Tearsheet

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

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%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26%

Attractive yield
FCF Yield is 9.1%

Stock buyback support
Stock Buyback 3Y Total is 5.0 Bil

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 -87%, 3Y Excs Rtn is -85%

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 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26%
2 Attractive yield
FCF Yield is 9.1%
3 Stock buyback support
Stock Buyback 3Y Total is 5.0 Bil
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 -87%, 3Y Excs Rtn is -85%
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.

PINS in ETFs

Weight = PINS's share of each fund

VTI0.02%
ITOT0.01%
IWB0.02%
IJH0.35%
VUG0.03%
VO0.06%
VB0.07%
IJK0.46%
+26 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/26/2026

Pinterest (PINS) stock has gained about 20% since 2/28/2026 because of the following key factors:

1. Pinterest reported stronger-than-expected financial results for its fiscal Q1 2026, which ended on March 31, 2026, and provided an optimistic outlook. The company's revenue reached $1.01 billion, an 18% increase year-over-year, surpassing analyst forecasts of $965 million by 4.62%. Earnings per share (EPS) of $0.27 significantly exceeded the estimated $0.23 by 17.39%. Additionally, global Monthly Active Users (MAUs) grew 11% year-over-year to 631 million, marking the tenth consecutive quarter of double-digit user growth. Pinterest also issued Q2 2026 revenue guidance of $1.133 billion to $1.153 billion, implying 14% to 16% year-over-year growth, which was above the analyst consensus of $1.11 billion.

2. The company executed a substantial share repurchase program, boosting shareholder value. Through fiscal Q1 2026, Pinterest completed $2 billion in share repurchases, acquiring 109 million shares at an approximate average price of $18. This action reduced shares outstanding by about 16% and was part of a larger $3.5 billion repurchase authorization.

Show more
Updated on 6/26/2026

Pinterest (PINS) stock has gained about 20% since 2/28/2026 because of the following key factors:

1. Pinterest reported stronger-than-expected financial results for its fiscal Q1 2026, which ended on March 31, 2026, and provided an optimistic outlook. The company's revenue reached $1.01 billion, an 18% increase year-over-year, surpassing analyst forecasts of $965 million by 4.62%. Earnings per share (EPS) of $0.27 significantly exceeded the estimated $0.23 by 17.39%. Additionally, global Monthly Active Users (MAUs) grew 11% year-over-year to 631 million, marking the tenth consecutive quarter of double-digit user growth. Pinterest also issued Q2 2026 revenue guidance of $1.133 billion to $1.153 billion, implying 14% to 16% year-over-year growth, which was above the analyst consensus of $1.11 billion.

2. The company executed a substantial share repurchase program, boosting shareholder value. Through fiscal Q1 2026, Pinterest completed $2 billion in share repurchases, acquiring 109 million shares at an approximate average price of $18. This action reduced shares outstanding by about 16% and was part of a larger $3.5 billion repurchase authorization.

3. Pinterest demonstrated a strategic commitment to Artificial Intelligence (AI) and product innovation, particularly in advertising. On June 4, 2026, Pinterest committed $4 billion to Amazon Web Services through 2031, its largest-ever infrastructure deal, to power its AI models. This investment is set to accelerate "PinRec," a proprietary generative retrieval system that improved search fulfillment and reduced advertiser Cost Per Acquisition (CPA) and Cost Per Click (CPC) by approximately 180 basis points each in Q1 2026. CEO Bill Ready highlighted AI-powered advertising innovations as a core growth driver.

4. Analyst sentiment turned increasingly positive following these developments. After the strong Q1 2026 earnings beat, Zephirin Group upgraded Pinterest's stock from "sell" to "buy" and significantly raised its price target from $17 to $30. TD Cowen reiterated a "Buy" rating and set a $38 price target, identifying Pinterest as a "best smid-cap idea for 2026" due to its ramping Performance+ adoption and robust user growth. The average analyst price target is $27.75, with a consensus "Buy" rating.

