Pinterest Inc (NYSE:PINS) heads into its second-quarter earnings report with a setup that looks a bit more favorable than it has in recent quarters, even as the fundamental debate about the stock remains unresolved, according to a new note from Jefferies.
The firm, which reiterated a Hold rating and $21 price target on Pinterest, modeled Q2 revenue in line with Street estimates of 15% year-over-year growth, though it sees room for upside toward the high end of the company's guidance range.
On an organic basis, Jefferies noted the Q2 revenue midpoint implies deceleration from 17% year-over-year growth to 13% year-over-year growth, even as the constant currency comp stays stable.
Looking ahead to the third quarter, Jefferies said Street estimates of 14% year-over-year revenue growth look achievable. The Street's Q3 forecast implies just 4% quarter-over-quarter growth, compared with 5% to 8% growth over the past three years, while ongoing tariff refunds could help support advertising budgets among importers.
Comps also ease through the rest of the year, with third and fourth quarter constant currency comps easing by roughly 100 basis points and 300 basis points, respectively.
On profitability, Jefferies expects third-quarter and full-year EBITDA margin guidance to stay in line with or be reiterated at 28% and 29%, respectively.
The firm characterized fiscal 2026 as an investment year for Pinterest, with elevated marketing and R&D spend weighing on margins, though it expects second-half margins to ramp seasonally and gross margin deleverage to peak in the second quarter.
Jefferies pointed out that the full-year EBITDA margin guidance of 29% includes roughly a 100 basis point drag from tvScientific, implying a stable organic EBITDA margin of around 30% year-over-year.
Despite the improved near-term setup and easier comps ahead, Jefferies said its core concerns about Pinterest haven't changed. The firm continues to question the durability of Pinterest's use case as artificial intelligence advances, along with its ability to monetize the platform through a scaled, high-performing direct response ad product.
Pinterest (PINS - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this digital pinboard and shopping tool company have returned +13.5%, compared to the Zacks S&P 500 composite's +0.4% change. During this period, the Zacks Internet - Software industry, which Pinterest falls in, has gained 7.3%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Pinterest is expected to post earnings of $0.36 per share for the current quarter, representing a year-over-year change of +9.1%. Over the last 30 days, the Zacks Consensus Estimate has changed +1.6%.
The consensus earnings estimate of $1.92 for the current fiscal year indicates a year-over-year change of +20%. This estimate has changed +0.5% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $2.23 indicates a change of +15.9% from what Pinterest is expected to report a year ago. Over the past month, the estimate has changed +0.1%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Pinterest.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Pinterest, the consensus sales estimate of $1.15 billion for the current quarter points to a year-over-year change of +15.4%. The $4.86 billion and $5.47 billion estimates for the current and next fiscal years indicate changes of +15% and +12.7%, respectively.
Last Reported Results and Surprise HistoryPinterest reported revenues of $1.01 billion in the last reported quarter, representing a year-over-year change of +17.8%. EPS of $0.27 for the same period compares with $0.23 a year ago.
Compared to the Zacks Consensus Estimate of $963.8 million, the reported revenues represent a surprise of +4.53%. The EPS surprise was +22.73%.
Over the last four quarters, Pinterest surpassed consensus EPS estimates two times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Pinterest is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Pinterest. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
Fifth Third Bancorp grew its stake in Pinterest, Inc. (NYSE:PINS – Free Report) by 4,264.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 156,556 shares of the company’s stock after acquiring an additional 152,969 shares during the period. Fifth Third Bancorp’s holdings in Pinterest were worth $2,871,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also modified their holdings of PINS. Elevated Capital Advisors LLC bought a new position in Pinterest in the 4th quarter valued at $26,000. Caitong International Asset Management Co. Ltd raised its position in shares of Pinterest by 2,017.3% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 1,101 shares of the company’s stock worth $29,000 after acquiring an additional 1,049 shares during the last quarter. Addison Advisors LLC raised its position in shares of Pinterest by 727.3% during the fourth quarter. Addison Advisors LLC now owns 1,365 shares of the company’s stock worth $35,000 after acquiring an additional 1,200 shares during the last quarter. Garner Asset Management Corp acquired a new position in shares of Pinterest during the fourth quarter valued at $36,000. Finally, Summit Securities Group LLC acquired a new position in shares of Pinterest during the first quarter valued at $43,000. 88.81% of the stock is owned by institutional investors.
Pinterest Stock Down 1.6% Shares of NYSE PINS opened at $22.82 on Tuesday. The stock has a market cap of $12.78 billion, a P/E ratio of 47.54, a P/E/G ratio of 1.32 and a beta of 0.89. The firm has a 50 day moving average price of $20.97 and a 200 day moving average price of $20.74. The company has a debt-to-equity ratio of 0.34, a quick ratio of 4.23 and a current ratio of 4.23. Pinterest, Inc. has a 52-week low of $13.84 and a 52-week high of $39.93.
Pinterest (NYSE:PINS – Get Free Report) last posted its earnings results on Monday, May 4th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.05. The company had revenue of $1.01 billion for the quarter, compared to analyst estimates of $965.84 million. Pinterest had a net margin of 7.64% and a return on equity of 8.26%. The business’s revenue for the quarter was up 17.8% compared to the same quarter last year. During the same period last year, the business posted $0.23 earnings per share. Analysts expect that Pinterest, Inc. will post 0.65 EPS for the current year.
Insider Buying and Selling at Pinterest In related news, Director Benjamin Silbermann sold 46,875 shares of the company’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $22.63, for a total value of $1,060,781.25. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Wanjiku Juanita Walcott sold 27,337 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $20.46, for a total value of $559,315.02. Following the sale, the insider directly owned 724,673 shares in the company, valued at $14,826,809.58. The trade was a 3.64% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 323,845 shares of company stock valued at $6,836,065 in the last three months. 8.09% of the stock is owned by company insiders.
Wall Street Analysts Forecast Growth Several analysts have weighed in on PINS shares. Oppenheimer boosted their price objective on Pinterest from $24.00 to $30.00 and gave the stock an “outperform” rating in a report on Tuesday, May 5th. Benchmark lowered their price target on shares of Pinterest from $34.00 to $33.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Citigroup increased their price objective on shares of Pinterest from $19.00 to $25.00 and gave the company a “neutral” rating in a report on Tuesday, May 5th. Barclays lifted their target price on shares of Pinterest from $25.00 to $27.00 and gave the stock an “equal weight” rating in a report on Tuesday, May 5th. Finally, DA Davidson began coverage on shares of Pinterest in a research report on Wednesday, July 8th. They set a “buy” rating and a $26.00 target price for the company. Seventeen equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $27.66.
Get Our Latest Stock Report on Pinterest
Pinterest Profile (Free Report)
Pinterest, Inc operates a visual discovery platform that helps users find inspiration and ideas for projects ranging from home design and fashion to cooking and travel. Users create and curate “Pins” — images or videos linked to content — organized on thematic boards. The service is available through its website and mobile applications and emphasizes personalized recommendations and visual search to surface relevant content based on user interests.
The company’s primary revenue model is advertising, offering promoted content formats that integrate into user feeds and search results.
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Amova Asset Management Americas Inc. lowered its stake in shares of Pinterest, Inc. (NYSE:PINS – Free Report) by 70.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 741,035 shares of the company’s stock after selling 1,734,420 shares during the quarter. Amova Asset Management Americas Inc. owned approximately 0.11% of Pinterest worth $13,605,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Meeder Advisory Services Inc. increased its holdings in shares of Pinterest by 42.7% in the first quarter. Meeder Advisory Services Inc. now owns 11,028 shares of the company’s stock valued at $202,000 after purchasing an additional 3,301 shares in the last quarter. Parallel Advisors LLC raised its position in Pinterest by 31.7% in the 1st quarter. Parallel Advisors LLC now owns 5,780 shares of the company’s stock worth $106,000 after purchasing an additional 1,390 shares during the last quarter. SEB Asset Management AB acquired a new position in Pinterest during the 1st quarter worth $5,656,000. Swiss National Bank lifted its holdings in Pinterest by 6.4% during the 1st quarter. Swiss National Bank now owns 1,748,700 shares of the company’s stock worth $32,071,000 after buying an additional 104,600 shares in the last quarter. Finally, Aurora Investment Counsel boosted its position in Pinterest by 30.5% in the 1st quarter. Aurora Investment Counsel now owns 77,904 shares of the company’s stock valued at $1,429,000 after buying an additional 18,216 shares during the last quarter. Institutional investors and hedge funds own 88.81% of the company’s stock.
Analyst Ratings Changes Several brokerages have recently issued reports on PINS. Rosenblatt Securities raised their target price on shares of Pinterest from $20.00 to $24.00 and gave the company a “neutral” rating in a research note on Tuesday, May 5th. Weiss Ratings reissued a “sell (d+)” rating on shares of Pinterest in a research note on Tuesday, June 30th. Mizuho increased their price objective on shares of Pinterest from $28.00 to $30.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $28.00 price objective on shares of Pinterest in a research note on Tuesday, May 5th. Finally, Benchmark lowered their target price on shares of Pinterest from $34.00 to $33.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Seventeen research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $27.66.
View Our Latest Research Report on PINS
Pinterest Trading Down 1.6% Shares of NYSE:PINS opened at $22.82 on Tuesday. Pinterest, Inc. has a 12 month low of $13.84 and a 12 month high of $39.93. The company has a quick ratio of 4.23, a current ratio of 4.23 and a debt-to-equity ratio of 0.34. The company’s fifty day simple moving average is $20.97 and its 200 day simple moving average is $20.74. The firm has a market cap of $12.78 billion, a price-to-earnings ratio of 47.54, a PEG ratio of 1.32 and a beta of 0.89.
Pinterest (NYSE:PINS – Get Free Report) last released its quarterly earnings results on Monday, May 4th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.22 by $0.05. The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $965.84 million. Pinterest had a return on equity of 8.26% and a net margin of 7.64%.The company’s revenue for the quarter was up 17.8% on a year-over-year basis. During the same quarter last year, the business posted $0.23 EPS. As a group, research analysts forecast that Pinterest, Inc. will post 0.65 EPS for the current fiscal year.
Insider Activity at Pinterest In other news, insider Wanjiku Juanita Walcott sold 27,337 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $20.46, for a total transaction of $559,315.02. Following the sale, the insider owned 724,673 shares in the company, valued at $14,826,809.58. This represents a 3.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Benjamin Silbermann sold 46,875 shares of the company’s stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $22.63, for a total value of $1,060,781.25. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 323,845 shares of company stock valued at $6,836,065 over the last ninety days. Company insiders own 8.09% of the company’s stock.
About Pinterest (Free Report)
Pinterest, Inc operates a visual discovery platform that helps users find inspiration and ideas for projects ranging from home design and fashion to cooking and travel. Users create and curate “Pins” — images or videos linked to content — organized on thematic boards. The service is available through its website and mobile applications and emphasizes personalized recommendations and visual search to surface relevant content based on user interests.
The company’s primary revenue model is advertising, offering promoted content formats that integrate into user feeds and search results.
Read More Five stocks we like better than Pinterest The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story
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In the latest close session, Pinterest (PINS - Free Report) was down 1.68% at $22.81. The stock's change was less than the S&P 500's daily loss of 0.19%. Meanwhile, the Dow experienced a drop of 0.59%, and the technology-dominated Nasdaq saw a decrease of 0.05%.
The stock of digital pinboard and shopping tool company has risen by 14.45% in the past month, leading the Computer and Technology sector's loss of 4.32% and the S&P 500's gain of 0.55%.
The upcoming earnings release of Pinterest will be of great interest to investors. The company's earnings report is expected on August 4, 2026. It is anticipated that the company will report an EPS of $0.36, marking a 9.09% rise compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $1.15 billion, up 15.42% from the prior-year quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.92 per share and a revenue of $4.86 billion, signifying shifts of +20% and +15.01%, respectively, from the last year.
