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Pinterest (PINS)
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Pinterest (PINS) AI Stock Analysis

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PINS

Pinterest

(NYSE:PINS)

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Outperform 73 (OpenAI - 4o)
Rating:73Outperform
Price Target:
$29.00
▲(10.35% Upside)
Pinterest's overall stock score is driven by strong financial performance and positive earnings call insights, highlighting robust growth and strategic investments. However, bearish technical indicators and challenges in ad pricing weigh on the score.
Positive Factors
Revenue Growth
Strong revenue growth indicates Pinterest's effective market strategies and its role as a trusted partner to brands, supporting long-term financial health.
User Base Expansion
A growing user base, especially with Gen Z, enhances Pinterest's platform value, attracting advertisers and driving future revenue growth.
International Revenue Expansion
Significant international revenue growth showcases Pinterest's successful global expansion, diversifying income sources and reducing reliance on domestic markets.
Negative Factors
Challenges in UCAN Region
Economic challenges in key regions can limit revenue growth, impacting Pinterest's ability to capitalize on its largest markets.
Decline in Ad Pricing
A decline in ad pricing can pressure revenue growth, as Pinterest may need to increase volume to maintain revenue levels, affecting profitability.
Operational Efficiency
Low operational efficiency suggests potential challenges in cost management, which could hinder profitability improvements and long-term financial performance.

Pinterest (PINS) vs. SPDR S&P 500 ETF (SPY)

Pinterest Business Overview & Revenue Model

Company DescriptionPinterest, Inc. operates as a visual discovery engine in the United States and internationally. The company's engine allows people to find inspiration for their lives, including recipes, style and home inspiration, DIY, and others; and provides video, product, and idea pins. It shows visual machine learning recommendations based on pinners taste and interests. The company was formerly known as Cold Brew Labs Inc. and changed its name to Pinterest, Inc. in April 2012. Pinterest, Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
How the Company Makes MoneyPinterest makes money primarily through advertising. The company offers a range of advertising products, including Promoted Pins, which allow businesses to display their content to targeted audiences on the platform. Advertisers can leverage Pinterest's unique user demographics and interests to reach potential customers effectively. Additionally, Pinterest generates revenue through performance-based advertising, where advertisers pay based on engagement metrics such as clicks or impressions. The company has also formed partnerships with various brands and e-commerce platforms to enhance shopping experiences on the site, further contributing to its revenue streams. The focus on visual search and shopping capabilities has attracted significant investments in advertising, making it a key factor in Pinterest's earnings.

Pinterest Key Performance Indicators (KPIs)

Any
Any
Monthly Active Users by Geography
Monthly Active Users by Geography
Tracks user engagement across different regions, highlighting where Pinterest is gaining traction and identifying markets with high growth potential or competitive challenges.
Chart InsightsPinterest's user growth has been robust, with a significant uptick in the Rest of World segment, reflecting a strategic focus on international expansion. This aligns with the earnings call highlighting a 10% year-over-year increase in global MAUs to 570 million. Despite challenges in ad pricing, the company's AI advancements are enhancing user experience and advertiser performance, driving positive outcomes. The continued growth in Europe and the US and Canada segments underscores Pinterest's successful efforts in expanding its user base and leveraging AI for improved engagement.
Data provided by:Main Street Data

