Analyst Consensus ?
ConsensusBuy48 ratings
Bullish2654.2%
Neutral2143.7%
Bearish12.1%
Pinterest, Inc. · PINS · FY2025 Q4 · Calendar Q1 2026
Pinterest’s user growth and AI momentum meet weaker ad revenue
The quarter supports a mixed case: record user growth and AI-driven discovery offer engagement and ad-product opportunities, but retailer pullbacks, tariff exposure and weaker ad pricing temper confidence that demand will translate cleanly into revenue growth.
Reported After market closeNYSECommunication Services
$10.97B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.67
Consensus $0.66
EPS surprise
+1.5%
Reported versus consensus
Reported revenue
$1.32B
Consensus $1.33B
Revenue surprise
-0.8%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-16.8%
Event window
SPY move
+0.1%
Same window
Abnormal move
-16.9%
Stock minus SPY
Volume
4.0×
Versus trailing sessions
Subsequent drift
+18.5%
Up to 20 sessions
PINSSPY benchmark
Ask FN2 about PINS FY2025 Q4
Transcript, numbers and history already loaded
Why did PINS fall 16.8% after beating EPS estimates in FY2025 Q4?What changed in PINS's guidance and outlook in FY2025 Q4?Give me the bull and bear case for PINS after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management analysis describes Q4 revenue growth as slowing amid tariff-related pressure and lower spending by large retailers. User growth remained strong, and management emphasized AI models and a broader advertiser mix as responses; the supplied analysis also cites planned TV Scientific integration as an expansion into connected-TV advertising.
Guidance delta
Guidance sentiment was characterized as maintained. The supplied analysis says Q1 2026 revenue growth guidance was 11–14%, with modest cost pressure and a 100-basis-point EBITDA margin impact associated with the pending TV Scientific acquisition.
Key takeaways
- MAUs grew 12% year over year to 619 million, according to the supplied transcript analysis.
- Revenue was $1.319 billion, below the $1.330 billion estimate; reported EPS was $0.67 versus a $0.66 estimate.
- AI models and visual discovery remain central to management’s product and ad-performance plans.
- Tariff-related headwinds and reduced spending from large retailers weighed on revenue growth.
- The pending TV Scientific acquisition brings integration, approval and near-term margin considerations.
Management priorities
- Scale AI models and Pinterest Assistant to support discovery and engagement.
- Broaden the advertiser base across SMB, mid-market and international customers.
- Improve Performance Plus and related ad tools.
- Integrate TV Scientific, subject to regulatory approval, and expand connected-TV advertising.
- Invest in GPU capacity while pursuing cost-of-revenue efficiency.
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Beat
Miss
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Analyst 52W Price Targets
$20.31Current
$16Low
$31.7Average
$100High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 3, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Overweight | Overweight | Maintain | Oct 30, 2026 |
| Wedbush | Neutral | Neutral | Maintain | Oct 30, 2026 |
| UBS | Buy | Buy | Maintain | Oct 30, 2026 |
| Susquehanna | Positive | Positive | Maintain | Oct 30, 2026 |
