Pinterest, Inc.

NYSE:PINS 株式レポート

時価総額:US$10.5b

Pinterest マネジメント

マネジメント 基準チェック /24

Pinterestの CEO はBill Readyで、 Jun2022年に任命され、 の在任期間は 3.92年です。 の年間総報酬は$ 39.31Mで、 1.6%給与と98.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.13%を直接所有しており、その価値は$ 13.68M 。経営陣と取締役会の平均在任期間はそれぞれ2.6年と4.8年です。

主要情報

Bill Ready

最高経営責任者

US$39.3m

報酬総額

CEO給与比率1.58%
CEO在任期間3.9yrs
CEOの所有権0.1%
経営陣の平均在職期間2.6yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

Recent updates

分析記事 May 14

Pinterest's (NYSE:PINS) Soft Earnings Don't Show The Whole Picture

Pinterest, Inc.'s ( NYSE:PINS ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
分析記事 May 07

Pinterest, Inc. (NYSE:PINS) Released Earnings Last Week And Analysts Lifted Their Price Target To US$27.69

It's been a good week for Pinterest, Inc. ( NYSE:PINS ) shareholders, because the company has just released its latest...
Seeking Alpha May 06

Pinterest: The Reasons I Maintain The Buy Rating Despite The Headwinds

Summary Pinterest (PINS) remains a buy as robust revenue and MAU growth continue, supported by a strong balance sheet and aggressive share buybacks. PINS posted 18% YoY sales growth and 11% MAU growth, with broad-based geographic expansion mitigating concentration risk. Despite a Q1 net loss driven by higher stock-based compensation, PINS offset dilution with $2 billion in share buybacks, reducing share count by 16%. Valuation is attractive relative to peers, with growth, profitability, and buybacks outweighing macro risks from weak consumer confidence and ad spending. Read the full article on Seeking Alpha
ナラティブの更新 Apr 28

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.
ナラティブの更新 Apr 14

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.
ナラティブの更新 Mar 31

PINS: GenAI Ad Tools Will Offset Cost Pressures And Competition

The analyst price target for Pinterest has been trimmed slightly, with fair value moving from about $37.49 to $36.80 as analysts factor in lower published targets, growing cost pressures, tougher ad spending trends, and rising competition from larger AI heavyweights in digital advertising. Analyst Commentary Street research on Pinterest has shifted more cautious overall, with many firms trimming price targets or reducing ratings as they reassess risks around ad spending, cost trends, and competitive intensity.
ナラティブの更新 Mar 17

PINS: GenAI Advertising Tools Will Drive Future Rerating Potential

Analysts have reduced their average price target on Pinterest to about $37 from roughly $47. This reflects more cautious assumptions on revenue growth, profitability and long-term P/E multiples, as they factor in higher costs, tougher ad competition and limited near-term margin expansion.
ナラティブの更新 Mar 03

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.
ナラティブの更新 Feb 17

PINS: Softer Revenue Outlook And Lower P/E Assumptions Will Reshape Ad Recovery Expectations

The Pinterest analyst price target has been cut sharply to about $15, with analysts generally citing softer revenue growth assumptions, a lower future P/E multiple, and a wave of recent target reductions and downgrades across the Street. Analyst Commentary Across Wall Street, recent research on Pinterest has tilted clearly cautious, with a long list of firms cutting price targets and several moving to more neutral or bearish ratings.
分析記事 Feb 15

Pinterest, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

There's been a major selloff in Pinterest, Inc. ( NYSE:PINS ) shares in the week since it released its full-year...
分析記事 Feb 05

Risks Still Elevated At These Prices As Pinterest, Inc. (NYSE:PINS) Shares Dive 25%

Pinterest, Inc. ( NYSE:PINS ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
ナラティブの更新 Feb 03

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.
ナラティブの更新 Jan 19

PINS: Ad Demand And AI Improvements Will Drive Future Rerating Potential

Our Pinterest fair value estimate has been revised down to about $46.84 from $50.00 as analysts adjust their price targets in the low to mid $30s, citing mixed signals around tariffs and macro sensitivity, alongside steady ad demand and potential upside from AI and product improvements. Analyst Commentary Recent Street research around Pinterest reflects a mix of recalibrated targets and generally constructive views on execution, especially in ads and product.
ナラティブの更新 Jan 05

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.
ナラティブの更新 Dec 22

PINS: Macro And Vertical Mix Headwinds Will Temper Ad Recovery Outlook

Analysts have trimmed their Pinterest price target by approximately $5 to align with a lower fair value estimate of about $27 per share. This adjustment reflects rising discount rate assumptions, slightly slower revenue growth expectations, and compressed profit margin forecasts amid recent macro and vertical mix headwinds in digital advertising.
ナラティブの更新 Dec 08

