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Pinterest Inc (PINS) Stock

Pinterest Inc Stock Details, Movements and Public Alerts

Pinterest (PINS): Visual Discovery Platform Monetizing 619 Million Users with AI-Powered Commerce

Pinterest occupies a unique position in social media. Users come to the platform with commercial intent: they search for outfit ideas, home renovation inspiration, recipe planning, and wedding decor. That intent makes Pinterest's advertising inventory fundamentally different from feeds driven by entertainment and social connection. CEO Bill Ready has spent the last two years converting this intent into transactions. Shoppable pins now generate over 40% of ad revenue, up from 15% two years ago. The AI-powered Performance+ ad suite delivers 24% higher conversion lift for retailers. Revenue hit $4.2 billion in 2025, growing 16%. Monthly active users reached 619 million, with Gen Z now comprising more than half the base. But Q4 2025 results disappointed investors, triggering a 22% stock decline in February 2026 as the monetization gap between promise and execution became visible.

52-Week Range

$39.93 - $13.84

-55.47% from high · +28.47% from low

Avg Daily Volume

20,055,639

20-day average

100-day avg: 15,328,718

Fundamentals

Valuation Metrics

P/E Ratio (TTM)

25.28

Above market average

Forward P/E

8.20

Earnings expected to grow

PEG Ratio

0.35

Potentially undervalued

Price to Book

2.16

EV/EBITDA

23.33

EPS (TTM)

$0.61

Price to Sales

2.57

Beta

0.89

Less volatile than market

Q:How is PINS valued relative to its earnings and growth?
Pinterest Inc trades at a P/E ratio of 25.28, which is above the market average of approximately 20. This premium valuation suggests investors expect above-average growth or the company has competitive advantages justifying the higher multiple. Looking ahead, the forward P/E of 8.20 is lower than the current P/E, indicating analysts expect earnings to grow over the next year. The PEG ratio of 0.35 suggests the stock may be undervalued relative to its growth rate.
Q:What is PINS's risk profile compared to the market?
With a beta of 0.89, Pinterest Inc is less volatile than the overall market. This means when the market moves up or down by 10%, this stock typically moves less than 10% in the same direction. Lower beta stocks are often preferred by conservative investors seeking stability. The price-to-book ratio of 2.16 shows investors value the company above its book value, which often reflects intangible assets or growth prospects.

Performance & Growth

Profit Margin

49.00%

Operating Margin

5.58%

EBITDA

$305.51M

Return on Equity

51.50%

Return on Assets

3.89%

Revenue Growth (YoY)

16.80%

Earnings Growth (YoY)

225.00%

Q:How profitable and efficient is PINS's business model?
Pinterest Inc achieves a profit margin of 49.00%, meaning it retains $49.00 from every $100 in revenue after all expenses. This is an impressive margin, indicating strong pricing power and efficient cost management that allows the company to generate substantial profits. The operating margin of 5.58% reveals how efficiently the company runs its core business operations before interest and taxes. With ROE at 51.50% and ROA at 3.89%, the company generates strong returns on invested capital.
Q:What are PINS's recent growth trends?
Pinterest Inc's revenue grew by 16.80% year-over-year, showing steady progress in growing the business. This positive trajectory indicates the company maintains competitive positioning in its markets. Earnings increased by 225.00% year-over-year, outpacing revenue growth through improved margins. These growth metrics should be evaluated against INTERNET CONTENT & INFORMATION industry averages for proper context.

Company Size & Market

Market Cap

$10.4B

Revenue (TTM)

$4.06B

Revenue/Share (TTM)

$6.00

Shares Outstanding

585.46M

Book Value/Share

$7.12

Asset Type

Common Stock

Q:What is PINS's market capitalization and position?
Pinterest Inc has a market capitalization of $10.4B, classifying it as a large-cap stock ($10B-$200B). Large-caps are typically industry leaders with established business models, offering a balance of stability and growth potential. They often provide dividend income and are core holdings in institutional portfolios. With 585.46M shares outstanding, the company's ownership is relatively concentrated. As a participant in the INTERNET CONTENT & INFORMATION industry, it competes with other firms in this sector.
Q:How does PINS's price compare to its book value?
Pinterest Inc's book value per share is $7.12, while the current stock price is $17.78, resulting in a price-to-book (P/B) ratio of 2.50. This reasonable premium to book value suggests the market values the company's earnings power and intangible assets appropriately. Most profitable companies trade between 1-3x book value. As a common stock, this represents equity ownership with voting rights.

