Goldman Sachs analyst shares key takeaways from 2025 Shoptalk Conference, highlighting conversational and personalized eCommerce, critical video content, and the role of AI in improving brand experience.
What has Wall Street been buzzing about this week? Here is a short look at the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the trading week of March 24-28, 2025.
Shares of social commerce platform Pinterest (NYSE: PINS)
fell 5.4% in the afternoon session after stocks pulled back (Nasdaq -2.0%, S&P 500 -1.5%) amid fresh concerns about trade tariffs. The pullback followed comments from President Trump clarifying the scope of his administration's 25% tariffs on Venezuela. He noted that it would apply to any country that does business with Venezuela. For example, 25% is on top of the already-in-place 20% tariff on China because China imports oil from Venezuela, which could translate to a 45% tariff on some Chinese goods. This announcement could significantly raise the operating costs for affected companies and institutions.
Shares of social commerce platform Pinterest (NYSE: PINS)
jumped 5.3% in the morning session after stocks rebounded (Nasdaq +2.0%, S&P 500 +1.5%) following a report from The Wall Street Journal stating that the Trump administration's reciprocal tariffs, to be announced on April 2, 2025, would be more narrowly targeted. The market reaction indicated that investors took that as a sign the economic impact of the tariffs, particularly on inflation and growth, might not be as bad as they initially feared.
Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. These themes have enabled rapid growth for the industry,
which has posted a 19.2% gain over the past six months.
This was a good place to be as the S&P 500 was stuck in neutral.
Redburn Atlantic said Reddit’s significant premium versus that of social e-commerce company Pinterest would be viewed as “far too lofty,” especially as Reddit’s growth rates start to stabilize.
Shares of social commerce platform Pinterest (NYSE: PINS)
jumped 7.2% in the afternoon session after markets experienced a boost after data from the Bureau of Labor Statistics revealed that inflation for the month of February 2025 came in better than expected. The CPI rose 0.2% from the previous month (vs estimates for a 0.3% increase), while headline inflation rose 2.8% year on year (vs estimates for a 2.9% y/y increase). The data revealed inflation continued to edge closer to the Fed's 2% target, but not quite there yet. The reaction wasn't anything wild, but the sentiment leaned positive. The Nasdaq led the way, climbing 1.4%, boosting some tech stocks.
Growth is oxygen.
But when it evaporates, the consequences can be extreme - ask anyone who bought Cisco in the Dot-Com Bubble (Nvidia?) or newer investors who lived through the 2020 to 2022 COVID cycle.
