Pinterest Inc

Pinterest, Inc. (Pinterest) (NYSE: PINS) offers visual search and discovery platform. The Company’s primary service, Pinterest, can be accessed through its mobile application or the Web. People use Pinterest to find ideas. As they browse Pinterest content, Pins, they fine-tune their tastes and find the idea.

Key Business and Financial Updates:

• Pinterest Q2 FY2025 Financial Performance Overview: Pinterest, Inc. (NYSE: PINS) reported a 17% year-over-year revenue increase to USD 998 million, supported by a record 578 million global monthly active users (MAUs), reflecting an 11% growth. The company achieved an adjusted EBITDA margin of 25%, up 310 basis points from the prior year, and generated USD 251 million in adjusted EBITDA and USD 197 million in free cash flow, demonstrating robust profitability and cash flow generation. Management provided a Q3 revenue guidance of USD 1.033 billion to USD 1.053 billion, indicating a 15-17% growth, driven by AI-enhanced ad performance and international expansion, with a cash position of USD 2.7 billion as of June 30, 2025.
• Operational and Strategic Advancements: Under the leadership of CEO Bill Ready, Pinterest has transformed its platform over the past three years, leveraging AI to enhance user engagement and ad relevance, resulting in a record high user base and strong product-market fit as of August 7, 2025. The company’s focus on visual search and personalized content has resonated particularly with Gen Z, comprising over 50% of MAUs, while innovations like multimodal AI models and generative retrieval systems have improved search fulfillment rates by 230 basis points year-to-date, driving deeper user interaction. Strategic partnerships, such as with Instacart for shoppable ads in food and beverage categories, and the Pinterest Performance Plus suite, enhance advertiser efficiency, with a 5% increase in conversion rates from optimized ad models, reinforcing Pinterest’s position as a performance-driven ad platform.
• Geographic and Financial Outlook: Pinterest demonstrated geographic strength with U.S. and Canada revenue at USD 745 million (up 11%), Europe at USD 191 million (up 34% reported, 29% constant currency), and Rest of World at USD 63 million (up 65% reported, 72% constant currency), supported by a 55% increase in ad impressions, though ad pricing declined 25% due to a shift toward lower-priced international markets. Cost of revenue rose 10% to USD 197 million and non-GAAP operating expenses increased 14% to USD 555 million, reflecting investments in AI, R&D, and global sales, yet disciplined cost management contributed to margin expansion. For Q3 2025, the company expects adjusted EBITDA of USD 282 million to USD 302 million, with continued margin growth in 2025, though at a moderated pace due to revenue-driving investments, supported by a 1% year-over-year decline in fully diluted shares through repurchase efforts.
• User Engagement and Market Differentiation: The platform’s appeal lies in its intent-driven visual discovery, attracting 578 million MAUs, with 85% accessing via mobile apps and 100% logged in, providing rich first-party curation signals that fuel a 75% growth in its taste graph over two years, as of August 7, 2025. This data underpins Pinterest Predicts, with an 80% accuracy rate over five years, enhancing AI-driven recommendations and positioning the company as a leader in visual search, particularly for fashion, beauty, and home decor. The collaboration with Emma Chamberlain and inclusive AI tools, exemplified by Dove’s Cannes Lions win, reinforce Pinterest’s ethos of positivity and belonging, broadening its demographic reach and strengthening its cultural relevance.

Technical Observation (on the daily chart):

• Price Trend and Moving Averages: Pinterest, Inc. (NYSE: PINS) shows a bearish short-term bias, trading at USD 27.09, below its 21-day (USD 32.08) and 50-day (USD 33.58) moving averages. The breakdown below these levels confirms weak momentum, with resistance near USD 32–34 and support around USD 24–23.
• Momentum Indicators: The RSI at 32.65 signals the stock is approaching oversold levels, suggesting potential for a short-term rebound, though lack of strong buying signals limits the upside probability for now.
• Market Sentiment and Outlook: Volume of 24.48 million reflects active trading but mostly selling interest. A sustained recovery requires a move above USD 32, while near-term volatility is likely as the stock consolidates around lower support levels.

Pinterest, Inc. (NYSE: PINS) presents a compelling long-term opportunity, supported by robust financial growth and expanding global engagement, with Q2 FY2025 revenue up 17% YoY to USD 998 million and a record 578 million MAUs, underscoring strong platform traction. The company’s strategic use of AI-driven personalization and visual search innovation has significantly improved ad performance and user retention, while partnerships like Instacart and Performance Plus enhance monetization efficiency. Despite recent share price weakness, the RSI near oversold levels and support around USD 24–23 suggest potential for a technical rebound. Backed by solid profitability (25% adjusted EBITDA margin) and a healthy USD 2.7 billion cash reserve, Pinterest remains well-positioned to capitalize on rising ad demand, international expansion, and Gen Z-driven engagement trends, reinforcing a favorable outlook for medium- to long-term investors.

As per the above-mentioned price action, important support near USD 24.00-USD 26.00, momentum in the stock over the last month, and technical indicators analysis, a ‘Buy’ rating has been given for Pinterest, Inc. (Pinterest) (NYSE: PINS) at the closing price of USD 27.09, as of November 07, 2025. 

Individuals can evaluate the stock based on the support and resistance levels provided in the report in case of keen interest taking into consideration the risk-reward scenario. 

Markets are trading in a highly volatile zone currently due to certain macro-economic issues and prevailing geopolitical tensions. Therefore, it is prudent to follow a cautious approach while investing.

Related Risk: This report may be looked at from a high-risk perspective, and a recommendation is provided for a short duration. This report is solely based on technical parameters, and the fundamental performance of the stocks has not been considered in the decision-making process. Other factors which could impact the stock prices include market risks, regulatory risks, interest rates risks, currency risks, social and political instability risks etc. 

Note 1: Past performance is not a reliable indicator of future performance.

Note 2: The reference date for all price data, currency, technical indicators, support, and resistance level is November 07, 2025. The reference data in this report has been partly sourced from REFINITIV.

Note 3: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings. An 'Exit' from the stock can be considered if the Target Price mentioned as per the Valuation and or the technical levels provided has been achieved and is subject to the factors discussed above.

Note 4: Target Price refers to a price level that the stock is expected to reach as per the relative valuation method and or technical analysis taking into consideration both short-term and long-term scenarios.

Note 5: ‘Kalkine reports are prepared based on the stock prices captured either from the New York Stock Exchange (NYSE), NASDAQ Capital Markets (NASDAQ), and or REFINITIV. Typically, all sources (NYSE, NASDAQ, or REFINITIV) may reflect stock prices with a delay which could be a lag of 15-20 minutes. There can be no assurance that future results or events will be consistent with the information provided in the report. The information is subject to change without any prior notice.