Tearsheet

Pinterest (PINS)

Market Price (5/8/2026): $21.5 | Market Cap: $13.7 Bil
Sector: null | Industry:

Pinterest (PINS)

Market Price (5/8/2026): $21.5
Market Cap: $13.7 Bil
Sector: null
Industry:

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 29%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 28%

Attractive yield
FCF Yield is 8.8%

Stock buyback support
Stock Buyback 3Y Total is 5.0 Bil

Low stock price volatility
Vol 12M is 50%

Megatrend and thematic drivers
Megatrends include Social Media & Creator Economy. Themes include Social Media Platforms, Creator Economy Monetization, and Ad-Tech Platforms.

Weak multi-year price returns
2Y Excs Rtn is -92%, 3Y Excs Rtn is -77%

Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 11%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 21%

Key risks
PINS key risks include [1] ad revenue vulnerability to tariff policies impacting key Asian advertisers, Show more.

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 29%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 28%
1	Attractive yield FCF Yield is 8.8%
2	Stock buyback support Stock Buyback 3Y Total is 5.0 Bil
3	Low stock price volatility Vol 12M is 50%
4	Megatrend and thematic drivers Megatrends include Social Media & Creator Economy. Themes include Social Media Platforms, Creator Economy Monetization, and Ad-Tech Platforms.
5	Weak multi-year price returns 2Y Excs Rtn is -92%, 3Y Excs Rtn is -77%
6	Meaningful short interest Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 11%
7	Significant share based compensation SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 21%
8	Key risks PINS key risks include [1] ad revenue vulnerability to tariff policies impacting key Asian advertisers, Show more.

Valuation, Metrics & Events

	5/8/26	2025	2024	2023	2022
Share Price CYE	$21.50	$25.89	$29.00	$37.04	$24.28
Market Cap CYE ($ Bil)	13.7	17.3	19.6	25.0	16.4
Total Debt ($ Bil)	1.2	0.3	0.2	0.2	0.2
Total Cash ($ Bil)	1.3	2.5	2.5	2.5	2.7
Enterprise Value ($ Bil)	13.6	17.6	19.8	25.2	16.6
Valuation Ratios
P/S TTM	3.1	4.1	5.4	8.2	5.8
P/EBIT TTM	42.5	54.0	108.8	-198.6	-161.1
P/E TTM	40.9	41.5	10.5	-701.1	-170.5
P/FCF TTM	11.3	13.8	20.8	41.3	37.2
Sector Ratios
P/S TTM (Sector)	3.9	3.9	3.7	3.2	2.9
P/EBIT TTM (Sector)	19.9	18.8	19.4	18.5	19.8
P/E TTM (Sector)	25.8	26.0	25.3	23.2	23.2
P/FCF TTM (Sector)	26.2	24.2	22.2	22.0	24.2

	5/8/26	2025	2024
Share Price CYE	$21.50	$25.89	$29.00
Market Cap CYE ($ Bil)	13.7	17.3	19.6
Total Debt ($ Bil)	1.2	0.3	0.2
Total Cash ($ Bil)	1.3	2.5	2.5
Enterprise Value ($ Bil)	13.6	17.6	19.8
Valuation Ratios
P/S TTM	3.1	4.1	5.4
P/EBIT TTM	42.5	54.0	108.8
P/E TTM	40.9	41.5	10.5
P/FCF TTM	11.3	13.8	20.8
Sector Ratios
P/S TTM (Sector)	3.9	3.9	3.7
P/EBIT TTM (Sector)	19.9	18.8	19.4
P/E TTM (Sector)	25.8	26.0	25.3
P/FCF TTM (Sector)	26.2	24.2	22.2

	PINS	S&P 500
REVENUE GROWTH	GOOD
Rev LTM ($ Bil)	4.4
Rev Chg Q	17.8%	8.5%
Rev Chg LTM	16.3%	7.2%
Rev Chg 3Y Avg	15.6%	5.7%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	0.3
CFO LTM ($ Bil)	1.2
Net Inc LTM ($ Bil)	0.3
Op Mgn LTM	7.4%	18.4%
CFO/Rev LTM	28.5%	21.0%
Net Inc Mgn	7.6%	12.9%
VALUATION	MODERATE
P/S	3.1	3.2
P/CFO	11.0	15.1
P/FCF	11.3	19.7
P/E	40.9	24.0
STABILITY	VERY GOOD
Debt/Equity	0.09	0.21
Cash/Assets	0.28	0.07

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Metric	Value	Date	Source
Global Monthly Active Users (MAUs)	600 million	9302025	Link
U.S. and Canada Monthly Active Users (MAUs)	103 million	9302025	Link
Europe Monthly Active Users (MAUs)	150 million	9302025	Link
Rest of World Monthly Active Users (MAUs)	347 million	9302025	Link
Global Average Revenue Per User (ARPU)	1.78	9302025	Link
U.S. and Canada Average Revenue Per User (ARPU)	7.64	9302025	Link
Europe Average Revenue Per User (ARPU)	1.31	9302025	Link
Rest of World Average Revenue Per User (ARPU)	0.21	9302025	Link

Recent
5/04/2026	Earnings Release	Rev: $1.0 Bil (A) vs. $965 Mil (E) EPS: 0.27 (A) vs. $0.22 (E)
Upcoming
8/06/2026	Earnings Release	Rev: $1.0 Bil (E) EPS: $0.34 (E)

Price Chart

Return (1M):

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Pinterest (PINS) stock has lost about 5% since 1/31/2026 because of the following key factors:

1. Q4 2025 Revenue Fell Short of Expectations and Q1 2026 Guidance Indicated Headwinds. Pinterest's reported revenue of $1.319 billion for Q4 2025, while a 14% year-over-year increase, did not meet analyst expectations, partly due to "tariff-related pullbacks from large retailers." Furthermore, the company's initial guidance for Q1 2026 revenue of $951 million to $971 million suggested "continued near-term headwinds," setting a cautious tone for the start of the period under review.

2. Shift to GAAP Net Loss in Q1 2026 Due to Restructuring Charges. Despite exceeding revenue estimates with $1.008 billion and achieving 18% year-over-year growth in Q1 2026, Pinterest reported a GAAP net loss of $74 million, a decline from a net income in the prior year. This loss was primarily driven by $47.1 million in restructuring charges, aimed at an "AI-focused transformation and workforce and office reductions," which impacted profitability.

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Stock Movement Drivers

Fundamental Drivers

The -2.6% change in PINS stock from 1/31/2026 to 5/7/2026 was primarily driven by a -84.4% change in the company's Net Income Margin (%).

