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Published
20 Aug 24
Updated
20 Aug 26
Views
1.3k
Not Invested
PinterestPINS
PINS logo
Fair Value
US$28.99
Share price20 Aug
US$18.2837.0% undervalued intrinsic discount
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1Y-48.20%
7D-13.85%

AI-driven Visual Search And Commerce Will Expand Engagement While Confronting Pricing Challenges

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
20 Aug 24
Updated
20 Aug 26
Views
1.3k
Not Invested
Fair ValueUS$28.99
Share priceUS$18.28
37.0% undervalued intrinsic discount
Narrative
Updates22

Shared on 20 Aug 26

Fair value Increased 4.49%

PINS: AI Engagement And Ad Efficiency Improvements Will Drive Future Monetization

Pinterest’s recent results and guidance point to stronger engagement tools powered by AI, and analysts are becoming more confident that these can help the platform earn more from both users and advertisers. At the same time, some warn that growth may cool and the push to build more AI could weigh on costs, making the next few quarters a key test.
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5 viewsusers have viewed this narrative update

Shared on 22 Jun 26

Fair value Increased 0.10%

PINS: AI And Ad Tech Execution Will Drive Future Monetization Upside

Pinterest leans harder into AI-powered ad tools to help advertisers reach people who are closer to buying, and some analysts think that could unlock stronger earnings if it executes well. But others warn the stock already assumes a lot goes right, and fresh concerns—from ad demand to a new lawsuit—could make any stumble more painful.
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14 viewsusers have viewed this narrative update

Shared on 05 Jun 26

Fair value Increased 18%

PINS: AI Infrastructure Investments And Execution Will Support Future Monetization

Pinterest makes a big long-term bet on cloud and AI to improve visual search, shopping, and the tools advertisers use—after a stronger quarter and upbeat near-term outlook. But a new investor lawsuit and mixed opinions from major research firms show the market is still divided on whether Pinterest can deliver the growth people are now expecting.
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4 viewsusers have viewed this narrative update

Shared on 28 Apr 26

Fair value Increased 1.17%

PINS: Reset Expectations As Execution And AI Adoption Will Support Future Monetization

Analysts nudged the Pinterest fair value estimate higher to $23.43 from $23.16, reflecting updated research that factors in recent price target cuts and downgrades alongside small adjustments to expected growth, margins, and future P/E assumptions. Analyst Commentary Recent research on Pinterest has leaned cautious overall, with multiple firms cutting price targets or shifting ratings to more neutral stances.
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17 viewsusers have viewed this narrative update

Shared on 14 Apr 26

Fair value Decreased 2.72%

PINS: Reset Expectations And AI Investments Will Support Future Monetization Upside

Pinterest’s analyst price target has been trimmed by about $0.65 as analysts factor in softer revenue growth expectations, tighter margin assumptions, and a higher implied future P/E multiple in light of recent downgrades and broad target cuts across the Street. Analyst Commentary Street research on Pinterest has recently skewed cautious, with a broad wave of price target cuts and rating downgrades that focus on execution risks, competitive pressure, and a reassessment of what investors are willing to pay for the stock.
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25 viewsusers have viewed this narrative update

Shared on 03 Mar 26

Fair value Decreased 34%

PINS: GenAI And GPU Tools Will Support Future Monetization Upside Potential

Our Pinterest fair value estimate has been revised lower to $23.81 from $36.05 as analysts factor in assumptions of softer revenue growth, slimmer margins, and lower future P/E multiples in light of widening competition and rising operating costs. Analyst Commentary Street research on Pinterest has turned more cautious, with many firms cutting ratings and trimming price targets as they reassess revenue growth, cost structure, and appropriate P/E multiples.
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25 viewsusers have viewed this narrative update

Shared on 03 Feb 26

Fair value Decreased 2.38%

PINS: GenAI And GPU Investments Will Support Future Ad Demand Resilience

Our updated analyst price target for Pinterest edges lower to about US$36, reflecting slightly softer margin and growth assumptions as analysts factor in a more cautious ad spending backdrop and recent target cuts, along with at least one upward revision. Analyst Commentary Recent research on Pinterest reflects a mixed but fairly consistent reset in expectations, with several firms trimming price targets and some turning more cautious on the near term, while others still see upside if execution on ads and product plays out.
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53 viewsusers have viewed this narrative update

