Barrons·Oct 29, 2026
Pinterest Stock Sinks as Signs Point to Slowing Revenue GrowthThe company's fourth-quarter revenue projection came in short of expectations.
Pinterest continues to grow revenue in double digits, with year-over-year growth of 18.2% in 2026Q2 and 11.9% in 2026Q3, suggesting its advertising franchise retains momentum even as growth moderates from the mid-teens.
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Revenue growth remains in double digits, with 11.9% year-over-year growth in 2026Q3, while operating margin improved to 2.6% from -3.5% in 2026Q2, though net margin of 1.8% and a 77.7% gross margin suggest the cost base still absorbs most incremental revenue.
Pinterest is experiencing strong user growth driven by Gen Z, which is expanding its addressable market and engagement.
The collaboration with Amazon enhances Pinterest's monetization potential through improved e-commerce integration and ad revenue.
Pinterest's platform benefits from high-intent user behavior, making its ads more effective and valuable to advertisers.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $0.46-5.4% vs $0.49 | $1.2B-2.6% vs $1.2B |
Q3 2026 Aug 4, 2026 | $0.43+20.5% vs $0.36 | $1.2B+2.7% vs $1.1B |
Q2 2026 May 4, 2026 | $0.27+22.7% vs $0.22 | $1.0B+4.3% vs $966M |
Q1 2026 Feb 12, 2026 | $0.67+1.5% vs $0.66 | $1.3B-0.8% vs $1.3B |
The company's fourth-quarter revenue projection came in short of expectations.
SAN FRANCISCO--(BUSINESS WIRE)--Pinterest, Inc. (NYSE: PINS) today announced financial results for the quarter ended September 30, 2026. Revenue was $1,174 million, growing 12% year over year on a reported and constant currency basis. Global Monthly Active Users ("MAUs") increased 10% year over year to 661 million. GAAP net income was $22 million and Adjusted EBITDA was $339 million. Net cash provided by operating activities was $316 million and free cash flow was $300 million. "Pinterest reach.
Caution is building around Reddit (NYSE:RDDT | RDDT Price Prediction) as its Q3 2026 earnings report arrives, with worries about slowing U.S. user growth weighing on the stock. Reddit stock is at $128.56, down 5% in midday trading.
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Benchmark PINS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Pinterest, Inc. (PINS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $18.96 | $12.06B | 31.08 | 15.79% | 9.87% | 8.78% | — | |
| $4.96 | $8.34B | -18.37 | 10.63% | -4.9% | -14.61% | — | |
| $95.10 | $18.31B | 36.30 | 69.4% | 32.11% | 30.57% | — | |
| $5.97 | $778.67M | -1.00 | -9.89% | -58.99% | -68.91% | — | |
| $27.39 | $3.92B | 28.83 | 6.85% | 22.49% | 18.62% | — | |
| $19.46 | $1.07B | 8.69 | 3.75% | 8.59% | 18.61% | — |
Pinterest, Inc. (PINS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Pinterest, Inc. (PINS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Oct 15, 2026·SEC
Oct 5, 2026·SEC
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Pinterest, Inc. (PINS) stock FAQ — growth, dividends, profitability & financials explained
Pinterest, Inc. (PINS) reported $4.68B in revenue over the trailing twelve months. Revenue was $4.22B in fiscal year 2025. That is 793% more than the $472.9M of fiscal year 2017.
Pinterest, Inc. (PINS) grew revenue by 15.8% in fiscal year 2025, compared with the prior fiscal year.
Yes. Pinterest, Inc. (PINS) earned $178.3M in net income over the trailing twelve months (a 3.8% net margin).
Pinterest, Inc. (PINS) had a return on equity (ROE) of 8.8% in fiscal year 2025. That is below the market's typical 10-15%.
Pinterest, Inc. (PINS) generated $1.26B in free cash flow over the trailing twelve months.
