Pinterest, Inc.

NYSE:PINS 주식 리포트

시가총액: US$12.4b

Pinterest 경영진

경영진 기준 점검 2/4

Pinterest CEO는 Bill Ready, Jun2022 에 임명되었습니다 의 임기는 4.08 년입니다. 총 연간 보상은 $39.31M, 1.6% 급여 및 98.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $16.05M 가치에 해당하는 회사 주식의 0.13% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.8 년과 4.9 년입니다.

핵심 정보

Bill Ready

최고경영자

US$39.3m

총 보수

CEO 급여 비율1.58%
CEO 재임 기간4.1yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간2.8yrs
이사회 평균 재임 기간4.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 22

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

Analysts have nudged the Pinterest fair value estimate slightly higher to $27.75, citing a wave of raised Street price targets and growing confidence in the impact of Performance+ adoption, lower funnel advertising revenue, and user and measurement improvements on the company’s long term earnings profile. Analyst Commentary Recent research on Pinterest points to an active debate around the stock, with many bullish analysts lifting price targets while a smaller group takes a more cautious stance.
Seeking Alpha Jun 07

Pinterest Becomes A Value Stock

Summary Pinterest is rated a buy, with pessimism over market share loss overdone given its strong balance sheet and GAAP profitability. PINS delivered 18% YoY revenue growth, 11% user growth, and 6% ARPU growth, outperforming guidance and demonstrating operating leverage. Despite slowing top-line growth and competition from META, PINS trades at just 11x earnings and is transitioning from growth compounder to value stock. Management expects AI-driven cost efficiencies and continued aggressive share repurchases to support margin expansion and highlight the stock’s undervaluation. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 05

PINS: AI Infrastructure Investments And Execution Will Support Future Monetization

Pinterest’s updated analyst price target moves from $23.43 to $27.72 per share, as analysts broadly adjust their models to reflect revised assumptions around discount rates, revenue growth, profit margins, and future P/E multiples, alongside a recent cluster of higher Street targets. Analyst Commentary Recent Street research around Pinterest reflects a cluster of price target changes, with most firms lifting their targets and a smaller group either trimming targets or downgrading their views.
내러티브 업데이트 May 22

PINS: Higher Revenue Outlook And Lower P/E Assumptions Will Support Upside Rerating

Analysts have lifted the Pinterest fair value estimate from $15.40 to $21.00. This reflects a broad round of higher price targets across Wall Street as they factor in updated revenue growth assumptions, slightly adjusted margin expectations, and a modestly lower future P/E multiple.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
User avatar
새로운 내러티브 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

CEO 보수 분석

Bill Ready의 보수는 Pinterest의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Bill의 총 보수(USD39.31M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.46M)보다 높습니다.

보상과 수익: Bill의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Bill Ready (46 yo)

4.1yrs
재임 기간
US$39,312,010
보수

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...


리더십 팀

이름직위재임 기간보수지분
Benjamin Silbermann
Co-Founder & Non-Executive Chairman18.5yrsUS$349.99k6.54%
$ 808.4m
William Ready
CEO & Director4.1yrsUS$39.31m0.13%
$ 16.0m
Julia Donnelly
CFO & Principal Accounting Officer3.1yrsUS$16.90m0.011%
$ 1.3m
Matthew Madrigal
Chief Technology Officer1.8yrsUS$22.38m0.29%
$ 35.4m
Wanjiku Walcott
Chief Legal & Business Affairs Officer and Company Secretary3.7yrsUS$12.46m0.019%
$ 2.3m
Malik Ducard
Chief Content Officer4.6yrsUS$11.72m0.063%
$ 7.7m
Andrew Somberg
VP of Investor Relations & Treasuryno data데이터 없음데이터 없음
Claudine Cheever
Chief Marketing Officerless than a year데이터 없음데이터 없음
Doniel Sutton
Chief People Officer2.4yrs데이터 없음데이터 없음
Lee Brown
Chief Business Officerless than a year데이터 없음0.22%
$ 26.9m
2.8yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: PINS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).


이사회 구성원

이름직위재임 기간보수지분
Benjamin Silbermann
Co-Founder & Non-Executive Chairman18.5yrsUS$349.99k6.54%
$ 808.4m
William Ready
CEO & Director4.1yrsUS$39.31m0.13%
$ 16.0m
Fredric Reynolds
Independent Director8.6yrsUS$322.99k0.037%
$ 4.5m
Leslie Kilgore
Independent Director7.3yrsUS$329.99k0.015%
$ 1.9m
Charles Bergh
Independent Director2.2yrsUS$333.53k0.0038%
$ 473.5k
Gokul Rajaram
Independent Director6.4yrsUS$319.99k0.0052%
$ 646.6k
Emily Maher
Independent Directorless than a yearUS$418.11k데이터 없음
Salaam Smith
Independent Director5.8yrsUS$330.26k0.0087%
$ 1.1m
Kecia Steelman
Independent Directorless than a year데이터 없음데이터 없음
Scott Schenkel
Independent Director2.8yrsUS$335.99k0.0045%
$ 552.6k
Andrea Wishom
Lead Independent Director5.9yrsUS$394.99k0.0096%
$ 1.2m
Marc Steinberg
Independent Director3.6yrsUS$322.99k0.0074%
$ 917.3k
4.9yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 이사회: PINS의 이사회경험이 있음으로 간주됩니다(평균 재임 4.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/06 09:13
종가2026/07/02 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Pinterest, Inc.는 49명의 분석가가 다루고 있습니다. 이 중 34명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP
null nullArgus Research Company