SURVYR

PINS

Pinterest, Inc.
$20.92
+$0.34 (1.65%)Oct 28 close
Communication ServicesS&P 400 CompareTechnicals
Model valuationLooks undervaluedDCF base $85
1M3M6M1Y2Y
-61%-42%-23%-4%+15%Oct 2025Oct 2026Apr 202652w high $34.5452w low $13.84
PINSSPY
Wall St. Highest PT $42.36 (+102.5%) Wall St. Avg PT $29.08 (+39.0%)
$15$24$33$42$51POC $19Hi $42Avg $29
Underwater Drawdown %Max DD -56.2%Current -40.6%
0.0%-56.2%
Relative Strength vs SPY-54.6% vs SPYUnderperforming
+71%0%-71%
1W
−$2.03 (8.85%)
1M
+$2.51 (13.63%)
3M
−$3.52 (14.40%)
6M
+$1.19 (6.03%)
YTD
−$4.97 (19.20%)
1Y
−$12.28 (36.99%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
39 analysts · mean score 2.03
1 = Strong Buy · 5 = Sell
Strong Buy25%
Buy1846%
Hold1949%
Underperform00%
Sell00%
Wall Street consensus
Analyst price targets
Current price$20.92
Average target$29.08
+$8.16 (+39.0%) upsideaverage target vs current price
CurrentAverageMedian
Low$22.00
Median$29.50
High$42.36
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-08-06 · Wells Fargo reiterated Overweight on PINS
Reiterated
2026-08-05 · DA Davidson reiterated Buy on PINS
Reiterated
2026-08-05 · UBS reiterated Buy on PINS
Reiterated
2026-08-05 · Citigroup reiterated Neutral on PINS
Reiterated
2026-08-05 · RBC Capital reiterated Sector Perform on PINS
Reiterated
2026-08-05 · Evercore ISI Group reiterated In-Line on PINS
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Health check

Financial health
DistressGrey zoneSafe
Safe zone
Altman Z-score 5.3
Above 2.99 is the safe zone, below 1.81 the distress zone.
Quality
WeakAverageStrong
Average
Piotroski F-score 6 of 9
See the tests
  • ✓Positive net income
  • ✓Positive operating cash flow
  • ✗Return on assets improved
  • ✓Cash flow above net income
  • ✓Long-term debt / assets fell
  • ✗Current ratio improved
  • ✓No share dilution
  • ✗Gross margin improved
  • ✓Asset turnover improved

Computed by SURVYR. from the company's SEC filings (latest balance sheet Jun 30, 2026). Descriptive, not a forecast.

Key stats & company

Market value$11.7B
P/E (last 12 months)60.5
P/E (next 12 months, estimated)8.6
52-week range$13.84 – $34.54
Revenue growth (latest quarter vs a year ago)+18.2%
Dividend yieldNo dividend
Analyst consensusBuy (36)
Average analyst price target$29.08 (+39%)

What they do

Pinterest, Inc. operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally. The company's platform allows people to find ideas, such as recipes, home and style inspiration, and others; and to search, save, and shop the ideas. It also provides various advertising products to help advertisers meet users.

Communication Services · Internet Content & Information
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Looks undervalued
Model read-out from the numbers below, not advice. Score +4 (DCF counts double).
▲DCF (base case)above the price by 304%
▲Forward P/E vs sector8.6x vs median 10.9x
•Piotroski F-score6/9
▲Altman Z5.3 (safe)
▲Net debt / EBITDA-4.9x
▲Analyst target+39% (36 analysts)

Discounted cash flow

Bear
$49
+134%
growth 10% · disc. 9.7% · term. 2.0%
Base
$85
+304%
growth 16% · disc. 8.7% · term. 2.5%
Bull
$138
+560%
growth 21% · disc. 7.7% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price implies shrinking cash flows: about -7% a year for 10 years.
Implied
-7%/yr
FCF, last 3 yrs
+42%/yr
FCF, last 5 yrs
+113%/yr
Revenue, last 3 yrs
+15%/yr
Revenue, last 5 yrs
+20%/yr
Same inputs as the DCF above: trailing free cash flow 1.3B, 8.7% discount rate, 2.5% growth after year 10, net cash and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 0.90 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Communication Services