(LTM values as of)	1312026	5072026	Change
Stock Price ($)	22.13	21.55	-2.6%
Change Contribution By:
Total Revenues ($ Mil)	4,057	4,374	7.8%
Net Income Margin (%)	49.0%	7.6%	-84.4%
P/E Multiple	7.5	41.0	443.6%
Shares Outstanding (Mil)	678	637	6.5%
Cumulative Contribution			-2.6%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/7/2026

	Return	Correlation
PINS	-2.6%
Market (SPY)	3.6%	29.7%

Fundamental Drivers

The -34.9% change in PINS stock from 10/31/2025 to 5/7/2026 was primarily driven by a -84.5% change in the company's Net Income Margin (%).

(LTM values as of)	10312025	5072026	Change
Stock Price ($)	33.10	21.55	-34.9%
Change Contribution By:
Total Revenues ($ Mil)	3,906	4,374	12.0%
Net Income Margin (%)	49.3%	7.6%	-84.5%
P/E Multiple	11.6	41.0	252.7%
Shares Outstanding (Mil)	677	637	6.3%
Cumulative Contribution			-34.9%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/7/2026

	Return	Correlation
PINS	-34.9%
Market (SPY)	5.5%	21.3%

Fundamental Drivers

The -14.9% change in PINS stock from 4/30/2025 to 5/7/2026 was primarily driven by a -85.0% change in the company's Net Income Margin (%).

(LTM values as of)	4302025	5072026	Change
Stock Price ($)	25.32	21.55	-14.9%
Change Contribution By:
Total Revenues ($ Mil)	3,646	4,374	20.0%
Net Income Margin (%)	51.1%	7.6%	-85.0%
P/E Multiple	9.2	41.0	347.1%
Shares Outstanding (Mil)	675	637	6.0%
Cumulative Contribution			-14.9%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/7/2026

	Return	Correlation
PINS	-14.9%
Market (SPY)	30.4%	32.1%

Fundamental Drivers

The -6.3% change in PINS stock from 4/30/2023 to 5/7/2026 was primarily driven by a -43.3% change in the company's P/S Multiple.

(LTM values as of)	4302023	5072026	Change
Stock Price ($)	23.00	21.55	-6.3%
Change Contribution By:
Total Revenues ($ Mil)	2,830	4,374	54.6%
P/S Multiple	5.5	3.1	-43.3%
Shares Outstanding (Mil)	681	637	7.0%
Cumulative Contribution			-6.3%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/7/2026

	Return	Correlation
PINS	-6.3%
Market (SPY)	78.7%	41.1%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
PINS Return	-45%	-33%	53%	-22%	-11%	-18%	-68%
Peers Return	22%	-56%	78%	15%	13%	6%	32%
S&P 500 Return	27%	-19%	24%	23%	16%	8%	96%
Monthly Win Rates [3]
PINS Win Rate	25%	42%	67%	42%	50%	60%
Peers Win Rate	62%	28%	68%	57%	52%	56%
S&P 500 Win Rate	75%	42%	67%	75%	67%	60%
Max Drawdowns [4]
PINS Max Drawdown	-47%	-53%	-14%	-24%	-17%	-40%
Peers Max Drawdown	-9%	-64%	-13%	-21%	-24%	-24%
S&P 500 Max Drawdown	-1%	-25%	-1%	-2%	-15%	-7%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: META, GOOGL, AMZN, SNAP, ETSY. See PINS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/7/2026 (YTD)

Event	PINS	S&P 500
2025 US Tariff Shock
% Loss	-37.4%	-18.8%
% Gain to Breakeven	59.8%	23.1%
Time to Breakeven	105 days	79 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-11.4%	-9.5%
% Gain to Breakeven	12.9%	10.5%
Time to Breakeven	5 days	24 days
2023 SVB Regional Banking Crisis
% Loss	-15.9%	-6.7%
% Gain to Breakeven	18.9%	7.1%
Time to Breakeven	42 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-52.8%	-24.5%
% Gain to Breakeven	111.8%	32.4%
Time to Breakeven	547 days	427 days
2020 COVID-19 Crash
% Loss	-53.7%	-33.7%
% Gain to Breakeven	116.1%	50.9%
Time to Breakeven	96 days	140 days

Compare to META, GOOGL, AMZN, SNAP, ETSY

In The Past

Pinterest's stock fell -37.4% during the 2025 US Tariff Shock. Such a loss loss requires a 59.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

Event	PINS	S&P 500
2025 US Tariff Shock
% Loss	-37.4%	-18.8%
% Gain to Breakeven	59.8%	23.1%
Time to Breakeven	105 days	79 days
2022 Inflation Shock & Fed Tightening
% Loss	-52.8%	-24.5%
% Gain to Breakeven	111.8%	32.4%
Time to Breakeven	547 days	427 days
2020 COVID-19 Crash
% Loss	-53.7%	-33.7%
% Gain to Breakeven	116.1%	50.9%
Time to Breakeven	96 days	140 days

Compare to META, GOOGL, AMZN, SNAP, ETSY

In The Past

Pinterest's stock fell -37.4% during the 2025 US Tariff Shock. Such a loss loss requires a 59.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Pinterest (PINS)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Pinterest, Inc. operates as a visual discovery engine in the United States and internationally. The company's engine allows people to find inspiration for their lives, including recipes, style and home inspiration, DIY, and others; and provides video, product, and idea pins. It shows visual machine learning recommendations based on pinners taste and interests. The company was formerly known as Cold Brew Labs Inc. and changed its name to Pinterest, Inc. in April 2012. Pinterest, Inc. was incorporated in 2008 and is headquartered in San Francisco, California.

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Here are 1-3 brief analogies for Pinterest:

Pinterest is like Google Images for lifestyle inspiration.
Pinterest is like Instagram for discovering ideas and projects, not just people.
Pinterest is like Netflix for visual ideas and DIY inspiration.

AI Analysis | Feedback

Pinterest Platform: A visual discovery engine that enables users to find inspiration for their lives, including recipes, style, home inspiration, and DIY.
Pins: The primary content units on the platform, encompassing various formats such as video pins, product pins, and idea pins.

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Amazon.com, Inc. (AMZN)
Alphabet Inc. (GOOGL)

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Bill Ready, Chief Executive Officer

Bill Ready has served as CEO of Pinterest since June 2022, leading strategic advancements in advertising, international expansion, and AI-driven product enhancements. Prior to Pinterest, he was President of Commerce, Payments, and Next Billion Users at Google from 2020 to 2022. Before joining Google, Ready was Chief Operating Officer of PayPal, and CEO of Venmo and Braintree, leading both startups from pre-revenue to billions in revenue and through their acquisition by PayPal. He also served as President of iPay Technologies, which was acquired by Jack Henry & Associates in 2010 for $300 million.

Julia Brau Donnelly, Chief Financial Officer

Julia Brau Donnelly joined Pinterest as CFO in 2023, overseeing global finance functions. Her background includes over seven years at Wayfair as VP & Global Head of Finance & Accounting. Prior to Wayfair, she was a private equity investor in media and technology companies at Thomas H. Lee Partners for six years and also worked as an investment banking analyst for Morgan Stanley. She has served on the boards of directors for iHeartMedia and Agencyport Software.

