Zacks Investment Research·Sep 15, 2026
PINS Rides on Strength in Ad Business: Can Momentum Sustain?Pinterest is gaining advertiser demand as AI tools improve campaign performance, but fierce competition and a 45.7% stock decline cloud its momentum.
Pinterest's Q2 2026 revenue growth accelerated to 18.2% year-over-year, reaching $1.2B, driven by AI-enhanced ad targeting and shopping features. Gross margins remain high at 78.2%, but heavy investment in R&D and sales has pushed operating income to a loss of...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 18.2% year-over-year to $1.2B in Q2 2026, with gross margin at 78.2%, but operating income swung to a loss of $55.2M due to R&D and SG&A costs totaling 80% of 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 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 4, 2025 | $0.38-8.7% vs $0.42 | $1.0B+0.0% vs $1.0B |
Pinterest is gaining advertiser demand as AI tools improve campaign performance, but fierce competition and a 45.7% stock decline cloud its momentum.
Pinterest NYSE: PINS CEO Bill Ready said the company has evolved from a visual discovery and browsing platform into what he described as an AI-driven shopping assistant serving more than 640 million users. Speaking at a conference fireside chat, Ready said the company's efforts to make the platform more actionable have supported double-digit user growth, higher engagement and an expanding performance advertising business.
Pinterest stock has sold off sharply over the past few months and now sits at its lowest level since May 21. PINS fell to $18.28, down 60% from its 2024 high and 30% below where it started the year.
Reddit (NYSE:RDDT | RDDT Price Prediction) stock is up 6% to $155.
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 |
|---|---|---|---|---|---|---|---|
| $18.39 | $11.7B | 30.15 | 15.79% | 9.87% | 8.78% | — | |
| $5.62 | $9.45B | -20.81 | 10.63% | -4.9% | -14.61% | — | |
| $155.62 | $29.96B | 59.40 | 69.4% | 31.35% | 29.02% | — | |
| $2.83 | $369.12M | -0.48 | -9.89% | -58.99% | -68.91% | — | |
| $24.80 | $3.55B | 26.11 | 6.85% | 22.49% | 18.62% | — | |
| $18.96 | $1.04B | 8.46 | 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)
Aug 4, 2026·SEC
May 26, 2026·SEC
May 4, 2026·SEC
Get notified when PINS posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Pinterest, Inc. (PINS) stock FAQ — growth, dividends, profitability & financials explained
Pinterest, Inc. (PINS) reported $4.56B in revenue for fiscal year 2025. This represents a 863% increase from $472.9M in 2017.
Pinterest, Inc. (PINS) grew revenue by 15.8% over the past year. This is strong growth.
Yes, Pinterest, Inc. (PINS) is profitable, generating $248.9M in net income for fiscal year 2025 (9.9% net margin).
Pinterest, Inc. (PINS) has a return on equity (ROE) of 8.8%. This is below average, suggesting room for improvement.
Pinterest, Inc. (PINS) generated $1.59B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
