Pinterest Sees Significant User Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 58 minutes ago
0mins
Should l Buy PINS?
Source: Fool
- User Growth Trend: Pinterest is adding users in its most lucrative region, indicating strong market appeal that is expected to further drive the company's revenue growth.
- Market Performance Analysis: Based on the afternoon stock prices from May 6, 2026, Pinterest's stock shows a positive upward trend, reflecting investor optimism regarding its user growth.
- Profitability Enhancement: With an expanding user base, Pinterest is poised to enhance its profitability through advertising revenue, thereby strengthening its competitive position in the social media market.
- Strategic Development Focus: The company will continue to prioritize optimizing user experience to maintain user growth momentum and secure a favorable position in future market competition.
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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: 21.550
Low
24.90
Averages
35.46
High
44.00
Current: 21.550
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.
- Accelerated Revenue Growth: Pinterest's Q1 revenue surged 18% year-over-year to $1 billion, exceeding conservative forecasts of 11%-14% growth, driven by a 24% increase in ad impressions despite a 5% decline in ad prices.
- Significant User Growth: Monthly active users rose by 11% to 631 million, with 'rest of world' users increasing by 15% to 367 million, indicating sustained global appeal, particularly in emerging markets.
- Improved Profitability: Adjusted EBITDA climbed 20% year-over-year to $207 million, while adjusted EPS rose 17% to $0.27, surpassing market expectations, reflecting effective cost management and profitability enhancement.
- Optimistic Outlook: Pinterest projects Q2 revenue between $1.133 billion and $1.153 billion, representing 14%-16% year-over-year growth, with expected EBITDA between $256 million and $276 million, showcasing confidence in future growth, especially driven by AI advancements.
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- User Growth Trend: Pinterest is adding users in its most lucrative region, indicating strong market appeal that is expected to further drive the company's revenue growth.
- Market Performance Analysis: Based on the afternoon stock prices from May 6, 2026, Pinterest's stock shows a positive upward trend, reflecting investor optimism regarding its user growth.
- Profitability Enhancement: With an expanding user base, Pinterest is poised to enhance its profitability through advertising revenue, thereby strengthening its competitive position in the social media market.
- Strategic Development Focus: The company will continue to prioritize optimizing user experience to maintain user growth momentum and secure a favorable position in future market competition.
See More
- Earnings Miss: In Q3 2025, Pinterest reported revenue of $1.325 billion, falling short of the $1.34 billion consensus, leading to a 21.8% stock drop to $25.75 on November 5, 2025, highlighting pressures from moderating ad spend.
- Restructuring Plan: On January 27, 2026, Pinterest announced a global restructuring plan affecting less than 15% of its workforce, with expected pre-tax charges of $35 million to $45 million, causing a 9.6% stock decline to $23.41 as the company reallocates resources towards AI initiatives.
- Q4 Financial Results: On February 12, 2026, Pinterest revealed Q4 revenue of $1.32 billion, below the $1.33 billion estimate, and provided Q1 guidance below expectations, resulting in a 16.8% drop in stock price to $15.42, indicating ongoing market challenges.
- Lawsuit Context: The class action lawsuit alleges that Pinterest misled investors about its advertising revenue stability and the impact of tariffs, leading to significant investor losses and raising concerns about corporate governance and transparency.
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- Class Action Initiated: Bronstein, Gewirtz & Grossman, LLC has announced a class action lawsuit against Pinterest, aiming to recover damages for investors who purchased its securities between February 7, 2025, and February 12, 2026, highlighting significant investor concerns regarding the company's financial transparency.
- Detailed Allegations: The lawsuit alleges that Pinterest made false statements regarding its advertising revenues and failed to disclose the macroeconomic impacts of U.S. tariffs, leading to potential significant financial losses for investors, which reflects serious deficiencies in corporate governance and information disclosure.
- Investor Rights Protection: Investors have until May 29, 2026, to apply to be lead plaintiffs, indicating that legal avenues are available for affected investors to seek redress, thereby enhancing market expectations for corporate accountability.
- Law Firm Credentials: Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that has recovered hundreds of millions for investors, emphasizing its expertise and successful track record in securities fraud class actions.
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- Earnings Beat: Pinterest reported Q1 earnings per share of $0.27, surpassing analysts' expectations of $0.23, with revenue exceeding $1 billion compared to the anticipated $966 million, indicating signs of recovery amid a challenging environment.
- Optimistic Q2 Outlook: Despite a net loss of $73.5 million, the company provided a revenue forecast for Q2 that exceeded market expectations, leading investors to express optimism about a potential rebound in stock price, reflecting confidence in future growth.
- AI-Powered Shopping Assistant: CEO William Ready highlighted that Pinterest is transforming into a personalized shopping assistant through AI, which not only enhances user experience but could significantly boost advertising revenue, with the global AI shopping market projected to grow from $4.3 billion in 2025 to $37.4 billion by 2034.
- Acquisition to Enhance Advertising: The recent acquisition of TV analytics platform tvScientific aims to bolster Pinterest's advertising capabilities; while immediate revenue impact may be limited, it lays the groundwork for future advertising growth.
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- Earnings Beat: Pinterest's Q1 2026 earnings per share of $0.27 surpassed analysts' expectations of $0.23, with revenue exceeding $1 billion, indicating positive momentum in its advertising platform development.
- Advertising Expansion: The acquisition of TV analytics platform tvScientific aims to enhance advertising capabilities, although the deal, which closed in February, may take time to meaningfully impact revenue.
- AI Shopping Assistant: CEO William Ready highlighted that Pinterest is transforming into a personalized AI-powered shopping assistant, with the global AI shopping market projected to grow from $4.3 billion in 2025 to $37.4 billion by 2034, showcasing significant market potential.
- Stock Price Recovery Potential: Despite Pinterest's stock price declining over 60% in the past five years, the strong Q1 performance has rekindled investor hope, though caution is warranted regarding the sustainability of this rebound to offset past losses.
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