Ben Silbermann, Co-Founder and Executive Chairman

Ben Silbermann is a co-founder of Pinterest and the architect of the company's vision. He served as CEO until June 2022, when he transitioned to the role of Executive Chairman, focusing on long-term innovation. Before co-founding Pinterest in 2009 with Paul Sciarra and Evan Sharp, Silbermann worked in the online advertising division at Google.

Wanji Walcott, Chief Legal and Business Affairs Officer

Wanji Walcott joined Pinterest as Chief Legal, Business Affairs Officer, and Corporate Secretary in 2022. She oversees ethics and compliance, legal, corporate affairs, public policy, and trust and safety teams. Her extensive legal career includes roles as Chief Legal Officer and General Counsel at Discover Financial Services and Senior Vice President and General Counsel at PayPal.

Bill Watkins, Chief Revenue Officer

Bill Watkins has served as Chief Revenue Officer (CRO) of Pinterest since 2014, responsible for building and scaling the company's global sales and enterprise partnerships. His sales strategies were instrumental in Pinterest's ad revenue growth and IPO readiness. As an early Pinterest executive, he founded the company's Chicago office.

AI Analysis | Feedback

Here are the key risks to Pinterest's business:

Challenges in User Growth, Engagement, and Monetization

Pinterest faces ongoing difficulties in attracting and retaining users, particularly in key markets such as the United States and Europe. A decline in user engagement makes the platform less appealing to advertisers, directly impacting revenue. Furthermore, the company has a lower Average Revenue Per User (ARPU) compared to its rivals, especially in international markets, indicating a struggle to effectively monetize its growing user base outside North America. User frustration stemming from an increasing volume of advertisements and the presence of low-quality AI-generated content also poses a risk to the overall user experience and could lead to user attrition.
Intense Competition and Ad Pricing Pressure in the Digital Advertising Market

Pinterest operates in a highly competitive digital advertising environment, contending with major platforms like Meta (Instagram), TikTok, Amazon, and Google. The company's ad technology is considered to lag behind its larger rivals, hindering its ability to demonstrate a superior Return on Ad Spend (ROAS) for advertisers. This competitive pressure has resulted in significant ad pricing compression, leading to a decrease in the cost of ads despite increased impressions, which negatively impacts Pinterest's advertising revenue. The broader digital advertising market is also experiencing a "fragmentation crisis," with a shift towards retail media networks and AI-driven search, further challenging Pinterest's core visual discovery function.
Sensitivity to Macroeconomic Factors and Retail Advertising Spend

Pinterest's revenue is highly susceptible to macroeconomic fluctuations and changes in consumer spending, particularly within the retail sector. The platform's core advertiser base is heavily reliant on businesses selling discretionary items like home decor and fashion. Economic downturns or specific events, such as "tariff shocks," have directly led to significant reductions in marketing budgets by large retailers, which in turn adversely affects Pinterest's advertising revenue. This reliance on a particular segment of advertisers highlights a vulnerability due to a lack of customer diversity.

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The increasing competition from general-purpose visual social media platforms, particularly short-form video platforms like TikTok and Instagram Reels, which are expanding their focus on visual discovery, inspiration, and product recommendations (e.g., for recipes, DIY, style, home decor). These platforms offer an alternative, often more dynamic and algorithmically driven, way for users to find and engage with visual content for inspiration, potentially diverting user attention and content creators from Pinterest.

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The addressable market for Pinterest's main products and services primarily falls within the digital advertising market.

The global digital advertising market is estimated to be over $600 billion and is fast-growing.
In 2022, the total addressable market for digital marketing was $550 billion globally. This market was segmented by region as follows:
- UCAN (United States and Canada): $255 billion
- Europe: $111 billion
- Rest of World: $183 billion

AI Analysis | Feedback

Pinterest (PINS) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:

Continued User Growth and Engagement: Pinterest consistently reports an expanding global monthly active user (MAU) base across all regions, including the U.S. and Canada, Europe, and the Rest of World. For instance, in Q4 2025, global MAUs grew 12% to 619 million, marking the tenth consecutive quarter of record-high users. This growing audience provides a larger base for advertisers and increases opportunities for monetization.
Enhanced Monetization through AI-powered Ad Tools and Shopping Experiences: Pinterest is making significant investments in artificial intelligence to improve user engagement and boost advertising effectiveness. The company is leveraging AI for visual search, personalized shopping features, and tools like the Pinterest Assistant, which has led to users asking more commercially oriented questions. The focus on "shoppability" and facilitating "multi-session journeys" is designed to capitalize on the high commercial intent of its users, attracting more advertiser investment.
Diversification of Advertiser Base: The company is actively working to broaden its advertiser mix by accelerating growth among mid-market, small business (SMB), and international advertisers. This strategy aims to reduce its reliance on large retail clients and build a more resilient and balanced revenue stream, as these segments have shown strong advertising spending trends and represent significant growth opportunities.
International Market Expansion and Monetization: Pinterest is experiencing rapid revenue growth in its international markets, particularly in the "Rest of World" region, which consistently shows high growth percentages (e.g., 64% in Q4 2025 on a reported and constant currency basis). Europe also contributes strongly to revenue growth, with a 25% increase in Q4 2025. As these international markets are often "under-monetized" compared to more mature regions, there is substantial room for increasing average revenue per user (ARPU) by optimizing ad impressions and pricing.

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Share Repurchases

Pinterest's Board of Directors authorized a new $3.5 billion share repurchase program in March 2026, replacing a prior program from November 2024.
Approximately $2 billion in share repurchases are anticipated in the first half of 2026, consisting of a $1 billion accelerated share repurchase (ASR) and up to $1 billion in open-market repurchases.
Year-to-date in 2026, Pinterest had already completed $473 million in share repurchases under the previous authorization.

Share Issuance

Pinterest reported issuance of common stock amounting to $8.05 million in 2025, $22.13 million in 2024, and $8.26 million in 2023.
The number of shares outstanding was 0.688 billion in 2025, reflecting a 1.52% decline from 2024. Conversely, shares outstanding increased by 3.52% to 0.698 billion in 2024 from 2023.

Inbound Investments

In March 2026, Elliott Investment Management invested $1 billion in Pinterest through convertible senior notes.
The convertible senior notes carry a 1.75% annual interest rate and have an initial conversion price of approximately $22.72 per share, representing a 30% premium to the closing price on March 2, 2026.
Elliott has held an investment position in Pinterest since 2022 and currently has a representative on the company's board of directors.

Outbound Investments

In December 2025, Pinterest announced its intention to acquire tvScientific to expand its performance advertising capabilities into Connected TV.