5. A broader positive macroeconomic environment for AI and technology stocks provided a tailwind. The general market, particularly the technology sector, experienced a significant rally driven by optimism around AI. The S&P 500 rose 7.7% in 2026 as of June 9, with the Nasdaq Composite returning an "astonishing 25% over May and April" as the "AI trade kicked into overdrive." This enthusiasm for AI-driven companies, despite a later correction in June for some tech stocks, benefited Pinterest's stock movement during the period.

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Stock Movement Drivers

Fundamental Drivers

The 21.5% change in PINS stock from 2/28/2026 to 6/26/2026 was primarily driven by a 44.5% change in the company's P/E Multiple.
(LTM values as of)22820266262026Change
Stock Price ($)17.1320.8221.5%
Change Contribution By: 
Total Revenues ($ Mil)4,2224,3743.6%
Net Income Margin (%)9.9%7.6%-22.6%
P/E Multiple27.439.644.5%
Shares Outstanding (Mil)6686374.9%
Cumulative Contribution21.5%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/26/2026
ReturnCorrelation
PINS21.5% 
Market (SPY)6.6%14.4%

Fundamental Drivers

The -20.3% change in PINS stock from 11/30/2025 to 6/26/2026 was primarily driven by a -84.4% change in the company's Net Income Margin (%).
(LTM values as of)113020256262026Change
Stock Price ($)26.1220.82-20.3%
Change Contribution By: 
Total Revenues ($ Mil)4,0574,3747.8%
Net Income Margin (%)49.0%7.6%-84.4%
P/E Multiple8.939.6344.9%
Shares Outstanding (Mil)6786376.5%
Cumulative Contribution-20.3%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/26/2026
ReturnCorrelation
PINS-20.3% 
Market (SPY)7.3%20.4%

Fundamental Drivers

The -33.1% change in PINS stock from 5/31/2025 to 6/26/2026 was primarily driven by a -84.8% change in the company's Net Income Margin (%).
(LTM values as of)53120256262026Change
Stock Price ($)31.1120.82-33.1%
Change Contribution By: 
Total Revenues ($ Mil)3,7614,37416.3%
Net Income Margin (%)50.4%7.6%-84.8%
P/E Multiple11.139.6257.1%
Shares Outstanding (Mil)6776376.3%
Cumulative Contribution-33.1%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/26/2026
ReturnCorrelation
PINS-33.1% 
Market (SPY)25.1%22.6%

Fundamental Drivers

The -13.0% change in PINS stock from 5/31/2023 to 6/26/2026 was primarily driven by a -47.4% change in the company's P/S Multiple.
(LTM values as of)53120236262026Change
Stock Price ($)23.9420.82-13.0%
Change Contribution By: 
Total Revenues ($ Mil)2,8304,37454.6%
P/S Multiple5.83.0-47.4%
Shares Outstanding (Mil)6816377.0%
Cumulative Contribution-13.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/26/2026
ReturnCorrelation
PINS-13.0% 
Market (SPY)81.3%39.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PINS Return-45%-33%53%-22%-11%-25%-70%
Peers Return22%-56%78%15%13%-3%20%
S&P 500 Return27%-19%24%23%16%7%96%

Monthly Win Rates [3]
PINS Win Rate25%42%67%42%50%50% 
Peers Win Rate62%28%68%57%52%43% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
PINS Max Drawdown-61%-53%-29%-37%-39%-44% 
Peers Max Drawdown-25%-64%-29%-31%-34%-31% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[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 6/26/2026 (YTD)

How Low Can It Go

EventPINSS&P 500
2025 US Tariff Shock
  % Loss-37.4%-18.8%
  % Gain to Breakeven59.8%23.1%
  Time to Breakeven105 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-11.4%-9.5%
  % Gain to Breakeven12.9%10.5%
  Time to Breakeven5 days24 days
2023 SVB Regional Banking Crisis
  % Loss-15.9%-6.7%
  % Gain to Breakeven18.9%7.1%
  Time to Breakeven42 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-52.8%-24.5%
  % Gain to Breakeven111.8%32.4%
  Time to Breakeven547 days427 days
2020 COVID-19 Crash
  % Loss-53.7%-33.7%
  % Gain to Breakeven116.1%50.9%
  Time to Breakeven96 days140 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.

