Recently, Zacks.com users have been paying close attention to Pinterest (PINS). This makes it worthwhile to examine what the stock has in store.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
The latest trading day saw Pinterest (PINS) settling at $35.81, representing a -1.35% change from its previous close.
Pinterest is rated Buy with a $52 price target, driven by international ad growth and AI-powered monetization. Performance+ and AI integration are expected to expand the SMB advertiser base, improve ROAS, and boost average spend, supporting margin expansion. International expansion via Google/Amazon integrations and reseller deals should accelerate revenue, despite near-term eCPM dilution and execution risks.
Pinterest remains a buy as user growth accelerates, especially among Gen Z, and monetization continues to strengthen. PINS's transition to a full-funnel performance ad platform and adoption of AI-driven tools have improved advertiser ROI and business resilience. The Instacart partnership opens new monetization avenues in the food and beverage vertical, enhancing PINS's value proposition to advertisers.
PINS' stronger growth outlook, AI-driven ad tools and Amazon partnership give it an edge over ETSY despite higher costs.
Pinterest, Inc. (NYSE:PINS ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 11:10 AM EDT Company Participants William Ready - CEO & Director Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Presentation Eric Sheridan MD & US Internet Analyst Okay. I think with that, we're going to get going on the next one.
Despite the negative reaction of the stock, Pinterest delivered solid results in the second quarter. AI investments and ad tech improvements are driving engagement and ad performance, with international expansion and partnerships fueling future growth. Margins and free cash flow are also improving, although gains in recent quarters have been modest.
Pinterest delivered strong Q2 results, with revenue and EBITDA exceeding expectations, driven by robust MAU and ARPU growth, especially in international markets. Management's focus on AI-driven engagement, improved ad tools, and international monetization is fueling market share gains and higher advertiser performance. Despite accelerating declines in ad pricing and downward revisions to earnings estimates, revenue growth outlook remains solid through FY27.
Pinterest offers "growth at a reasonable price" as small/mid-cap stocks face backlash and S&P 500 valuations peak. Despite a 10% post-earnings dip, Pinterest's stabilizing user trends and double-digit EBITDA growth present a compelling buying opportunity. Key catalysts include strong overseas monetization, Gen Z popularity, and disciplined cost controls driving robust profit expansion.
Pinterest continues to deliver solid user and revenue growth, supported by strong profitability and an aggressive share repurchase program. Despite underperforming Meta, Pinterest's valuation remains attractive, trading at a significant discount while maintaining a net cash balance sheet. Management's focus on partnerships and a younger demographic, plus margin expansion, are key drivers for potential multiple expansion over time.
Pinterest (PINS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.