Capital Expenditures

Annual capital expenditures for Pinterest were $32.375 million in 2025, $24.606 million in 2024, and $8.063 million in 2023.
The company's capital allocation framework prioritizes investment in product and technology innovation.
A primary focus of capital expenditures includes enhancing AI capabilities, technology, new ad formats, and shopping features, along with investing in AI talent for research and development.

Interactive Breakdown

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Better Bets vs. Pinterest (PINS)

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Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	Pinterest Earnings Notes	05/01/2026
2	PINS Stock Falls -25% With A 9-day Losing Spree On HSBC Downgrade & Job Cuts	02/06/2026
3	PINS Stock Falls -23% In 8-day Spree On HSBC Downgrade & Restructuring	02/05/2026
4	PINS Stock Falls -20% In 7-Day Spree On Restructuring & Analyst Downgrades	02/04/2026
5	PINS Stock Falls -15% In 6-day Spree On HSBC Downgrade To $24.90	02/03/2026
6	Pinterest vs Meta Platforms: Which Stock Could Rally?	12/05/2025
7	Is 26.9% Fall In Pinterest (PINS) Stock A Buying Opportunity?	11/06/2025
8	ARTICLES
9	How Will Pinterest Stock React To Its Upcoming Earnings?	05/01/2026
10	PINS Stock Falls -25% With A 9-day Losing Spree On HSBC Downgrade & Job Cuts	02/06/2026
11	PINS Stock Falls -23% In 8-day Spree On HSBC Downgrade & Restructuring	02/05/2026
12	Between Meta Platforms and Pinterest, Which Stock Looks Set to Break Out?	12/05/2025
13	Meta Platforms vs Pinterest: Which Is the Stronger Buy Today?	11/12/2025

	Title
0	DASHBOARDS
1	Pinterest Earnings Notes
2	PINS Stock Falls -25% With A 9-day Losing Spree On HSBC Downgrade & Job Cuts
3	PINS Stock Falls -23% In 8-day Spree On HSBC Downgrade & Restructuring
4	PINS Stock Falls -20% In 7-Day Spree On Restructuring & Analyst Downgrades
5	PINS Stock Falls -15% In 6-day Spree On HSBC Downgrade To $24.90
6	Pinterest vs Meta Platforms: Which Stock Could Rally?
7	Is 26.9% Fall In Pinterest (PINS) Stock A Buying Opportunity?
8	ARTICLES
9	How Will Pinterest Stock React To Its Upcoming Earnings?
10	PINS Stock Falls -25% With A 9-day Losing Spree On HSBC Downgrade & Job Cuts
11	PINS Stock Falls -23% In 8-day Spree On HSBC Downgrade & Restructuring
12	Between Meta Platforms and Pinterest, Which Stock Looks Set to Break Out?
13	Meta Platforms vs Pinterest: Which Is the Stronger Buy Today?

Trade Ideas

Select ideas related to PINS.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
ETSY_3272026_Dip_Buyer_FCFYield	03272026	ETSY	Etsy	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	36.0%	36.0%	0.0%
META_3272026_Dip_Buyer_ValueBuy	03272026	META	Meta Platforms	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	16.4%	16.4%	0.0%
PINS_1302026_Dip_Buyer_High_CFO_Margins_ExInd_DE	01302026	PINS	Pinterest	Dip Buy	DB \| CFO/Rev \| Low D/EDip Buy with High Cash Flow Margins Buying dips for companies with significant cash flows from operations and reasonable debt / market cap	-11.2%	-11.2%	-30.3%

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FSLY	Fastly	2.9	-38.2%	91.6%
PLNT	Planet Fitness	3.6	-31.2%	-59.4%
BETR	Better Home & Finance	0.5	-28.5%	-6.3%
SHAK	Shake Shack	2.8	-28.3%	-14.7%
IBP	Installed Building Products	5.8	-27.6%	-15.7%
PAHC	Phibro Animal Health	1.7	-26.2%	15.8%
GPGI	GPGI	1.6	-25.9%	-32.9%
AOSL	Alpha & Omega Semiconductor	1.1	-24.1%	89.0%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
GBTG	Global Business Travel	4.9	61.1%	23.4%
STRL	Sterling Infrastructure	24.9	57.4%	165.0%
DOCN	DigitalOcean	13.8	56.0%	212.6%
FLNC	Fluence Energy	2.5	55.7%	-4.1%
XMTR	Xometry	4.0	53.1%	32.0%
WOLF	Wolfspeed	1.2	52.9%	159.4%
ULCC	Frontier	1.2	49.6%	15.3%
FLEX	Flex	49.1	45.3%	120.1%
EVER	EverQuote	0.7	42.9%	-23.7%
DDOG	Datadog	66.3	42.8%	38.8%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
CVNA	Carvana	11.3	-79.8%	-81.0%
EMBC	Embecta	0.2	-60.7%	-69.3%
TRDA	Entrada Therapeutics	0.3	-49.3%	-33.4%
ULH	Universal Logistics	0.4	-44.3%	-11.1%
BRBR	BellRing Brands	1.2	-41.2%	-60.9%
PRIM	Primoris Services	5.8	-40.4%	-13.0%
WGS	GeneDx	1.2	-35.6%	-68.9%
PLNT	Planet Fitness	3.6	-34.0%	-59.4%
CABO	Cable One	0.3	-33.6%	-46.1%
SHAK	Shake Shack	2.8	-32.4%	-14.7%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
MXL	MaxLinear	7.2	330.4%	372.6%
BAND	Bandwidth	1.5	169.0%	214.4%
OGN	Organon	3.5	127.3%	86.2%
WOLF	Wolfspeed	1.2	119.6%	159.4%
SHAZ	SharonAI	0.6	106.5%	-41.9%
AXTI	AXT	4.8	103.9%	563.1%
SITM	SiTime	20.9	101.9%	125.7%
HPP	Hudson Pacific Properties	0.8	95.8%	8.7%
ABSI	Absci	0.9	92.3%	64.8%
STRL	Sterling Infrastructure	24.9	91.7%	165.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
CVNA	Carvana	11.3	-76.4%	-81.0%
EMBC	Embecta	0.2	-59.5%	-69.3%
TRDA	Entrada Therapeutics	0.3	-52.2%	-33.4%
ULH	Universal Logistics	0.4	-41.5%	-11.1%
CAR	Avis Budget	5.4	-41.1%	20.1%
PLNT	Planet Fitness	3.6	-40.5%	-59.4%
FSLY	Fastly	2.9	-40.5%	91.6%
ERAS	Erasca	3.0	-38.6%	179.6%
WGS	GeneDx	1.2	-38.3%	-68.9%
VISN	Vistance Networks	2.6	-36.1%	-35.5%

Peer Comparisons

Peers to compare with:

