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PINSNYSE/communication services

Pinterest, Inc.

$22.60Up+0,08 (+0,36%)
Research reviewed: Jul 12, 2026, 12:00 AM UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Pinterest, Inc. operates in Interactive Media and Services within the communication services sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
22,63
Hoch
23,04
Tief
22,44
Marktkapitalisierung
12,66 Mrd.
KGV
47.08
52-Wochen-Hoch
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Dividende
--
Quartalsdividende
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3-month price context

The chart shows the recent 3-month trend so users can understand short-term market structure before opening the full research workspace.

Investment thesis

Base case
Better recommendations and visual search can increase commercial engagement. The base case remains conditional on advertising cyclicality staying manageable.
Bull case
Better recommendations and visual search can increase commercial engagement. High-intent discovery can connect users, merchants and measurable conversions. Improved ad tools can narrow monetization gaps outside North America.
Bear case
Brand and performance budgets can weaken with economic uncertainty. Mobile operating-system privacy changes can impair targeting and measurement. Search, social and commerce platforms compete for discovery behavior and ad spend.
Thesis invalidation
Reassess the thesis if brand and performance budgets can weaken with economic uncertainty.

Key catalysts

  • AI relevance

    Better recommendations and visual search can increase commercial engagement.

  • Shopping intent

    High-intent discovery can connect users, merchants and measurable conversions.

  • International monetization

    Improved ad tools can narrow monetization gaps outside North America.

Principal risks

  • Advertising cyclicality

    Brand and performance budgets can weaken with economic uncertainty.

  • Platform dependence

    Mobile operating-system privacy changes can impair targeting and measurement.

  • Discovery competition

    Search, social and commerce platforms compete for discovery behavior and ad spend.

Latest earnings research

Q1 2026

Pinterest's first-quarter results reflected growth in visual discovery and shopping use cases as the platform continued investing in AI relevance and advertiser tools.

Valuation interpretation

  • Execution quality: The valuation case depends on ai relevance translating into durable cash-flow growth.
  • Risk balance: Expected returns should be weighed against advertising cyclicality and capital requirements.

Peer research

GOOGLMETASNAP

Recent news

StockStory · vor 10 Stunden

3 Profitable Stocks for Long-Term Investors

Simply Wall St. · vor 3 Tagen

Pinterest (PINS) Could Be 19% Undervalued Following Its Ad Tech Narrative

Simply Wall St. · vor 3 Tagen

Pinterest (PINS) Appoints Julie Henderson As Communications Chief With A Message Focus

Trefis · vor 3 Tagen

Meta Stock: Are You Buckled In For A $500 Swing?

GuruFocus.com · vor 4 Tagen

Reddit Keeps Stealing Social Media Budgets in Q2

Motley Fool · vor 4 Tagen

Pinterest Co-Founder Sells $2.1 Million in Stock With Shares Down 37%

Data and research sources

Research updated: Jul 12, 2026, 12:00 AM UTC
3 verified sources
Pinterest Announces First Quarter 2026 ResultsPinterest, Inc. · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/4/2026, 12:00:00 AM

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Pinterest, Inc. Investor RelationsPinterest, Inc. · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Open original source
Pinterest, Inc. SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/4/2026, 12:00:00 AM

Open original source

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