Stability in Q4 Generates Positive Views on Pinterest (PINS)

Pinterest Inc (NYSE:PINS) is one of the best large cap stocks under $100 with huge upside potential.

On January 13, Eric Sheridan from Goldman Sachs maintained his Buy rating for Pinterest Inc (NYSE:PINS). Although he revised his price target from $36 to $32, it still leads to an upside of almost 24%.

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Sheridan highlighted stability during the fourth quarter based on industry work and channel checks. This was supported by encouraging figures for pricing per ad impression and strong seasonal budget allocations towards ads. These factors were further backed by favorable auction dynamics and led the analyst to remain bullish on the company.

On January 13, Morgan Stanley analyst Brian Nowak also maintained his optimism around Pinterest Inc (NYSE:PINS). He assigned an Overweight rating to the stock and revised his price target from $32 to $35. His estimates now result in an upside of over 35% from the current level.

Nowak’s rating and upward revision in price target are part of Morgan Stanley’s 2026 outlook for internet stocks. The firm believes that the coming year will be “thematically similar” to 2025, with companies exhibiting positive ROIC, led by GenAI or GPU-enabled technologies, likely to be favored by the market.

Pinterest Inc. (NYSE:PINS) is an online visual search and discovery platform that operates globally. It enables creativity by allowing users to share and search for a wide range of ideas covering different topics. This could include fitness, style, recipes, art, and more. It also allows users to engage with advertisers, which is a key revenue source for the business.

While we acknowledge the risk and potential of PINS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PINS and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.