Investors might also notice recent changes to analyst estimates for Pinterest. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.46% higher. Pinterest currently has a Zacks Rank of #3 (Hold).
From a valuation perspective, Pinterest is currently exchanging hands at a Forward P/E ratio of 12.07. This expresses a discount compared to the average Forward P/E of 20.12 of its industry.
It's also important to note that PINS currently trades at a PEG ratio of 0.45. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.09.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 91, this industry ranks in the top 37% of all industries, numbering over 250.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Pinterest (PINS - Free Report) . This company, which is in the Zacks Internet - Software industry, shows potential for another earnings beat.
This digital pinboard and shopping tool company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 12.12%.
For the most recent quarter, Pinterest was expected to post earnings of $0.22 per share, but it reported $0.27 per share instead, representing a surprise of 22.73%. For the previous quarter, the consensus estimate was $0.66 per share, while it actually produced $0.67 per share, a surprise of 1.52%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for Pinterest. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Pinterest currently has an Earnings ESP of +1.65%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on August 4, 2026.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Building a position with limited capital gets harder every year as index leaders trade at three and four-figure prices. That makes sub-$50 names with real fundamentals more valuable, not less. Three U.S.-listed stocks stand out this month: all trade below $50, all posted double-digit revenue growth in their latest quarters, and all carry constructive Wall Street consensus. Two are digital banks scaling profitability, and one is a visual-search platform whose AI ad engine is finally showing up in the numbers.
Here is the case for each, along with the caveat that keeps them cheap.
SoFi Technologies SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) traded around $16.84 on Friday, July 17, well off its 52-week high of $32.73 and down 38.66% year to date. That drawdown is exactly what makes the setup interesting. The underlying franchise is accelerating.
In Q1 2026, SoFi delivered revenue of $1.10 billion, up 6.1% year over year and beating consensus by 4.87%, with EPS of $0.12 in line with estimates. GAAP net income of $166.7 million more than doubled year over year, and loan originations set a record at $12.18 billion, up 68%. Members grew 35%, with 43% of new products coming from existing members, a cross-buy signal that most digital challengers still cannot match. Deposits sit at $40.24 billion and now fund over 90% of liabilities, driving cost of funds down 48 basis points.
CEO Anthony Noto framed the quarter this way: “We had an excellent Q1 delivering another quarter of durable growth and strong returns, fueled by our relentless focus on innovation and brand building.” Full-year guidance calls for adjusted revenue near $4.655 billion and adjusted EPS around $0.60. Analyst consensus target sits at $20.58.
The caveat: the Technology Platform segment fell 27% on a large client departure, and personal loan charge-offs climbed to 3.03%. The stock also carries a forward P/E of 31, which prices in continued execution.
Nu Holdings Nu Holdings (NYSE:NU), the Latin American digital bank behind Nubank, traded around $13.60 on July 17, down 20.12% year to date but up 5.47% over the past month. The pullback has compressed the multiple on one of the fastest-growing banks in the world.
Q1 2026 revenue reached $4.97 billion, up 57.9% year over year, with net income of $871.4 million and an adjusted ROE of 31%. The customer base hit 135 million, monthly ARPAC climbed to $15.90, and the efficiency ratio improved to 17.6% from 21.4%. Mexico reached breakeven with 15 million customers, and management sees digital challengers capturing 35% of the $15-17 trillion global banking revenue pool by 2030. A planned US market entry adds long-tail optionality, with management targeting less than 100 basis points of annual efficiency ratio drag in 2026 and 2027.
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Valuation is where NU differentiates from most hypergrowth names. Forward P/E sits at 19, PEG at 0.81, and the consensus target is $17.91 against a Strong Buy-tilted rating mix (6 Strong Buy, 13 Buy, 2 Hold).
The caveat: Q1 revenue missed consensus by 1.82%, credit loss allowance jumped 72% year over year to $1.79 billion, risk-adjusted NIM compressed to 9.5% from 10.5%, and BRL/MXN/COP volatility can distort reported results.
Pinterest Pinterest (NYSE:PINS) traded at $22.29 on Friday, down 16.08% year to date but up 9.48% in the past month as the AI ad thesis regains footing. The setup pairs a beaten-down chart with clear operating momentum.
Q1 2026 revenue crossed $1.01 billion, up 17.8% and beating consensus by 4.07%. Non-GAAP EPS of $0.27 beat the $0.2165 estimate by 24.71%. Global MAUs reached 631 million, the tenth consecutive quarter of double-digit user growth, and Rest of World revenue surged 59% with Europe up 27%. CEO Bill Ready said the platform is “building an AI-powered ads platform that delivers performance for advertisers.” Q2 guidance calls for revenue of $1.133 billion to $1.153 billion.
Forward P/E of 13 against mid-teens revenue growth is the cleanest valuation story of the three, with a consensus target of $27.78. For readers screening momentum-adjacent names off deep drawdowns, our research team has put together The Breakout Buyer’s Rulebook.
The caveat: Pinterest reported a $73.6 million GAAP net loss on restructuring charges and heavy share-based compensation of $231.45 million, cash fell from $969 million to $378 million after a nearly $2 billion buyback, and securities class action lawsuits tied to prior tariff-related ad disclosures remain unresolved.
The Investment Thesis All three names sit well under $50 and each offers a distinct thesis: SoFi as a scaling digital bank inflecting on profits, Nu as a global consumer-finance compounder and Pinterest as an AI-ad turnaround with international monetization tailwinds. The chart weakness is the entry, and the caveats are what keep the valuations reasonable.
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Benjamin Silbermann, a Director at Pinterest, Inc. (PINS +0.37%) who was also its co-founder and former CEO, sold shares of Class A Common Stock on July 14, 2026 and July 15, 2026. SEC Form 4 filing
Transaction summaryMetricValueTransaction value$2.1 millionShares sold (indirectly held)93,750Post-transaction shares (directly held)13,996Post-transaction value$331,425.28Transaction value based on SEC Form 4 weighted average sale price ($22.64); post-transaction value based on July 15, 2026 market close ($23.68).
Key questionsWhat structural mechanism facilitated this transaction?
The sale followed the conversion of Class B Common Stock into Class A Common Stock. Under the company's certificate of incorporation, Class B shares are convertible at any time and automatically convert upon transfer, as was the case with this disposition executed by the Silbermann 2012 Irrevocable Trust.How does this sale align with the director's total equity exposure?
While this transaction liquidated the reported indirect position of Class A shares, Silbermann maintains a significant interest in the company through 13,996 directly held shares and approximately 1.2 million direct and 79.0 million indirect derivative securities, including options and RSUs.What was the market context at the time of the sale?
The stock was priced at $22.61 as of the July 14, 2026 market close, amidst a period where shares have seen a one-year return of -35% as of the transaction date. The use of a Rule 10b5-1 plan indicates the trade was scheduled months in advance to provide liquidity regardless of short-term price fluctuations.Does the firm maintain a substantial workforce or market presence?
As of the latest data, San Francisco-based Pinterest operates in the communication services sector with 5,265 full-time employees and a market capitalization of $15.7 billion. The company reported trailing twelve-month revenue of $4.4 billion and net income of $334.3 million.Company OverviewMetricValueShare Price (as of market close 2026-07-14)$22.61Market Capitalization$13.0 billionRevenue (TTM)$4.4 billionNet Income (TTM)$334.3 millionCompany SnapshotPinterest operates a visual discovery platform that generates revenue primarily through advertising, allowing brands and merchants to reach users through sponsored content, product recommendations, and targeted promotional campaigns.The company's business model centers on leveraging advanced machine learning algorithms to deliver personalized visual content recommendations, creating a high-engagement platform that attracts advertisers seeking access to users across diverse lifestyle categories including home decor, fashion, food, and DIY projects.Pinterest's primary customers consist of individual users seeking inspiration and discovery across lifestyle and consumer categories, as well as advertisers and merchants targeting these engaged audiences through the platform's advertising and commerce solutions.Pinterest operates as a global visual discovery platform with a user base spanning multiple continents, generating $4.4 billion in TTM revenue with a net profit margin of 7.59%. The company differentiates itself through proprietary visual search and machine learning capabilities that enable highly personalized content recommendations, positioning it as a distinct player in the social media and digital advertising landscape. With 5,265 employees and a market capitalization of $15.7 billion, Pinterest continues to expand its commerce and advertising offerings while maintaining its core mission of connecting users with inspiration across lifestyle domains.
What this transaction means for investorsAlthough companies do not typically reveal why an insider sells stock, insider trading rules appear to explain this move. As previously mentioned, Silbermann sold his shares under Rule 10b5-1, meaning it was a planned sale, most likely to provide liquidity.
Nonetheless, the size of the sale indicates Silbermann had other reasons to sell. He sold 87% of his shares, which could point to a lack of confidence in the stock.
Moreover, a pullback in advertising driven by advertisers in business heavily affected by tariffs has also weighed on Pinterest stock. That caused the stock’s value to fall by just over 35% over the last year.
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Admittedly, he holds 1.2 million direct and 79 million indirect derivative securities in the communication stock, so much of his wealth continues to depend on the performance of Pinterest.
Moreover, revenue grew by 18% yearly in the first quarter of 2026 and by 16% in 2025. Also, even with the 47 P/E ratio, the prospects for improved profit numbers take its forward earnings multiple to 12.
However, between the size of Silbermann’s share sale and the struggles Pinterest has faced to stay competitive, investors may understandably feel hesitant to make any aggressive moves into this stock.
Pinterest (PINS - Free Report) closed at $23.09 in the latest trading session, marking a -2.49% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.51%. On the other hand, the Dow registered a loss of 0.2%, and the technology-centric Nasdaq decreased by 1.47%.
Shares of the digital pinboard and shopping tool company witnessed a gain of 16.31% over the previous month, beating the performance of the Computer and Technology sector with its loss of 2.99%, and the S&P 500's gain of 0.53%.
Investors will be eagerly watching for the performance of Pinterest in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 4, 2026. The company's upcoming EPS is projected at $0.36, signifying a 9.09% increase compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $1.15 billion, up 15.42% from the prior-year quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $1.92 per share and a revenue of $4.85 billion, representing changes of +20% and +15%, respectively, from the prior year.
It is also important to note the recent changes to analyst estimates for Pinterest. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been a 1.32% rise in the Zacks Consensus EPS estimate. Pinterest is currently sporting a Zacks Rank of #3 (Hold).
Digging into valuation, Pinterest currently has a Forward P/E ratio of 12.32. This indicates a discount in contrast to its industry's Forward P/E of 20.31.
It is also worth noting that PINS currently has a PEG ratio of 0.46. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Software was holding an average PEG ratio of 1.07 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 89, finds itself in the top 37% echelons of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
SAN FRANCISCO--(BUSINESS WIRE)--Pinterest, Inc. (NYSE: PINS) will release financial results for the second quarter 2026 on Tuesday, August 4th, 2026 after market close. The company will host its quarterly conference call to discuss these results at 1:30 p.m. PT (4:30 p.m. ET) on the same day.
A live webcast of the conference call and related earnings release materials can be accessed on Pinterest’s Investor Relations website at investor.pinterest.com. A replay of the webcast will be available through the same link following the conference call.
Disclosure Information
Pinterest uses and intends to continue to use its Investor Relations website as a means of disclosing material nonpublic information and for complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor the company’s Investor Relations website, in addition to following the company’s press releases, SEC filings, public conference calls, presentations and webcasts.
About Pinterest
Pinterest is a visual search and discovery platform where people find inspiration, curate ideas and shop products—all in a positive place online. Headquartered in San Francisco, Pinterest has over 600 million monthly active users worldwide.
