Morgan Stanley is getting more bullish on Pinterest . The firm upgraded the social media stock to overweight from equal weight in a Sunday note, and raised its price target to $45 per share from $37. Morgan Stanley’s forecast calls for about 21% upside from Friday’s close. Analyst Brian Nowak highlighted three reasons for investors to buy Pinterest: GPU-powered “innovation” is beginning to yield results Attractive valuation Investors underappreciating a reacceleration in top-line growth “We have been monitoring PINS’s GPU [graphic processing unit] enabled investments and budding engagement and monetization improvements for multiple quarters,” Nowak said. “Heading into 2H, we are turning positive as we think the benefits of these investments are set to drive under-appreciated acceleration and earnings power.” PINS YTD mountain Pinterest stock in 2025. The analyst sees revenue growing 17% to 18% in the second half of 2025, more than the consensus. “Historically we have seen tech names with accelerating growth and expanding margins outperform and we think PINS is set up to follow this dynamic … in particular if they are deemed to be a GPU/GenAI beneficiary.” Investors will get a glimpse into the state of Pinterest’s financial health on Aug. 7, when the company releases its second-quarter results. Shares popped more than 4% after the upgrade and are up 28% in 2025. Most analysts are bullish on Pinterest. LSEG data shows that 32 of 41 analysts covering the stock rate it a buy or strong buy.