Financials

	PINS	META	GOOGL	AMZN	SNAP	ETSY	Median
Name	Pinterest	Meta Pla.	Alphabet	Amazon.c.	Snap	Etsy
Mkt Price	21.55	616.81	397.99	271.17	5.98	64.02	167.59
Mkt Cap	13.7	1,563.0	4,815.3	2,913.2	10.1	6.2	788.4
Rev LTM	4,374	214,962	422,499	742,776	6,097	2,864	110,530
Op Inc LTM	322	88,593	138,129	85,422	-413	408	42,915
FCF LTM	1,207	48,253	64,429	-2,472	609	673	940
FCF 3Y Avg	976	50,101	69,474	21,346	291	679	11,161
CFO LTM	1,249	124,000	174,353	148,531	831	725	62,624
CFO 3Y Avg	1,002	98,823	138,013	120,527	497	726	49,913

Growth & Margins

	PINS	META	GOOGL	AMZN	SNAP	ETSY	Median
Name	Pinterest	Meta Pla.	Alphabet	Amazon.c.	Snap	Etsy
Rev Chg LTM	16.3%	26.2%	17.5%	14.2%	10.3%	3.2%	15.3%
Rev Chg 3Y Avg	15.6%	22.4%	14.1%	12.3%	10.5%	2.9%	13.2%
Rev Chg Q	17.8%	33.1%	21.8%	16.6%	12.1%	3.1%	17.2%
QoQ Delta Rev Chg LTM	3.6%	7.0%	4.9%	3.6%	2.8%	0.7%	3.6%
Op Inc Chg LTM	62.1%	21.2%	17.5%	19.2%	36.3%	-0.4%	20.2%
Op Inc Chg 3Y Avg	131.1%	50.4%	24.3%	108.4%	32.4%	3.3%	41.4%
Op Mgn LTM	7.4%	41.2%	32.7%	11.5%	-6.8%	14.3%	12.9%
Op Mgn 3Y Avg	4.9%	40.5%	31.5%	10.2%	-15.6%	13.8%	12.0%
QoQ Delta Op Mgn LTM	-0.2%	-0.2%	0.7%	0.3%	2.2%	0.7%	0.5%
CFO/Rev LTM	28.5%	57.7%	41.3%	20.0%	13.6%	25.3%	26.9%
CFO/Rev 3Y Avg	26.3%	55.9%	37.3%	18.1%	8.7%	25.9%	26.1%
FCF/Rev LTM	27.6%	22.4%	15.2%	-0.3%	10.0%	23.5%	18.8%
FCF/Rev 3Y Avg	25.7%	29.3%	19.3%	3.5%	4.9%	24.3%	21.8%

Valuation

	PINS	META	GOOGL	AMZN	SNAP	ETSY	Median
Name	Pinterest	Meta Pla.	Alphabet	Amazon.c.	Snap	Etsy
Mkt Cap	13.7	1,563.0	4,815.3	2,913.2	10.1	6.2	788.4
P/S	3.1	7.3	11.4	3.9	1.7	2.2	3.5
P/Op Inc	42.6	17.6	34.9	34.1	-24.4	15.1	25.9
P/EBIT	42.6	17.2	24.6	24.7	-37.3	14.8	20.9
P/E	41.0	22.1	30.1	32.1	-24.6	21.6	26.1
P/CFO	11.0	12.6	27.6	19.6	12.1	8.5	12.4
Total Yield	2.4%	4.9%	3.5%	3.1%	-4.1%	4.6%	3.3%
Dividend Yield	0.0%	0.3%	0.2%	0.0%	0.0%	0.0%	0.0%
FCF Yield 3Y Avg	6.0%	3.6%	3.2%	1.1%	3.2%	12.0%	3.4%
D/E	0.1	0.1	0.0	0.1	0.4	0.5	0.1
Net D/E	-0.0	0.0	-0.0	0.0	0.1	0.3	0.0

Returns

	PINS	META	GOOGL	AMZN	SNAP	ETSY	Median
Name	Pinterest	Meta Pla.	Alphabet	Amazon.c.	Snap	Etsy
1M Rtn	18.4%	7.3%	30.3%	26.9%	24.6%	18.7%	21.6%
3M Rtn	11.5%	-7.9%	20.2%	21.8%	16.8%	17.6%	17.2%
6M Rtn	-18.0%	-0.2%	40.0%	11.6%	-25.3%	12.7%	5.7%
12M Rtn	-21.2%	3.7%	163.8%	43.7%	-26.4%	39.4%	21.5%
3Y Rtn	-0.2%	166.5%	272.3%	156.2%	-29.0%	-31.0%	78.0%
1M Excs Rtn	10.9%	-7.5%	17.3%	14.4%	18.3%	10.4%	12.6%
3M Excs Rtn	3.6%	-15.8%	12.3%	13.8%	8.9%	9.6%	9.3%
6M Excs Rtn	-42.9%	-9.9%	35.2%	0.4%	-28.3%	1.5%	-4.7%
12M Excs Rtn	-51.0%	-25.5%	113.8%	15.7%	-59.3%	11.1%	-7.2%
3Y Excs Rtn	-77.3%	81.7%	202.9%	83.6%	-106.1%	-113.6%	2.2%

Comparison Analyses

	Title
0	How Does Pinterest Stock Stack Up Against Its Peers?
1	Pinterest vs. Eversource Energy: With Return Forecast Of 41%, Pinterest Is A Better Bet
2	Pinterest vs. Fox: With Return Forecast Of 41%, Pinterest Is A Better Bet
3	Pinterest vs. Archer-Daniels Midland: With Return Forecast Of 41%, Pinterest Is A Better Bet
4	Pinterest vs. Amazon.com: With Return Forecast Of 41%, Pinterest Is A Better Bet
5	Pinterest vs. Snap: With Return Forecast Of 41%, Pinterest Is A Better Bet
6	Pinterest vs. EPAM Systems: With Return Forecast Of 37%-41%, Both Seem Like Good Bets
7	Pinterest vs. Alphabet: With Return Forecast Of 41%, Pinterest Is A Better Bet
8	Pinterest vs. Snowflake: With Return Forecast Of 83%, Snowflake Is A Better Bet
9	Pinterest vs. Hub: With Return Forecast Of 45%, Pinterest Is A Better Bet