Benjamin Silbermann, a director at Pinterest, Inc. (PINS +0.40%), reported a sale of 93,750 shares of Class A Common Stock on July 7, 2026 and July 8, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$2.1 millionShares sold (indirectly held)93,750Post-transaction shares (directly held)13,996Post-transaction value$315,329.88Transaction value based on SEC Form 4 weighted average sale price ($22.43); post-transaction value based on July 08, 2026 market close ($22.53).
Key questionsWhat was the structural context of this disposition?
The transaction involved the conversion of Class B Common Stock into Class A Common Stock, which is the standard procedure for Pinterest insiders to facilitate liquidity through market sales.How does this sale impact Benjamin Silbermann's remaining equity position?
While this transaction liquidated 87% of the common stock holdings reported in this filing, Benjamin Silbermann maintains a significant economic interest in the company through approximately 1.2 million direct derivative securities and 35.2 million indirect derivative securities.What is the company's current valuation context?
As of the July 8, 2026 market close, Pinterest had a market capitalization of $15.1 billion, with the stock delivering a one-year total return of -37% as of the transaction date.Who are the indirect beneficial owners involved?
The shares were sold by SFTC, LLC, with the insider disclaiming beneficial ownership except to the extent of his pecuniary interest through certain immediate family members' interests in The Silbermann 2012 Irrevocable Trust.Company OverviewMetricValueShare Price (as of market close 2026-07-08)$22.54Market Capitalization$15.1 billionRevenue (TTM)$4.4 billionNet Income (TTM)$334.3 millionCompany SnapshotPinterest operates a visual discovery platform that generates revenue primarily through advertising services, enabling brands and merchants to reach users through sponsored content, product Pins, and targeted advertising campaigns across its global user base.The company's business model centers on monetizing user engagement through performance-based advertising, where advertisers pay for impressions, clicks, and conversions, while also generating revenue from commerce partnerships and affiliate relationships.Pinterest's primary customers are advertisers and e-commerce businesses seeking to reach engaged consumers interested in lifestyle, home decor, fashion, food, and DIY content, with a user base skewing toward affluent, digitally-native demographics.Pinterest operates as a leading visual discovery platform with a global reach, leveraging sophisticated machine learning algorithms to deliver personalized content recommendations across diverse categories including home design, fashion, culinary, and DIY projects. The company has established a defensible competitive position through its proprietary visual search technology, engaged user community, and established advertiser relationships. With 4,778 employees and a market capitalization of $15.1 billion, Pinterest continues to scale its advertising platform while expanding commerce integration capabilities to drive monetization across its user base.
What this transaction means for investorsThis sale ultimately looks like pocket change from a co-founder whose real position barely moved. The roughly $2.1 million in stock Silbermann unloaded amounts to about a quarter of a percent of his total economic exposure, since he still holds derivative securities covering roughly 36.4 million shares, mostly Class B stock. Selling a sliver into a stock that's down 37% in a year isn't a vote of no confidence so much as routine trust-level liquidity. If the co-founder wanted out, it wouldn't look like this.
The frustrating part for shareholders might be that the business keeps performing while the stock doesn't. Revenue crossed $1 billion in the first quarter, up 18%, monthly active users hit a record 631 million, and the company completed roughly $2 billion in buybacks. CEO Bill Ready said, "Pinterest is where online discovery leads to real-world action, and we’re seeing continued momentum," though soft spending from large retail advertisers has hindered the growth story.
For long-term investors, that disconnect is the real story here. A platform posting 10 straight quarters of double-digit user growth while sitting at a $15.1 billion market cap is either a value setup or a monetization problem, and the next few quarters of ARPU trends might tell you which.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Pinterest. The Motley Fool has a disclosure policy.
Pinterest (PINS - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this digital pinboard and shopping tool company have returned +2.3%, compared to the Zacks S&P 500 composite's +1.6% change. During this period, the Zacks Internet - Software industry, which Pinterest falls in, has gained 3.4%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Pinterest is expected to post earnings of $0.36 per share, indicating a change of +9.1% from the year-ago quarter. The Zacks Consensus Estimate has changed -4.2% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $1.92 points to a change of +20% from the prior year. Over the last 30 days, this estimate has changed -4.2%.
For the next fiscal year, the consensus earnings estimate of $2.23 indicates a change of +16.2% from what Pinterest is expected to report a year ago. Over the past month, the estimate has changed -1%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Pinterest is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Pinterest, the consensus sales estimate of $1.15 billion for the current quarter points to a year-over-year change of +15.4%. The $4.85 billion and $5.47 billion estimates for the current and next fiscal years indicate changes of +15% and +12.8%, respectively.
Last Reported Results and Surprise HistoryPinterest reported revenues of $1.01 billion in the last reported quarter, representing a year-over-year change of +17.8%. EPS of $0.27 for the same period compares with $0.23 a year ago.
Compared to the Zacks Consensus Estimate of $963.8 million, the reported revenues represent a surprise of +4.53%. The EPS surprise was +22.73%.
Over the last four quarters, Pinterest surpassed consensus EPS estimates two times. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Pinterest is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Pinterest. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
"The secret to CMO tenure is coming in and wearing an enterprise hat, first and foremost," said Claudine Cheever, the chief marketing officer at Pinterest.
Cheever joined Pinterest from Amazon in January 2026. "One of the things I look for in a role is what is the executive team like, and is my job going to be first, a member of that ET, and then a CMO."
Pinterest is about "intention" rather than attention, Cheever said, and it measures success based on user engagement. "Pinterest is really where people come to figure out what they are going to try, buy, or do next," she said. "I think that's incredibly commercial and it's very differentiated."
"The secret to CMO tenure is coming in and wearing an enterprise hat, first and foremost," said Claudine Cheever, the chief marketing officer at Pinterest.
Cheever joined Pinterest from Amazon in January 2026. "One of the things I look for in a role is what is the executive team like, and is my job going to be first, a member of that ET, and then a CMO."
Pinterest is about "intention" rather than attention, Cheever said, and it measures success based on user engagement. "Pinterest is really where people come to figure out what they are going to try, buy, or do next," she said. "I think that's incredibly commercial and it's very differentiated."
Pinterest (PINS - Free Report) closed the most recent trading day at $21.03, moving -3.88% from the previous trading session. This change lagged the S&P 500's 0.79% gain on the day. Meanwhile, the Dow gained 0.26%, and the Nasdaq, a tech-heavy index, added 1.52%.
The digital pinboard and shopping tool company's stock has climbed by 2.48% in the past month, exceeding the Computer and Technology sector's loss of 4.61% and the S&P 500's loss of 1.82%.
The investment community will be closely monitoring the performance of Pinterest in its forthcoming earnings report. It is anticipated that the company will report an EPS of $0.36, marking a 9.09% rise compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $1.15 billion, showing a 15.34% escalation compared to the year-ago quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.91 per share and a revenue of $4.86 billion, signifying shifts of +19.38% and +15.03%, respectively, from the last year.
Investors should also pay attention to any latest changes in analyst estimates for Pinterest. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 5.41% downward. Pinterest presently features a Zacks Rank of #3 (Hold).
Investors should also note Pinterest's current valuation metrics, including its Forward P/E ratio of 11.44. This denotes a discount relative to the industry average Forward P/E of 18.89.
We can additionally observe that PINS currently boasts a PEG ratio of 0.42. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Internet - Software industry stood at 1.06 at the close of the market yesterday.
The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 82, putting it in the top 34% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
As digital advertising markets evolve, investors must choose between established visual curation and high-growth community hubs. Choosing between Pinterest (PINS 3.47%) and Reddit (RDDT 0.45%) depends on your preference for stability versus rapid expansion.
Pinterest serves over 630 million users who seek inspiration for shopping and home projects, while Reddit connects over 126 million daily users through niche communities. Both platforms are vying for a larger share of the global advertising budget, but they take vastly different approaches to monetizing user attention and data.
The case for PinterestAs you explore investing in social media stocks, consider that Pinterest operates a visual search platform. Users curate ideas for fashion and home decor, while the company earns revenue by selling advertising to a broad network of retail brands. While the company does not disclose major individual customer names, it relies on Amazon Web Services to support its highly scalable visual search platform.
In FY 2025, revenue reached approximately $4.2 billion, representing growth of nearly 15.8% over the previous year. The company reported a net income of roughly $416.9 million. This resulted in a net margin of close to 9.9%, highlighting a trend of staying in positive territory for the second consecutive year.
As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 0.1x, which compares total debt to shareholder equity. The current ratio, measuring the ability to cover short-term debts with short-term assets, is roughly 7.6x, while free cash flow reached nearly $1.3 billion, representing cash from operations minus capital expenditures. Note that stock-based compensation represented 68.6% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
The case for RedditReddit facilitates community-led discussions across thousands of niche topics, providing a unique environment for authentic user engagement. Revenue is heavily concentrated in advertising, which accounted for approximately 94% of its total sales in FY 2025. It relies on Amazon Web Services and Alphabet cloud infrastructure to support its massive community traffic.
For FY 2025, the company reported revenue of close to $2.2 billion, a significant increase of approximately 69.4% over the previous year. It achieved a net income of roughly $529.7 million, resulting in a net margin of nearly 24.1%. This reflects a sharp pivot from the net losses recorded in the preceding fiscal years.
Based on its December 2025 balance sheet, the debt-to-equity ratio, which measures total debt against shareholder equity, is 0.0x, indicating the company carries almost no debt. The current ratio is approximately 11.6x, providing a substantial cushion for short-term obligations, while free cash flow for the period was $684.2 million. Note that stock-based compensation represented 49.7% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparisonPinterest faces risks regarding its revenue concentration, as it relies heavily on the retail and consumer goods sectors. The company is also navigating multiple securities fraud class action lawsuits initiated in 2026, which could create legal and reputational hurdles. It must also successfully execute a restructuring plan to prioritize artificial intelligence roles while competing against giants like Meta Platforms and Alphabet.
Reddit carries risk from its reliance on a small group of major advertisers, making it vulnerable if those relationships change. The platform depends on a volunteer-moderator model, and any failure to maintain these relationships could lead to instability. It also faces regulatory pressure from global safety acts and intense competition from AI tools developed by companies like Microsoft and other tech leaders.
Valuation comparisonPinterest currently offers a lower Forward P/E and P/S ratio. These compare price to future earnings estimates and sales.
MetricPinterestRedditSector BenchmarkForward P/E11.0x33.8x16.2xP/S ratio3.3x14.6xSector benchmark uses the SPDR XLC sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Based on raw growth and momentum, I'd go with Reddit. Pinterest has built a loyal user base and a unique visual discovery platform that advertisers value, and growth has been respectable, with revenue and users climbing steadily for years. But the business is maturing into a more measured grower, and the stock has struggled to convince investors that its advertising business can accelerate from here.
Reddit is operating on a completely different growth curve. Advertising revenue has grown at a blistering pace for seven straight quarters, user engagement is climbing across every key metric, and the company is now solidly profitable with strong free cash flow. Reddit is also finding new revenue streams by licensing its enormous archive of human conversation to AI companies, which gives it a source of income that few other platforms can replicate.
Pinterest is a fine business, but Reddit is proving it can grow faster while building multiple paths to monetization. For an investor chasing the bigger growth story, that combination is hard to pass up.
In the latest trading session, Pinterest (PINS - Free Report) closed at $19.86, marking a +1.69% move from the previous day. The stock's change was more than the S&P 500's daily loss of 0.1%. On the other hand, the Dow registered a gain of 0.35%, and the technology-centric Nasdaq decreased by 0.43%.
Shares of the digital pinboard and shopping tool company witnessed a gain of 1.03% over the previous month, beating the performance of the Computer and Technology sector with its loss of 2.15%, and the S&P 500's loss of 1.34%.
