Key Takeaways for Pinterest Stock as of August 2026
- Guidance Reset: Pinterest guided Q3 revenue growth to 13%-15% YoY, down from Q2’s 18%, and PINS stock fell ~9% in premarket trading on Aug. 5 after the Aug. 4 report.
- Street Split: Analysts carry 17 buys, 2 outperforms, and 20 holds on Pinterest stock as of Aug. 21, with a $29 mean target sitting 24% above the $23 close that day.
- Model Gap: TIKR’s mid-case valuation model targets $48 for Pinterest stock by December 2030, implying 106% total return and an 18% annualized rate from today’s $23 price.
- Insider Selling: CFO Julia Donnelly, director Benjamin Silbermann, and director Rajaram Gokul have sold Pinterest shares worth several million dollars combined since the Aug. 4 report, even as buy ratings on the stock fell from 27 a year ago to 17 today.
Pinterest Stock’s Q3 Guide Cools After an 18% Revenue Quarter
Pinterest (PINS) stock fell roughly 9% in premarket trading on August 5 after the company guided third-quarter revenue growth to a range of 13% to 15%, a sharp step down from the 18% growth it had just posted for the second quarter.
The quarter itself beat expectations. Revenue came in at $1.18 billion against a $1.15 billion estimate, monthly active users climbed 11% to 640 million, and adjusted EBITDA of $311 million topped the $269 million analysts had modeled. But the market cared more about what comes next than what already happened.
CFO Julia Donnelly walked through the mechanics on the Q2 2026 earnings call: “As we move from Q2 to Q3, there are a few sequential factors to keep in mind. First, based on current spot rates, we expect foreign exchange to be a modest headwind in Q3 after providing a 1-point tailwind in Q2. Second, the shift of Prime Day from Q3 last year into Q2 this year resulted in an approximately 0.5 point benefit to Q2 and will represent a roughly 0.5 point headwind to Q3… Lastly, in Q2, we saw a nearly 1 point benefit from World Cup-related spend that will not repeat in Q3.” Those three items account for roughly two points of the deceleration, but they landed next to a broader worry about ad competition from Meta’s Instagram and Reddit’s newer automation tools.
Three weeks later, Pinterest stock hasn’t recovered the ground it lost. It closed at $23.40 on August 21, roughly where it landed the morning after the report. The calendar quirks Donnelly flagged are temporary, but the market is treating the reset as a reason to wait, not to buy the dip.
Pinterest Insiders Keep Selling PINS Stock Near Three-Week Lows
The guidance reset hasn’t stopped Pinterest’s own leadership from cashing out near current levels. CFO Julia Donnelly sold 59,096 shares on August 7 for $1.39 million. Director and 10% owner Benjamin Silbermann sold $2.11 million worth of shares in late July and another $2.21 million in mid-August, both times converting an equal number of Class B shares into Class A stock through his family trust to make the sale. Director Rajaram Gokul added a smaller $24,182 sale on August 19.
None of these are unusual for executives with large vested positions. But against a Street that has cut buy ratings on Pinterest stock from 27 a year ago to 17 today, the selling reinforces the market’s current caution.
Pinterest Stock’s Buy Ratings Have Fallen From 27 to 17 in a Year
Pinterest stock carries 17 buys, 2 outperforms, and 20 holds among the 36 analysts tracking a price target as of August 21, with no underperform or sell ratings on the books. The average target sits at $29, 24% above the stock’s $23 close that day.
The mean target has followed the stock’s arc rather than led it. It stood at $41 when Pinterest closed at $36 in June 2025, then fell alongside the price through the back half of the year and bottomed at $23 in March 2026 as the stock itself touched $18.
Both have climbed back since, but conviction hasn’t followed the dollar figure up. Buy ratings have dropped from 27 a year ago to 17 today, and holds have grown from 8 to 20 over that same stretch, even as the target recovered $6 off its low. Analysts are willing to raise the number without raising their confidence in it, which is exactly the gap the Q3 guide just widened.
TIKR Values Pinterest Stock at $48, More Than Double Today’s Price
TIKR’s mid-case model values Pinterest at $48 by December 2030, implying a 106% total return from today’s $23 price, or 18% annualized over the next 4.4 years.
That positions Pinterest stock as a name where the model sees far more room than the sell side has priced in, even with the Street’s own $29 target already sitting above the current price. The two views aren’t in conflict so much as on different clocks.
The case for that gap closing rests on Pinterest converting the AI ad platform work detailed on the Q2 call, including Performance+ adoption and the new bidding integration with advertiser measurement systems, into growth that outlasts the Q3 headwinds. Buy ratings falling as the stock recovered off its lows shows the Street wants proof of that conversion first, and TIKR’s model is pricing in that proof arriving over the next several years.
Should You Invest in Pinterest, Inc.?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up Pinterest, Inc. stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
You can build a free watchlist to track Pinterest, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.
Access Professional Tools to Analyze PINS stock on TIKR for Free →
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
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!