Shared on 05 Jan 26

Fair value Decreased 0.95%

PINS: Safer Platform Positioning Will Support Future Ad Demand Despite Tariff Headwinds

Analysts have trimmed their Pinterest price targets, with the updated fair value edging down to about $37 as weaker Q3 results, tariff driven pullbacks from large home furnishing advertisers, and macro headwinds in its ad vertical mix weigh on near term expectations. Analyst Commentary Recent Street research on Pinterest points to a more mixed setup, with several firms trimming targets after the Q3 release while others had been constructive heading into the print.
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53 viewsusers have viewed this narrative update

Shared on 08 Dec 25

Fair value Decreased 0.96%

PINS: Safer Platform Positioning Will Drive Future Advertising Demand And Outperformance

Analysts have nudged their Pinterest price target slightly lower to about $38 from roughly $38.50, citing recent Q3-driven target cuts on rising macro and tariff headwinds, even as they remain constructive on the platform's improving ad capabilities and long term growth profile. Analyst Commentary Street research on Pinterest reflects a more nuanced stance, with both target cuts and supportive ratings as analysts recalibrate expectations following the Q3 print.
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25 viewsusers have viewed this narrative update

Shared on 24 Nov 25

Fair value Decreased 7.98%

PINS: Seasonal Advertiser Demand And Platform Improvements Will Drive Outperformance Despite Macro Risks

Analysts have reduced Pinterest's average price target from approximately $41 to $38 per share, citing recent macro headwinds, advertiser pullbacks, and Q4 guidance revisions after a weaker-than-expected earnings report. Analyst Commentary Analysts have issued mixed commentary following Pinterest’s recent earnings and guidance revisions.
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39 viewsusers have viewed this narrative update

Shared on 06 Nov 25

Fair value Decreased 6.12%

PINS: Active Gen-Z User Surge Will Drive Platform Monetization Amid Macro Headwinds

The consensus analyst price target for Pinterest has been lowered from approximately $43.58 to $40.91. Analysts cite ongoing macroeconomic headwinds and concerns over advertiser diversity as key drivers behind the adjustment.
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41 viewsusers have viewed this narrative update

Shared on 10 Oct 25

Fair value Increased 1.06%
Analysts have raised Pinterest's fair value estimate slightly to $43.58 from $43.12, citing improving advertising revenue prospects and ongoing enhancements in platform monetization. Analyst Commentary Recent research updates reflect a broadly constructive tone among Wall Street analysts, as Pinterest continues to deliver on key metrics tied to valuation, execution, and future growth potential.
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51 viewsusers have viewed this narrative update

Shared on 04 Sep 25

Fair value Increased 0.19%
Despite accelerating revenue and user growth driven by Gen-Z momentum, AI-powered ad products, and increased advertiser spend shifting from TikTok, the consensus analyst price target for Pinterest remained unchanged at $43.04. Analyst Commentary Revenue and monthly active user growth is accelerating, with Gen-Z now comprising over half of Pinterest’s user base.
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26 viewsusers have viewed this narrative update

Shared on 07 May 25

Fair value Increased 4.41%
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6 viewsusers have viewed this narrative update

Shared on 30 Apr 25

Fair value Decreased 5.09%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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3 viewsusers have viewed this narrative update

Shared on 23 Apr 25

Fair value Decreased 0.89%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 16 Apr 25

Fair value Decreased 5.76%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 09 Apr 25

Fair value Decreased 1.17%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
0 viewsusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Increased 2.71%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
0 viewsusers have viewed this narrative update

Shared on 26 Mar 25

Fair value Increased 0.044%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 19 Mar 25

Fair value Increased 0.066%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 10 Mar 25

Fair value Increased 13%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
2 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$28.99
vs US$18.2837.0% undervalued intrinsic discount
PastFuture-1b6b20172019202120232025202620272029Revenue US$6.4bEarnings US$705.1m
12%
Revenue growth
11%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Pinterest

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Company analysis

Excellent balance sheet with reasonable growth potential.

Market capUS$11.4b
PB3.6x
Estimated Growth10.4%
Dividend YieldN/A
Full analysis

CEO & management

William Ready
CEO
2.0yrs
CEO Tenure

Operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally.

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