The investment community will be paying close attention to the earnings performance of Pinterest in its upcoming release. The company's upcoming EPS is projected at $0.36, signifying a 9.09% increase compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $1.15 billion, up 15.34% from the year-ago period.
PINS's full-year Zacks Consensus Estimates are calling for earnings of $1.91 per share and revenue of $4.86 billion. These results would represent year-over-year changes of +19.38% and +15.03%, respectively.
Investors should also pay attention to any latest changes in analyst estimates for Pinterest. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 6.23% lower. Pinterest presently features a Zacks Rank of #3 (Hold).
In terms of valuation, Pinterest is currently trading at a Forward P/E ratio of 10.22. Its industry sports an average Forward P/E of 17.83, so one might conclude that Pinterest is trading at a discount comparatively.
One should further note that PINS currently holds a PEG ratio of 0.38. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. Internet - Software stocks are, on average, holding a PEG ratio of 0.99 based on yesterday's closing prices.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 90, this industry ranks in the top 37% of all industries, numbering over 250.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Pinterest (PINS - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this digital pinboard and shopping tool company have returned +1% over the past month versus the Zacks S&P 500 composite's -1.3% change. The Zacks Internet - Software industry, to which Pinterest belongs, has lost 5.4% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Pinterest is expected to post earnings of $0.36 per share, indicating a change of +9.1% from the year-ago quarter. The Zacks Consensus Estimate has changed -16.7% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $1.91 points to a change of +19.4% from the prior year. Over the last 30 days, this estimate has changed -6.2%.
For the next fiscal year, the consensus earnings estimate of $2.22 indicates a change of +16.3% from what Pinterest is expected to report a year ago. Over the past month, the estimate has changed -0.5%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Pinterest is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Pinterest, the consensus sales estimate of $1.15 billion for the current quarter points to a year-over-year change of +15.3%. The $4.86 billion and $5.48 billion estimates for the current and next fiscal years indicate changes of +15% and +12.8%, respectively.
Last Reported Results and Surprise HistoryPinterest reported revenues of $1.01 billion in the last reported quarter, representing a year-over-year change of +17.8%. EPS of $0.27 for the same period compares with $0.23 a year ago.
Compared to the Zacks Consensus Estimate of $963.8 million, the reported revenues represent a surprise of +4.53%. The EPS surprise was +22.73%.
Over the last four quarters, Pinterest surpassed consensus EPS estimates two times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Pinterest is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Pinterest. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Pinterest on Wednesday announced a new experimental app called “Ask Pinterest” that will allow the company to explore a more conversational approach to shopping and product discovery that could eventually find its way to the main Pinterest app. It also introduced other AI initiatives, including Pinterest Model Context Protocol (MCP), designed for advertisers running campaigns on Pinterest’s platform, and other AI ad tools.
The news comes just ahead of the adtech industry’s annual gathering at Cannes Lions, which this year is mainly focused on how AI can serve the needs of advertisers and marketers.
The “Ask Pinterest” online application gives the company another way to utilize its “Taste Graph” — its internal data mapping people to their interests and aesthetics. It will initially be available in limited access, the company said.
The AI-powered experience is designed to expand the visual discovery experience Pinterest is known for beyond the main app to a conversational, chatbot-like interface where consumers can ask questions using natural language to get more personalized recommendations and inspiration.
It also arrives as AI chatbots are increasingly competing with traditional search engines for consumers’ attention. Google has already put AI to work to help online shoppers find what they need, track prices, and check out. ChatGPT also experimented with agentic shopping, as have Meta, Shopify, and others.
Rather than turning itself into a source of product recommendations that other AI services could leverage through licensing deals, Pinterest has largely focused on using its own data to train AI models and power its AI products.
Image Credits:Pinterest Plus, by making Ask Pinterest a stand-alone app, the company has a way to experiment with the technology without disrupting the main Pinterest experience.
The company explains that Ask Pinterest could work for more complex or multistep queries that wouldn’t fit a traditional Pinterest search. For instance, you could use the app to ask for help planning a dinner party or furnishing a room over time. The idea, says Pinterest, is to test and explore how AI could better support people’s shopping experiences while retaining the user’s context across sessions.
Ask Pinterest can also leverage users’ own saved Pins and Boards to personalize its answers when users sign in.
In time, these results will help Pinterest when building more AI-powered experiences for the company’s flagship app, the company believes.
Image Credits:Pinterest Pinterest’s new app was announced alongside the updates aimed at marketers, including the introduction of an AI assistant, still in beta, in its Ads Manager in the U.S.
A new AI model within Performance+ was also introduced globally to help advertisers pick between different ad creatives to find the one that’s likely to perform best each time the ad is shown. And the MCP infrastructure layer that Pinterest announced will allow advertisers to manage and monitor their campaigns using other third-party agentic tools in a standardized way.
In an announcement sharing the news, Pinterest’s chief business officer, Lee Brown, gestured toward the changing nature of web search, remarking that “the future of discovery won’t be driven by keywords alone. It will be shaped by context, taste, and trusted recommendations” — an area where Pinterest feels it has a “unique advantage,” Brown said.
Ask Pinterest is currently available to a limited number of people via the web, both mobile and desktop, the company says.
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Sarah has worked as a reporter for TechCrunch since August 2011. She joined the company after having previously spent over three years at ReadWriteWeb. Prior to her work as a reporter, Sarah worked in I.T. across a number of industries, including banking, retail and software.
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HomePersonal FinanceReal EstateRealtor.comRealtor.comThe actress spent 8 years renovating the Sullivan Canyon property, now listed for $23 million.Published: June 22, 2026 at 4:58 a.m. ET
Actress Diane Keaton’s final home has returned to the market with a significant discount, just weeks after its previous listing was taken down.
The storied Los Angeles property—which served as the “Annie Hall” star’s primary residence before her death—is also thought to have been the last major renovation project that Keaton, who died in October 2025, embarked on in her lifetime.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Pinterest (PINS - Free Report) .
Pinterest currently has an average brokerage recommendation (ABR) of 2.00, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 36 brokerage firms. An ABR of 2.00 indicates Buy.
Of the 36 recommendations that derive the current ABR, 18 are Strong Buy, representing 50% of all recommendations.
Brokerage Recommendation Trends for PINS
Check price target & stock forecast for Pinterest here>>>
While the ABR calls for buying Pinterest, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Is PINS a Good Investment?Looking at the earnings estimate revisions for Pinterest, the Zacks Consensus Estimate for the current year has declined 5.3% over the past month to $1.91.
Analysts' growing pessimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates lower, could be a legitimate reason for the stock to plunge in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Pinterest. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, it could be wise to take the Buy-equivalent ABR for Pinterest with a grain of salt.
At a current price of $20.27, Pinterest (NYSE:PINS | PINS Price Prediction) sits in equipoise between bull and bear narratives. One blinking red cost line explains why the setup is unresolved. The visual discovery platform printed strong top-line growth alongside a GAAP reversal that should give new buyers pause.
Pinterest monetizes 631 million users through shoppable visual search. The stock slid from north of $34 a year ago after a February guidance reset tied to tariff-exposed retail advertisers. A Q1 2026 beat stabilized sentiment, but the share price has stalled since.
The bull and bear arguments are unusually balanced, with the cost structure carrying outsized weight in the setup.
The Bull Case: A Discounted Engagement Machine Q1 2026 revenue rose 17.84% to $1.007 billion, beating estimates by 4.07%. Non-GAAP EPS of $0.27 cleared the bar by 24.71%, and adjusted EBITDA expanded 20% to $206.5 million.
International monetization is inflecting. Rest of World revenue jumped 59%, Europe grew 27%, and global ARPU rose 6% on a tenth consecutive quarter of double-digit user growth. Management completed a $1.946 billion buyback in the quarter. CEO Bill Ready told investors “we have more than 5x’d the number of clicks we send to advertisers over roughly the last three years, but our monetization has not increased nearly at that rate.” If that gap closes, $20 looks cheap.
The Bear Case: GAAP Profitability Is Cracking Operating income flipped from +$301.2 million in Q4 2025 to a $33.2 million loss in Q1 2026, and GAAP net income swung to a $73.59 million loss, a YoY deterioration of 924.78%. Share-based compensation hit $231.45 million in a single quarter, with restructuring adding $47.1 million. Gross margin compressed from 82.8% to 76.3% sequentially.
Cash fell 69.81% to $378 million while liabilities surged 202.02% on a $980 million convertible note. Founder Ben Silbermann has been selling steadily into the $18.84 to $21.78 range, and eight separate class action lawsuits allege management misled investors about tariff-related ad headwinds.
The Balanced Case: Two Stories, One Unresolved Quarter Revenue growth is real, while the path to durable GAAP profit remains uncertain. The CFO cited “we continue to expect modest headwinds from cost of revenue as a percentage of revenue in 2026” due to GPU buildout and the TV Scientific acquisition. Large retailers “continue to navigate some tariff-related margin pressure”, leaving the highest-spending advertiser cohort wobbly.
Insider behavior captures the ambiguity. Founder selling is consistent, yet net insider direction across 36 recent transactions reads as buying when director grants are included. Q2 guidance of $1.133 billion to $1.153 billion implies 14% to 16% growth, healthy but decelerating.
What the Stock Around $20 Shows Shares trade at $20.27, down 21.71% year to date and 41.72% over the past year, trailing an S&P 500 that climbed from $723.77 to $746.74 over the same window. The P/E sits at 42.
The analyst consensus target is $27.75, implying meaningful upside. The book splits cleanly: 19 Buy ratings, 19 Hold ratings, and no Sells. That dead-even tally reflects the genuinely unresolved setup.
What $20 Signals for the Setup At $20.27, Pinterest’s risk/reward sits in balance.
The blinking red metric is share-based compensation running at a $231.45 million quarterly pace, roughly $880 million in FY2025 dilution that the buyback neutralizes rather than reduces. Until that line bends, every adjusted EBITDA dollar is paid for in equity, and GAAP losses will keep ambushing headlines.
Bullish catalysts to monitor: a quarter where large retailer ad spend stabilizes, evidence that ARPU closes the 5x clicks-to-monetization gap Ready described, and SBC trending below $200 million per quarter. Bearish catalysts to monitor: another SMB and large-retailer guide-down tied to tariffs, a litigation settlement, or gross margin slipping below 76%.
Selling now means abandoning a 631 million MAU asset trading near multi-year lows. Buying aggressively means underwriting management’s promise that GPU and TV Scientific spend converts to operating leverage. Neither is provable this quarter.
At $20, Pinterest’s cost line remains the central variable for any thesis from here.
In the latest trading session, Pinterest (PINS - Free Report) closed at $19.50, marking a -3.8% move from the previous day. This move lagged the S&P 500's daily loss of 0.37%. Elsewhere, the Dow gained 0.29%, while the tech-heavy Nasdaq lost 1.33%.
The digital pinboard and shopping tool company's shares have seen an increase of 5.08% over the last month, surpassing the Computer and Technology sector's gain of 4.52% and the S&P 500's gain of 2.02%.
Investors will be eagerly watching for the performance of Pinterest in its upcoming earnings disclosure. On that day, Pinterest is projected to report earnings of $0.36 per share, which would represent year-over-year growth of 9.09%. Meanwhile, our latest consensus estimate is calling for revenue of $1.15 billion, up 15.34% from the prior-year quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.91 per share and a revenue of $4.86 billion, signifying shifts of +19.38% and +15.03%, respectively, from the last year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Pinterest. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 5.27% lower. Pinterest presently features a Zacks Rank of #4 (Sell).
Digging into valuation, Pinterest currently has a Forward P/E ratio of 10.6. This indicates a discount in contrast to its industry's Forward P/E of 18.33.
Investors should also note that PINS has a PEG ratio of 0.39 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Internet - Software was holding an average PEG ratio of 0.99 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 84, placing it within the top 35% of over 250 industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow PINS in the coming trading sessions, be sure to utilize Zacks.com.
