Pinterest (PINS) AI Stock Analysis

(BMV:PINS)

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Positive Factors

Durable user and revenue growthPinterest continues to expand its global audience while converting that reach into double-digit revenue growth. A larger, increasingly engaged user base strengthens the platform’s advertising inventory and supports durable monetization potential across discovery, shopping, and performance advertising.

Negative Factors

Compressed profitability and rising costsPinterest is growing, but substantially lower margins leave less room for execution mistakes and make earnings more sensitive to investment levels. Rising infrastructure, sales, marketing, and AI costs could delay durable operating leverage if revenue growth does not outpace spending.

Pinterest (PINS) vs. SPDR S&P 500 ETF (SPY)

Market Cap: MXN 10.97B
Dividend Yield: ―
Average Volume (3M): 12.41K
Price to Earnings (P/E): 77.5
Beta (1Y): 0.10
Revenue Growth: 3.70%
EPS Growth: -91.89%
Country: Mexico
Employees: 5,192
Sector: Communication Services
Sector Strength: 60
Industry: Internet Content & Information

Pinterest Business Overview & Revenue Model

Company Description

Pinterest, Inc. functions globally as a platform dedicated to visual discovery. Its core purpose is to empower individuals to unearth inspiration for various aspects of their lives, encompassing everything from culinary creations and personal style t...

Pinterest Earnings Call Summary

Earnings Call Date:Oct 28, 2026(Q3-2026)|% Change Since:-7.52%|Next Earnings Date:Feb 10, 2027

Earnings Call SentimentPositive

The call was cautiously positive. Pinterest reported record user growth, deepening engagement, strong cash generation, meaningful AI and performance-advertising progress, and continued UCAN re-acceleration. However, the Q3 revenue miss, European regulatory headwinds, international go-to-market disruption, lower ad pricing, and a slower and wider Q4 revenue outlook temper the outlook.

Positive Updates

Record User Growth and Engagement

Pinterest delivered its 13th straight quarter of record users and its 12th straight quarter of double-digit user growth. Global MAUs reached 661 million, up 10% year over year. UCAN MAUs reached 107 million, up 4%; Europe reached 161 million, up 7%; and rest-of-world MAUs reached 394 million, up 13%.

Negative Updates

Q3 Revenue Missed the Company's Range

Q3 revenue came in below the company's guided range. Management said it was not satisfied with the result and attributed the shortfall primarily to international headwinds.

Company Guidance

For Q4 2026, Pinterest expects revenue in the range of $1.425 billion-$1.475 billion, representing 8%-12% year-over-year growth, with foreign exchange expected to be a modest headwind; the outlook assumes continued strong revenue growth in UCAN, continued pressure on international revenue growth from cross-border sellers, and international go-to-market changes whose associated revenue benefits are not expected to fully offset this pressure in Q4. Pinterest expects adjusted EBITDA in the range of $538 million-$588 million, non-GAAP cost of revenue to grow sequentially from Q3 2026 at a low teens rate, and full year 2026 adjusted EBITDA margins of approximately 30%; management also said Q4 is tracking broadly in line with the growth that we saw in Q3, cross-border spend is not expected to come back for the holiday, and it is not guiding next year.

Pinterest Risk Analysis

Pinterest disclosed 46 risk factors in its most recent earnings report. Pinterest reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

1 New Risk

1.The capped call transactions we entered into in connection with the issuance of the Notes may affect the value of our Class A common stock and expose us to counterparty risk.Q2, 2026

Pinterest Peers Comparison

Overall Rating

UnderperformOutperform

Sector (60)

Financial Indicators

MX:PINS against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
RDDT	78Outperform	$17.65B	17.73	30.57%	―	62.18%	175.50%
GOOG	76Outperform	$3.41T	14.35	42.62%	0.31%	22.21%	89.60%
WB	70Outperform	$1.51B	4.59	8.15%	9.82%	1.59%	-14.96%
META	68Neutral	$1.57T	20.71	30.27%	0.34%	27.53%	28.01%
SNAP	67Neutral	$9.03B	-28.93	-14.61%	―	12.65%	42.94%
Sector *	60Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%

* Communication Services Sector Average

Performance Comparison

MX:PINS and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
MX:PINS	Pinterest	346.90	-275.88	-44.30%
META	Meta Platforms, Inc.	614.99	-20.56	-3.24%
WB	Weibo Corp	6.21	-3.91	-38.62%
GOOG	Alphabet Inc. Class C	278.22	-5.16	-1.82%
SNAP	Snap Inc	5.34	-2.48	-31.71%
RDDT	Reddit, Inc. Class A	91.73	-113.25	-55.25%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Pinterest AI Stock Analysis