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1 Ridiculously Cheap Stock Investors Can Buy Now in October (2026)

Parkev Tatevosian, CFA•Oct 3, 2026

Summary

Parkev analyzes the stark underperformance of Pinterest, noting that the stock has fallen over 62% in the last five years and 41% in the past twelve months. Parkev acknowledges the primary risk: Meta Platforms' massive AI investments are creating a widening competitive moat that Pinterest, due to its smaller scale, struggles to match. Parkev observes this disparity in metrics like revenue per employee, where Meta has reached record highs while Pinterest remains below its 2022 peak.

Despite these challenges, Parkev highlights that Pinterest's revenue growth remains impressive, increasing by 18.5% in 2024, which is more than double the industry average. Parkev provides a conservative growth forecast of 7-10% for 2027 and 2028, which is lower than Wall Street's consensus but still supports a much higher valuation than current levels. Parkev calculates a fair value of $35 per share, representing over 85% upside from the current market price of approximately $19.

**Pinterest (PINS):** Parkev states that the company is a compelling buy because it continues to gain market share among advertisers despite its competitive disadvantages against larger rivals. Parkev emphasizes that the forward P/E ratio of 7.8 is 'ridiculously cheap' for a company growing at double the industry rate. Parkev recently purchased shares at $34 and increased the position as the price fell, maintaining its status as a 'Top 10' stock recommendation.
**Meta Platforms (META):** Parkev argues that Meta is the primary beneficiary of the AI revolution in social media, leveraging its scale to drive record engagement and advertising efficiency. Parkev notes that Meta's revenue per employee has surged to over $2.6 million, demonstrating the clear financial benefits of its technological lead. Parkev remains highly optimistic about Meta's ability to maintain its dominance and integrate AI into its core business processes effectively.

Mentioned Stocks

META
Sentiment: BUY

Reasoning: Parkev is optimistic about Meta due to its massive investment in AI, which has widened its competitive gap over smaller rivals. Parkev notes record-high revenue per employee of over $2.6 million and increasing user engagement as evidence of Meta's strengthening business model. Parkev owns the stock and views it as a benchmark for successful AI integration.

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PINS
Sentiment: BUYAction: BOUGHT

Reasoning: Parkev states that Pinterest is trading at a 'ridiculously cheap' forward P/E of 7.8 despite growing its revenue at double the industry average. Parkev calculates a fair value of $35 per share, providing an 85% upside from the current $19 price. Parkev recently bought shares at $34 and added more on the way down, believing the market is overly pessimistic about its competitive risks relative to Meta.

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