Pinterest Pins Premarket Pop
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 5 May 2026
⏱️ 5 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
Show links:
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.6 | It is so nice to be with you on this Tuesday, May 5th. I'm Julie Morgan. |
| 0:14.0 | Shares of Pinterest are up over 16% pre-market after the company posted first quarter results above Wall Street estimates, coupled with an above-expectation sales forecast. |
| 0:25.4 | The company posted revenue of $1 billion, a growth of 17% year-over-year, compared to consensus of $968 million. |
| 0:35.5 | It earned an adjusted profit of 27 cents per share, beating consensus by |
| 0:40.6 | five cents. Global monthly active users increased 11% year-over year-over year to $631 million, |
| 0:48.1 | representing its 10th consecutive quarter of double-digit user growth. For Q226, the company expects revenue to be in the range |
| 0:56.2 | of 1.13 to 1.15 billion, which is above consensus of 1.12 billion. This represents 14 to 16% growth |
| 1:06.5 | year over year. Palantir is down 3% pre-market after rising more than 1% in extended trading |
| 1:14.8 | on Monday. The technology company reported first quarter results that topped Wall Street estimates. |
| 1:21.2 | For the period ending March 31st, Palantir said it earned and adjusted 33 cents per share, |
| 1:27.3 | as revenue surged 85% year- year to come in at 1.63 billion. |
| 1:33.5 | The company closed 206 deals worth at least $1 million during the period, including 72 worth at least $5 million and $47 worth at least $10 million. |
| 1:45.2 | Analysts had expected the company to earn an adjusted $0.08 per share on $1.54 billion in revenue. |
| 1:52.8 | Looking ahead to the second quarter of fiscal 26, Palantir said it expects revenue to be between $1.797 and $.801 billion, above the $1.68 billion estimate. |
| 2:06.7 | Julian Lynn is the investing group leader for Best of Breed Growth Stocks. |
| 2:11.4 | He said that Palantir's results, especially its revenue growth, continue to defy gravity. |
| 2:16.5 | He goes on to say that the recent volatility |
| 2:19.4 | has allowed the stock time to grow more into its valuation. He says it is worth another look. |
| 2:26.8 | The Department of Justice is investigating possible antitrust violations in the meatpacking |
| 2:32.1 | industry as beef prices rise. Bloomberg first reported late |
| 2:36.8 | last month that the DOJ had opened a criminal investigation into how meatpackers purchased cattle |
... |
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