| StoneX | Buy | Buy | Maintain | Oct 30, 2026 |
| Rosenblatt | Neutral | Neutral | Maintain | Oct 30, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Oct 30, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Oct 30, 2026 |
| Guggenheim | Buy | Buy | Maintain | Oct 30, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 30, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Oct 30, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Oct 30, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Oct 30, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Oct 28, 2026 |
| DA Davidson | Buy | Buy | Maintain | Aug 5, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Aug 5, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Aug 5, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Jul 22, 2026 |
| TD Cowen | Buy | Buy | Maintain | May 5, 2026 |
| Stifel | Buy | Buy | Maintain | May 5, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | May 5, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | May 5, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | May 5, 2026 |
| Baird | Neutral | Neutral | Maintain | May 5, 2026 |
| Benchmark | Buy | Buy | Maintain | Apr 30, 2026 |
| BWG Global | Mixed | Positive | Downgrade | Apr 24, 2026 |
| Argus Research | Hold | Buy | Downgrade | Mar 2, 2026 |
| Loop Capital | Hold | Buy | Downgrade | Feb 13, 2026 |
| B of A Securities | Neutral | Buy | Downgrade | Feb 13, 2026 |
| Roth Capital | Neutral | Neutral | Maintain | Jan 30, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Nov 5, 2025 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | May 15, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Feb 7, 2025 |
| Jefferies | Hold | Buy | Downgrade | Jan 13, 2025 |
| Roth MKM | Neutral | Neutral | Maintain | Nov 8, 2024 |
| Credit Suisse | Neutral | Neutral | Maintain | Aug 2, 2023 |
| MKM Partners | Neutral | Buy | Downgrade | Jan 20, 2023 |
| Cleveland Research | Neutral | Buy | Downgrade | Mar 17, 2022 |
| OTR Global | Mixed | Positive | Downgrade | Jan 25, 2022 |
| LightShed Partners | Buy | Buy | Maintain | Apr 22, 2021 |
| Deutsche Bank | Buy | Buy | Maintain | Feb 5, 2021 |
| Pivotal Research | Buy | Hold | Upgrade | Aug 3, 2020 |
| Nomura Instinet | Buy | Buy | Maintain | May 6, 2020 |
| Nomura | Buy | Buy | Maintain | May 6, 2020 |
| Monness Crespi Hardt | Neutral | Neutral | Maintain | Dec 16, 2019 |
| Argus | Buy | Hold | Upgrade | Aug 15, 2019 |
| Citi | Buy | Buy | Maintain | Aug 2, 2019 |
| Zephrin Group | Sell | Sell | Maintain | Apr 22, 2019 |
Named analyst price targets
Upside is calculated against the persisted current price $20.31. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| KeyBanc | Justin Patterson | $25 | $19.36 | +23.1% | Nov 2, 2026 |
| Bernstein | Mark Shmulik | $22 | $18.41 | +8.3% | Oct 30, 2026 |
| RBC Capital | Brad Erickson | $22 | $18.42 | +8.3% | Oct 30, 2026 |
| Cantor Fitzgerald | Deepak Mathivanan | $23 | $18.32 | +13.2% | Oct 30, 2026 |
| Guggenheim | Michael Morris | $22 | $19.91 | +8.3% | Oct 30, 2026 |
| UBS | Stephen Ju | $32 | $19.91 | +57.6% | Oct 30, 2026 |
| Susquehanna | Shyam Patil | $25 | $19.91 | +23.1% | Oct 30, 2026 |
| Evercore ISI | Mark Mahaney | $24 | $19.91 | +18.2% | Oct 30, 2026 |