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.
分析記事 Nov 27

Pinterest, Inc.'s (NYSE:PINS) Popularity With Investors Under Threat As Stock Sinks 27%

Pinterest, Inc. ( NYSE:PINS ) shareholders that were waiting for something to happen have been dealt a blow with a 27...
ナラティブの更新 Nov 24

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.
ナラティブの更新 Nov 06

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.
ナラティブの更新 Oct 10

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

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.
分析記事 Sep 09

Pinterest, Inc.'s (NYSE:PINS) Share Price Could Signal Some Risk

Pinterest, Inc.'s ( NYSE:PINS ) price-to-sales (or "P/S") ratio of 6.6x may look like a poor investment opportunity...
ナラティブの更新 Sep 04

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

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.
分析記事 Jul 10

Should You Investigate Pinterest, Inc. (NYSE:PINS) At US$35.89?

Pinterest, Inc. ( NYSE:PINS ) led the NYSE gainers with a relatively large price hike in the past couple of weeks. The...
分析記事 Jun 25

Returns Are Gaining Momentum At Pinterest (NYSE:PINS)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
分析記事 Jun 11

Pinterest, Inc. (NYSE:PINS) Shares Could Be 50% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Pinterest fair value estimate is US$69.74 Pinterest is...
分析記事 May 28

Weekly Picks: 📈 PINS' Multiple Tailwinds, BXB Compounds, and STG's Challenging Future

Why PINS could be positioned to surge from multiple tailwinds, how Brambles can continue delivering as a steady compounder, and why STG faces headwinds, but might still represent good value and yield
分析記事 May 23

Revenues Tell The Story For Pinterest, Inc. (NYSE:PINS) As Its Stock Soars 29%

Pinterest, Inc. ( NYSE:PINS ) shareholders are no doubt pleased to see that the share price has bounced 29% in the last...
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新しいナラティブ May 20

Pinterest will surge as advertising innovations ignite revenue growth

$93–109 in a bull case (27% CAGR),
Seeking Alpha Apr 20

I Liked Pinterest At $30, But I Like It More At $25

Summary Despite a 15% stock decline, I maintain a "buy" rating for Pinterest, as the company’s long-term growth story is intact, driven by growing user engagement and monetization from its targeted AI investments. Its Q4 FY24 showed strong revenue and MAUs reaching an all-time high, but investor confidence was hit by declining ad pricing and rising costs, especially at a time when revenue is expected to slow down. The management expects Q1 revenues to grow at a slower rate of 13-15% YoY, with a sizable sequential drop in margins. Plus, amid the tariff uncertainty, the stock’s forward estimates have been slashed. Pinterest's undervaluation at 7.49 times projected FY29 earnings presents a 50% potential upside, making it an attractive investment despite current market pessimism. Read the full article on Seeking Alpha
Seeking Alpha Mar 30

Dang, Pinterest Is So Cheap

Summary Pinterest's Q4 2024 earnings report showed 11% user growth and 18% revenue growth, further de-risking valuation compared to its $35/share price one year ago. Bill Ready's AI-focused strategy has driven significant user and revenue growth, with 553 million monthly active users and strong international revenue expansion. Pinterest's Owner's Yield is an impressive 10.5%, making it one of the most attractive tech stocks among the 60 I've assessed. Despite recent stock volatility, Pinterest's growth potential and undervaluation lead me to rate it a 'strong buy,' with plans to add shares if prices decline. Read the full article on Seeking Alpha
Seeking Alpha Mar 13

Pinterest's Deep Pullback Triggers Near Doubling Upside Potential - Initiate Buy

Summary Pinterest's massive rally after the recent FQ4'24 earnings call has been moderated by the ongoing market rotation to value/defensive stocks. Even so, we believe that the correction has already triggered an extremely compelling entry point for those looking to add the social media/advertising stock. Despite its nascency, PINS has demonstrated robust growth prospects across the low ARPU rest of world regions, along with improved monetization in the mature EU/UCAN regions. This is significantly aided by the cheap valuations, promising forward guidance, and healthy balance sheet, with it triggering a near doubling upside potential over the next few years. Combined with the moderating short interest volume and the emergence of a robust uptrend support line since mid-2022, we are initiating a Buy rating for PINS stock here. Read the full article on Seeking Alpha
Seeking Alpha Feb 07

Pinterest: Believe This Rally

Summary Pinterest, Inc. stock surged after strong earnings, showing robust user growth and beating revenue guidance despite tough third-party advertiser comparisons. The company maintains a pristine balance sheet with no debt. Management guidance came sharply ahead of consensus estimates. Despite the recent rally, PINS remains reasonably valued at 6.5x sales and 22x earnings, offering market-beating return potential backed by a strong financial profile. Read the full article on Seeking Alpha
新しいナラティブ Jan 19

