Pinterest (PINS) shares rose 20% over the past month through Monday's close, outpacing the S&P 500's 0.6% gain and Snap's 13%. The stock fell in September after CEO Bill Ready warned about pressure in the international business, but it bottomed just above the roughly $18.17 average price of its buybacks and rallied in October. On Oct. 5, Pinterest named James Dibbo CFO, effective Oct. 26; he previously ran finance for Amazon Ads and Prime Video. At a forward P/E of 10.3x versus a five-year average of 24x, the author sees room for the multiple to rise if US and Canada growth stays near 18%, but warns that a miss on third-quarter revenue guidance of $1.19 billion to $1.21 billion could send the stock back toward the $18 buyback price.
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