| Evercore ISI | Analyst unavailable | $23 | $19.91 | +13.2% | Oct 30, 2026 |
| Goldman Sachs | Eric Sheridan | $26 | $19.91 | +28.0% | Oct 30, 2026 |
| KeyBanc | Analyst unavailable | $28 | $20.55 | +37.9% | Oct 28, 2026 |
| Wells Fargo | Analyst unavailable | $31 | $23.36 | +52.6% | Aug 6, 2026 |
| D.A. Davidson | Analyst unavailable | $27 | $24.38 | +32.9% | Aug 5, 2026 |
| Robert W. Baird | Colin Sebastian | $26 | $24.5 | +28.0% | Aug 5, 2026 |
| Evercore ISI | Analyst unavailable | $29 | $24.59 | +42.8% | Aug 5, 2026 |
| RBC Capital | Analyst unavailable | $25 | $25.58 | +23.1% | Aug 5, 2026 |
| UBS | Analyst unavailable | $33 | $25.58 | +62.5% | Aug 5, 2026 |
| Barclays | Analyst unavailable | $31 | $25.58 | +52.6% | Aug 5, 2026 |
| BMO Capital | Brian Pitz | $34 | $25.58 | +67.4% | Aug 5, 2026 |
| Mizuho Securities | Analyst unavailable | $31 | $22.84 | +52.6% | Jul 22, 2026 |
| D.A. Davidson | Analyst unavailable | $26 | $22.42 | +28.0% | Jul 7, 2026 |
| Wells Fargo | Analyst unavailable | $30 | $22.25 | +47.7% | Jul 7, 2026 |
| BMO Capital | Analyst unavailable | $30 | $23.42 | +47.7% | May 5, 2026 |
| Deutsche Bank | Analyst unavailable | $24 | $23.67 | +18.2% | May 5, 2026 |
| Evercore ISI | Mark Mahaney | $27 | $23.72 | +32.9% | May 5, 2026 |
| Stifel Nicolaus | Analyst unavailable | $27 | $23.39 | +32.9% | May 5, 2026 |
| Mizuho Securities | Analyst unavailable | $30 | $23.76 | +47.7% | May 5, 2026 |
| Guggenheim | Analyst unavailable | $24 | $20.86 | +18.2% | May 5, 2026 |
| Piper Sandler | Analyst unavailable | $26 | $20.86 | +28.0% | May 5, 2026 |
| Robert W. Baird | Colin Sebastian | $24 | $20.86 | +18.2% | May 5, 2026 |
| Goldman Sachs | Analyst unavailable | $28 | $20.86 | +37.9% | May 5, 2026 |
| Barclays | Analyst unavailable | $27 | $20.86 | +32.9% | May 5, 2026 |
| Redburn Partners | Joseph Barker | $23 | $19.92 | +13.2% | Apr 27, 2026 |
| UBS | Analyst unavailable | $29 | $20.64 | +42.8% | Apr 21, 2026 |
| Goldman Sachs | Eric Sheridan | $23 | $15.16 | +13.2% | Feb 13, 2026 |
| RBC Capital | Brad Erickson | $17 | $15.16 | -16.3% | Feb 13, 2026 |
| Deutsche Bank | Benjamin Black | $16 | $14.76 | -21.2% | Feb 13, 2026 |
| Bernstein | Mark Shmulik | $20 | $14.78 | -1.5% | Feb 13, 2026 |
| Wedbush | Scott Devitt | $16 | $14.78 | -21.2% | Feb 13, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $18 | $14.59 | -11.4% | Feb 13, 2026 |
| Oppenheimer | Jason Helfstein | $24 | $14.89 | +18.2% | Feb 13, 2026 |
| BMO Capital | Brian Pitz | $28 | $14.82 | +37.9% | Feb 13, 2026 |
| UBS | Analyst unavailable | $26 | $18.52 | +28.0% | Feb 13, 2026 |
| Stifel Nicolaus | Analyst unavailable | $25 | $18.52 | +23.1% | Feb 13, 2026 |
| Wells Fargo | Ken Gawrelski | $27 | $14.43 | +32.9% | Feb 13, 2026 |
| Piper Sandler | Thomas Champion | $21 | $18.52 | +3.4% | Feb 13, 2026 |
| Guggenheim | Analyst unavailable | $25 | $18.52 | +23.1% | Feb 13, 2026 |
| Loop Capital Markets | Analyst unavailable | $18 | $18.52 | -11.4% | Feb 13, 2026 |
| Barclays | Analyst unavailable | $25 | $18.52 | +23.1% | Feb 13, 2026 |
| Evercore ISI | Analyst unavailable | $25 | $18.52 | +23.1% | Feb 13, 2026 |
| Robert W. Baird | Analyst unavailable | $20 | $18.52 | -1.5% | Feb 13, 2026 |