PINS Market Outlook

Meta Platforms (formerly Facebook)
Seeking Alpha Jan 16

Not Pinned Down For Long - Initiating Pinterest With A Buy

Summary I'm calling buy on Pinterest. The platform's unique blend of aesthetics and commerce should see reversal to growth struggles with improved shopability. Pinterest's focus on personalized marketing and AI-driven ad automation tools is boosting advertiser trust and performance on the platform, and I think that'll pay off in the mid-term. Shoppable ads and a stronger recommendation algorithm are what I expect to be the drivers for a higher average revenue per user. I also think the company could see some benefit trickling down from the TikTok ban that's going into effect later this week. I hereon share my sentiment on Pinterest and why I see upside ahead. Read the full article on Seeking Alpha

CEO報酬分析

Pinterest の収益と比較して、Bill Ready の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$334m

Dec 31 2025US$39mUS$621k

US$417m

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$18mUS$600k

US$2b

Sep 30 2024n/an/a

US$216m

Jun 30 2024n/an/a

US$192m

Mar 31 2024n/an/a

US$148m

Dec 31 2023US$523kUS$517k

-US$36m

Sep 30 2023n/an/a

-US$219m

Jun 30 2023n/an/a

-US$291m

Mar 31 2023n/an/a

-US$299m

Dec 31 2022US$123mUS$203k

-US$96m

報酬と市場: Billの 総報酬 ($USD 39.31M ) は、 US市場 ($USD 14.80M ) の同規模の企業の平均を上回っています。

報酬と収益: Billの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Bill Ready (45 yo)

3.9yrs
在職期間
US$39,312,010
報酬

Mr. William J. Ready, also known as Bill, has been a Director of Visa Inc. since September 29, 2025. He is Chief Executive Officer & Director of Pinterest, Inc. since joining June 29, 2022. He served as Pr...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Benjamin Silbermann
Co-Founder & Non-Executive Chairman18.3yrsUS$349.99k6.59%
$ 694.3m
William Ready
CEO & Director3.9yrsUS$39.31m0.13%
$ 13.7m
Julia Donnelly
CFO & Principal Accounting Officer2.9yrsUS$16.90m0.0053%
$ 555.3k
Matthew Madrigal
Chief Technology Officer1.7yrsUS$22.38m0.29%
$ 31.1m
Wanjiku Walcott
Chief Legal & Business Affairs Officer and Company Secretary3.5yrsUS$12.46m0.021%
$ 2.2m
Malik Ducard
Chief Content Officer4.4yrsUS$11.72m0.046%
$ 4.8m
Andrew Somberg
VP of Investor Relations & Treasuryno dataデータなしデータなし
Claudine Cheever
Chief Marketing Officerless than a yearデータなしデータなし
Doniel Sutton
Chief People Officer2.3yrsデータなしデータなし
Lee Brown
Chief Business Officerless than a yearデータなし0%
$ 0
2.6yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: PINSの経営陣は 経験豊富 であると考えられます ( 2.6年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Benjamin Silbermann
Co-Founder & Non-Executive Chairman18.3yrsUS$349.99k6.59%
$ 694.3m
William Ready
CEO & Director3.9yrsUS$39.31m0.13%
$ 13.7m
Fredric Reynolds
Independent Director8.4yrsUS$322.99k0.035%
$ 3.7m
Leslie Kilgore
Independent Director7.2yrsUS$329.99k0.014%
$ 1.5m
Charles Bergh
Independent Director2yrsUS$333.53k0.0018%
$ 186.5k
Gokul Rajaram
Independent Director6.3yrsUS$319.99k0.0045%
$ 472.0k
Emily Maher
Independent Directorless than a yearUS$418.11kデータなし
Salaam Smith
Independent Director5.6yrsUS$330.26k0.0072%
$ 761.8k
Kecia Steelman
Independent Directorless than a yearデータなしデータなし
Scott Schenkel
Independent Director2.7yrsUS$335.99k0.0021%
$ 216.0k
Andrea Wishom
Lead Independent Director5.8yrsUS$394.99k0.0081%
$ 849.2k
Marc Steinberg
Independent Director3.4yrsUS$322.99k0.0049%
$ 520.5k
4.8yrs
平均在職期間
54yo
平均年齢

経験豊富なボード: PINSの 取締役会経験豊富 であると考えられます ( 4.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 23:49
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Pinterest, Inc. 34 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。54

アナリスト機関
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP
null nullArgus Research Company