Pinterest, Inc (PINS) AI Stock Analysis

NYSE: PINSAI research summary: business, growth, valuation, analysts, bull and bear case.

PINS AI stock analysis summary

AI Research

Pinterest, Inc (PINS) is a visual discovery and curation platform operating in the United States and internationally. The company delivered $4.22B in revenue and $1.25B in free cash flow during FY2025, but trailing twelve months operating margin dipped to -3.5%. The stock is down 32.8% over the past year and trades at a forward P/E of 8.0x.

Market cap
$12.41B
Revenue (TTM)
$4.56B
P/E
64.4x
fwd 8.0x
1Y return
-32.8%
S&P 500 16.8%
Avg. target
$29.05
32.6% vs last close

Bull case

  • Annual revenue reached $4.22B in FY2025, supported by a 5-year compound annual growth rate of 20.1%.
  • Cash generation is strong, with FY2025 free cash flow reaching $1.25B on an 80.1% gross margin.
  • Analysts project full-year EPS will rise 26.2% to $2.02 for the fiscal year ending December 31, 2026.

Bear case

  • Quarterly earnings fell 84.6% year-over-year for the period ended June 30, 2026.
  • Operating margin turned negative over the trailing twelve months at -3.5%.
  • The stock has lagged broader benchmarks significantly, falling 58.4% over five years while the S&P 500 gained 83.0%.

What Pinterest does

Pinterest, Inc. operates a visual discovery platform that allows users worldwide to find inspiration and organize ideas across categories such as recipes, home decor, and fashion. Founded in 2008 and based in San Francisco, California, the platform supports multiple content formats, including video, product, and idea pins. Pinterest monetizes user engagement through targeted advertisements and organic recommendations powered by a data-driven engine. It also provides organizing and planning tools, alongside shoppable product pins with pricing, color, and size details that guide shoppers directly to retailer websites.

Growth and profitability

Annual revenue expanded from $2.58B in FY2021 to $4.22B in FY2025, generating a 5-year revenue CAGR of 20.1%. Gross margin held firm at 80.1% in FY2025, up from 79.5% in FY2021. Operating performance fluctuated, moving from an operating margin of 12.7% in FY2021 down to -4.1% in FY2023, before rebounding to 7.6% in FY2025 with net income of $416.9M. For the trailing twelve months, revenue reached $4.56B with an operating margin of -3.5% and EPS of $0.34. In the latest quarter ended June 30, 2026, revenue rose 18.2% year-over-year, while quarterly earnings fell 84.6%.

PINS income statement →

Balance sheet and cash flow

As of June 30, 2026, Pinterest held $1.27B in cash and short-term investments against total debt of $1.20B, yielding net cash of $78.3M. The company maintains solid liquidity with a current ratio of 3.81 and a debt-to-equity ratio of 0.41 on shareholders' equity of $2.89B. In FY2025, operating cash flow reached $1.28B against capital expenditures of $32.4M. Cash was deployed toward $927.0M in share buybacks, contributing to a 5-year share count reduction of 13.1%.

PINS balance sheet →

Valuation and performance

Pinterest trades at a trailing P/E of 64.4x and an EV/EBITDA of 32.5x, higher than the median of its US-listed Communication Services peers at 16.2x and 10.0x, respectively. Its forward P/E of 8.0x sits below the peer median of 14.1x, while its price-to-sales ratio is 2.7x versus the peer median of 0.8x. Over the past year, the stock fell 32.8% compared to a 16.8% return for the S&P 500, and its 5-year return sits at -58.4% against 83.0% for the index.

PINS key metrics →

What analysts expect

Wall Street sentiment shows 17 Strong Buy, 2 Buy, and 19 Hold ratings, with no Sell or Strong Sell recommendations. The mean price target is $29.05, representing 32.6% upside from the last close of $21.91. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $2.02 on revenue of $4.91B. Over the last four quarters, the company topped EPS estimates once. The next earnings date is November 3, 2026.

PINS forecast and price target →

Key risks and what to watch

  • Earnings execution has been inconsistent, with Pinterest beating analyst EPS targets only 1 time over the last 4 quarters.
  • Trailing valuation multiples remain elevated relative to the sector, with trailing EV/EBITDA at 32.5x compared to the peer median of 10.0x.
  • Short interest stands at 12.1% of float, reflecting notable market skepticism.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this PINS AI stock analysis

This page is an AI-written research summary of Pinterest, Inc (PINS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: PINS income statement, PINS balance sheet, PINS key metrics, PINS analyst forecast, PINS chart. See the PINS stock overview for the latest quote and news.

PINS AI stock analysis FAQ

Does Pinterest pay a dividend?

No, Pinterest does not pay a dividend. Capital allocation has focused on growth and repurchasing shares, including $927.0M spent on share buybacks in FY2025.

What is Pinterest's current debt position?

As of June 30, 2026, Pinterest had $1.27B in cash and short-term investments and $1.20B in total debt, leaving the business with net cash of $78.3M.

What do analysts expect for Pinterest's future revenue and earnings?

Analysts expect FY2026 revenue of $4.91B and EPS of $2.02. For FY2027, 24 analysts estimate revenue will grow 13.0% to $5.55B with EPS reaching $2.40.

When is Pinterest's next earnings report?

Pinterest is scheduled to report its next financial results on November 3, 2026.

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