Analyst Ratings

Analyst Target Price

$29.26

64.57% upside potential

Analyst Recommendations

Strong Buy

4

Buy

25

Hold

10

Sell

0

Strong Sell

1

Q:How reliable are analyst predictions for PINS?
40 analysts cover PINS with 73% recommending buy/strong buy ratings. Analyst predictions have mixed reliability - studies show consensus rarely beats market returns consistently. The strong bullish consensus may already be priced in. The consensus target of $29.26 implies 64.6% upside, but targets are often adjusted to follow price moves rather than predict them.
Q:What is the Wall Street consensus on PINS?
Current analyst recommendations:4 Strong Buy, 25 Buy, 10 Hold, 01 Strong Sell. The bullish tilt suggests optimism about future prospects, though investors should conduct independent research.Remember that analyst opinions often lag price movements and can be influenced by investment banking relationships.

Fundamentals last updated: Feb 15, 2026, 02:02 AM

Technical Indicators

RSI (14-day)

15.73

Oversold

50-Day Moving Average

$24.75

-28.16% below MA-50

200-Day Moving Average

$31.13

-42.88% below MA-200

MACD Line

-2.17

MACD Signal

-1.69

MACD Histogram

-0.48

Bearish

Q:What does PINS's RSI value tell investors?
The RSI (Relative Strength Index) for PINS is currently 15.73, indicating the stock is in oversold territory (below 30). This indicates heavy selling pressure that may have pushed the price too low too fast. Oversold readings can present buying opportunities, but stocks can remain oversold in strong downtrends. Look for RSI to rise above 30 as a potential recovery signal. Combined with the price being below the 50-day moving average, this confirms bearish conditions.
Q:How should traders interpret PINS's MACD and moving average crossovers?
MACD analysis shows the MACD line at -2.17 below the signal line at -1.69, with histogram at -0.48. This bearish crossover indicates downward pressure. The 50-day MA ($24.75) is below the 200-day MA ($31.13), forming a death cross pattern that often warns of extended weakness. Price is currently below both MAs, confirming weakness.

Indicators last updated: Feb 15, 2026, 12:31 AM

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Pinterest (PINS) Stock Analysis 2025: Complete Investment Guide

The Platform Where People Come to Buy

Pinterest's core advantage is user intent. People open Instagram to scroll, TikTok to watch, and X to argue. They open Pinterest to plan purchases. A user searching for 'modern kitchen backsplash ideas' is closer to a buying decision than someone watching a cooking video on another platform. This intent difference makes Pinterest's advertising inventory more valuable per impression for retailers and brands targeting consumers in the consideration and purchase phases.

CEO Bill Ready joined from Google, where he ran Google Commerce and Google Pay. His background in payments and commerce infrastructure explains the strategic direction: transform Pinterest from an inspiration platform into a closed-loop commerce engine where users discover, save, and buy products without leaving the app. Shoppable pins now account for more than 40% of total ad revenue, up from 15% just two years ago. That shift represents the single most important business metric in Pinterest's recent history.

AI as the Revenue Engine

Pinterest processed 80 billion queries in Q3 2025, a 44% increase from the prior year. The growth is driven by AI-powered visual search, which lets users photograph objects and find similar products available for purchase. The Performance+ advertising suite uses AI to automate campaign setup (reducing required inputs by 50%) and optimize ad delivery. In A/B testing, Performance+ outperformed traditional campaigns 80% of the time, delivering 24% higher conversion lift for retail advertisers.

ROAS (Return on Ad Spend) bidding launched in Q1 2025 and gained rapid adoption. By Q3, 22% of lower-funnel retail revenue flowed through ROAS bidding. The practical effect: advertisers can set a target return and let Pinterest's algorithms optimize delivery. This drove over 100% year-over-year growth in unique shopping SKUs with paid ad impressions. For advertisers accustomed to lower-funnel performance campaigns on Google and Meta, Pinterest's AI tools are making the platform a credible addition to media budgets.

Financial Performance

  • •FY2025 Revenue: $4.2 billion, up 16% year-over-year; record quarterly results in all four quarters
  • •Q3 2025 Revenue: $1.049 billion, up 17% YoY, the highest quarterly growth rate of the year
  • •Monthly Active Users: 619 million in Q4 2025, up 12% YoY; 10 consecutive quarters of record MAUs
  • •U.S. ARPU: ~$12.50; Europe ARPU growing 31% YoY; Rest of World growing 44% YoY
  • •Profitability: GAAP profitable since 2024; non-GAAP operating margin ~18%; long-term target: low-to-mid 20% range
  • •Search Queries: 80 billion in Q3, up 44% YoY; reflects AI-driven engagement improvements

Growth Catalysts

  • •International ARPU Convergence: International markets generate a fraction of U.S. ARPU ($12.50); Europe and Rest of World ARPU growing 31-44% YoY, with years of convergence runway ahead
  • •Lower-Funnel Ad Products: ROAS bidding, shoppable pins, and Performance+ are converting Pinterest from brand awareness spending to measurable performance marketing budgets
  • •Gen Z Adoption: Over 50% of users are Gen Z; this demographic is in its early earning years, and advertiser spending follows as their purchasing power grows
  • •Visual AI Search: 80 billion queries growing 44% YoY; visual search enables product discovery that text-based search cannot replicate, creating a defensible moat
  • •Retail Media Network Potential: Pinterest's commercial intent positions it to compete for retail media budgets currently dominated by Amazon and Google Shopping