Pinterest Earnings Call Summary

Earnings Call Date:Nov 04, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 05, 2026
Earnings Call Sentiment Positive
The earnings call presented a strong quarter for Pinterest, showcasing significant growth in users and revenue, particularly in international markets. However, there were challenges in the UCAN region due to external economic factors and a decline in ad pricing. Overall, the company's strategic investments in AI and performance ad platforms are driving positive engagement and financial health.
Q3-2025 Updates
Positive Updates
Record Growth in Monthly Active Users
Pinterest reached 600 million monthly active users in Q3 2025, marking the ninth consecutive quarter of record high users. Gen Z is the largest and fastest-growing cohort, comprising over 50% of the user base.
Significant Revenue Growth
Q3 2025 revenue grew 17% year-over-year to $1.049 billion, demonstrating strong financial performance and proving Pinterest's role as a trusted partner to brands and agencies globally.
International Revenue Expansion
International revenue grew significantly, with Europe revenue at $193 million (41% growth) and Rest of World at $70 million (66% growth), illustrating successful export of lower funnel playbook.
Impressive AI-Powered Features
Pinterest launched new AI-powered features like Pinterest Assistant and multimodal search, enhancing the user experience and increasing engagement. Visual search queries grew 44% year-over-year.
Strong Financial Health and Cash Flow
The company reported an adjusted EBITDA of $306 million, with a margin of 29% and free cash flow of $318 million, highlighting the profitability and cash-generative nature of the business.
Negative Updates
Challenges in UCAN Region
Pockets of moderating ad spend in the U.S. and Canada due to larger U.S. retailers navigating tariff-related margin pressure, impacting overall growth in the region.
Decline in Ad Pricing
Ad pricing declined 24% year-over-year, primarily due to the growing mix shift from ad impressions in previously unmonetized or undermonetized international markets.
Company Guidance
During Pinterest's third quarter 2025 earnings call, the company provided several key metrics and insights into their performance and future guidance. Pinterest reported a 17% year-over-year revenue growth, reaching $1.049 billion for the quarter, driven by strong execution of their AI-powered shopping platform. The company achieved a record 600 million monthly active users, with Gen Z comprising over 50% of its user base. Pinterest noted that their visual search features saw a 44% year-over-year increase in queries. Additionally, the company highlighted a 40% year-over-year growth in outbound clicks to advertisers, underscoring the effectiveness of their performance ad platform. For the fourth quarter of 2025, Pinterest projected revenue growth of 14% to 16%, with continued investments in AI and product innovation expected to support their long-term financial targets. The company also emphasized international monetization as a significant growth vector, with international markets contributing 25% of global revenue in Q3, reflecting ongoing efforts to capitalize on their large user base outside North America.

Pinterest Financial Statement Overview

Summary
Pinterest demonstrates strong financial health with impressive profitability and growth metrics. The company shows efficient revenue generation and cost management, supported by a strong balance sheet with low leverage and high equity. Cash flow generation is robust, further enhancing financial stability. However, there is room for improvement in operational efficiency as indicated by the relatively low EBIT and EBITDA margins.
Income Statement
85
Very Positive
Pinterest has shown strong revenue growth with a 3.84% increase in TTM, supported by a high gross profit margin of 79.86%. The net profit margin is impressive at 49.30%, indicating efficient cost management and profitability. However, the EBIT and EBITDA margins are relatively low at 6.34% and 5.98% respectively, suggesting room for improvement in operational efficiency.
Balance Sheet
78
Positive
The company maintains a solid financial position with a low debt-to-equity ratio of 0.03, indicating minimal leverage. The return on equity is robust at 44.93%, reflecting strong profitability relative to shareholder equity. The equity ratio stands at 89.06%, showcasing a strong equity base relative to total assets.
Cash Flow
82
Very Positive
Pinterest's cash flow is healthy, with a 9.98% growth in free cash flow. The operating cash flow to net income ratio is strong at 2.67, indicating efficient cash generation from operations. The free cash flow to net income ratio is high at 97.58%, suggesting effective conversion of net income into free cash flow.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue4.06B3.65B3.06B2.80B2.58B1.69B
Gross Profit3.24B2.90B2.37B2.12B2.05B1.24B
EBITDA362.72M201.08M-104.17M-55.19M353.69M-89.40M
Net Income1.99B1.86B-35.61M-96.05M316.44M-128.32M
Balance Sheet
Total Assets5.52B5.34B3.59B3.86B3.54B2.61B
Cash, Cash Equivalents and Short-Term Investments2.67B2.51B2.51B2.70B2.48B1.76B
Total Debt410.47M185.79M196.28M228.97M250.87M182.95M
Total Liabilities690.44M591.51M503.73M581.08M498.50M367.09M
Stockholders Equity4.82B4.75B3.09B3.28B3.04B2.24B
Cash Flow
Free Cash Flow1.12B939.99M604.90M440.22M743.88M11.43M
Operating Cash Flow1.15B964.59M612.96M469.20M752.91M28.83M
Investing Cash Flow-136.42M-221.02M-36.99M-128.25M-25.86M-47.62M
Financing Cash Flow-914.29M-968.32M-826.76M-148.93M22.16M19.64M

