Pinterest (PINS)
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-05
$19.79-6.74%
Close 2026-11-05 · 1-day change
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-05
QuarterlyIQ Insights · PINS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -19.8% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 13.2% |
Growth built into the price is above our model estimate.
The price assumes 33.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 14 industry peers · Company calendar date is not available
PINS — earnings miss
Dated 2026-10-29
Results of Operations and Financial Condition. On October 29, 2026, Pinterest, Inc. (the "Company") announced its financial results for the quarter ended September 30, 2026 by issuing a press release. In its press release, the Company also announced that it would be holding a conference call on October 29, 2026 to discuss its financial results for the quarter ended September 30, 2026 and outlook. The text of the Company’s press release is attached hereto as Exhibit 99.1 and is incorporated he…
Why it matters: Q3 adjusted EBITDA rose 11%, but net income fell 77% to $22 million. A smaller gap would show stronger results beyond the adjusted measure.
Watch forQ4 adjusted EBITDA reaches at least $538 million and GAAP net income exceeds Q3's $22 million.
Also watch forQ4 adjusted EBITDA is below $538 million or GAAP net income falls below $22 million.
Why it matters: Pinterest guided to $1.425 billion to $1.475 billion in Q4 revenue. A miss would show slower ad and platform growth.
Worry ifQ4 2026 revenue is below $1.425 billion, the low end of guidance.
Less concerning ifQ4 2026 revenue reaches or exceeds $1.425 billion.
Why it matters: Q3 users grew 10%, but revenue growth slowed to 12% from 18% in Q2. A wider gap may show weaker money made per user.
Worry ifIn a later quarter, global MAUs grow at least 10% year over year while revenue growth falls below 12%.
Less concerning ifRevenue growth reaches or exceeds user growth, or user growth rises above 10%.
Why it matters: James Dibbo became CFO on October 26. Q4 adjusted EBITDA guidance is $538 million to $588 million, giving a clear first test of the transition.
Watch forQ4 adjusted EBITDA is at least $538 million, the low end of guidance.
Also watch forQ4 adjusted EBITDA is below $538 million, or the company withdraws the range.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$173 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $539 loss on $10,000 · 5.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,451 loss on $10,000 · 44.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Q3 Europe revenue was flat year over year, while ARPU fell 7%. More weakness would point to trouble making money from European users.
Worry ifIn a later quarter, Europe revenue falls year over year or Europe ARPU drops further from $1.21.
Less concerning ifEurope revenue grows year over year and ARPU rises above $1.21.