Key Takeaways Pinterest ended Q1 2026 with 631M global MAUs, up 11% year over year across all regions.PINS expanded its PinRec AI system globally, boosting discovery, search fulfillment and engagement.Pinterest trades below industry on forward price-to-sales, while 2026 earnings estimates rose. Pinterest, Inc. (PINS - Free Report) ended the first quarter of 2026 with 631 million global MAUs, up 11% year over year, marking continued double-digit expansion. Growth was broad-based across regions, with Rest of World MAUs rising 15%, Europe up 7% and the United States and Canada increasing 4%.
Ten consecutive quarters of double-digit user growth are driven by multiple factors. Pinterest's proprietary AI recommendation system, called PinRec, is a major contributor. It was initially deployed across search and related surfaces in 2025. Later, PINS expanded PinRec globally across the platform during the first quarter of 2026. The AI system provides personalized recommendations across the entire platform based on users' interests and behaviors. This has significantly improved Pinterest discovery experiences and user satisfaction.
The company highlighted that more than 80 billion searches occur monthly on the platform, with roughly half tied to commercial intent, reinforcing Pinterest’s positioning as a discovery-led shopping platform. Search ranking enhancements in first-quarter 2026 improved search fulfillment and user saves. Management also noted deeper engagement trends globally and within the United States and Canada region. Growing adoption among Gen Z users, improved lower-funnel ad formats, and expanded merchant integrations are driving monetization. However, it should be noted that user growth remains concentrated in international markets with lower monetization potential.
Per our estimate, MAUs from the United States and Canada are expected to reach 110 million, up 4.6% year over year in 2026. MAUs from Europe are approximated to be 163 million, indicating 3.2% year-over-year growth. From the rest of the world, MAUs are estimated at 396 million, implying a solid 11.2% uptick year over year in 2026.
How Are Competitors Faring?Pinterest faces fierce competition in the digital advertising space from Meta Platforms, Inc. (META - Free Report) and Snap, Inc. (SNAP - Free Report) . Meta is utilizing AI to boost user engagement in Facebook, Instagram, WhatsApp and Messenger. By improving its AI recommendation engine, the company has increased users’ time spent on Facebook by 8% and Reels time spent on Instagram by 10%. During the first quarter of 2026, META registered a Family Daily Active People of 3.56 billion, up from 3.43 billion a year ago.
Snapchat holds a structurally advantaged position as the preferred social platform for teenagers and young adults, the demographic that advertisers most aggressively compete to reach. SNAP's global community reached 483 million daily active users (DAU) in the first quarter, up 5% year over year, marking a return to DAU growth following a sequential decline in the prior quarter. Snap added nine million DAU on a quarter-over-quarter basis.
PINS’ Price Performance, Valuation and EstimatesPinterest has declined 42.6% over the past year compared with the industry’s decrease of 18.6%.
Image Source: Zacks Investment Research
From a valuation standpoint, Pinterest trades at a forward price-to-sales ratio of 2.12, below the industry.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Pinterest’s earnings for 2026 has increased over the past 60 days.
Image Source: Zacks Investment Research
Pinterest currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Camille Kermarrec for BI Pinterest is a search engine — and its CEO wants advertisers to know it.
Bill Ready, who joined the company as CEO in 2022 from Google, told Business Insider's editor in chief, Jamie Heller, that Pinterest sees more than 80 billion searches a month.
"Those searches are primarily visual," Ready said, adding that "more than half of those are commercial."
The interview took place at Business Insider's annual CMO Insider Breakfast, with support from founding sponsor BCG, supporting sponsor PayPal, and contributing sponsor LinkedIn.
Pinterest has become a digital mall of sorts, with products and brands placed strategically in the feed. While not every user comes to Pinterest to shop — and may have opened the app or website to passively scroll — it's become a de facto experience. If you arrive at Pinterest, you're going to end up window shopping, at the very least.
Since taking over as Pinterest's CEO, Ready has been laser-focused on "building it out as a shopping platform," he said.
AI is proving to be a key part of that plan.
Pinterest has doubled down on AI-powered visual search tools that guide users through its results, serving up recommended content based on their tastes. Ready said that Pinterest trains open source AI models on the platform's proprietary data, which helps surface those recommendations to its users.
It's also leveraging AI to improve its advertising product.
In 2024, it launched "Pinterest Performance+" to help advertisers better target using visual signals from content. It also offers tools to turn products into more stylized images for platform advertisements using generative AI.
Bill Ready was interviewed onstage by Business Insider's editor in chief, Jamie Heller, at Cannes Lions. Camille Kermarrec for BI Ready gave an example onstage at Cannes: Imagine someone wants to buy a $5,000 coffee maker.
"They're probably thinking about how that's going to look in their kitchen," Ready said. "When you can personalize down to a level of not just showing them a great coffee maker, but showing them a great coffee maker that is sitting in a kitchen like their kitchen, you're going to have better conversion rates on that, and it's going to be brand-enhancing."
Search and AI innovations have helped strengthen Pinterest's ad business. However, Pinterest's overall ad performance has been uneven, and its stock sits well below its 2021 peak.
"What's holding the company back on monetization?" Heller asked Ready.
"I wouldn't say there's something holding us back," he answered.
"We quadrupled the growth rate of the revenue," Ready said. "But of course you want to get the user engagement first, and the revenue falls in behind that."
While AI is a crucial part of Pinterest's search and advertising business, the platform is still figuring out how its over 630 million users — more than half of whom are Gen Z — feel about AI content in their feeds.
"I'm an entrepreneur by background, an engineer, a technologist, and there's so many great uses of AI, but there's also a bit of a counter movement to that with consumers," Ready said.
Pinterest, like nearly every social media platform, has been scrutinized by some users for too much AI slop.
Last year, it introduced tools that let users limit the amount of AI-generated content they see on their Pinterest feeds.
"We're in this transition period where users are still trying to figure out their own tastes and preferences," Ready said.
Sydney Bradley You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Sydney Bradley has been covering media and tech for Business Insider since 2020. She breaks news and writes extensively about Instagram and Facebook, as well as new platforms and startups shaping social media, dating apps, the creator economy, venture capital, and tech culture.Sydney's reporting on Instagram was nominated as a finalist for the 2021 Los Angeles Press Club National Entertainment Journalism Awards.She graduated from the University of Virginia with a degree in American Studies. You can follow Sydney's work on LinkedIn, Twitter, and Instagram at @sydneykbradley.Have a tip? You can also contact her via encrypted messaging app Signal (@sydneykbradley.123), encrypted email ([email protected]), or standard email ([email protected]). Use a personal email address, a nonwork WiFi network, and a nonwork device; here’s our guide to sharing information securely.Selected stories:
Young founders are going viral modeDeath isn't the end: Meta patented an AI that lets you keep posting from beyond the graveDating apps are betting millions that AI will convince you to fall back in love with themHitting the social media jackpot is harder than ever — and it's changing the creator economyBig Tech's AI obsession is rattling creatorsNew startups race to bring back the 'old internet' vibes of the 2000sThe mysterious demise of a $1 billion social shopping appThe loneliness epidemic has given rise to a new crop of startups aiming to help people connect in real lifeIt's not just you — no one is posting on social media anymoreHow Instagram's unpredictable changes are giving influencers whiplashWhy YouTube subscriber counts have become an unreliable 'vanity metric' in the era of short videoInside the week that changed Facebook forever Pinterest
One of the most overlooked growth stocks that is trading at an absurdly cheap valuation right now is Pinterest (PINS 0.80%). The stock is down around 40% over the past year, despite continued strong revenue growth, a cheap valuation, and the backing of renowned activist investor Elliott Investment Management.
The stock's sell-off over the past year has left it trading at a forward price-to-earnings (P/E) ratio of just 11 times current-year estimates and below 9.5 times next year's consensus. This comes despite the company seeing 18% year-over-year (15% in constant currency) revenue growth in the first quarter, to over $1 billion.
Today's Change
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An AI-powered shoppable discovery destination Over the past few years, the company has done a great job of repositioning its platform from a simple online vision board to a shoppable discovery destination. It has leaned into artificial intelligence (AI) features and become a leader in multimodal search capabilities, especially with visual searches. AI is also helping it improve the personalization and curation it delivers to its users.
At the same time, its AI-powered performance ad suite, Performance Plus, is helping advertisers automate marketing campaigns to optimize their ad spending. It can better target potential customers, improve bidding, and even help with AI image generation to improve a campaign's visuals.
The business has also been booming in international markets, with European revenue jumping 27% to $186 million and rest-of-world revenue surging 59% to $72 million in Q1 2026. The growth is coming from both an increase in monthly active users and higher average revenue per user (ARPU). Pinterest's international business continues to be under-monetized, and this remains a large opportunity for the company moving forward.
Elliott Investment Management gave Pinterest a big vote of confidence in early March when it bought $1 billion in convertible senior notes directly from the company. Elliott's notes have an initial conversion price of $22.72 and carry a modest 1.75% interest rate. Elliott also owns over $500 million in common stock. Pinterest used the proceeds from the convertible notes to immediately buy back its own shares as part of a $1 billion accelerated share repurchase (ASR) agreement. This was part of a new $3.5 billion share buyback program that it put in place.
Image source: The Motley Fool.
Time to buy Pinterest Pinterest is betting big that by having a leading visual search solution, it will become one of the biggest winners in e-commerce. That's why it recently signed a $4 billion multi-year infrastructure deal with Amazon Web Services.
This makes sense, as Pinterest has a great flywheel business for AI. It can use AI to attract and keep more users on its platform, which draws in advertisers. It then supplies these advertisers with AI tools to better target and convert potential customers from the users on its platform. The fact that its users tend to already have a high intent to shop makes this a great symbiotic relationship.
Given the opportunities to continue to monetize its platform through the use of AI, Pinterest is one of the cheapest and most overlooked stocks in the market today.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +24% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Pinterest (PINS - Free Report) Pinterest was incorporated in Delaware in 2008 and is headquartered in San Francisco. The company provides a platform to show its users (called Pinners) visual recommendations (called Pins) based on their personal taste and interests. Users then save and organize these recommendations into collections (called Boards).
PINS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. PINS has a Momentum Style Score of A, and shares are up 3.8% over the past four weeks.
For fiscal 2026, seven analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.19 to $1.93 per share. PINS boasts an average earnings surprise of +4.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, PINS should be on investors' short list.
New solution analyzes TV creative using performance signals, helping advertisers drive consumer engagement, including an average 13% campaign performance improvement1
SAN FRANCISCO--(BUSINESS WIRE)--tvScientific by Pinterest, the performance TV advertising platform, today announced Creative Advisor, the industry's new AI-powered creative optimization tool designed to help advertisers adjust their CTV creative for improved business outcomes and maximize the effectiveness of their media investment.
Creative Advisor analyzes millions of creative elements using proprietary AI models trained on years of real-world CTV performance data and outcome data2. The technology evaluates video ad elements, including messaging, audio, logo visibility, brand presence, and calls to action, then surfaces predictive recommendations designed to improve campaign performance and maximize the impact of every media dollar.
As Performance TV becomes an increasingly important channel for modern marketers3, creative remains one of the biggest drivers of campaign outcomes, yet one of the hardest to quantify before launch. Creative Advisor brings predictive intelligence to the creative process, helping advertisers evaluate and optimize new TV creative before media spend begins. Its recommendations can also be used to continuously refine and optimize existing ad creative, allowing advertisers to understand which creative decisions drive engagement, conversion, and business results.