FDIC Bank Data

Bank Capital

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Bank Deposits

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Bank Assets

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Bank Loans

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FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2025	2024	2023	2022	2021	2020
Period End	3/31/2026	12/31/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020
Filing Date	5/4/2026	2/12/2026	2/6/2025	2/8/2024	2/6/2023	2/3/2022	2/5/2021
Key Financials
Total Revenue	4,374	4,222	3,646	3,055	2,803	2,578	1,693
EBITDA	350	345	201	-104	-55	354	-89
Operating Income	322	320	180	-126	-102	326	-143
Net Income	334	417	1,862	-36	-96	316	-128
EPS	0.49	0.62	2.74	-0.05	-0.14	0.49	-0.22
Growth Rates
Total Revenue Growth	16.3%	15.8%	19.3%	9.0%	8.7%	52.3%	48.1%
EBITDA Growth	58.5%	71.6%	293.0%	-88.8%	-115.6%	495.6%	93.3%
Operating Income Growth	62.1%	77.9%	243.1%	-23.6%	-131.2%	328.9%	89.7%
Net Income Growth	-82.4%	-77.6%	5329.2%	62.9%	-130.4%	346.6%	90.6%
Margins
EBITDA Margin	8.0%	8.2%	5.5%	-3.4%	-2.0%	13.7%	-5.3%
Operating Income Margin	7.4%	7.6%	4.9%	-4.1%	-3.6%	12.7%	-8.4%
Net Income Margin	7.6%	9.9%	51.1%	-1.2%	-3.4%	12.3%	-7.6%
Cash & Debt
Total Cash	1,299	2,467	2,513	2,511	2,698	2,480	1,760
Total Debt	1,205	262	186	196	229	251	183
Net Debt / (Cash)	-94	-2,205	-2,327	-2,315	-2,469	-2,229	-1,577
Cash Flows
Net Cash from Operations	1,249	1,284	965	613	469	753	29
Free Cash from Operations	1,207	1,252	940	605	440	744	11
Returns to Shareholders
Dividends	0	-0	-0	-0	-0	-0	-0
Share Repurchases	3,072	1,326	990	835	162	-0	57

$ Mil \| FY: 12/31	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2
Period End	3/31/2026	12/31/2025	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023
Filing Date	5/4/2026	2/12/2026	11/4/2025	8/7/2025	5/8/2025	2/6/2025	11/7/2024	7/30/2024	4/30/2024	2/8/2024	10/30/2023	8/1/2023
Key Financials Quarterly
Total Revenue	1,008	1,319	1,049	998	855	1,154	898	854	740	981	763	708
Ebitda	-24	307	66	2	-30	268	-0	-17	-50	202	-0	-68
Operating Income	-33	301	59	-4	-35	262	-6	-21	-54	196	-5	-73
Net Income	-74	277	92	39	9	1,847	31	9	-25	201	7	-35
EPS	-0.12	0.41	0.14	0.06	0.01	2.74	0.05	0.01	-0.04	0.30	0.01	-0.05
Key Financials TTM
Total Revenue TTM	4,374	4,222	4,057	3,906	3,761	3,646	3,473	3,338	3,192	3,055	2,951	2,872
Ebitda TTM	350	345	306	239	221	201	135	135	84	-104	-280	-339
Operating Income TTM	322	320	280	216	199	180	114	115	64	-126	-316	-380
Net Income TTM	334	417	1,987	1,926	1,896	1,862	216	192	148	-36	-219	-291
Growth Rates Quarterly
Total Revenue Growth	17.8%	14.3%	16.8%	16.9%	15.5%	17.6%	17.7%	20.6%	22.8%	11.9%	11.5%	6.3%
EBITDA Growth	17.8%	14.8%	13377.0%	110.7%	40.2%	32.8%	-410.3%	75.8%	79.1%	691.3%	99.8%	-168.7%
Operating Income Growth	6.4%	15.1%	1089.1%	79.8%	34.8%	33.3%	-18.3%	70.7%	77.7%	3244.4%	92.8%	-112.3%
Net Income Growth	-924.8%	-85.0%	201.4%	336.1%	136.0%	818.3%	353.8%	125.4%	88.1%	1050.2%	110.3%	18.9%
Margins Quarterly
EBITDA Margin	-2.4%	23.3%	6.3%	0.2%	-3.5%	23.2%	-0.1%	-1.9%	-6.7%	20.5%	-0.0%	-9.6%
Operating Income Margin	-3.3%	22.8%	5.6%	-0.4%	-4.1%	22.7%	-0.7%	-2.5%	-7.4%	20.0%	-0.7%	-10.3%
Net Income Margin	-7.3%	21.0%	8.8%	3.9%	1.0%	160.1%	3.4%	1.0%	-3.4%	20.5%	0.9%	-4.9%
Cash & Debt
Total Cash	1,299	2,467	2,671	2,659	2,615	2,513	2,443	2,735	2,776	2,511	2,331	2,295
Total Debt	1,205	262	205	137	144	186	154	152	154	196	171	163
Net Debt / (Cash)	-94	-2,205	-2,466	-2,522	-2,471	-2,327	-2,288	-2,583	-2,622	-2,315	-2,160	-2,132
Cash Flows Quarterly
FCF from Operations	328	391	322	208	364	254	248	106	356	258	109	63
Cash Flows TTM
FCF from Operations TTM	1,249	1,284	1,147	1,073	972	965	969	829	786	613	413	382
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	2,015	587	312	158	269	185	553	153	100	91	81	502
Return on Invested Capital (ROIC) Quarterly
ROIC	-4.9%	42.2%	9.3%	-0.7%	-5.7%	38.6%	-0.9%	-3.1%	-7.2%	23.4%	-0.3%	-7.6%
Return on Invested Capital (ROIC) TTM
ROIC TTM	10.3%	12.4%	11.2%	8.5%	8.0%	6.6%	3.7%	3.5%	2.0%	-4.3%	-10.5%	-12.4%

Segment Financials

Revenue by Segment

$ Mil	2025	2024	2023	2022	2021
Single Segment	3,646	3,055	2,803	2,578	1,693
Total	3,646	3,055	2,803	2,578	1,693

Price Behavior

Price Behavior

Market Price	$21.55
Market Cap ($ Bil)	14.4
First Trading Date	04/18/2019
Distance from 52W High	-45.0%
	50 Days	200 Days
DMA Price	$19.15	$27.02
DMA Trend	down	down
Distance from DMA	12.5%	-20.2%
	3M	1YR
Volatility	60.0%	49.9%
Downside Capture	0.42	0.54
Upside Capture	105.34	44.56
Correlation (SPY)	25.7%	30.5%

PINS Betas & Captures as of 4/30/2026

	1M	2M	3M	6M	1Y	3Y
Beta	0.84	0.63	1.16	0.92	1.27	1.28
Up Beta	0.28	0.12	0.99	1.16	2.23	1.34
Down Beta	0.72	0.80	0.79	0.82	1.31	1.70
Up Capture	115%	124%	101%	12%	37%	66%
Bmk +ve Days	15	22	31	66	141	428
Stock +ve Days	8	22	32	62	128	377
Down Capture	260%	38%	155%	134%	108%	104%
Bmk -ve Days	4	18	30	56	108	321
Stock -ve Days	12	19	30	61	119	368

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

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Based On 5-Year Data

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Based On 10-Year Data

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Short Interest

Short Interest: As Of Date	4152026
Short Interest: Shares Quantity	70.8 Mil
Short Interest: % Change Since 3312026	-20.4%
Average Daily Volume	14.6 Mil
Days-to-Cover Short Interest	4.8 days
Basic Shares Quantity	636.6 Mil
Short % of Basic Shares	11.1%