EventPINSS&P 500
2025 US Tariff Shock
  % Loss-37.4%-18.8%
  % Gain to Breakeven59.8%23.1%
  Time to Breakeven105 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-52.8%-24.5%
  % Gain to Breakeven111.8%32.4%
  Time to Breakeven547 days427 days
2020 COVID-19 Crash
  % Loss-53.7%-33.7%
  % Gain to Breakeven116.1%50.9%
  Time to Breakeven96 days140 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)

Pinterest, Inc. (PINS) operates as a visual discovery engine, providing a unique platform where users can find inspiration and ideas across a vast array of topics. The company's core function is to help individuals explore and save visual content related to their interests, ranging from recipes and home decor to fashion, DIY projects, and travel plans.

The main products offered by Pinterest are its "pins," which serve as visual bookmarks that users can collect and organize onto personalized digital boards. These pins come in various formats, including traditional image pins, video pins, product pins that link to purchasable items, and idea pins that offer multi-page content. The platform's powerful visual machine learning technology analyzes user tastes and interests to deliver highly personalized content recommendations.

Pinterest primarily serves a global audience of individuals looking for inspiration and actionable ideas for their daily lives and future endeavors. These users, often called "pinners," represent the company's main customer base. Beyond individual users, Pinterest also caters to businesses and advertisers who leverage the platform to reach this engaged audience, making the United States and international markets its key operational territories.

AI Analysis | Feedback

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.

AI Analysis | Feedback

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AI Analysis | Feedback

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

AI Analysis | Feedback

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:

  1. 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.

  2. 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.

  3. 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.

AI Analysis | Feedback

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.

AI Analysis | Feedback

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:

  1. 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.

  2. 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.

  3. 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.

  4. 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.

AI Analysis | Feedback

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.

Latest Trefis Analyses

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

PINSMETAGOOGLAMZNSNAPETSYMedian
NamePinterestMeta Pla.Alphabet Amazon.c.Snap Etsy  
Mkt Price20.82550.25337.39232.694.4178.04155.37
Mkt Cap13.31,394.34,082.12,499.87.47.5703.8
Rev LTM4,374214,962422,499742,7766,0972,864110,530
Op Inc LTM32288,593138,12985,422-41340842,915
FCF LTM1,20748,25364,429-2,472609673940
FCF 3Y Avg97650,10169,47421,34629167911,161
CFO LTM1,249124,000174,353148,53183172562,624
CFO 3Y Avg1,00298,823138,013120,52749772649,913

Growth & Margins

PINSMETAGOOGLAMZNSNAPETSYMedian
NamePinterestMeta Pla.Alphabet Amazon.c.Snap Etsy  
Rev Chg LTM16.3%26.2%17.5%14.2%10.3%3.2%15.3%
Rev Chg 3Y Avg15.6%22.4%14.1%12.3%10.5%2.9%13.2%
Rev Chg Q17.8%33.1%21.8%16.6%12.1%3.1%17.2%
QoQ Delta Rev Chg LTM3.6%7.0%4.9%3.6%2.8%0.7%3.6%
Op Inc Chg LTM62.1%21.2%17.5%19.2%36.3%-0.4%20.2%
Op Inc Chg 3Y Avg131.1%50.4%24.3%108.4%32.4%3.3%41.4%
Op Mgn LTM7.4%41.2%32.7%11.5%-6.8%14.3%12.9%
Op Mgn 3Y Avg4.9%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 LTM28.5%57.7%41.3%20.0%13.6%25.3%26.9%
CFO/Rev 3Y Avg26.3%55.9%37.3%18.1%8.7%25.9%26.1%
FCF/Rev LTM27.6%22.4%15.2%-0.3%10.0%23.5%18.8%
FCF/Rev 3Y Avg25.7%29.3%19.3%3.5%4.9%24.3%21.8%

