Pinterest (NYSE:PINS) Issues Earnings Results

Pinterest (NYSE:PINS) issued its quarterly earnings data on Tuesday. The company reported $0.43 EPS for the quarter, topping analysts’ consensus estimates of $0.36 by $0.07, FiscalAI reports. The firm had revenue of $1.18 billion for the quarter, compared to analyst estimates of $1.15 billion. Pinterest had a net margin of 7.64% and a return on equity of 8.26%. The firm’s revenue was up 18.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.33 EPS.

Here are the key takeaways from Pinterest’s conference call:

• Strong Q2 results: Revenue exceeded $1 billion for the fourth consecutive quarter, rising 18% year over year to $1.18 billion, while monthly active users reached a record 640 million, up 11%.
• AI-driven ad products are improving advertiser performance and supporting broader demand; Pinterest said Performance+ campaigns are generating stronger ROAS, while Smart Assembly improved click-through rates by 6% in early testing.
• Management raised its full-year 2026 adjusted EBITDA margin outlook to approximately 30% from 29%, supported by revenue outperformance, disciplined headcount management, and cost-efficient use of open-source AI models.
• Pinterest Assistant is now available to most U.S. users and is integrated throughout the shopping journey, with management expecting monetization to be embedded from launch rather than added later; open-source models reportedly run at less than 8% of comparable closed-model costs.
• International monetization remains a challenge, with Europe and rest-of-world growth pressured by difficult comparisons, go-to-market restructuring, and regulatory actions affecting Asia-based cross-border retailers; management expects some disruption to continue in Q3.

Pinterest Stock Up 5.9%

Pinterest stock traded up $1.43 during midday trading on Tuesday, hitting $25.59. The stock had a trading volume of 21,786,888 shares, compared to its average volume of 17,909,400. The business has a fifty day moving average price of $21.93 and a 200 day moving average price of $20.50. Pinterest has a 12 month low of $13.84 and a 12 month high of $39.83. The stock has a market cap of $14.33 billion, a P/E ratio of 53.31, a P/E/G ratio of 1.42 and a beta of 0.90. The company has a current ratio of 4.23, a quick ratio of 4.23 and a debt-to-equity ratio of 0.34.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on PINS. Guggenheim reaffirmed a “buy” rating and set a $24.00 target price on shares of Pinterest in a research report on Monday, June 15th. Benchmark lowered their price objective on Pinterest from $34.00 to $33.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Robert W. Baird lifted their price objective on Pinterest from $20.00 to $24.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. Barclays upped their target price on Pinterest from $25.00 to $27.00 and gave the company an “equal weight” rating in a research report on Tuesday, May 5th. Finally, Morgan Stanley raised their price target on shares of Pinterest from $27.00 to $30.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 5th. Seventeen analysts have rated the stock with a Buy rating and nineteen have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $27.69.

Trending Headlines about Pinterest

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Second-quarter adjusted earnings were $0.43 per share, above the $0.36 analyst consensus and up from $0.33 a year earlier. Revenue of $1.18 billion also exceeded the $1.15 billion estimate. Pinterest Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Revenue increased 18% year over year to $1.18 billion, while global monthly active users rose 11% to a record 640 million, highlighting continued traction with Gen Z and user engagement. Adjusted EBITDA was $311 million and free cash flow reached $270 million. Pinterest Announces Second Quarter 2026 Results
• Neutral Sentiment: Pinterest forecast third-quarter revenue of approximately $1.2 billion, broadly in line with analyst expectations. The company’s EPS outlook was not provided in the available guidance details.
• Negative Sentiment: The in-line revenue forecast implies slower growth, raising concerns that Pinterest may be losing momentum as Meta’s Instagram and other platforms compete more aggressively for digital-advertising budgets. Pinterest Expects Slower Quarterly Revenue Growth
• Negative Sentiment: Despite the adjusted earnings beat, Pinterest posted a $46.7 million GAAP net loss, with higher costs weighing on profitability. That pressure, combined with the softer outlook, overshadowed the quarter’s strong user and revenue growth. Pinterest Sales Climb on Traction With Gen Z

Insider Buying and Selling

In other news, Director Benjamin Silbermann sold 46,875 shares of the business’s stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $22.54, for a total value of $1,056,562.50. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Wanjiku Juanita Walcott sold 27,337 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $20.46, for a total value of $559,315.02. Following the sale, the insider directly owned 724,673 shares in the company, valued at approximately $14,826,809.58. This represents a 3.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 370,720 shares of company stock worth $7,892,627. 8.09% of the stock is currently owned by company insiders.

Institutional Trading of Pinterest

Several institutional investors have recently added to or reduced their stakes in PINS. Revolve Wealth Partners LLC bought a new position in Pinterest in the 4th quarter worth approximately $252,000. Sivia Capital Partners LLC increased its position in Pinterest by 39.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 9,347 shares of the company’s stock valued at $335,000 after acquiring an additional 2,649 shares during the period. Wealthspire Advisors LLC raised its stake in Pinterest by 1,690.0% during the 4th quarter. Wealthspire Advisors LLC now owns 10,006 shares of the company’s stock valued at $259,000 after acquiring an additional 9,447 shares in the last quarter. Advisory Services Network LLC raised its stake in Pinterest by 24.6% during the 3rd quarter. Advisory Services Network LLC now owns 8,583 shares of the company’s stock valued at $276,000 after acquiring an additional 1,697 shares in the last quarter. Finally, Flow Traders U.S. LLC acquired a new position in Pinterest during the 3rd quarter worth $267,000. Institutional investors own 88.81% of the company’s stock.

Pinterest Company Profile

Pinterest, Inc operates a visual discovery platform that helps users find inspiration and ideas for projects ranging from home design and fashion to cooking and travel. Users create and curate “Pins” — images or videos linked to content — organized on thematic boards. The service is available through its website and mobile applications and emphasizes personalized recommendations and visual search to surface relevant content based on user interests.

The company’s primary revenue model is advertising, offering promoted content formats that integrate into user feeds and search results.