Returns Analyses

	Title
0	How Low Can Pinterest Stock Really Go?
1	Pinterest Stock Return Comparison
2	Pinterest Total Shareholder Return (TSR): -33.2% in 2022 and 9.2% 3-yr returns (above peer average)
3	Pinterest (PINS) Stock Return: AI Predicts PINS Average and Excess Return After a Fall or Rise

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
5/4/2026	6.9%
2/12/2026	-16.8%	-4.2%	-1.5%
11/4/2025	-21.8%	-16.9%	-18.7%
8/7/2025	-10.3%	-7.2%	-3.1%
5/8/2025	4.9%	15.7%	22.5%
2/6/2025	19.1%	16.4%	-5.5%
11/7/2024	-14.0%	-13.4%	-2.6%
7/30/2024	-14.5%	-22.8%	-16.3%
...
SUMMARY STATS
# Positive	13	12	9
# Negative	12	12	15
Median Positive	13.6%	16.0%	22.5%
Median Negative	-14.5%	-14.0%	-11.1%
Max Positive	36.1%	42.5%	41.6%
Max Negative	-21.8%	-23.8%	-20.6%

	Forward Returns
5/4/2026	6.9%
2/12/2026	-16.8%	-4.2%	-1.5%
11/4/2025	-21.8%	-16.9%	-18.7%
8/7/2025	-10.3%	-7.2%	-3.1%
5/8/2025	4.9%	15.7%	22.5%
2/6/2025	19.1%	16.4%	-5.5%
11/7/2024	-14.0%	-13.4%	-2.6%
7/30/2024	-14.5%	-22.8%	-16.3%
4/30/2024	21.0%	25.3%	23.7%
2/8/2024	-9.5%	-10.2%	-15.7%
10/30/2023	19.0%	23.2%	32.6%
8/1/2023	-3.8%	-7.5%	-5.8%
4/27/2023	-15.7%	-23.8%	-11.1%
2/6/2023	-5.2%	-11.4%	-7.7%
10/27/2022	13.8%	4.1%	11.3%
8/1/2022	11.6%	14.6%	9.9%
4/27/2022	13.6%	29.6%	4.7%
2/3/2022	11.2%	4.2%	-5.8%
11/4/2021	5.9%	3.1%	-13.3%
7/29/2021	-18.2%	-16.3%	-20.6%
4/27/2021	-14.5%	-19.7%	-18.9%
2/4/2021	5.3%	11.8%	-19.7%
10/28/2020	26.9%	24.8%	41.6%
7/31/2020	36.1%	42.5%	40.3%
5/5/2020	-14.8%	-14.7%	1.9%
SUMMARY STATS
# Positive	13	12	9
# Negative	12	12	15
Median Positive	13.6%	16.0%	22.5%
Median Negative	-14.5%	-14.0%	-11.1%
Max Positive	36.1%	42.5%	41.6%
Max Negative	-21.8%	-23.8%	-20.6%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
03/31/2026	05/04/2026	10-Q
12/31/2025	02/12/2026	10-K
09/30/2025	11/04/2025	10-Q
06/30/2025	08/07/2025	10-Q
03/31/2025	05/08/2025	10-Q
12/31/2024	02/06/2025	10-K
09/30/2024	11/07/2024	10-Q
06/30/2024	07/30/2024	10-Q
03/31/2024	04/30/2024	10-Q
12/31/2023	02/08/2024	10-K
09/30/2023	10/30/2023	10-Q
06/30/2023	08/01/2023	10-Q
03/31/2023	04/27/2023	10-Q
12/31/2022	02/06/2023	10-K
09/30/2022	10/27/2022	10-Q
06/30/2022	08/01/2022	10-Q

Recent Forward Guidance [BETA]

Latest: Q1 2026 Earnings Reported 5/4/2026

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
Q2 2026 Revenue	1.13 Bil	1.14 Bil	1.15 Bil	18.9%		Higher New	Guidance: 961.00 Mil for Q1 2026
Q2 2026 Revenue Growth	14.0%	15.0%	16.0%	20.0%	2.5%	Higher New	Guidance: 12.5% for Q1 2026
Q2 2026 Adjusted EBITDA	256.00 Mil	266.00 Mil	276.00 Mil	51.1%		Higher New	Guidance: 176.00 Mil for Q1 2026

Prior: Q4 2025 Earnings Reported 2/12/2026

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
Q1 2026 Revenue	951.00 Mil	961.00 Mil	971.00 Mil	-27.5%		Lower New	Guidance: 1.33 Bil for Q4 2025
Q1 2026 Revenue Growth	11.0%	12.5%	14.0%	-16.7%	-2.5%	Lower New	Guidance: 15.0% for Q4 2025
Q1 2026 Adjusted EBITDA	166.00 Mil	176.00 Mil	186.00 Mil	-67.7%		Lower New	Guidance: 545.50 Mil for Q4 2025

Insider Activity

Expand for More

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Brown, Claude Leonard	Chief Business Officer	Direct	Sell	5072026	20.77	60,983	1,266,830	26,650,323	Form
2	Rajaram, Gokul		Direct	Sell	4162026	20.00	2,100	42,000	549,000	Form
3	Rajaram, Gokul		Direct	Sell	3092026	20.00	1,050	21,000	591,000	Form
4	Ducard, Malik	Chief Content Officer	Direct	Sell	2032026	22.06	2,293	50,584	15,335,825	Form
5	Ducard, Malik	Chief Content Officer	Direct	Sell	1062026	26.18	2,293	60,031	18,260,026	Form

