after Musk's close ties with the Trump administration. X is also diversifying its revenue streams, planning to launch a digital wallet service and integrating AI technology from its startup xAI.
Ryan Cohen took over as CEO in September 2023, with significant shareholder support, but the marketplace closed to trading by early February 2024. Major indexes fell amid economic concerns, with the S&P 500 down 0.9% and only the energy sector gaining. Palantir's impressive earnings boosted its stock, while TSMC maintained a positive outlook despite earthquake-related losses. GameStop shares rose after Cohen's tweet with Michael Saylor, sparking speculation about potential investments in Bitcoin.
Elon Musk's X has expanded its lawsuit against several companies, including Lego and Shell, alleging they conspired to boycott the platform and violate antitrust laws. The complaint claims that members of the Global Alliance for Responsible Media collectively withheld advertising revenue and enforced brand safety standards that X has since met or exceeded. The lawsuit highlights the ongoing impact of this boycott on the platform's revenue and its contentious relationship with advertisers since Musk's acquisition.
US stocks opened mixed, with the Nasdaq gaining 0.42% driven by a 4.7% rise in Google after its new quantum computing chip announcement. The Dow fell 0.33%, while Oracle's shares dropped 8.4% due to disappointing quarterly profits. Alaska Air Group surged 14% on a positive earnings outlook, and Boeing rose 2.8% after resuming 737 MAX production.
UBS has lowered its price target for Pinterest (PINS) to $46 from $52 while maintaining a Buy rating. The adjustment reflects ongoing category headwinds into Q4, with 2025 and 2026 revenue estimates reduced by 2% and 2.2%, respectively. However, the firm anticipates a recovery in Pinterest's growth rates beginning in Q2 2025, likely improving by Q3 as the company overcomes these challenges.
Pinterest's fourth-quarter revenue forecast disappointed investors, leading to an 11% drop in shares after the company reported third-quarter revenue growth of 18% to $898.4 million. Despite a new $2 billion stock buyback program, competition from larger platforms like Meta remains a challenge, with the CFO noting softness in food and beverage advertising. Global monthly active users increased by 11% to 537 million, but rising operating expenses are a concern as the company invests in AI and product initiatives.
Pinterest Inc. experienced a decline in late trading after announcing a weak sales forecast for the holiday quarter, projecting revenues between $1.13 billion and $1.15 billion. This estimate falls short of Wall Street analysts' average expectations, highlighting the company's struggle to compete with larger rivals like Meta Platforms Inc. and Snap Inc.
Pinterest, Inc.
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goldman sachs analyst highlights trends in retail and e commerce at shoptalk 2025
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