“We’re excited to bring AI-powered optimization to TV ad creative,” said Jason Fairchild, CEO of tvScientific by Pinterest. “What makes Creative Advisor different is the data foundation behind it. The platform is powered by our proprietary creative intelligence dataset, built from tens of thousands of CTV creatives, millions of creative elements, and years of real-world performance signals. That allows us to identify which creative attributes are most likely to drive results and give advertisers actionable guidance rooted in proven outcomes, not assumptions. I predict this degree of element-level optimization, combined with advances in ML-based CTV optimization technologies, will more than double performance for TV advertisers in the foreseeable future.”
Creative Advisor assigns each video ad a predictive Creative Strength score and provides advertisers with a detailed assessment of creative effectiveness across key performance-driving signals. The platform is supported by a dedicated creative services team whose expert guidance helps advertisers translate creative insights into stronger-performing TV creative.
“Creative Advisor analyzed our existing creative and provided recommendations we could implement quickly. By making small changes to the visibility of our branding throughout the ad, we drove more site visits without rebuilding the entire spot,” said Anastasia Jenkin, Head of Affiliate and Creator Partnerships at HigherDOSE.
Early testing across multiple advertisers has demonstrated the predictive power of Creative Advisor, with brands seeing an average 13% improvement in campaign performance4 after optimizing creative based on the platform's recommendations.
Creative Advisor is currently available by request through tvScientific, including hands-on implementation of creative optimization guidance from creative and performance teams.
The launch underscores tvScientific by Pinterest’s broader vision for Performance TV, combining advanced AI, real-world outcome measurement, and consumer engagement insights to help advertisers drive stronger business results across streaming environments.
For more information, visit tvScientific’s Creative Advisor.
About tvScientific by Pinterest
tvScientific by Pinterest is an advertising platform built for Performance TV, helping brands and apps reach future customers earlier, optimize toward real business outcomes, and prove TV’s impact across the funnel. By combining Pinterest’s predictive intent signal with tvScientific’s AI-powered optimization and deterministic measurement, the platform helps advertisers turn earlier intent into measurable action across traffic, sales, installs, and more. With flexible outcome-based buying, tvScientific by Pinterest makes TV advertising more accessible, accountable, and measurable for businesses of all sizes.
1 tvScientific by Pinterest Internal Data, US, 4/2026-5/2026. N = 5, KPI = Website traffic.
2 tvScientific by Pinterest Internal Data, US, 2024-2026
3 tvScientific by Pinterest State of Performance TV Report, 2026
4 tvScientific by Pinterest Internal Data, US, 4/2026-5/2026. N = Website traffic.
Pinterest (PINS - Free Report) ended the recent trading session at $20.21, demonstrating a -6% change from the preceding day's closing price. This change lagged the S&P 500's 0.5% gain on the day. Elsewhere, the Dow saw an upswing of 0.7%, while the tech-heavy Nasdaq appreciated by 0.31%.
The digital pinboard and shopping tool company's shares have seen an increase of 12.98% over the last month, surpassing the Computer and Technology sector's loss of 0.42% and the S&P 500's loss of 0.23%.
The investment community will be closely monitoring the performance of Pinterest in its forthcoming earnings report. The company is predicted to post an EPS of $0.36, indicating a 9.09% growth compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $1.15 billion, showing a 15.34% escalation compared to the year-ago quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.93 per share and revenue of $4.86 billion. These totals would mark changes of +20.63% and +15.03%, respectively, from last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Pinterest. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. The Zacks Consensus EPS estimate has moved 0.15% higher within the past month. At present, Pinterest boasts a Zacks Rank of #3 (Hold).
In terms of valuation, Pinterest is currently trading at a Forward P/E ratio of 11.12. This indicates a discount in contrast to its industry's Forward P/E of 18.49.
One should further note that PINS currently holds a PEG ratio of 0.41. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As of the close of trade yesterday, the Internet - Software industry held an average PEG ratio of 1.01.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 85, positioning it in the top 35% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Pinterest, Inc. (“Pinterest” or “the Company”) (NYSE: PINS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between February 7, 2025 and February 12, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before May 29, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Pinterest suffered from reduced advertising revenue from partners. The Company downplayed the impact of tariffs on its business, including their impact on advertising partners. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Pinterest, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260529619049/en/
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Pinterest (PINS - Free Report) Pinterest was incorporated in Delaware in 2008 and is headquartered in San Francisco. The company provides a platform to show its users (called Pinners) visual recommendations (called Pins) based on their personal taste and interests. Users then save and organize these recommendations into collections (called Boards).
PINS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. PINS has a Momentum Style Score of A, and shares are up 5% over the past four weeks.
Eight analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.20 to $1.93 per share. PINS also boasts an average earnings surprise of +4.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, PINS should be on investors' short list.
NEW YORK, May 29, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Pinterest, Inc. (NYSE: PINS) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Pinterest securities between February 7, 2025 and February 12, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/PINS.
Pinterest Case Details
The complaint alleges defendants made false and/or misleading statements and/or failed to disclose that:
Pinterest was experiencing and/or was likely to experience reduced revenues from its advertising partners;Pinterest overstated its ability to manage the impact of U.S. tariffs on the macroeconomic environment in which the Company operated, including the foreseeable impact on its advertising partners; the impact of the foregoing on Pinterest’s advertising revenues was significant enough that Pinterest was facing and/or likely to face an imminent restructuring; and as a result, Defendants’ public statements were materially false and misleading at all times. What's Next for Pinterest Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/PINS. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Pinterest you have until May 29, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Pinterest Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Pinterest Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
New York, New York--(Newsfile Corp. - May 29, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Pinterest, Inc. (NYSE: PINS) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Pinterest securities between February 7, 2025 and February 12, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/PINS.
Pinterest Case Details
The complaint alleges defendants made false and/or misleading statements and/or failed to disclose that:
Pinterest was experiencing and/or was likely to experience reduced revenues from its advertising partners; Pinterest overstated its ability to manage the impact of U.S. tariffs on the macroeconomic environment in which the Company operated, including the foreseeable impact on its advertising partners; the impact of the foregoing on Pinterest's advertising revenues was significant enough that Pinterest was facing and/or likely to face an imminent restructuring; and (4) as a result, Defendants' public statements were materially false and misleading at all times.What's Next for Pinterest Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/PINS, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Pinterest you have until May 29, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Pinterest Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Pinterest Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/294934
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
New York, New York--(Newsfile Corp. - May 29, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Pinterest, Inc. (NYSE: PINS) between February 7, 2025 and February 12, 2026, inclusive (the "Class Period"), of the important May 29, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Pinterest securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Pinterest class action, go to https://rosenlegal.com/submit-form/?case_id=57800 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than May 29, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Pinterest was experiencing and/or was likely to experience reduced revenues from its advertising partners; (2) Pinterest overstated its ability to manage the impact of U.S. tariffs on the macroeconomic environment in which Pinterest operated, including the foreseeable impact on its advertising partners; (3) the impact of the foregoing on Pinterest's advertising revenues was significant enough that Pinterest was facing and/or likely to face an imminent restructuring; and (4) as a result, defendants' public statements were materially false and misleading at all times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Pinterest class action, go to https://rosenlegal.com/submit-form/?case_id=57800 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299372
Source: The Rosen Law Firm PA
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When most people think about social media stocks, they immediately think of Meta Platforms, the owner of Facebook, Instagram, and WhatsApp. However, there is a smaller social media stock that recently delivered solid earnings and looks poised for a comeback.
Pinterest (PINS 6.00%) remains well below the all-time high it touched in 2021, and is down by more than 20% year to date. However, that price movement does not reflect the fundamental improvements that the image-focused platform is making in its business.
Image source: Getty Images.
Pinterest has been silently gaining momentum In Q1, Pinterest reached 631 million global monthly active users, an 11% year-over-year increase. That's a solid showing in its own right, but it was not a one-time blip. Pinterest has delivered double-digit percentage user growth for 10 consecutive quarters.
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It's harder to compare Pinterest's user base directly with those of Meta Platforms or Reddit, since those tech companies report daily active users instead of monthly active users. Pinterest is still growing in North America and Europe, but most of its growth is coming from other parts of the world.
The number of monthly active users from countries outside North America and Europe was up by 15% year over year. If Pinterest can continue to penetrate international markets, it can maintain high growth rates for an extended period of time. The company is targeting 14% to 16% year-over-year revenue growth in Q2, suggesting that its efforts are still bearing fruit.
Revenue growth is outpacing user gains Pinterest has delivered steady user growth, but the more impressive part of the long-term thesis is that its revenue growth rate regularly exceeds its user growth rate. For instance, its 11% increase in global monthly active users last quarter came with 18% revenue growth.
Average revenue per user grew across all regions, showing that Pinterest is succeeding at generating more revenue from every user while attracting more people to the platform. Management cited its AI-powered ad platform as the reason its revenue continues to trend upward.
Revenue growth also outpaced user gains in 2025. The company delivered 16% revenue growth in 2025, compared with a 12% increase in global monthly active users. It continues to deliver double-digit percentage revenue growth rates. Although the company was unprofitable in Q1 due to restructuring costs, it has a history of generating healthy margins.
For instance, in 2025, Pinterest generated $4.2 billion in revenue and $417 million in net income, resulting in a 10% net profit margin. Profitability should improve for the rest of the year as its restructuring costs are in the rear-view mirror and its AI-powered advertising platform continues to drive results.
Marc Guberti has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms, Pinterest, and Reddit. The Motley Fool has a disclosure policy.
While the Magnificent Seven trade at forward multiples that demand near-flawless execution, a handful of profitable internet platforms have been left behind in the rotation. Stocks under $30 carry an unfair reputation for being broken, but the bucket occasionally turns up cash-generative businesses that simply got caught on the wrong side of a headline. With ad budgets reshuffling around tariffs and AI capex anxiety squeezing valuations across communication services, the under-$30 shelf is worth a second look right now.
With that in mind, here is one stock trading under $30 that looks structurally mispriced after a brutal six-month stretch.
Pinterest (NYSE: PINS) Pinterest (NYSE:PINS | PINS Price Prediction) runs a visual discovery and shopping platform monetized through advertising, with AI-driven search powering more than 80 billion monthly searches.
Shares last traded at $20.65, a level that puts the entire company in retail-friendly territory and leaves room for meaningful upside before it bumps into its 52-week high of $39.93. The stock is down 20.24% year to date and 34.3% over the past year, even though the underlying business has kept compounding.
On the fundamentals, Pinterest carries a trailing PE of 42 that flatters to deceive. The forward PE sits at just 11, and management notes the platform trades at roughly a 47% discount to its trailing five-year average. The Wall Street setup is constructive: 18 buy ratings against 20 holds and a single sell, with a consensus price target of $27.72. The PEG ratio of 0.309 stands out against the growth-at-any-price multiples currently attached to mega-cap tech.
The bull case is straightforward. Q1 2026 revenue came in at $1.08 billion, up 18% year over year, with adjusted EBITDA of $207 million and free cash flow of $312 million. Global MAUs hit a record 631 million, up 11% YoY, with Rest of World revenue up 59% and Europe up 27%. Pinterest users arrive with commercial intent and actively browse, Pinterest users actively browse with commercial intent, and management noted that roughly half of searches are commercial in nature, versus only 2% on ChatGPT. The balance sheet backs it up with $1.3 billion in cash and marketable securities and an aggressive buyback that retired roughly $2 billion of stock at a weighted average of approximately $18 per share, cutting share count by about 16%.
The risks are real. Large retailers continue to navigate tariff-related margin pressure, ad pricing declined 5% YoY in Q1, and CEO Bill Ready himself conceded that “we remain in the early stages of fully monetizing the engagement and commercial intent on our platform.” Insiders, including the CEO and CFO, have been net sellers in the $18.68 to $20.77 range over the past three months, which trims some of the conviction signal.
That said, the stock has already started repricing. Reddit sentiment swung from a very bearish 18 on May 1 to a bullish 78 by May 5 after the Q1 earnings report, and shares have rallied 9.55% over the past week. For investors willing to look past the tariff noise, Pinterest offers a profitable, debt-light, AI-leveraged platform at a forward multiple usually reserved for melting ice cubes.
