Pinterest (NYSE:PINS) Releases Earnings Results, Beats Expectations By $0.05 EPS

Pinterest (NYSE:PINS) released its quarterly earnings results on Monday. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05, FiscalAI reports. The company had revenue of $1.01 billion for the quarter, compared to analyst estimates of $965.84 million. Pinterest had a return on equity of 7.95% and a net margin of 9.87%.Pinterest’s revenue was up 17.8% compared to the same quarter last year. During the same quarter last year, the firm posted $0.23 earnings per share.

Here are the key takeaways from Pinterest’s conference call:

• Q1 results beat expectations — Pinterest reported >$1 billion in revenue (up 18% y/y), adjusted EBITDA of >$207M, $312M free cash flow, and repurchased ~$2B of stock, reducing shares outstanding by ~16%.
• AI and product momentum — Deployments like PinRec, expanded search ranking, and Canvas drove meaningful gains (e.g., ~180bps search fulfillment improvement and similar CPA/CPC reductions) and are powering advertiser performance and personalization.
• Monetization gaps remain — Pricing declined ~5% y/y and the company still faces a headwind from its largest retail advertisers, meaning engagement growth is not yet fully reflected in revenue without improved measurement and GTM execution.
• Sales and go‑to‑market overhaul underway — New Chief Business Officer is reorganizing coverage, incentives, and measurement focus to expand mid‑market, SMB, and international revenue; management says this will take quarters to fully play out.
• CTV expansion via tvScientific — Q1 close of tvScientific shows early promising results (partner case: ~190% greater incremental reach and ~159% incremental sales) and Pinterest plans to fold CTV into Performance+ to target larger budgets.

Pinterest Stock Performance

Shares of Pinterest stock opened at $20.86 on Tuesday. The business’s 50 day simple moving average is $18.77 and its 200 day simple moving average is $23.51. Pinterest has a 52-week low of $13.84 and a 52-week high of $39.93. The firm has a market cap of $13.87 billion, a PE ratio of 34.20, a P/E/G ratio of 1.36 and a beta of 0.93.

Insider Transactions at Pinterest

In related news, Director Gokul Rajaram sold 2,100 shares of Pinterest stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $20.00, for a total value of $42,000.00. Following the sale, the director owned 27,450 shares of the company’s stock, valued at approximately $549,000. This trade represents a 7.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 8.09% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. Snowden Capital Advisors LLC grew its stake in Pinterest by 4.4% in the second quarter. Snowden Capital Advisors LLC now owns 7,046 shares of the company’s stock valued at $253,000 after purchasing an additional 296 shares in the last quarter. EP Wealth Advisors LLC grew its stake in Pinterest by 3.9% in the second quarter. EP Wealth Advisors LLC now owns 9,483 shares of the company’s stock valued at $340,000 after purchasing an additional 358 shares in the last quarter. Integrated Wealth Concepts LLC grew its stake in Pinterest by 5.9% in the first quarter. Integrated Wealth Concepts LLC now owns 10,943 shares of the company’s stock valued at $339,000 after purchasing an additional 607 shares in the last quarter. Prudential PLC grew its stake in Pinterest by 3.6% in the third quarter. Prudential PLC now owns 19,223 shares of the company’s stock valued at $618,000 after purchasing an additional 668 shares in the last quarter. Finally, Lansforsakringar Fondforvaltning AB publ grew its stake in Pinterest by 0.4% in the fourth quarter. Lansforsakringar Fondforvaltning AB publ now owns 190,395 shares of the company’s stock valued at $4,929,000 after purchasing an additional 716 shares in the last quarter. 88.81% of the stock is currently owned by institutional investors.

Key Headlines Impacting Pinterest

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Q1 results beat: revenue of ~$1.01B (+17.8% Y/Y) and adjusted EPS $0.27 topped estimates, showing healthy top- and bottom-line beats that drove the stock move. Pinterest Reports Bullish Q1
• Positive Sentiment: Upbeat Q2 revenue guide: the company forecast Q2 revenue above Street estimates (midpoint ~ $1.14B), signaling resilient advertiser spending. CNBC: Pinterest surges after earnings
• Positive Sentiment: Engagement and user growth: Global MAUs rose 11% to 631 million (10th consecutive quarter of double-digit user growth), supporting ad monetization upside. Seeking Alpha: Wall Street Breakfast Podcast
• Positive Sentiment: AI/visual search tailwinds: management highlights AI-powered visual search and taste-graph improvements that are starting to translate into stronger ad performance and revenue. PYMNTS: AI bet paying off
• Positive Sentiment: Capital return: company announced approximately $2B of share repurchases, which supports EPS and signals confidence from management. Business Wire: Q1 results and repurchases
• Neutral Sentiment: Analyst/coverage notes: multiple outlets and analysts revised estimates ahead of and after the print; transcripts and metric deep-dives are available for investors checking sustainability of the beat. Earnings Call Transcript
• Negative Sentiment: Securities class-action activity: several law firms (Levi & Korsinsky, Rosen, Faruqi & Faruqi) have publicized and filed claims alleging inadequate disclosures covering Feb 7, 2025–Feb 12, 2026, which creates legal risk and potential costs. GlobeNewswire: Investor Alert (Levi & Korsinsky)
• Negative Sentiment: Legal deadlines: competing firms are soliciting lead-plaintiff roles ahead of a May 29 deadline, keeping the litigation story in focus for shareholders. PR Newswire: Rosen reminder

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Benchmark dropped their price target on Pinterest from $34.00 to $33.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Argus lowered Pinterest from a “buy” rating to a “hold” rating in a research report on Monday, March 2nd. Wolfe Research set a $33.00 target price on Pinterest and gave the company an “outperform” rating in a research report on Monday, January 5th. Stifel Nicolaus dropped their target price on Pinterest from $40.00 to $25.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Finally, Bank of America reissued a “neutral” rating and issued a $19.00 target price (down from $39.00) on shares of Pinterest in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Pinterest presently has a consensus rating of “Hold” and an average target price of $25.72.

About Pinterest

Pinterest, Inc operates a visual discovery platform that helps users find inspiration and ideas for projects ranging from home design and fashion to cooking and travel. Users create and curate “Pins” — images or videos linked to content — organized on thematic boards. The service is available through its website and mobile applications and emphasizes personalized recommendations and visual search to surface relevant content based on user interests.

The company’s primary revenue model is advertising, offering promoted content formats that integrate into user feeds and search results.