Key Stats for Pinterest Stock
- Pre-Market Price Change for Pinterest stock: -19%
- $PINS Share Price as of Nov. 4: $33
- 52-Week High: $41
- $PINS Stock Price Target: $44
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What Happened?
Pinterest stock crashed over 19% in pre-market after the social media company reported third-quarter results that missed earnings expectations and provided disappointing guidance for the fourth quarter.
While revenue of $1.05 billion met Wall Street’s projections, adjusted earnings per share came in at $0.38 versus the $0.42 analysts expected.
The bigger concern for investors centered on Pinterest’s fourth-quarter revenue guidance of $1.31 billion to $1.34 billion. The midpoint of that range ($1.325 billion) fell short of the $1.34 billion Wall Street was expecting.
CFO Julia Donnelly pointed to “pockets of moderating ad spend” in the U.S. and Canada, specifically from larger retailers dealing with tariff-related margin pressure.
She added that the company expects “broader trends and market uncertainty” to continue into Q4, with new tariffs on home furnishings adding to the headwinds.
The selloff in Pinterest stock erased all of the company’s gains for 2025, leaving shares essentially flat for the year after Tuesday’s close.
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What the Market Is Telling Us About Pinterest Stock
The sharp decline in Pinterest stock reflects growing investor concern about the company’s ability to compete for advertising dollars in an increasingly competitive digital ad market.
While Pinterest delivered strong user growth—reaching 600 million monthly active users (ahead of the 590 million expected)—monetization challenges persist.
Global average revenue per user came in at $1.78, just below the $1.79 analysts projected, and U.S./Canada revenue of $786 million missed estimates of $799 million.
The timing couldn’t be worse for Pinterest stock. Last week, tech giants Meta, Alphabet, and Amazon all reported robust digital advertising growth, with Meta’s ad revenue surging 26% year-over-year and Amazon’s advertising unit climbing 24%.
Even Reddit, which reported earnings on Thursday, saw ad revenue explode 68% year-over-year to $585 million. Against this backdrop of strong industry performance, Pinterest’s guidance miss and tariff-related concerns stand out.
CEO Bill Ready emphasized that “our investments in AI and product innovation are paying off,” noting that Pinterest has “effectively turned our platform into an AI-powered shopping assistant for 600 million consumers.”
The company is seeing strength with Gen Z users, who now comprise over 50% of its user base. Queries on the platform grew across all categories, with visual search queries jumping 44% year-over-year. Third-quarter EBITDA of $306 million also topped estimates of $295 million.
However, investors are clearly focused on near-term advertising headwinds rather than longer-term AI initiatives.
Pinterest stock faces a challenging path forward as it works to convince large retailers to maintain ad spending despite tariff pressures while also competing against better-resourced competitors for digital ad budgets.
The international opportunity remains significant—with 83% of users outside the U.S. and Canada generating only 25% of revenue—but monetizing that audience will take time.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