The Takeaway Pinterest looks cheap because the market is pricing in a prolonged retail ad recession, and that scenario could absolutely play out longer than bulls expect. Before adding any name in this price bracket to a watchlist, dig into the user growth trajectory, the durability of international ARPU expansion, and how comfortable you are owning a platform still leaning heavily on a handful of large retail advertisers. Do the homework, then decide whether the discount matches your risk tolerance.
A month has gone by since the last earnings report for Pinterest (PINS - Free Report) . Shares have lost about 6.3% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Pinterest due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
Pinterest Q1 Earnings Beat Estimates on Strong Revenue Growth
Pinterest reported first-quarter 2026 earnings of 27 cents per share, beating the Zacks Consensus Estimate of 22 cents by 22.73%. The bottom line increased from the year-ago quarter’s non-GAAP earnings of 23 cents per share.
Revenues of $1.01 billion rose 18% year over year and surpassed the consensus mark of $964 million by 8.47%. Strength in AI-driven ad performance and improving advertiser demand aided results. Global monthly active users (MAUs) increased 11% to 631 million, reflecting sustained platform engagement growth.
PINS Sees Strong User Growth and Engagement TrendsPinterest ended the quarter with 631 million global MAUs, up 11% year over year, marking continued double-digit expansion. Growth was broad-based across regions, with Rest of World MAUs rising 15%, Europe up 7% and the United States and Canada increasing 4%.
User engagement remained robust, supported by ongoing improvements in personalization and visual discovery. The company highlighted that more than 80 billion searches occur monthly on the platform, with roughly half tied to commercial intent, reinforcing Pinterest’s positioning as a discovery-led shopping platform.
Pinterest Revenue Growth Driven by Ads and AIPinterest generated revenues of $1.008 billion, up 18% year over year. Growth was driven primarily by improvements in conversion-focused advertising and continued momentum in retail and emerging verticals such as financial services.
Geographically, U.S. and Canada revenues rose 13% to $750 million, while Europe revenues increased 27% to $186 million. Rest of World revenues surged 59% to $72 million, highlighting strong international traction despite ongoing monetization gaps.
Ad impressions grew 24% year over year, although pricing declined 5%, reflecting mix shifts and prior-year comparisons. Improvements in AI-driven bidding and targeting partially offset pressure from large retail advertisers later in the quarter.
PINS Expands AI Capabilities and Ad PlatformPinterest continued to deepen its AI capabilities, which remain central to its growth strategy. The company’s proprietary models, including its Taste Graph and generative retrieval system, enhanced personalization and search relevance, driving higher engagement and advertiser performance.
Adoption of Pinterest Performance+, its AI-powered ad suite, gained traction, with approximately 30% of lower-funnel revenue now flowing through these campaigns. Advertisers using these tools reported improved return on ad spend and higher conversion rates, underscoring the platform’s growing effectiveness.
Additionally, the acquisition of tvScientific expanded Pinterest’s reach into connected TV advertising, enabling advertisers to leverage PINS’ audience data beyond its platform and unlocking incremental revenue opportunities.
Pinterest Margins Improve on Strong Revenue Flow-ThroughPinterest reported adjusted EBITDA of $207 million, up 20% year over year, with a margin of 20%, reflecting modest expansion from the prior year.
Cost of revenue increased 20% to $232 million, driven by higher infrastructure investments to support user growth and AI initiatives. Non-GAAP operating expenses rose 16% to $574 million, primarily due to increased spending in sales, marketing and research and development.
Despite higher expenses, stronger revenue flow-through and cost discipline supported profitability improvements during the quarter.
PINS Strengthens Cash Flow and Capital AllocationPinterest generated $328 million in operating cash flow and $312 million in free cash flow during the quarter.
The company ended the quarter with $1.3 billion in cash, cash equivalents and marketable securities, maintaining a solid liquidity position.
Pinterest also repurchased approximately $2 billion worth of shares year to date, reducing shares outstanding by about 16% compared with the prior quarter. The company has $2 billion remaining under its $3.5 billion authorization, reflecting confidence in its long-term growth prospects.
Pinterest Outlook Reflects Continued Growth MomentumFor the second quarter of 2026, Pinterest expects revenues between $1.133 billion and $1.153 billion, indicating 14-16% year-over-year growth.
Adjusted EBITDA is projected in the range of $256 million to $276 million. The company expects continued investments in AI, sales and marketing, and infrastructure to support long-term growth, while maintaining a full-year adjusted EBITDA margin target of around 29%.
Management remains focused on expanding monetization, improving measurement capabilities and scaling its global go-to-market strategy to better align revenue growth with strong user engagement trends.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.
The consensus estimate has shifted 9.29% due to these changes.
VGM ScoresAt this time, Pinterest has a nice Growth Score of B, however its Momentum Score is doing a bit better with an A. Charting a somewhat similar path, the stock was allocated a score of B on the value side, putting it in the top 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Pinterest has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerPinterest belongs to the Zacks Internet - Software industry. Another stock from the same industry, Automatic Data Processing (ADP - Free Report) , has gained 9.8% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.
ADP reported revenues of $5.94 billion in the last reported quarter, representing a year-over-year change of +7%. EPS of $3.37 for the same period compares with $3.06 a year ago.
For the current quarter, ADP is expected to post earnings of $2.59 per share, indicating a change of +14.6% from the year-ago quarter. The Zacks Consensus Estimate has changed -1.7% over the last 30 days.
ADP has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C.
Pinterest Inc (NYSE:PINS) has announced a planned $4 billion commitment with Amazon Web Services (AWS) through 2031, deepening a long-running partnership aimed at expanding its artificial intelligence infrastructure and capabilities.
The agreement, described by AWS as Pinterest’s largest infrastructure investment to date, will see the visual discovery platform rely on AWS services to train and run AI models that power search, recommendations, and personalized content for more than 600 million monthly users worldwide.
Pinterest said it will increasingly use AWS custom silicon, including Trainium chips for AI model training and inference workloads, and Graviton processors to support broader platform infrastructure. The company currently runs roughly a third of its compute footprint on Graviton and plans to expand that usage under the new agreement.
The partnership extends a relationship between the two companies that dates back to 2010, during which Pinterest and AWS have jointly scaled large data systems and cloud infrastructure underpinning the platform’s recommendation and discovery tools.
Pinterest has been steadily increasing its focus on AI-driven features, including multimodal recommendation systems and transformer-based models designed to improve visual search and personalization.
More recently, the company introduced Pinterest Assistant, a conversational discovery tool built on vision-language models that allows users to refine searches through multi-turn interactions.
Under the expanded AWS agreement, Pinterest said it will continue developing both proprietary and open-source AI models to enhance user experience and advertiser performance. The company highlighted that the additional compute capacity is intended to support faster iteration of models used in visual search, shopping discovery, and content ranking.
The deal also reflects a broader infrastructure shift for Pinterest, which is migrating parts of its systems from traditional EC2-based environments toward a Kubernetes-based architecture using Amazon Elastic Kubernetes Service (EKS). The transition is expected to improve deployment speed, operational efficiency, and system reliability at global scale.
"This expanded commitment with AWS gives us the compute flexibility, hardware optionality, and infrastructure efficiency to accelerate our AI vision for the next generation of visual discovery on Pinterest,” the company’s chief technology officer Matt Madrigal said in a statement.
“This strategic partnership will help accelerate AI innovation at Pinterest, improving both our consumer experience and advertiser performance by advancing our proprietary models and our use of open-source models.”
The companies did not disclose detailed financial terms beyond the $4 billion planned commitment, which runs through 2031.
Shares of Pinterest added more than 5% to about $22 on the news, while Amazon stock was up 1.5% at about $254.
$4 billion deal, the largest in Pinterest's history, deepens an over decade-long collaboration through 2031
Pinterest expands use of compute, cloud-native architecture, and Amazon custom silicon, including Graviton and Trainium, to power AI at scale
SAN FRANCISCO--(BUSINESS WIRE)--Pinterest, Inc. (NYSE: PINS) announced a major expansion of its collaboration with Amazon Web Services (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), its Preferred Cloud Services Provider, including a planned $4 billion commitment for cloud services through 2031. The agreement is the largest infrastructure commitment in Pinterest’s history and is expected to accelerate the company’s AI roadmap, provide a more responsive search and shopping experience, and further modernize the infrastructure powering Pinterest's global visual search discovery platform.
"Pinterest is heavily investing in AI to make discovery more personal, visual and actionable for the hundreds of millions of people who use our platform every month."
Share "Pinterest is heavily investing in AI to make discovery more personal, visual and actionable for the hundreds of millions of people who use our platform every month," said Matt Madrigal, Chief Technology Officer, Pinterest. "This expanded commitment with AWS gives us the compute flexibility, hardware optionality, and infrastructure efficiency to accelerate our AI vision for the next generation of visual discovery on Pinterest. This strategic partnership will help accelerate AI innovation at Pinterest, improving both our consumer experience and advertiser performance by advancing our proprietary models and our use of open-source models.”
A Partnership Built for Scale
Pinterest and AWS have worked together since 2010 to improve the reliability, efficiency and performance of Pinterest's core services, including jointly optimizing one of the largest-scale data lakes on AWS. This renewed agreement significantly deepens that long-standing relationship and is structured to support Pinterest's next phase of growth across AI model training, inference, and platform infrastructure.
"Pinterest is building some of the most advanced visual AI systems on AWS, powering discovery for more than 600 million users. As one of our longest-standing customers, we know what it takes to support that scale securely and efficiently," said Dave Brown, SVP, Compute & ML Services, AWS. "AWS compute and purpose-built silicon like Trainium and Graviton give Pinterest the price-performance to train and run AI models at massive scale across both training and inference. This commitment provides Pinterest the AI infrastructure to move faster and deliver new experiences to users sooner."
Scaling AI for Visual Discovery
Pinterest has long applied AI to visual discovery and personalization, and in recent years has accelerated this work with major advances in its recommendation systems and multimodal models. Powered by its proprietary Taste Graph, Pinterest helps users move from open inspiration to personalized, actionable results. The company has evolved from traditional embedding-based retrieval to transformer-based generative models, while continually adapting open-source AI and enhancing its proprietary vision models. Most recently, Pinterest launched Pinterest Assistant, bringing multi-turn conversational discovery to its visual search and discovery experience, powered by open-source vision-language models optimized for scale.
Hardware Optionality and Accelerated Compute
As part of the expanded AWS agreement, Pinterest plans to diversify its use of accelerated compute to support its growing AI needs while improving price performance – and turning to Amazon custom silicon to do it. This includes leveraging AWS Trainium to host and run large language models and vision-language models that power experiences like personalized visual search and AI-assisted discovery. In addition, Pinterest plans to expand its use of Graviton, which already powers roughly a third of the company’s compute infrastructure, to run more of the systems that support discovery for more than 600 million people every month. Together, these investments are expected to give Pinterest greater flexibility to match infrastructure to evolving AI needs.
Modernizing Pinterest's Compute Platform
Pinterest will also continue a major infrastructure modernization effort under the agreement, transitioning from traditional EC2-based environments to a Kubernetes-based architecture on Amazon Elastic Kubernetes Service (EKS). The migration is expected to improve developer velocity, operational reliability and infrastructure efficiency across Pinterest's global platform.
These investments are intended to strengthen and refine Pinterest’s AI infrastructure foundation and support its continued innovation in AI-powered visual search and discovery.
About Pinterest
Pinterest is a visual search and discovery platform where people find inspiration, curate ideas and shop products — all in a positive place online. Headquartered in San Francisco, Pinterest has over 600 million monthly active users worldwide.
