Equity Profile

PINS

Pinterest, Inc.

Communication ServicesInteractive Media & Services$12.7B

Aug10Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Pinterest, Inc. (PINS) operates a visual discovery platform that allows users to find and save ideas, primarily focusing on lifestyle inspiration....

Key Metrics to Watch

User Growth Rate

Understanding how many new users are joining the platform is crucial for assessing Pinterest's growth potential.

Expected to show an increase in monthly active users.

Advertising Revenue

As a primary source of income for Pinterest, any changes in advertising revenue will directly impact overall financial health.

Expected to see growth compared to the previous quarter.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

PINS Q2-2026 Earnings Preview

Context

Company Snapshot

Pinterest, Inc. (PINS) operates a visual discovery platform that allows users to find and save ideas, primarily focusing on lifestyle inspiration. As part of the Communication Services sector, it plays a significant role in digital advertising and consumer engagement, especially as trends in social media and e-commerce continue to evolve.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+585.07%

Avg Stock Reaction

+0.16%

Last Quarter Recap

In Q1 2026, Pinterest reported an impressive earnings surprise with an EPS of $0.27, significantly beating expectations. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on enhancing user engagement and retention strategies.
Commitment to expanding advertising solutions for businesses.
Plans to improve the platform's algorithm for better content discovery.

Expectations

Wall Street Expectations

Wall Street is cautiously optimistic about Pinterest's upcoming earnings, especially after a strong performance last quarter. Investors are looking for continued growth in user engagement and advertising revenue.

Bull Case

If Pinterest can demonstrate strong user growth and increased advertising revenue, it could lead to a significant upward revision in stock price.

Bear Case

Conversely, if user growth stalls or advertising revenue disappoints, it could raise concerns about the company's long-term viability.

Key Metrics to Watch

User Growth Rate

Expected to show an increase in monthly active users.

Understanding how many new users are joining the platform is crucial for assessing Pinterest's growth potential.

Advertising Revenue

Expected to see growth compared to the previous quarter.

As a primary source of income for Pinterest, any changes in advertising revenue will directly impact overall financial health.

Average Revenue Per User (ARPU)

Expected to improve from previous quarters.

ARPU indicates how effectively Pinterest is monetizing its user base, which is vital for future profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the growth rate of monthly active users this quarter?

User growth is a key indicator of Pinterest's market position and future revenue potential.

How much did advertising revenue increase compared to the previous quarter?

Advertising revenue is critical for Pinterest's financial health, and any decline could signal deeper issues.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Pinterest's ability to innovate its advertising solutions, which could lead to higher-than-expected revenue growth.

Supporting Evidence

Past earnings surprises indicate a consistent ability to outperform expectations.

The options market is pricing a significant move, suggesting that investors are anticipating a strong performance.

Management's commitment to enhancing user engagement could drive better-than-expected results.

Key Risk

If user growth does not meet or exceed 10%, it could challenge the current bullish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on user engagement metrics and advertising revenue growth, which are crucial for investor confidence.

Bull Confirmed If

User growth exceeding 10% quarter-over-quarter would confirm strong market demand.

Bear Confirmed If

A decline in advertising revenue would raise serious concerns about Pinterest's monetization strategy.

Pre-Earnings Positioning

Options Market

Implied Move

±17.33%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant move, indicating that investors expect volatility around the earnings report.

Options are pricing ±17.3% while PINS has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

46.7%

Calls (786K)P/C Ratio: 0.35Puts (756K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Pinterest beats expectations, history suggests a potential stock increase of around 0.16%, confirming bullish sentiment.

In-Line / Cautious

A cautious inline report may lead to muted reactions as investors await clearer guidance.

Miss

If the company misses expectations, the stock could see a decline, with historical patterns suggesting a drop around 1.48%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on user growth metrics and engagement strategies.
2Details on advertising revenue trends and new initiatives.
3Management's outlook on competitive pressures in the digital advertising space.
4Insights into user demographics and behavior changes.
5Any commentary on future product enhancements or features.

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Company Snapshot

Pinterest, Inc. (PINS) operates a visual discovery platform that allows users to find and save ideas, primarily focusing on lifestyle inspiration....

Key Metrics to Watch

User Growth Rate

Understanding how many new users are joining the platform is crucial for assessing Pinterest's growth potential.

Expected to show an increase in monthly active users.

Advertising Revenue

As a primary source of income for Pinterest, any changes in advertising revenue will directly impact overall financial health.

Expected to see growth compared to the previous quarter.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

PINS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+585.07%

Avg Stock Reaction

+0.16%

Last Quarter Recap

Management Promises & Guidance

Focus on enhancing user engagement and retention strategies.
Commitment to expanding advertising solutions for businesses.
Plans to improve the platform's algorithm for better content discovery.

Expectations

Wall Street Expectations

Bull Case

If Pinterest can demonstrate strong user growth and increased advertising revenue, it could lead to a significant upward revision in stock price.

Bear Case

Conversely, if user growth stalls or advertising revenue disappoints, it could raise concerns about the company's long-term viability.

Key Metrics to Watch

User Growth Rate

Expected to show an increase in monthly active users.

Understanding how many new users are joining the platform is crucial for assessing Pinterest's growth potential.

Advertising Revenue

Expected to see growth compared to the previous quarter.

As a primary source of income for Pinterest, any changes in advertising revenue will directly impact overall financial health.

Average Revenue Per User (ARPU)

Expected to improve from previous quarters.

ARPU indicates how effectively Pinterest is monetizing its user base, which is vital for future profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the growth rate of monthly active users this quarter?

User growth is a key indicator of Pinterest's market position and future revenue potential.

How much did advertising revenue increase compared to the previous quarter?

Advertising revenue is critical for Pinterest's financial health, and any decline could signal deeper issues.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Pinterest's ability to innovate its advertising solutions, which could lead to higher-than-expected revenue growth.

Supporting Evidence

Past earnings surprises indicate a consistent ability to outperform expectations.

The options market is pricing a significant move, suggesting that investors are anticipating a strong performance.

Management's commitment to enhancing user engagement could drive better-than-expected results.

Key Risk

If user growth does not meet or exceed 10%, it could challenge the current bullish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on user engagement metrics and advertising revenue growth, which are crucial for investor confidence.

Bull Confirmed If

User growth exceeding 10% quarter-over-quarter would confirm strong market demand.

Bear Confirmed If

A decline in advertising revenue would raise serious concerns about Pinterest's monetization strategy.

Pre-Earnings Positioning

Options Market

Implied Move

±17.33%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant move, indicating that investors expect volatility around the earnings report.

Options are pricing ±17.3% while PINS has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

46.7%

Calls (786K)P/C Ratio: 0.35Puts (756K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Pinterest beats expectations, history suggests a potential stock increase of around 0.16%, confirming bullish sentiment.

In-Line / Cautious

A cautious inline report may lead to muted reactions as investors await clearer guidance.

Miss

If the company misses expectations, the stock could see a decline, with historical patterns suggesting a drop around 1.48%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on user growth metrics and engagement strategies.
2Details on advertising revenue trends and new initiatives.
3Management's outlook on competitive pressures in the digital advertising space.
4Insights into user demographics and behavior changes.
5Any commentary on future product enhancements or features.