Pinterest (PINS)
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-10-29
$19.92-4.78%
Close 2026-10-29 · 1-day change
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-10-29
Research Workspace
Put PINS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 17% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 16%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 54% in its worst 12-month stretch.
View RiskPinterest’s thesis rests on profitable growth, with cash backing reported profits, despite elevated risk. Revenue growth slowed from 18% to 12% year over year; Q3 earnings beat, but revenue missed. PINS trades at 15× P/E versus a 14× peer median. The desk says expectations look modest versus its view, though the revenue miss challenges growth. A 32% next-quarter miss probability and the narrow peer gap leave little room for multiple compression. Peer multiples imply a price about 28% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-29. PINS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 39 analysts currently covering PINS (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for PINS in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PINS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Media & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put PINS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Grow revenue through advertising and platform monetization
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $19.92
The last 12 months of price, then the range of analyst 12-month targets from today’s $19.92.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Q4 guidance flags EU de minimis changes weighing on international revenue, pressuring monetization growth.
Threatens: Increase revenue growth
A quarterly revenue miss is a meaningful setback to the revenue-growth objective.
Advances: Manage CFO transition effectively
New CFO could enhance management effectiveness and execution.
CFO change may disrupt execution of management objectives.
Insider selling may signal lack of confidence in future performance.
CFO exit raises concerns about growth strategy execution.
Advances: Leverage AI to enhance user engagement and monetization
Expands AI capabilities, enhancing user engagement and monetization.
Threatens: Increase revenue growth
Growth warning undermines revenue growth objective.
