Are Pinterest's (PINS) AI Authenticity Controls a Turning Point for Its User Trust Strategy?

• In October 2025, Pinterest unveiled new generative AI controls at the PyTorch Conference in San Francisco, allowing users to adjust the amount of synthetic media in their feeds and prioritize authentic content across categories like beauty, art, and home decor.
• This initiative could benefit creators and users seeking genuine ideas, while potentially improving the shopping experience by showcasing real products over AI-generated images.
• We'll explore how Pinterest's new AI controls, which boost authenticity and user engagement, are influencing its current investment outlook.

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Pinterest Investment Narrative Recap

To be a shareholder in Pinterest today means believing in the platform’s unique space for authentic, visual discovery, its strong Gen Z adoption, and the monetization potential of its expanding commerce features. While the newly introduced generative AI controls highlight Pinterest’s focus on genuine user experiences, a potential edge for engagement, they do not materially shift the most important short-term catalyst, which continues to be improving digital ad performance into the holiday season. The main risk remains the challenge of international revenue growth, especially as softer ad pricing outside North America weighs on overall monetization and profitability.

The recent integration of Instacart with Pinterest’s platform stands out as an announcement that speaks directly to a key catalyst: unlocking new, shoppable revenue streams beyond advertising. As Pinterest works to deepen user engagement and drive higher conversion rates through these partnerships, the way its platform balances authenticity with commerce innovation could be a significant differentiator.

However, in contrast to this momentum, investors should also keep a close eye on how slow international monetization growth could influence...

Read the full narrative on Pinterest (it's free!)

Pinterest's outlook anticipates $5.9 billion in revenue and $1.0 billion in earnings by 2028. This scenario requires annual revenue growth of 14.6%, but earnings are forecast to decline by $0.9 billion from current earnings of $1.9 billion.

Uncover how Pinterest's forecasts yield a $43.58 fair value, a 24% upside to its current price.

Exploring Other Perspectives

Across 18 fair value models in the Simply Wall St Community, estimates for Pinterest range from US$32.65 to US$72.84 per share. Many community members see opportunities, but soft ad pricing internationally continues to test Pinterest’s growth and earnings potential, so consider how your view fits within this spectrum.

Explore 18 other fair value estimates on Pinterest - why the stock might be worth 7% less than the current price!

Build Your Own Pinterest Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Pinterest research is our analysis highlighting 5 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Pinterest research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Pinterest's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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