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PINSPinterest Inc

Upcoming Earnings

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Company Info

CEO

William J. Ready

Location

California, USA

Exchange

NYSE

Website

https://pinterest.com

Summary

Pinterest, Inc.

Company Info

CEO

William J. Ready

Location

California, USA

Exchange

NYSE

Website

https://pinterest.com

Summary

Pinterest, Inc.

AI Insights for PINS
2 min read

Quick Summary

Pinterest, Inc. operates as a visual discovery platform that allows users to discover and save ideas for various aspects of their daily lives, such as recipes, fashion, home decor, and DIY projects. The company’s interactive engine caters to both individual consumers and advertisers looking to reach target audiences through visually engaging content. Its platform functions as a bridge between inspiration and commerce, with users often using Pinterest to plan purchases or projects. Pinterest primarily monetizes its service by selling advertisements, targeting them based on user interests and activity. The bulk of the company’s customers are in the United States and Canada, but its audience is international and continues to grow, especially in emerging markets.

The Bull Case

  • Pinterest boasts a unique position as a visual discovery engine with a large, highly engaged global user base that is still expanding.
  • Its strong brand and specialized platform appeal to consumers at moments of inspiration and intent to purchase, which is highly valuable to advertisers.
  • The company’s commitment to product innovation, especially through AI enhancements, has led to measurable gains in engagement and ad effectiveness.
  • Strategic partnerships with major companies like Amazon and Google enhance Pinterest’s commerce capabilities and advertiser reach.
  • Solid cash reserves and a growing international footprint further bolster its resilience.

The Bear Case

  • The company is heavily reliant on advertising revenue, with much of its income concentrated in the mature U.S.
  • and Canadian markets, making it susceptible to regional ad spending downturns.
  • Monetization of its rapidly growing international audience continues to lag, and depressed ad pricing is an ongoing concern.
  • Pinterest faces fierce competition from larger, more diversified social media companies with broader ecosystems.
  • Profitability has historically been inconsistent, with frequent misses on EPS expectations impacting investor confidence.

Key Risks

  • Pinterest faces multiple risks, including potential reductions in digital advertising spend due to macroeconomic challenges, particularly in North America.
  • Heightened regulatory scrutiny and evolving privacy laws could restrict data usage, impacting ad targeting and overall effectiveness.
  • The company must also navigate intense competition from better-resourced platforms, which could erode its market share or reduce pricing power.
  • Execution risks related to international expansion and successful product rollout remain critical.

What to Watch

UpcomingIn the most recent quarter, Pinterest reported double-digit revenue growth and a significant increase in net income, marking positive GAAP profitability for the first time since 2021.
UpcomingThe company achieved record monthly active users, growing to over 600 million, and launched or expanded major advertising partnerships with Amazon, Google, and Instacart.
UpcomingProduct innovation focused on AI-driven personalization and full-funnel ad solutions bolstered engagement and ad clicks substantially.
ExpectedLooking to the next quarter, Pinterest is anticipated to continue launching AI-driven features to enhance advertiser performance and user engagement, with a focus on expanding its international presence.

Price Drivers

  • Pinterest’s stock price is influenced by several primary factors, including revenue and user growth, profitability metrics such as EPS and EBITDA, and the success of its product innovation, particularly in AI-driven ad technology.
  • Macroeconomic conditions affecting digital ad spending, such as global economic uncertainty and trade tensions, play a significant role.
  • Competitive dynamics, especially in the U.S.
  • and Canadian markets, have a substantial effect on monetization rates and user engagement.

Recent News

  • Recent coverage details a mixed picture for Pinterest.
  • The company experienced a sharp stock decline after missing profit expectations despite continued revenue and user growth.
  • Several reports highlight Pinterest's underappreciated valuation, low PE ratio, and strong analyst price targets, pointing to a potential rebound.
  • The firm drew attention with its partnerships with Amazon, Google, and Instacart, and its significant improvements in user experience and ad performance using AI technology.

