UBS Maintains Bullish View on Pinterest, Inc. (NYSE:PINS) Amid International Ad Expansion

Coatue Management holds $60.20 million worth of shares in Pinterest, Inc. (NYSE:PINS), representing 0.17% of its total 13F portfolio, helping the stock secure a place on our list of billionaire Philippe Laffont’s 10 stock picks with huge upside potential.

On October 9, 2025, UBS reiterated its “Buy” rating on Pinterest, Inc. (NYSE:PINS) with a $51 price target.

The bullish stance comes as Pinterest, Inc. (NYSE:PINS) remains focused on expanding its international monetization efforts and enhancing advertising capabilities through technology integration. The investment firm highlighted the 6% increase in click-through rates for shopping ads, which is a result of its recent initiatives, including the rollout of Performance+ creative tools and the introduction of Direct Links and Mobile Deep Links that improved ad performance.

UBS also highlighted Pinterest, Inc. (NYSE:PINS)’s enhanced operational efficiency and stronger advertiser engagement, driven by the platform’s AI-driven content personalization and Conversions API (CAPI). Looking ahead, the company appears well-positioned to sustain margin expansion and broaden its global revenue base, with shopping ad revenue in international markets expanding three times faster than regional totals and expanded reseller presence across eight new markets.

With its visual discovery and search platform, Pinterest, Inc. (NYSE:PINS) enables users globally to explore, save, and shop creative ideas across lifestyle, home, fashion, and food categories. It is included in Philippe Laffont’s stock portfolio.

While we acknowledge the potential of PINS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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