Pinterest Technical Analysis

Technical Analysis Sentiment
Negative
Last Price26.28
Price Trends
50DMA
33.77
Negative
100DMA
35.06
Negative
200DMA
33.51
Negative
Market Momentum
MACD
-1.12
Positive
RSI
28.83
Positive
STOCH
13.36
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PINS, the sentiment is Negative. The current price of 26.28 is below the 20-day moving average (MA) of 32.33, below the 50-day MA of 33.77, and below the 200-day MA of 33.51, indicating a bearish trend. The MACD of -1.12 indicates Positive momentum. The RSI at 28.83 is Positive, neither overbought nor oversold. The STOCH value of 13.36 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PINS.

Pinterest Risk Analysis

Pinterest disclosed 46 risk factors in its most recent earnings report. Pinterest reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Pinterest Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$1.98B14.5520.13%5.37%13.08%
73
Outperform
$17.40B9.1151.49%16.79%819.94%
72
Outperform
$1.22B14.958.73%5.68%30.00%-9.72%
72
Outperform
$37.19B101.1515.22%69.71%
63
Neutral
$7.59B14.711.16%-0.46%-2.75%
62
Neutral
$12.34B-22.38%11.75%49.19%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PINS
Pinterest
26.28
-2.90
-9.94%
YELP
Yelp
32.13
-3.80
-10.58%
SNAP
Snap
8.01
-4.00
-33.31%
OPRA
Opera
13.73
-3.60
-20.77%
MTCH
Match Group
32.65
2.79
9.34%
RDDT
Reddit Inc Class A
183.64
48.84
36.23%

Pinterest Corporate Events

Pinterest’s Q3 2025 Earnings Call Highlights Growth
Nov 6, 2025

Pinterest’s recent earnings call painted a picture of robust growth and strategic advancements, despite some regional challenges. The company reported a strong quarter, with significant user and revenue growth, particularly in international markets. However, the UCAN region faced hurdles due to external economic factors and a decline in ad pricing. Overall, Pinterest’s strategic investments in AI and performance ad platforms are fostering positive engagement and financial health.

Pinterest Reports Strong Q3 2025 Growth
Nov 5, 2025

Pinterest, Inc. is a social media platform that enables users to discover and save ideas through visual content, primarily operating in the technology sector with a focus on visual search and AI-powered shopping assistance.

Business Operations and StrategyExecutive/Board Changes
Pinterest Appoints Emily Reuter to Board of Directors
Positive
Sep 19, 2025

On September 16, 2025, Jeremy Levine, an independent member of Pinterest‘s Board of Directors, announced his retirement effective September 18, 2025. His departure was amicable and not due to any disagreements with the company. Subsequently, Emily Reuter, CFO of Instacart, was appointed to the Board as a Class I director. Reuter’s extensive experience in technology and e-commerce, including roles at Instacart and Uber, aligns with Pinterest’s strategy to become a leader in AI-powered shopping. Her appointment is expected to support Pinterest’s growth and innovation efforts as it expands its global reach.

The most recent analyst rating on (PINS) stock is a Buy with a $40.00 price target. To see the full list of analyst forecasts on Pinterest stock, see the PINS Stock Forecast page.

Pinterest’s Earnings Call Highlights Growth and Challenges
Aug 13, 2025

Pinterest’s Latest Earnings Call: Strong Growth Amid Challenges

Pinterest Reports Strong Q2 2025 Growth and Record Users
Aug 8, 2025

Pinterest, Inc. is a social media company that operates a visual discovery engine, allowing users to find and share ideas through images and videos, primarily in the technology sector. Known for its unique platform that combines social networking with a personalized shopping experience, Pinterest continues to innovate in user engagement and advertising solutions.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 06, 2025