Valuation

PINSMETAGOOGLAMZNSNAPETSYMedian
NamePinterestMeta Pla.Alphabet Amazon.c.Snap Etsy  
Mkt Cap13.31,394.34,082.12,499.87.47.5703.8
P/S3.06.59.73.41.22.63.2
P/Op Inc41.115.729.629.3-18.018.423.8
P/EBIT41.115.420.921.2-27.518.119.5
P/E39.619.825.527.5-18.226.425.9
P/CFO10.611.223.416.89.010.410.9
Total Yield2.5%5.4%4.2%3.6%-5.5%3.8%3.7%
Dividend Yield0.0%0.4%0.2%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg6.0%3.6%3.2%1.1%3.2%12.0%3.4%
D/E0.10.10.00.10.60.40.1
Net D/E-0.00.0-0.00.00.20.20.0

Returns

PINSMETAGOOGLAMZNSNAPETSYMedian
NamePinterestMeta Pla.Alphabet Amazon.c.Snap Etsy  
1M Rtn3.9%-13.3%-13.2%-14.4%-25.0%22.3%-13.2%
3M Rtn17.2%4.8%23.1%16.7%12.2%65.0%17.0%
6M Rtn-20.4%-16.9%7.8%0.1%-43.9%40.0%-8.4%
12M Rtn-40.7%-24.0%95.0%7.2%-45.8%54.1%-8.4%
3Y Rtn-21.1%93.4%187.7%80.1%-61.6%-10.8%34.7%
1M Excs Rtn6.2%-11.1%-11.0%-12.2%-22.8%24.5%-11.0%
3M Excs Rtn2.4%-12.9%6.6%-1.4%-3.6%47.3%0.5%
6M Excs Rtn-26.4%-23.5%1.0%-6.2%-50.0%35.4%-14.9%
12M Excs Rtn-61.8%-42.8%77.5%-10.9%-65.8%26.4%-26.9%
3Y Excs Rtn-84.8%28.6%113.9%18.0%-125.3%-86.0%-33.4%

Comparison Analyses

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment4,2223,6463,0552,8032,578
Total4,2223,6463,0552,8032,578


Price Behavior

Price Behavior
Market Price$20.82 
Market Cap ($ Bil)13.3 
First Trading Date04/18/2019 
Distance from 52W High-46.8% 
   50 Days200 Days
DMA Price$20.39$24.20
DMA Trenddownup
Distance from DMA2.1%-14.0%
 3M1YR
Volatility48.6%50.4%
Downside Capture9.48103.07
Upside Capture60.5216.78
Correlation (SPY)18.1%22.0%
PINS Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta-0.930.230.390.850.981.26
Up Beta-1.78-0.050.060.921.361.35
Down Beta1.711.140.970.951.331.73
Up Capture-54%43%61%29%19%53%
Bmk +ve Days13283667141432
Stock +ve Days11183363127376
Down Capture-243%-1%10%122%109%103%
Bmk -ve Days7132757109318
Stock -ve Days9212859118367

[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 Date6152026
Short Interest: Shares Quantity73.2 Mil
Short Interest: % Change Since 53120264.3%
Average Daily Volume20.8 Mil
Days-to-Cover Short Interest3.5 days
Basic Shares Quantity636.6 Mil
Short % of Basic Shares11.5%

Earnings Returns History

Updated 6/5/2026
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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/4/20266.9%-0.4%-0.9%
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%
5/8/20254.9%15.7%22.5%
2/6/202519.1%16.4%-5.5%
11/7/2024-14.0%-13.4%-2.6%
7/30/2024-14.5%-22.8%-16.3%
...
SUMMARY STATS   
# Positive13128
# Negative111216
Median Positive13.6%16.0%23.1%
Median Negative-14.5%-12.4%-9.4%
Max Positive36.1%42.5%41.6%
Max Negative-21.8%-23.8%-20.6%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/4/20266.9%-0.4%-0.9%
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%
5/8/20254.9%15.7%22.5%
2/6/202519.1%16.4%-5.5%
11/7/2024-14.0%-13.4%-2.6%
7/30/2024-14.5%-22.8%-16.3%
4/30/202421.0%25.3%23.7%
2/8/2024-9.5%-10.2%-15.7%
10/30/202319.0%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%
10/27/202213.8%4.1%11.3%
8/1/202211.6%14.6%9.9%
4/27/202213.6%29.6%4.7%
2/3/202211.2%4.2%-5.8%
11/4/20215.9%3.1%-13.3%
7/29/2021-18.2%-16.3%-20.6%
4/27/2021-14.5%-19.7%-18.9%
2/4/20215.3%11.8%-19.7%
10/28/202026.9%24.8%41.6%
7/31/202036.1%42.5%40.3%
SUMMARY STATS   
# Positive13128
# Negative111216
Median Positive13.6%16.0%23.1%
Median Negative-14.5%-12.4%-9.4%
Max Positive36.1%42.5%41.6%
Max Negative-21.8%-23.8%-20.6%