Market Trends

  • Overall, the social and digital advertising landscape is marked by solid growth in user time spent online, rising demand for personalized content, and a rapid shift toward AI-powered engagement and ad delivery.
  • Brands are increasing investment in full-funnel digital advertising and social commerce, driving platforms like Pinterest to prioritize shoppable content and seamless user journeys.
  • However, global macroeconomic uncertainty and trade tensions are prompting advertisers to adjust budgets more cautiously, with North America facing particular headwinds.
  • Competition for ad dollars remains fierce, with established players like Meta and Google intensifying innovation and new entrants like Reddit gaining traction.

AI-generated summary. Not investment advice. DYOR.

Community Research

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Topics: Company overview • Products • Competitors • Strengths & Risks

Symbol's posts

avatar
@JaneWilliams 1 week ago

Why Pinterest feels lost… and Snapchat doesn’t

Why Pinterest feels lost… and Snapchat doesn’t

Is it just me, or does feel like it’s still searching for what it wants to be, while quietly keeps people coming back every day?

Is this culture, product vision, or just where Gen Z spends time now?

Genuinely curious how others see the long-term story here.

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@Ok_West_5560 1 week ago

Market recap: Stocks recover as CPI comes in cool, chips and crypto rally

Market recap: Stocks recover as CPI comes in cool, chips and crypto rally

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| Stocks Recover as Chipmakers Rebound

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@kewur 3 weeks ago

January layoffs hit highest level since 2009

January layoffs hit highest level since 2009

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finance.yahoo.com

| Last month was the worst January for layoff plans since 2009: Challenger

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@Zalotie 4 weeks ago

Pinterest announcing 15% layoff to pivot to AI

Pinterest announcing 15% layoff to pivot to AI

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finance.yahoo.com

| Pinterest Is Laying Off 15% of Its Staff. Should You Buy, Sell, or Hold PINS Stock Here?

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@Altruistic_Dr2 2 months ago

Motley Fool analyst shares his top 10 holdings for 2026, SoFi is #1

Motley Fool analyst shares his top 10 holdings for 2026, SoFi is #1

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| My Top-10 Portfolio Holdings for 2026

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@kewur 6 months ago

Earnings Season Wrap-Up: Surprises, Misses, and Tariff Impacts

Earnings Season Wrap-Up: Surprises, Misses, and Tariff Impacts

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| Earnings live: SoundHound AI stock soars, The Trade Desk tanks as Q2 earnings season starts winding down

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@Joseph_Hadaway 1 year ago

The Secret Sauce

The Secret Sauce

I’m a few days late, but what did say in their earnings call? The stock is up like 17% this week after earnings.


I don’t fully understand what Pinterest is doing but they’re apparently doing it really really well

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@kewur-fake 1 year ago

Reddit IPO and adult content

Reddit IPO and adult content

So, Reddit is heading towards an IPO, and there's this interesting angle about its adult content that's catching a lot of attention. It's kinda different from other companies like Playboy $PLBY   that are already public, because Reddit isn't just about adult entertainment; it's a massive social media platform with a whole bunch of NSFW subreddits.

Lately, there's been some buzz because Reddit started charging for API access. This is part of them trying to make more money before going public. But, this move didn't sit well with many in the Reddit community. To protest, some subreddits cranked up their NSFW content or switched to posting more adult stuff. It's like a clash between what Reddit's trying to do as a business and what its users are all about

Also, there's this debate around Reddit's handling of AI-generated adult content. Groups like the National Center on Sexual Exploitation are calling Reddit out, especially on how they manage content that could be non-consensual or how they protect minors. Reddit's made some policy updates to tackle these issues, but there's still a lot of talk about whether they're really nailing it in terms of enforcement

As for the actual numbers on how much adult content there is compared to other stuff on Reddit, that's a bit of a mystery. It would be really interesting to see some stats on this. Anyway, as Reddit gets closer to its IPO, they've got to juggle keeping their community happy while also making the platform look good for investors. It's a tricky balancing act for sure."

$META $SNAP $PINS $GOOG

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