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PINSNYSE/communication services

Pinterest, Inc.

$22.60Up+0.08 (+0.36%)
Research reviewed: 2026年7月12日 00:00 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.

始値
22.63
高値
23.04
安値
22.44
時価総額
126.6億
PER
47.08
52週高値
--
配当
--
四半期配当額
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

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 · 10 時間前

3 Profitable Stocks for Long-Term Investors

Simply Wall St. · 3 日前

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

Simply Wall St. · 3 日前

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

Trefis · 3 日前

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

GuruFocus.com · 4 日前

Reddit Keeps Stealing Social Media Budgets in Q2

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Motley Fool · 4 日前

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

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Pinterest Announces First Quarter 2026 ResultsPinterest, Inc. · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/5/4 0:00:00

Open original source
Pinterest, Inc. Investor RelationsPinterest, Inc. · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

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

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/5/4 0:00:00

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