Pinterest logo is seen in this illustration taken August 5, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
June 4 (Reuters) - Pinterest (PINS.N), opens new tab said on Thursday it would pay Amazon Web Services $4 billion for cloud services through 2031, as the social media company strengthens a long-term partnership with its largest-ever deal.
Shares of Pinterest rose nearly 6%, while those of Amazon were up 1.5%.
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Amazon.com's (AMZN.O), opens new tab cloud computing unit will provide Pinterest its custom chip processors, including Graviton and Trainium, to help scale its AI initiatives.
"This expanded commitment with AWS gives us the compute flexibility, hardware optionality, and infrastructure efficiency to accelerate our AI vision," Pinterest's Chief Technology Officer Matt Madrigal said in a statement.
Pinterest has been investing in AI tools by rolling out upgrades to its Performance+ ad suite, to boost growth amid intensifying competition from major players such as TikTok and Meta's (META.O), opens new tab Instagram and Facebook.
Pinterest, Snap shares underperform those of rival social media firmsPinterest said it had worked with AWS since 2010 to improve the reliability and performance of the company's core services.
The company, which last month forecast second-quarter revenue above Wall Street estimates, said it plans to diversify its accelerated compute usage with Amazon's custom silicon to improve price performance for its AI needs.
This includes leveraging AWS Trainium for large language models and vision-language models that power features like personalized visual search and AI-assisted discovery on its platform.
Reporting by Jaspreet Singh in Bengaluru; Editing by Sriraj Kalluvila
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Pinterest has signed a $4 billion cloud services agreement with Amazon Web Services stretching through 2031, the largest infrastructure commitment the visual discovery company has ever made.
According to a Thursday (June 4) press release from Amazon, the deal extends a relationship between the two companies dating back to 2010.
The scale of the commitment reflects how central AI has become to Pinterest’s core business. Per the release, Pinterest serves more than 600 million monthly users whose primary activity is search and discovery. When search results get worse, users disengage. When users disengage, advertisers pull back.
Pinterest has moved its recommendation systems away from basic keyword and category matching toward artificial intelligence (AI) models that understand visual context and user intent. That shift requires significantly more computing power to train and run at scale.
To handle that demand, Pinterest said it plans to use AWS Trainium, Amazon’s custom chip built specifically for running AI workloads, to power its visual search and personalization features. The chip is designed to cut the cost and time required to run large AI models compared to conventional alternatives.
Pinterest said it is also expanding its use of AWS Graviton processors, which already handle roughly a third of its computing operations, across more of the systems that support its platform.
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“Pinterest is heavily investing in AI to make discovery more personal, visual, and actionable for the hundreds of millions of people who use our platform every month,” Pinterest CTO Matt Madrigal in a statement.
“This expanded commitment with AWS gives us the compute flexibility, hardware optionality, and infrastructure efficiency to accelerate our AI vision for the next generation of visual discovery on Pinterest,” Madrigal added. “This strategic partnership will help accelerate AI innovation at Pinterest, improving both our consumer experience and advertiser performance by advancing our proprietary models and our use of open-source models.”
Pinterest also said it launched Pinterest Assistant, a conversational search feature that lets users refine what they are looking for through back-and-forth queries rather than single searches. The product moves Pinterest closer to the moment of purchase, a gap the company has long worked to close between user inspiration and actual transaction.
The Pinterest-AWS deal lands against a backdrop of accelerating investment across the company. According to a PYMNTS report in May, Pinterest posted $1.008 billion in Q1 revenue, up 18% year over year, above the top of its guidance range. Global monthly active users reached 631 million, a record for the tenth straight quarter. About half of its 80 billion monthly searches carry commercial intent, a ratio that makes the gap between engagement and monetization the central business problem the company is now organized around closing.
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Pinterest Inc (NYSE:PINS) has announced a planned $4 billion commitment with Amazon Web Services (AWS) through 2031, deepening a long-running partnership aimed at expanding its artificial intelligence infrastructure and capabilities.
The agreement, described by AWS as Pinterest’s largest infrastructure investment to date, will see the visual discovery platform rely on AWS services to train and run AI models that power search, recommendations, and personalized content for more than 600 million monthly users worldwide.
Pinterest said it will increasingly use AWS custom silicon, including Trainium chips for AI model training and inference workloads, and Graviton processors to support broader platform infrastructure. The company currently runs roughly a third of its compute footprint on Graviton and plans to expand that usage under the new agreement.
The partnership extends a relationship between the two companies that dates back to 2010, during which Pinterest and AWS have jointly scaled large data systems and cloud infrastructure underpinning the platform’s recommendation and discovery tools.
Pinterest has been steadily increasing its focus on AI-driven features, including multimodal recommendation systems and transformer-based models designed to improve visual search and personalization.
More recently, the company introduced Pinterest Assistant, a conversational discovery tool built on vision-language models that allows users to refine searches through multi-turn interactions.
Under the expanded AWS agreement, Pinterest said it will continue developing both proprietary and open-source AI models to enhance user experience and advertiser performance. The company highlighted that the additional compute capacity is intended to support faster iteration of models used in visual search, shopping discovery, and content ranking.
The deal also reflects a broader infrastructure shift for Pinterest, which is migrating parts of its systems from traditional EC2-based environments toward a Kubernetes-based architecture using Amazon Elastic Kubernetes Service (EKS). The transition is expected to improve deployment speed, operational efficiency, and system reliability at global scale.
"This expanded commitment with AWS gives us the compute flexibility, hardware optionality, and infrastructure efficiency to accelerate our AI vision for the next generation of visual discovery on Pinterest,” the company’s chief technology officer Matt Madrigal said in a statement.
“This strategic partnership will help accelerate AI innovation at Pinterest, improving both our consumer experience and advertiser performance by advancing our proprietary models and our use of open-source models.”
The companies did not disclose detailed financial terms beyond the $4 billion planned commitment, which runs through 2031.
Shares of Pinterest added more than 5% to about $22 on the news, while Amazon stock was up 1.5% at about $254.
Pinterest is rated a buy, with pessimism over market share loss overdone given its strong balance sheet and GAAP profitability. PINS delivered 18% YoY revenue growth, 11% user growth, and 6% ARPU growth, outperforming guidance and demonstrating operating leverage. Despite slowing top-line growth and competition from META, PINS trades at just 11x earnings and is transitioning from growth compounder to value stock.
Pinterest has shifted from a short-seller target to a value opportunity at current prices. PINS delivered Q1 2026 revenue of $1.01B, up 17.84% YoY and beating expectations by $39.4M. Monthly active users continue to grow globally, with 15% YoY expansion outside the U.S. signaling international growth potential.
Pinterest is a compelling rebound candidate, down ~20% YTD despite solid user and revenue growth. PINS posted a sharp revenue acceleration in Q1, with mid/high teens growth and strong user trends. I reiterate my buy rating, citing attractive valuation multiples and a second wind for software/internet stocks.
Pinterest (PINS - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this digital pinboard and shopping tool company have returned +6.6%, compared to the Zacks S&P 500 composite's no change. During this period, the Zacks Internet - Software industry, which Pinterest falls in, has gained 0.7%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Pinterest is expected to post earnings of $0.36 per share, indicating a change of +9.1% from the year-ago quarter. The Zacks Consensus Estimate has changed +18.6% over the last 30 days.
The consensus earnings estimate of $1.93 for the current fiscal year indicates a year-over-year change of +20.6%. This estimate has changed +0.2% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $2.25 indicates a change of +16.6% from what Pinterest is expected to report a year ago. Over the past month, the estimate has changed +1.9%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Pinterest.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Pinterest, the consensus sales estimate for the current quarter of $1.15 billion indicates a year-over-year change of +15.3%. For the current and next fiscal years, $4.86 billion and $5.48 billion estimates indicate +15% and +12.8% changes, respectively.
Last Reported Results and Surprise HistoryPinterest reported revenues of $1.01 billion in the last reported quarter, representing a year-over-year change of +17.8%. EPS of $0.27 for the same period compares with $0.23 a year ago.
Compared to the Zacks Consensus Estimate of $963.8 million, the reported revenues represent a surprise of +4.53%. The EPS surprise was +22.73%.
Over the last four quarters, Pinterest surpassed consensus EPS estimates two times. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Pinterest is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Pinterest. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Pinterest is expanding its partnership with Amazon. The social pinboard site said on Wednesday that it will now serve as a home for creators’ Amazon Storefronts. These online stores allow creators to generate income from affiliate links that direct their fans to products that they often feature in their videos and social media content.
The move gives Pinterest another way to appeal to creators who have largely built their shopping and affiliate businesses on larger platforms like Instagram, TikTok, YouTube, and Facebook. Pinterest says more than half its users visit it to shop, and that it sees more than 80 billion searches per month.
The deal comes as Pinterest works to regain its position as a shopping destination, and responds to user complaints about the growing volume of AI-generated content on the platform.
Image Credits:Pinterest Pinterest said creators will now be able to use a new tool to connect their Amazon Storefront directly to their Pinterest account. After setup, their affiliate link will be applied automatically whenever they tag an eligible Amazon product, automating the process of promoting items.
These storefronts can then be featured on creators’ Pinterest profiles, allowing their fans and followers to see a broader picture of their recommendations beyond a single Pin or Board.
The deal ties Amazon and Pinterest closer together after the companies introduced their multi-year ads partnership in 2023, which made Amazon the first partner on third-party ads on Pinterest. The company then followed this up with a similar advertising deal with Google in 2024, as it continued to struggle to grow revenue for its popular but not fully monetized bookmarking, shopping, and inspiration platform.
Image Credits:Pinterest However, Pinterest has also faced a barrage of AI content over the past year that has alienated some of its user base and led to many complaints about “AI slop.” The company last year rolled out a series of new tools to fight the AI content and put users in control, but it can only do so much when much of the AI content remains unlabeled.
This partnership offers Pinterest a new way to get back on track. By working with real-world creators, Pinterest could potentially reverse its souring reputation and become known once again as a place to shop and be inspired by other people’s recommendations.
Pinterest notes it will support storefront linking with “other partners” soon.
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Sarah has worked as a reporter for TechCrunch since August 2011. She joined the company after having previously spent over three years at ReadWriteWeb. Prior to her work as a reporter, Sarah worked in I.T. across a number of industries, including banking, retail and software.
You can contact or verify outreach from Sarah by emailing [email protected] or via encrypted message at sarahperez.01 on Signal.
If you've ever discovered a product through your favorite creator and wanted to buy it, Pinterest's latest partnership with Amazon may help streamline the process. The company announced on Wednesday that it's partnering with Amazon to offer storefront linking to creators on the Pinterest app.
Creators who operate an Amazon storefront can now link it to their Pinterest account. Once linked, their affiliate shopping link will be automatically applied when they pin eligible Amazon products, and their Amazon Storefront handle will also appear on their Pinterest profiles
While many social media platforms are primarily focused on entertainment or communication, Pinterest has increasingly emphasized product exploration and shopping. As a result, tools that shorten the path from product discovery to purchase could have a greater impact on user behavior.
According to Pinterest, more than 50% of its users come to the platform specifically to shop. The Pinterest-Amazon announcement arrives just ahead of Amazon Prime Day, scheduled for June 23–26.
Pinterest and Amazon have had a partnership since 2023, when Pinterest selected Amazon as its first third-party advertising partner and began integrating Amazon-sponsored ads into the platform.
Pinterest has long sought to differentiate itself in a crowded social media landscape dominated by platforms like Instagram and TikTok. Like many of its peers, the platform has also grappled with a growing volume of AI-generated content, prompting it to introduce controls that allow users to manage how much of that material appears in their feeds. The new shopping feature could help strengthen Pinterest's position by enabling users to purchase products directly from creators they follow, reducing the need to leave the platform to search for items elsewhere.
Representatives for Pinterest and Amazon did not immediately respond to requests for comment.