| Mizuho Securities | Analyst unavailable | $35 | $22 | +72.3% | Feb 3, 2026 |
| KeyBanc | Analyst unavailable | $35 | $22 | +72.3% | Feb 3, 2026 |
| HSBC | Analyst unavailable | $24.9 | $22.08 | +22.6% | Jan 30, 2026 |
| Roth Capital | Analyst unavailable | $29 | $22.21 | +42.8% | Jan 30, 2026 |
| UBS | Analyst unavailable | $40 | $25.91 | +96.9% | Jan 20, 2026 |
| Morgan Stanley | Brian Nowak | $35 | $27.57 | +72.3% | Jan 13, 2026 |
| Goldman Sachs | Analyst unavailable | $32 | $26.82 | +57.6% | Jan 13, 2026 |
| Wolfe Research | Shweta Khajuria | $33 | $26.5 | +62.5% | Jan 5, 2026 |
| Wedbush | Analyst unavailable | $30 | $26.86 | +47.7% | Dec 8, 2025 |
| Morgan Stanley | Analyst unavailable | $32 | $25.5 | +57.6% | Nov 26, 2025 |
| Piper Sandler | Analyst unavailable | $33 | $25.98 | +62.5% | Nov 5, 2025 |
| Evercore ISI | Mark Mahaney | $40 | $25.98 | +96.9% | Nov 5, 2025 |
| Seaport Global | Aaron Kessler | $42 | $25.93 | +106.8% | Nov 5, 2025 |
| Roth Capital | Analyst unavailable | $34 | $25.92 | +67.4% | Nov 5, 2025 |
| Cantor Fitzgerald | Deepak Mathivanan | $34 | $25.88 | +67.4% | Nov 5, 2025 |
| Goldman Sachs | Eric Sheridan | $36 | $25.9 | +77.3% | Nov 5, 2025 |
| BMO Capital | Brian Pitz | $35 | $25.86 | +72.3% | Nov 5, 2025 |
| Guggenheim | Michael Morris | $38 | $25.95 | +87.1% | Nov 5, 2025 |
| Wells Fargo | Analyst unavailable | $35 | $32.91 | +72.3% | Nov 5, 2025 |
| Barclays | Analyst unavailable | $36 | $32.91 | +77.3% | Nov 5, 2025 |
| Bernstein | Mark Shmulik | $40 | $32.91 | +96.9% | Nov 5, 2025 |
| UBS | Stephen Ju | $48 | $32.91 | +136.3% | Nov 5, 2025 |
| UBS | Stephen Ju | $51 | $31.44 | +151.1% | Oct 9, 2025 |
| Mizuho Securities | Analyst unavailable | $50 | $33.32 | +146.2% | Sep 29, 2025 |
| Stifel Nicolaus | Mark Kelley | $47 | $35.13 | +131.4% | Aug 8, 2025 |
| Susquehanna | Shyam Patil | $42 | $36.1 | +106.8% | Aug 8, 2025 |
| Piper Sandler | Ross Sandler | $40 | $39.17 | +96.9% | Aug 8, 2025 |
| Wells Fargo | Analyst unavailable | $42 | $35.68 | +106.8% | Jul 1, 2025 |
| Guggenheim | Analyst unavailable | $40 | $34.04 | +96.9% | Mar 24, 2025 |
| Roth Capital | Rohit Kulkarni | $32 | $33.08 | +57.6% | Feb 3, 2025 |
| Monness | Brian White | $40 | $30.66 | +96.9% | Jan 10, 2025 |
| Wedbush | Scott Devitt | $38 | $32.72 | +87.1% | Nov 11, 2024 |
| Evercore ISI | Mark Mahaney | $45 | $29.25 | +121.6% | Nov 8, 2024 |
| KeyBanc | Justin Patterson | $45 | $32.92 | +121.6% | Oct 9, 2024 |
| Robert W. Baird | Colin Sebastian | $41 | $32.86 | +101.9% | Oct 1, 2024 |
| Oppenheimer | Jason Helfstein | $45 | $30.46 | +121.6% | Sep 24, 2024 |
| Deutsche Bank | Benjamin Black | $43 | $30.38 | +111.7% | Sep 23, 2024 |
| HSBC | Mohammed Khallouf | $39.5 | $28.86 | +94.5% | Sep 16, 2024 |
| Cantor Fitzgerald | Deepak Mathivanan | $41 | $30.83 | +101.9% | Sep 4, 2024 |
| Piper Sandler | Thomas Champion | $45 | $30.81 | +121.6% | Aug 15, 2024 |
| Loop Capital Markets | Rob Sanderson | $39 | $29.1 | +92.0% | Aug 5, 2024 |
| RBC Capital | Brad Erickson | $48 | $37.35 | +136.3% | Jul 31, 2024 |
| Goldman Sachs | Eric Sheridan | $46 | $37.35 | +126.5% | Jul 31, 2024 |
| Stifel Nicolaus | Mark Kelley | $45 | $37.35 | +121.6% | Jul 31, 2024 |
| Jefferies | James Heaney | $47 | $37.35 | +131.4% | Jul 31, 2024 |
