Pinterest Sustains User Growth and Revenue Increase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 30 2026
0mins
Source: NASDAQ.COM
- Sustained User Growth: Pinterest has achieved double-digit year-over-year user growth for 10 consecutive quarters, with the latest figures showing global monthly active users reaching 631 million, reflecting an 11% increase and indicating ongoing success in user acquisition.
- Revenue Growth Outpacing Users: While user growth was 11%, Pinterest's revenue growth rate reached 18%, demonstrating significant success in increasing revenue per user, particularly driven by its AI-powered advertising platform, which is seen as a key factor in this upward trend.
- International Market Expansion: Monthly active users from regions outside North America and Europe grew by 15% year-over-year, indicating Pinterest's increasing penetration in international markets, which, if sustained, could help maintain high growth rates.
- Improving Profitability Outlook: Although Pinterest reported a loss in Q1 due to restructuring costs, it generated $4.2 billion in revenue and $417 million in net income in 2025, resulting in a 10% net profit margin, with expectations for improved profitability as restructuring costs diminish.
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Analyst Views on PINS
Wall Street analysts forecast PINS stock price to rise
17 Analyst Rating
14 Buy
3 Hold
0 Sell
Strong Buy
Current: 20.360
Low
24.90
Averages
35.46
High
44.00
Current: 20.360
Low
24.90
Averages
35.46
High
44.00
About PINS
Pinterest, Inc. (Pinterest) offers visual search and discovery platform. The Company’s primary service, Pinterest, can be accessed through its mobile application or the Web. People use Pinterest to find ideas. As they browse Pinterest content, Pins, they fine-tune their tastes and find the idea. Users interact with the platform in multi-session journeys to find inspiration, curate their latest look, plan their next project and shop from brands. It has approximately 553 million monthly active users across the world. Content on Pinterest comes from a variety of sources, including retailers, brands, creators, publishers and users. It acquires that content via a range of methods, including product catalog uploads, direct publishing, and user curation. Content formats include images that allow the user to click into an idea to learn more, videos that provide the steps of an idea, and products that brands and merchants upload from catalogs.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Stock Decline: Despite Pinterest's stock dropping approximately 40% over the past year, it trades at a forward P/E ratio of just 11, indicating a highly attractive valuation that may draw investor interest.
- Strong Revenue Growth: The company reported over $1 billion in revenue for Q1, reflecting an 18% year-over-year increase, with European revenue jumping 27%, highlighting significant potential in international markets.
- AI-Driven Advertising Solutions: Pinterest's Performance Plus ad suite leverages AI to optimize ad spending, enhancing advertisers' campaign effectiveness and further strengthening its competitive position in the market.
- Strategic Investment and Buyback: Elliott Investment Management purchased $1 billion in convertible notes, and Pinterest used these proceeds for a $1 billion accelerated share repurchase, enhancing shareholder value and demonstrating confidence in future growth.
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- Successful Business Transformation: Pinterest has effectively transformed its platform from a simple online vision board to a shoppable discovery destination, leveraging AI features to enhance user experience, thereby attracting more users and increasing advertising revenue.
- International Market Growth: In Q1 2026, Pinterest's European revenue surged 27% to $186 million, while revenue from the rest of the world skyrocketed 59% to $72 million, highlighting the significant potential and under-monetized opportunities in international markets.
- Increased Investor Confidence: Elliott Investment Management purchased $1 billion in convertible senior notes in March, with an initial conversion price of $22.72, demonstrating strong confidence in Pinterest's future, while the company used these funds for a $1 billion share buyback.
- AI-Driven Ad Optimization: Pinterest's Performance Plus ad suite utilizes AI technology to help advertisers automate marketing campaigns and optimize ad spending, enhancing ad effectiveness and further solidifying its competitive advantage in the e-commerce space.
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- Stock Decline: Pinterest's stock has fallen approximately 40% over the past year, despite achieving over $1 billion in revenue with an 18% year-over-year growth in Q1, indicating a potential buying opportunity for investors who recognize its undervalued status.
- International Market Growth: The company has seen strong performance in international markets, with European revenue increasing by 27% to $186 million and rest-of-world revenue surging 59% to $72 million, highlighting Pinterest's potential for user growth and revenue enhancement in under-monetized regions.
- Strategic Investment: Elliott Investment Management's purchase of $1 billion in convertible senior notes in March reflects confidence in Pinterest, while the company used these proceeds for a $1 billion accelerated share repurchase, enhancing shareholder value and demonstrating commitment to future growth.
- AI-Driven Business Model: Pinterest is leveraging AI to enhance personalization and search capabilities, particularly in visual search, which is expected to attract more users and advertisers, thereby driving revenue growth and solidifying its competitive position in the e-commerce space.
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- Stock Performance Analysis: Pinterest (NYSE: PINS) shares are trading significantly below their historical highs, indicating market concerns about future growth, which could negatively impact investor confidence and the company's market capitalization.
- Investment Recommendations: The Motley Fool Stock Advisor analyst team has noted that Pinterest did not make their list of the top 10 stocks to buy, suggesting a lack of competitiveness for the company in the current market environment, potentially leading to capital outflows.
- Historical Return Comparison: Compared to stocks like Netflix and Nvidia, which achieved returns of 433,268% and 1,259,391% respectively after being recommended, Pinterest's performance appears lackluster, highlighting its diminished investment appeal.
- Market Performance Comparison: With Stock Advisor's total average return at 935%, significantly outperforming the S&P 500's 206%, it underscores the need for investors to be cautious in stock selection, as Pinterest may not be an ideal investment choice.
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- Stock Performance: Pinterest's shares are trading significantly below their historical highs as of the afternoon prices on June 10, 2026, indicating market concerns about its future growth potential, which may impact investor confidence.
- Market Trends: Despite strong overall performance in the social media sector, Pinterest's stock has failed to keep pace, revealing challenges in user growth and advertising revenue that could lead to further market share loss.
- Investor Sentiment: Investors are adopting a cautious stance regarding Pinterest's future prospects, which may result in increased selling pressure, further depressing stock prices and affecting the company's financing capabilities and market positioning.
- Need for Strategic Adjustment: Pinterest may need to reassess its business model and market strategy to address the current stock price slump, ensuring it can attract new users and advertisers to restore growth momentum.
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- IPO Fundraising Scale: SpaceX plans to issue 555,555,555 shares at $135 each, aiming to raise $75 billion and achieve a valuation of $1.77 trillion, setting a historic record that reflects strong market confidence in its growth potential.
- Business Diversification: The company operates in three segments: rocket launches, satellite internet, and artificial intelligence, with the rocket launch segment having successfully launched approximately 650 times at a 99% success rate, solidifying its leadership in the aerospace market.
- Strategic Partnership Agreement: SpaceX has reached a deal with Alphabet to receive $920 million per month for computing capacity from 2026 to 2029, valued at $30 billion, which will significantly enhance the company's financial position and market competitiveness.
- Investment Risk Warning: Despite the optimistic IPO outlook, historical data shows that over half of the 30 largest IPOs in the past 15 years saw stock prices decline within the first week and at 12 months, indicating that investors should approach newly listed stocks with caution due to their volatility.
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