Pinterest (NYSE:PINS) Posts Earnings Results, Beats Estimates By $0.07 EPS

Posted by Stanley Muller on Aug 6th, 2026

Pinterest (NYSE:PINS – Get Free Report) issued its earnings results on Tuesday. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.36 by $0.07, FiscalAI reports. Pinterest had a return on equity of 6.92% and a net margin of 5.46%.The company had revenue of $1.18 billion for the quarter, compared to the consensus estimate of $1.15 billion. During the same quarter last year, the company earned $0.33 EPS. The firm’s quarterly revenue was up 18.2% on a year-over-year basis.

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 Price Performance

Shares of NYSE:PINS traded down $0.01 on Thursday, reaching $23.35. The company’s stock had a trading volume of 8,141,346 shares, compared to its average volume of 17,871,148. The company has a 50-day simple moving average of $21.99 and a 200 day simple moving average of $20.48. Pinterest has a 52-week low of $13.84 and a 52-week high of $39.83. The company has a debt-to-equity ratio of 0.34, a quick ratio of 4.23 and a current ratio of 4.23. The company has a market cap of $13.08 billion, a P/E ratio of 68.85, a PEG ratio of 1.51 and a beta of 0.90.

Analyst Ratings Changes

Several research firms have recently issued reports on PINS. Citigroup lifted their price objective on shares of Pinterest from $25.00 to $27.00 and gave the company a “neutral” rating in a research report on Wednesday. Mizuho upped their target price on shares of Pinterest from $31.00 to $32.00 and gave the stock an “outperform” rating in a research report on Wednesday. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $24.00 price target on shares of Pinterest in a report on Tuesday, May 5th. Wedbush reiterated a “neutral” rating and issued a $24.00 price target on shares of Pinterest in a research note on Wednesday. Finally, BMO Capital Markets raised their price objective on Pinterest from $30.00 to $34.00 and gave the company an “outperform” rating in a research report on Wednesday. Seventeen research analysts have rated the stock with a Buy rating and nineteen have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $28.88.

Check Out Our Latest Stock Report on Pinterest

Key Headlines Impacting Pinterest

Here are the key news stories impacting Pinterest this week:

Positive Sentiment: Q2 results exceeded expectations. Pinterest reported revenue of $1.18 billion, up 18.2% year over year, and adjusted EPS of $0.43 versus the $0.36 consensus estimate. Pinterest Q2 earnings and revenues beat estimates
Positive Sentiment: User growth and AI-driven advertising remain key positives. Global monthly active users rose 11% to a record 640 million, while AI-powered ad tools and improved monetization helped drive revenue. Adjusted EBITDA reached $311 million and free cash flow was $270 million. Pinterest AI push pays off in record users and revenue
Positive Sentiment: Multiple analysts increased their targets. Morgan Stanley raised its target to $32, UBS to $33, Mizuho to $32, Evercore to $29, and Guggenheim to $26. Cantor Fitzgerald maintained an overweight rating with a $30 target, reinforcing the longer-term upside case.
Neutral Sentiment: Analyst opinion remains mixed. Wedbush, Baird and Rosenblatt retained neutral ratings despite lifting their targets, suggesting that Pinterest’s execution is improving but near-term growth visibility is not uniformly convincing.
Negative Sentiment: Forward guidance disappointed investors. Pinterest expects third-quarter revenue of approximately $1.2 billion, broadly in line with estimates but implying slower growth. The outlook raised concerns about tougher competition from Meta’s Instagram and other major digital-ad platforms. Pinterest expects slower quarterly revenue growth
Negative Sentiment: Higher costs and mature-market weakness remain risks. Pinterest posted a GAAP net loss of roughly $47 million, while commentary pointed to choppy North American user trends. The combination of slower expected growth and elevated valuation pressure initially outweighed the Q2 earnings beat. Pinterest despite North American user choppiness

Insider Buying and Selling at Pinterest

In other Pinterest news, insider Wanjiku Juanita Walcott sold 14,208 shares of the business’s stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $19.65, for a total transaction of $279,187.20. Following the transaction, the insider owned 691,840 shares in the company, valued at $13,594,656. The trade was a 2.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Benjamin Silbermann sold 46,875 shares of the stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $22.54, for a total transaction of $1,056,562.50. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 370,720 shares of company stock worth $7,892,627 in the last 90 days. 8.09% of the stock is currently owned by insiders.

Institutional Trading of Pinterest

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Snowden Capital Advisors LLC boosted its stake in Pinterest by 4.4% in the 2nd quarter. Snowden Capital Advisors LLC now owns 7,046 shares of the company’s stock valued at $253,000 after buying an additional 296 shares in the last quarter. EP Wealth Advisors LLC lifted its holdings in shares of Pinterest by 3.9% during the second quarter. EP Wealth Advisors LLC now owns 9,483 shares of the company’s stock valued at $340,000 after acquiring an additional 358 shares during the period. Integrated Wealth Concepts LLC boosted its stake in shares of Pinterest by 5.9% in the 1st quarter. Integrated Wealth Concepts LLC now owns 10,943 shares of the company’s stock valued at $339,000 after purchasing an additional 607 shares in the last quarter. Prudential PLC boosted its stake in shares of Pinterest by 3.6% in the 3rd quarter. Prudential PLC now owns 19,223 shares of the company’s stock valued at $618,000 after purchasing an additional 668 shares in the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Pinterest by 0.4% in the 4th quarter. Lansforsakringar Fondforvaltning AB publ now owns 190,395 shares of the company’s stock worth $4,929,000 after purchasing an additional 716 shares during the last quarter. 88.81% of the stock is owned by hedge funds and other institutional investors.

Pinterest Company Profile

(Get Free Report)

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.