| Evercore ISI | Mark Mahaney | $48 | $37.35 | +136.3% | Jul 31, 2024 |
| Wedbush | Scott Devitt | $46 | $43.5 | +126.5% | Jul 8, 2024 |
| Wells Fargo | Ken Gawrelski | $49 | $43.12 | +141.3% | Jun 25, 2024 |
| Piper Sandler | Thomas Champion | $52 | $41.43 | +156.0% | May 23, 2024 |
| Loop Capital Markets | Rob Sanderson | $49 | $40.41 | +141.3% | May 6, 2024 |
| Wedbush | Scott Devitt | $44 | $33.45 | +116.6% | May 1, 2024 |
| Piper Sandler | Thomas Champion | $50 | $39.9 | +146.2% | May 1, 2024 |
| RBC Capital | Brad Erickson | $52 | $40.06 | +156.0% | May 1, 2024 |
| Roth Capital | Rohit Kulkarni | $38 | $36.41 | +87.1% | Feb 9, 2024 |
| Raymond James | Rick Patel | $48 | $39.75 | +136.3% | Feb 5, 2024 |
| Loop Capital Markets | Justin Patterson | $48 | $39.75 | +136.3% | Feb 5, 2024 |
| Argus Research | Jim Kelleher | $45 | $37.09 | +121.6% | Jan 18, 2024 |
| Susquehanna | Shyam Patil | $35 | $27.76 | +72.3% | Aug 2, 2023 |
| Loop Capital Markets | Justin Patterson | $32 | $22.32 | +57.6% | Apr 28, 2023 |
| MKM Partners | Rohit Kulkarni | $27 | $26.61 | +32.9% | Apr 27, 2023 |
| Raymond James | Aaron Kessler | $33 | $28.3 | +62.5% | Apr 6, 2023 |
| Guggenheim | Michael Morris | $26 | $26.09 | +28.0% | Feb 7, 2023 |
| Piper Sandler | Thomas Champion | $30 | $23.61 | +47.7% | Dec 13, 2022 |
| Piper Sandler | Thomas Champion | $25 | $24.9 | +23.1% | Oct 28, 2022 |
| Robert W. Baird | Colin Sebastian | $32 | $24.9 | +57.6% | Oct 28, 2022 |
| Piper Sandler | Thomas Champion | $25 | $24.9 | +23.1% | Oct 28, 2022 |
| Morgan Stanley | Brian Nowak | $18 | $24.9 | -11.4% | Oct 28, 2022 |
| Credit Suisse | Stephen Ju | $25 | $22.04 | +23.1% | Oct 27, 2022 |
| Goldman Sachs | Eric Sheridan | $31 | $24.63 | +52.6% | Oct 5, 2022 |
| Wolfe Research | Deepak Mathivanan | $28 | $22.1 | +37.9% | Sep 7, 2022 |
| Robert W. Baird | Colin Sebastian | $30 | $21.77 | +47.7% | Aug 19, 2022 |
| Wells Fargo | Brian Fitzgerald | $34 | $22.31 | +67.4% | Aug 2, 2022 |
| Atlantic Equities | James Cordwell | $30 | $19.99 | +47.7% | Aug 2, 2022 |
| Credit Suisse | Stephen Ju | $26 | $20.74 | +28.0% | Jul 19, 2022 |
| Wolfe Research | Deepak Mathivanan | $49 | $17.56 | +141.3% | Jul 15, 2022 |
| KeyBanc | Justin Patterson | $36 | $19.92 | +77.3% | Jun 29, 2022 |
| Goldman Sachs | Eric Sheridan | $24 | $18.18 | +18.2% | Jun 18, 2022 |
| Morgan Stanley | Brian Nowak | $21 | $19.24 | +3.4% | Jun 11, 2022 |
| Credit Suisse | Stephen Ju | $31 | $17 | +52.6% | May 24, 2022 |
| Loop Capital Markets | Justin Patterson | $27 | $16.37 | +32.9% | May 24, 2022 |
| MKM Partners | Rohit Kulkarni | $28 | $20.52 | +37.9% | May 1, 2022 |
| Susquehanna | Analyst unavailable | $22 | $19.31 | +8.3% | Apr 28, 2022 |
| RBC Capital | Analyst unavailable | $26 | $19.46 | +28.0% | Apr 28, 2022 |
| Piper Sandler | Thomas Champion | $35 | $18.67 | +72.3% | Apr 28, 2022 |
| Rosenblatt Securities | Barton Crockett | $21 | $19.59 | +3.4% | Apr 25, 2022 |
| Citigroup | Analyst unavailable | $27 | $22.72 | +32.9% | Apr 20, 2022 |
| MKM Partners | Rohit Kulkarni | $38 | $21.83 | +87.1% | Apr 18, 2022 |
| Morgan Stanley | Brian Nowak | $30 | $24.81 | +47.7% | Apr 3, 2022 |
| Credit Suisse | Stephen Ju | $39 | $27.25 | +92.0% | Feb 4, 2022 |