SEC Filings

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Report DateFiling DateFiling
03/31/202605/04/202610-Q
12/31/202502/12/202610-K
09/30/202511/04/202510-Q
06/30/202508/07/202510-Q
03/31/202505/08/202510-Q
12/31/202402/06/202510-K
09/30/202411/07/202410-Q
06/30/202407/30/202410-Q
03/31/202404/30/202410-Q
12/31/202302/08/202410-K
09/30/202310/30/202310-Q
06/30/202308/01/202310-Q
03/31/202304/27/202310-Q
12/31/202202/06/202310-K
09/30/202210/27/202210-Q
06/30/202208/01/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/04/202610-Q
12/31/202502/12/202610-K
09/30/202511/04/202510-Q
06/30/202508/07/202510-Q
03/31/202505/08/202510-Q
12/31/202402/06/202510-K
09/30/202411/07/202410-Q
06/30/202407/30/202410-Q
03/31/202404/30/202410-Q
12/31/202302/08/202410-K
09/30/202310/30/202310-Q
06/30/202308/01/202310-Q
03/31/202304/27/202310-Q
12/31/202202/06/202310-K
09/30/202210/27/202210-Q
06/30/202208/01/202210-Q
03/31/202204/28/202210-Q
12/31/202102/03/202210-K
09/30/202111/04/202110-Q
06/30/202107/30/202110-Q
03/31/202104/28/202110-Q
12/31/202002/05/202110-K
09/30/202010/29/202010-Q
06/30/202007/31/202010-Q
03/31/202005/06/202010-Q
12/31/201902/07/202010-K
09/30/201911/01/201910-Q
06/30/201908/02/201910-Q

Recent Forward Guidance

Updated 6/1/2026

Latest: Q1 2026 Earnings Reported 5/4/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q2 2026 Revenue1.13 Bil1.14 Bil1.15 Bil18.9% Higher NewGuidance: 961.00 Mil for Q1 2026
Q2 2026 Revenue Growth14.0%15.0%16.0%20.0%2.5%Higher NewGuidance: 12.5% for Q1 2026
Q2 2026 Adjusted EBITDA256.00 Mil266.00 Mil276.00 Mil51.1% Higher NewGuidance: 176.00 Mil for Q1 2026

Prior: Q4 2025 Earnings Reported 2/12/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 Revenue951.00 Mil961.00 Mil971.00 Mil-27.5% Lower NewGuidance: 1.33 Bil for Q4 2025
Q1 2026 Revenue Growth11.0%12.5%14.0%-16.7%-2.5%Lower NewGuidance: 15.0% for Q4 2025
Q1 2026 Adjusted EBITDA166.00 Mil176.00 Mil186.00 Mil-67.7% Lower NewGuidance: 545.50 Mil for Q4 2025