Risks and Challenges

  • •Q4 2025 Earnings Disappointment: Stock dropped 22% after Q4 results revealed monetization challenges and cautious outlook; market questioned the pace of revenue acceleration
  • •ARPU Gap Persistence: International users (majority of MAUs) generate far less revenue than U.S. users; closing the gap requires local advertiser ecosystems that take years to build
  • •Competition for Ad Dollars: Meta (Instagram Shopping), TikTok Shop, Google Shopping, and Amazon dominate digital advertising; Pinterest must prove incremental ROI to win budget share
  • •User Engagement Depth: While MAUs grow consistently, time-spent-per-user metrics lag Instagram and TikTok; advertisers ultimately pay for attention, and Pinterest sessions tend to be shorter
  • •Platform Dependency: Advertising is 95%+ of revenue; any downturn in ad spending (recession, privacy regulation, platform shifts) directly impacts the top line

Competitive Landscape

Pinterest competes for advertising budgets with Meta (Facebook, Instagram), Alphabet (Google, YouTube), Amazon Advertising, TikTok, and Snap. In the visual discovery and shopping category, Instagram Shopping and TikTok Shop are the most direct competitors. Meta's advantage is scale: Instagram has 2+ billion MAUs versus Pinterest's 619 million. TikTok's advantage is engagement: users spend more time per session on short-form video than on visual search.

Pinterest's competitive advantage is intent. A user who searches Pinterest for 'mid-century modern coffee table' is further along the purchase journey than someone scrolling Instagram Reels. This intent difference supports higher conversion rates and ROAS for advertisers targeting in-market shoppers. The challenge is convincing media buyers to allocate budget to a platform with smaller scale. Pinterest's Performance+ results and growing lower-funnel adoption suggest the argument is gaining traction, but market share gains are incremental rather than dramatic.

Who Is This Stock Suitable For?

Perfect For

  • ✓Growth investors who see Pinterest's international ARPU convergence as a multi-year revenue expansion opportunity
  • ✓Digital advertising investors looking for an alternative to the Meta/Google duopoly with differentiated ad inventory
  • ✓Those who believe AI-powered visual search and shoppable commerce will drive meaningful ARPU growth over time
  • ✓Patient investors willing to buy the stock after the Q4 2025 sell-off at lower valuations than peak levels

Less Suitable For

  • ✗Momentum investors (the 22% post-earnings decline in February 2026 broke the technical trend)
  • ✗Income investors (Pinterest does not pay a dividend and prioritizes reinvestment)
  • ✗Those concerned about competition from Meta's Instagram Shopping and TikTok Shop, both of which have larger user bases
  • ✗Investors who need consistent earnings beats (Pinterest's monetization progress is uneven quarter to quarter)

Investment Thesis

Pinterest has a clear structural advantage in digital advertising: users arrive with purchase intent. CEO Bill Ready has converted that intent into revenue through shoppable pins (40%+ of ad revenue), AI-powered Performance+ campaigns, and ROAS bidding tools. Revenue grew 16% to $4.2 billion in 2025 while MAUs hit 619 million records. International ARPU is growing 31-44% year-over-year with substantial convergence runway toward U.S. levels.

The Q4 2025 earnings miss and 22% stock decline exposed the tension between the growth narrative and execution reality. Pinterest's monetization improvements are real but gradual. The platform still commands a small share of digital ad budgets compared to Meta, Google, and Amazon. For investors who believe visual commerce and AI-driven search represent a durable competitive moat, the post-earnings pullback created a better entry point. For skeptics who view Pinterest as a niche platform that will always underperform larger competitors, the Q4 results confirmed their concerns.

Conclusion

Pinterest is a differentiated digital advertising platform with commercial intent that competitors cannot easily replicate. The AI-powered commerce transformation is real but progressing gradually. The post-Q4 2025 sell-off created a more reasonable valuation for investors who believe in the long-term thesis. Best suited for patient growth investors who see international ARPU convergence as the primary value driver over the next 3-5 years.
Bull Case
$42 (40% upside) - International ARPU accelerates, shoppable commerce share grows, Performance+ drives advertiser adoption at scale
Base Case
$33 (10% upside) - Revenue grows 12-15% in 2026, margins expand modestly, stock recovers gradually from post-earnings sell-off
Bear Case
$20 (33% downside) - ARPU growth stalls, TikTok Shop and Instagram Shopping capture incremental ad budgets, Pinterest remains a niche platform

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