| UBS | Lloyd Walmsley | $35 | $27.25 | +72.3% | Feb 4, 2022 |
| J.P. Morgan | Doug Anmuth | $36 | $27.25 | +77.3% | Feb 4, 2022 |
| Wedbush | Ygal Arounian | $39 | $27.25 | +92.0% | Feb 4, 2022 |
| Piper Sandler | Thomas Champion | $46 | $27.25 | +126.5% | Feb 4, 2022 |
| Barclays | Ross Sandler | $37 | $27.25 | +82.2% | Feb 4, 2022 |
| D.A. Davidson | Tom Forte | $33 | $27.25 | +62.5% | Feb 4, 2022 |
| RBC Capital | Brad Erickson | $34 | $27.25 | +67.4% | Feb 4, 2022 |
| KeyBanc | Justin Patterson | $37 | $24.51 | +82.2% | Feb 3, 2022 |
| Susquehanna | Shyam Patil | $32 | $27.33 | +57.6% | Feb 2, 2022 |
| MKM Partners | Rohit Kulkarni | $42 | $29.56 | +106.8% | Jan 31, 2022 |
| Stifel Nicolaus | Mark Kelley | $34 | $29.56 | +67.4% | Jan 31, 2022 |
| Guggenheim | Michael Morris | $31 | $26.74 | +52.6% | Jan 26, 2022 |
| Bernstein | Mark Shmulik | $35 | $28.46 | +72.3% | Jan 25, 2022 |
| Wolfe Research | Deepak Mathivanan | $45 | $33.13 | +121.6% | Jan 4, 2022 |
| Citigroup | Jason Bazinet | $42 | $37.26 | +106.8% | Dec 22, 2021 |
| Arete Research | Rocco Strauss | $83 | $58.36 | +308.7% | May 10, 2021 |
| LightShed Partners | Richard Greenfield | $100 | $71.99 | +392.4% | Apr 22, 2021 |
Track every rating change on PINS the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationPinterest, Inc. functions globally as a platform dedicated to visual discovery. Its core purpose is to empower individuals to unearth inspiration for various aspects of their lives, encompassing everything from culinary creations and personal style to home decor and do-it-yourself ventures. The platform facilitates this through diverse content formats, including video, product, and concept-based "Pins." Leveraging sophisticated visual machine learning, Pinterest provides personalized recommendations tailored to each user's unique preferences and interests. Established in 2008, the company was initially known as Cold Brew Labs Inc. before officially changing its name to Pinterest, Inc. in April 2012. Its corporate headquarters are located in San Francisco, California.
Historical context
All PINS earningsCommunication Services peers this season
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| FOXA Fox Corporation | FY2027 Q1 · Calendar Q4 2026 | — | +0.3% | Fox’s growth is riding sports, political ads and streaming momentum |
| RDDT Reddit, Inc. | FY2026 Q3 · Calendar Q4 2026 | +5.3% | -29.2% | Reddit posts strong Q3 growth, but search traffic raises user-growth risk |
Latest beats and misses
Who reports nextBeat on EPS
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- AXSMFY2026 Q3 · November 2, 2026+60.6% EPS-5.8% move
- TEMFY2026 Q3 · November 2, 2026+174.7% EPS+8.7% move
- BWXTFY2026 Q3 · November 2, 2026+6.8% EPS-0.2% move
- CUBEFY2026 Q3 · October 29, 2026+2.3% EPS+4.0% move
Missed on EPS
- RYAAYFY2027 Q2 · November 2, 2026-0.3% EPS+2.9% move
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- PINSFY2026 Q3 · October 29, 2026-5.4% EPS-2.8% move
Get the PINS recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-03T01:10:41.873243+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-03T01:10:41.870208+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-03. For educational purposes only; not investment advice.