Collapse to Preview

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Brown, Claude Leonard	Chief Business Officer	Direct	Sell	5072026	20.77	60,983	1,266,830	26,650,323	Form
2	Rajaram, Gokul		Direct	Sell	4162026	20.00	2,100	42,000	549,000	Form
3	Rajaram, Gokul		Direct	Sell	3092026	20.00	1,050	21,000	591,000	Form
4	Ducard, Malik	Chief Content Officer	Direct	Sell	2032026	22.06	2,293	50,584	15,335,825	Form
5	Ducard, Malik	Chief Content Officer	Direct	Sell	1062026	26.18	2,293	60,031	18,260,026	Form
6	Brau, Donnelly Julia	Chief Financial Officer	Direct	Sell	12292025	25.86	22,821	590,099	13,972,415	Form
7	Ducard, Malik	Chief Content Officer	Direct	Sell	12292025	25.86	6,000	155,162	18,096,340	Form
8	Acosta, Andrea	Chief Accounting Officer	Direct	Sell	11252025	25.00	3,759	93,963	3,585,316	Form
9	Walcott, Wanjiku Juanita	Chief Legal & Bus Affairs Ofc.	Direct	Sell	11132025	26.89	74,047	1,990,909	8,098,771	Form
10	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	10022025	31.86	8			Form
11	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	9252025	34.86	83,333			Form
12	Silbermann, Benjamin		SFTC, LLC	Sell	9252025	34.85	18,750			Form
13	Brau, Donnelly Julia	Chief Financial Officer	Direct	Sell	9252025	34.85	22,821	795,401	10,889,125	Form
14	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	9182025	36.67	83,333			Form
15	Silbermann, Benjamin		SFTC, LLC	Sell	9182025	36.66	18,750			Form
16	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	9112025	34.89	83,333			Form
17	Silbermann, Benjamin		SFTC, LLC	Sell	9112025	36.00	18,750			Form
18	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	9042025	37.04	83,333			Form
19	Silbermann, Benjamin		SFTC, LLC	Sell	9042025	37.04	18,750			Form
20	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	8282025	36.03	83,333			Form
21	Silbermann, Benjamin		SFTC, LLC	Sell	8282025	36.03	18,750			Form
22	Acosta, Andrea	Chief Accounting Officer	Direct	Sell	8252025	34.96	3,759	131,427	5,503,309	Form
23	Rajaram, Gokul		Direct	Sell	8212025	35.00	1,150	40,250	1,071,000	Form
24	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	8212025	34.96	83,333			Form
25	Silbermann, Benjamin		SFTC, LLC	Sell	8212025	34.96	18,750			Form
26	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	8142025	35.11	83,333			Form
27	Silbermann, Benjamin		SFTC, LLC	Sell	8142025	35.11	18,750			Form
28	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	7252025	37.95	83,333			Form
29	Silbermann, Benjamin		SFTC, LLC	Sell	7252025	37.95	18,750			Form
30	Madrigal, Matthew	Chief Technology Officer	Direct	Sell	7232025	38.58	20,000	771,670	16,545,492	Form
31	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	7182025	36.01	83,333			Form
32	Silbermann, Benjamin		SFTC, LLC	Sell	7182025	36.01	18,750			Form
33	Rajaram, Gokul		Direct	Sell	7182025	36.88	1,150	42,412	1,170,940	Form
34	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	7102025	35.50	83,333			Form
35	Silbermann, Benjamin		SFTC, LLC	Sell	7102025	35.49	18,750			Form
36	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	7022025	35.41	83,333			Form
37	Silbermann, Benjamin		SFTC, LLC	Sell	7022025	35.41	18,750			Form
38	Walcott, Wanjiku Juanita	Chief Legal & Bus Affairs Ofc.	Direct	Sell	6302025	35.68	11,510	410,681	13,923,562	Form
39	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	6262025	35.99	83,333			Form
40	Silbermann, Benjamin		SFTC, LLC	Sell	6262025	35.99	18,750			Form
41	Brau, Donnelly Julia	Chief Financial Officer	Direct	Sell	6252025	34.25	29,606	1,013,997	12,428,874	Form
42	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	6202025	34.83	83,333			Form
43	Silbermann, Benjamin		SFTC, LLC	Sell	6202025	34.75	18,750			Form
44	Rajaram, Gokul		Direct	Sell	6202025	34.52	1,150	39,698	1,135,708	Form
45	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	6112025	34.81	83,333			Form
46	Silbermann, Benjamin		SFTC, LLC	Sell	6112025	34.81	18,750			Form
47	Levine, Jeremy S		Direct	Sell	6102025	34.11	6,274	213,989	39,524,665	Form
48	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	6052025	33.21	83,333			Form
49	Silbermann, Benjamin		SFTC, LLC	Sell	6052025	33.21	18,750			Form
50	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	5292025	31.47	83,333			Form
51	Silbermann, Benjamin		SFTC, LLC	Sell	5292025	31.47	18,750			Form
52	Silbermann, Benjamin		Direct	Sell	5272025	32.17	6,274			Form
53	Acosta, Andrea	Chief Accounting Officer	Direct	Sell	5222025	31.86	3,759	119,777	5,460,629	Form
54	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	5222025	32.13	83,333			Form
55	Silbermann, Benjamin		SFTC, LLC	Sell	5222025	32.13	18,750			Form
56	Rajaram, Gokul		Direct	Sell	5222025	31.97	1,150	36,766	819,583	Form
57	Silbermann, Benjamin		Benjamin and Divya Silbermann Family Trust	Sell	5152025	33.16	333,332			Form
58	Silbermann, Benjamin		SFTC, LLC	Sell	5152025	33.16	75,000			Form

PINS Trade Sentinel

Stock Conviction

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CONVICTION RATIONALE

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STOCK ARCHETYPE

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Looking for high-conviction positions with a better risk/reward profile? See what's currently in the Trefis High Quality Portfolio.

INVESTMENT THESIS

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Mechanism: null

Supporting Evidence:

PRIMARY RISK

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Mechanism: null

Supporting Evidence:

Key KPI Watchlist

KPI	Threshold	Rationale

Core Investment Debate

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Next 6 months: Risks and Catalysts

Timeline	Event & Metric To Watch

Key Events in Last 6 Months

Date	Event	Stock Impact

Risk Management

Position Sizing

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Diversification Alternatives

How Is The Market Pricing PINS?

What will confirm the thesis

What will damage the thesis

Noise: Real but irrelevant to thesis

Repricing Catalyst

What PINS Makes & Who Pays

TTM figures based on

PINS Evolution: Price Return by Era

① Structure

② Volume / Momentum

③ Catalyst

Combined Score

0 / 12

1 Price Structure & Trend · ▾

2 Momentum ▾

3 Relative Strength vs. SPY ▾

4 Institutional Footprint & Volume ▾

5 Volatility ▾

6 Key Price Levels Range · Vol ▾

7 Earnings Reaction History ▾

8 How the Verdict Is Derived Three Pillars ▾

Pillar	Score
① Structure	0
② Vol / Mom	0
③ Catalyst	0

ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
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4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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Pinterest (PINS)

Market Price (5/8/2026): $21.5 | Market Cap: $13.7 BilSector: null | Industry:

Pinterest (PINS)

Market Price (5/8/2026): $21.5Market Cap: $13.7 BilSector: nullIndustry:

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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In The Past

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Asset Allocation

In The Past

Preserve Wealth

Asset Allocation

About Pinterest (PINS)

Challenges in User Growth, Engagement, and Monetization

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Better Bets vs. Pinterest (PINS)

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PINS Trade Sentinel

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CONVICTION RATIONALE

STOCK ARCHETYPE

INVESTMENT THESIS

PRIMARY RISK

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Market Price (5/8/2026): $21.5 | Market Cap: $13.7 Bil
Sector: null | Industry:

Market Price (5/8/2026): $21.5
Market Cap: $13.7 Bil
Sector: null
Industry: