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Pinterest Community
NYSE:PINS Community
6
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Pinterest
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Pinterest
BR
Broke_Joe
Community Contributor
Pinterest will surge as advertising innovations ignite revenue growth
Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.
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US$42.63
FV
11.1% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
2 months ago
author updated this narrative
Pinterest
NA
NateF
Community Contributor
PINS Market Outlook
Sector: Communication Services Industry: Internet Content & Information Market Capitalization: $19.7b (mid cap) Major Competitors: Pinterest (PINS) faces intense competition from a variety of social media platforms, search engines, and e-commerce-focused platforms. Some of its major and direct competitors in the digital advertising and social media space include: Meta Platforms (formerly Facebook) Platforms: Facebook, Instagram, WhatsApp Competitive Aspects: Meta's platforms dominate the social media advertising space, and they offer rich, data-driven ad products similar to Pinterest's.
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US$37.68
FV
0.6% overvalued
intrinsic discount
12.14%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
6 months ago
author updated this narrative
Pinterest
GO
Goran_Damchevski
Equity Analyst
Leading Idea Discovery Makes Pinterest A Durable Software Business
Key Takeaways Pinterest has a differentiated and growing discovery business, catering to young shoppers. The project-driven platform attracts close to 500M high-intent MAUs. The company is shifting focus to profitability with its lower-funnel tools.
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US$30.00
FV
26.4% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
about 1 year ago
author updated this narrative
Pinterest
AN
AnalystLowTarget
Consensus Narrative from 38 Analysts
AI And Performance+ Tools Will Advance Ad Strategies Amid Risks
Key Takeaways Leveraging AI and enhancing platform shopability could drive user engagement and positively impact revenue and margins. Expanding monetization through international growth and new verticals presents opportunities for diversified revenue and earnings growth.
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US$32.65
FV
16.1% overvalued
intrinsic discount
13.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
Pinterest
AN
AnalystHighTarget
Consensus Narrative from 38 Analysts
Performance+ And AI Ads Will Expand Global Reach Despite Risks
Key Takeaways Strategic focus on AI-driven user engagement and ad performance is expected to boost monetization and revenue growth. International expansion diversifies revenue streams, reducing dependence on the North American market.
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US$50.00
FV
24.2% undervalued
intrinsic discount
23.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Pinterest
AN
AnalystConsensusTarget
Consensus Narrative from 38 Analysts
Focus On AI And Partnerships Will Enhance User Experience But Execution Risks Persist
Key Takeaways Strategic investments in AI and ad tools enhance user engagement and advertiser performance, boosting revenue through increased ad impressions and spend. Monetizing international growth and improving shoppability drive global revenue diversification, increasing conversions and competitive position in digital advertising.
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US$40.62
FV
6.7% undervalued
intrinsic discount
14.89%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
84
users have followed this narrative
11 days ago
author updated this narrative
Your Valuation for
PINS
PINS
Pinterest
Your Fair Value
US$
Current Price
US$37.91
27.0% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-1b
7b
2015
2018
2021
2024
2025
2027
2030
Revenue US$6.9b
Earnings US$3.5b
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