Insider Activity

Updated 6/25/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Walcott, Wanjiku JuanitaChief Legal & Bus Affairs Ofc.DirectSell625202619.6514,208279,18713,594,656Form
2Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell625202619.9046,875  Form
3Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell625202619.9946,875  Form
4Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell617202620.6646,875  Form
5Rajaram, Gokul DirectSell617202620.851,05021,892820,364Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Walcott, Wanjiku JuanitaChief Legal & Bus Affairs Ofc.DirectSell625202619.6514,208279,18713,594,656Form
2Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell625202619.9046,875  Form
3Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell625202619.9946,875  Form
4Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell617202620.6646,875  Form
5Rajaram, Gokul DirectSell617202620.851,05021,892820,364Form
6Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell617202621.1546,875  Form
7Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell610202621.4346,875  Form
8Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell610202621.7846,875  Form
9Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell604202620.2846,875  Form
10Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell604202620.5046,875  Form
11Walcott, Wanjiku JuanitaChief Legal & Bus Affairs Ofc.DirectSell602202620.4627,337559,40214,829,129Form
12Silbermann, Benjamin DirectSell522202618.848,414  Form
13Brown, Claude LeonardChief Business OfficerDirectSell507202620.7760,9831,266,83026,650,323Form
14Rajaram, Gokul DirectSell416202620.002,10042,000549,000Form
15Rajaram, Gokul DirectSell309202620.001,05021,000591,000Form
16Ducard, MalikChief Content OfficerDirectSell203202622.062,29350,58415,335,825Form
17Ducard, MalikChief Content OfficerDirectSell106202626.182,29360,03118,260,026Form
18Brau, Donnelly JuliaChief Financial OfficerDirectSell1229202525.8622,821590,09913,972,415Form
19Ducard, MalikChief Content OfficerDirectSell1229202525.866,000155,16218,096,340Form
20Acosta, AndreaChief Accounting OfficerDirectSell1125202525.003,75993,9633,585,316Form
21Walcott, Wanjiku JuanitaChief Legal & Bus Affairs Ofc.DirectSell1113202526.8974,0471,990,9098,098,771Form
22Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell1002202531.868  Form
23Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell925202534.8683,333  Form
24Silbermann, Benjamin SFTC, LLCSell925202534.8518,750  Form
25Brau, Donnelly JuliaChief Financial OfficerDirectSell925202534.8522,821795,40110,889,125Form
26Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell918202536.6783,333  Form
27Silbermann, Benjamin SFTC, LLCSell918202536.6618,750  Form
28Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell911202534.8983,333  Form
29Silbermann, Benjamin SFTC, LLCSell911202536.0018,750  Form
30Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell904202537.0483,333  Form
31Silbermann, Benjamin SFTC, LLCSell904202537.0418,750  Form
32Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell828202536.0383,333  Form
33Silbermann, Benjamin SFTC, LLCSell828202536.0318,750  Form
34Acosta, AndreaChief Accounting OfficerDirectSell825202534.963,759131,4275,503,309Form
35Rajaram, Gokul DirectSell821202535.001,15040,2501,071,000Form
36Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell821202534.9683,333  Form
37Silbermann, Benjamin SFTC, LLCSell821202534.9618,750  Form
38Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell814202535.1183,333  Form
39Silbermann, Benjamin SFTC, LLCSell814202535.1118,750  Form
40Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell725202537.9583,333  Form
41Silbermann, Benjamin SFTC, LLCSell725202537.9518,750  Form
42Madrigal, MatthewChief Technology OfficerDirectSell723202538.5820,000771,67016,545,492Form
43Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell718202536.0183,333  Form
44Silbermann, Benjamin SFTC, LLCSell718202536.0118,750  Form
45Rajaram, Gokul DirectSell718202536.881,15042,4121,170,940Form
46Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell710202535.5083,333  Form
47Silbermann, Benjamin SFTC, LLCSell710202535.4918,750  Form
48Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell702202535.4183,333  Form
49Silbermann, Benjamin SFTC, LLCSell702202535.4118,750  Form
50Walcott, Wanjiku JuanitaChief Legal & Bus Affairs Ofc.DirectSell630202535.6811,510410,68113,923,562Form
51Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell626202535.9983,333  Form
52Silbermann, Benjamin SFTC, LLCSell626202535.9918,750  Form
53Brau, Donnelly JuliaChief Financial OfficerDirectSell625202534.2529,6061,013,99712,428,874Form
54Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell620202534.8383,333  Form
55Silbermann, Benjamin SFTC, LLCSell620202534.7518,750  Form
56Rajaram, Gokul DirectSell620202534.521,15039,6981,135,708Form
57Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell611202534.8183,333  Form
58Silbermann, Benjamin SFTC, LLCSell611202534.8118,750  Form
59Levine, Jeremy S DirectSell610202534.116,274213,98939,524,665Form
60Silbermann, Benjamin Benjamin and Divya Silbermann Family TrustSell605202533.2183,333  Form
61Silbermann, Benjamin SFTC, LLCSell605202533.2118,750  Form
Core Cache Last Updated: 6/26/2026