Will Emily Reuter’s Board Role Reveal Pinterest’s (PINS) Next Move in Monetising Its Platform?

• On September 16, 2025, Jeremy Levine retired from Pinterest's board of directors and was succeeded by Emily Reuter, Instacart's CFO, who also joined the company's Audit and Risk Committee as an independent director.
• Reuter's extensive finance and operational experience, particularly in digital commerce and mobility sectors, could bring a fresh perspective to Pinterest's ongoing monetisation and growth initiatives.
• With Pinterest introducing several new advertising formats to improve monetisation, we’ll examine how this product expansion may shape its investment narrative.

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Pinterest Investment Narrative Recap

To be a shareholder in Pinterest today, I believe in its ability to translate user engagement into consistent revenue growth, especially by closing the gap between international and US monetisation. The recent board change, adding Instacart CFO Emily Reuter, while strengthening the company's financial oversight and digital commerce expertise, does not materially alter the immediate catalysts or the main risk: the pressure on global ad pricing and international monetisation catching up to North America remains unchanged for now. Among Pinterest’s new developments, the rollout of Top of Search ads stands out. By offering brands priority placement at the beginning of users’ shopping journeys, Pinterest is sharpening its appeal for advertisers, which ties directly to the catalyst of higher ARPU and improved monetisation rates. The success of this push, however, still depends on Pinterest’s ability to balance ad visibility with user experience and competitive differentiation. Yet, despite ongoing improvements, investors should remain aware that increasing competition for ad budgets from larger digital platforms could eventually...

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

Pinterest's outlook projects $5.9 billion in revenue and $1.0 billion in earnings by 2028. This is based on an estimated 14.6% annual revenue growth, but a decrease in earnings of $0.9 billion from the current $1.9 billion.

Uncover how Pinterest's forecasts yield a $43.12 fair value, a 28% upside to its current price.

Exploring Other Perspectives

Nineteen Simply Wall St Community members place Pinterest’s fair value estimates between US$30 and US$71.82 per share. Many focus on Pinterest’s need to maintain differentiation as it rolls out new ad formats, highlighting challenges around user growth and monetisation.

Explore 19 other fair value estimates on Pinterest - why the stock might be worth 11% 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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