P/E (trailing)
sector median 17.3× · 86th pct
 60.5×
pricier
Forward P/E
sector median 10.9× · 28th pct
 8.6×
cheaper
EV / EBITDA
sector median 12.7× · 96th pct
 40.2×
pricier
Price / sales
sector median 1.8× · 58th pct
 2.6×
pricier
Price / book
sector median 2.3× · 65th pct
 4.0×
pricier
FCF yield
sector median 8.2% · 63rd pct
 11.0%
cheaper

Forward EPS $2.39 vs trailing $0.34 (+603% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
79.5%
Operating margin
4.9%
FCF margin
28.1%
Net margin
5.5%
Return on equity
8.6%
Return on invested capital
11.4%
Net debt / EBITDA
-4.9×
Current ratio
3.8×
Interest cover
–
Cash conversion (OCF/NI)
5.4×
Piotroski F-score 6/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✓ Asset turnover improved

Altman Z-score 5.3 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$29
+39%
Analysts
36
Buy
Range
$22–$42
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$4.2B$416.9M$1.3B
2024$3.6B$1.9B$940.0M
2023$3.1B$-35.6M$604.9M
2022$2.8B$-96.0M$440.2M
2021$2.6B$316.4M$752.9M
2020$1.7B$-128.3M$28.8M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +14.6%.

For information only · Important disclosures

Grades vs sector

Momentum
17th percentile in sector
D
12-1 return: -42.9%
Percentile within its GICS sector across the S&P 1500.
Growth
72nd percentile in sector
B
Revenue growth (YoY): +18.2%
Percentile within its GICS sector across the S&P 1500.
Value
37th percentile in sector
C-
Forward E/P: 10.9% · EBITDA/EV: 2.6%
Percentile within its GICS sector across the S&P 1500.
Profitability
29th percentile in sector
D+
Profit margin: +5.5% · Return on equity: +6.5%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Held by 1 of 7 live models: SURVYR. Barbell Momentum & T-Bill Shield.

SURVYR. Barbell Momentum & T-Bill Shield
5.0% of the book · Mid-Cap RS & EPS Leaders (75%) sleeve · ranked 15 of 160
 HeldQuality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book
Why it's in the SURVYR. Barbell Momentum & T-Bill Shield #15 of 160

Qualified on +27% 6M RS, lower-funnel direct-response ad load & ARPU inflection. Ranked 15th of 160 at the 2026-10-01 rebalance.

What would knock it out: Drops out if it falls outside the top 16 at the next rebalance (Oct 30).

Earnings & events

PINS earningsReports tomorrow
Next report · quarter Sep 2026
Thu Oct 29, 2026After the close
EPS consensus$0.49 range $0.42–$0.53
Revenue consensus$1.2B 30 analysts
Last 4 quarters · EPS vs estimate
Aug 4, 2026$0.43est $0.36+20.4%Above estimates
May 4, 2026$0.27est $0.22+24.7%Above estimates
Feb 12, 2026$0.67est $0.67−0.7%In line with estimates
Nov 4, 2025$0.38est $0.42−8.8%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-27 18:04:22 ET
24-1125-0225-0525-0825-1126-0226-0526-080.000.67
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$1.2B+18.2%
2026-03-31$1.0B–
2025-12-31$1.3B–
2025-09-30$1.0B–
2025-06-30$998.2M–

News & catalysts

More news
PINS reports earnings tomorrow, after the close
Nasdaq earnings calendar · 1h ago
Should You Buy, Sell, or Hold Reddit Stock Before Q3 Earnings Release?
Zacks · Oct 27
Pinterest Bets on an Amazon Ads Veteran After a $2 Billion Buyback: “Exceptional Finance Leader”
TIKR · Oct 27
Should You Buy Pinterest Stock Before the Huge Investor Update?
Nasdaq · Oct 26
Pinterest earnings could trigger 10% stock move, options suggest
Investing.com · Oct 22
Rating changes
Reiterated
2026-08-06 · Wells Fargo reiterated Overweight on PINS
Reiterated
2026-08-05 · DA Davidson reiterated Buy on PINS
Reiterated
2026-08-05 · UBS reiterated Buy on PINS
Reiterated
2026-08-05 · Citigroup reiterated Neutral on PINS
Reiterated
2026-08-05 · RBC Capital reiterated Sector Perform on PINS
Reiterated
2026-08-05 · Evercore ISI Group reiterated In-Line on PINS

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Rajaram Gokul
Director · 2026-10-21
Sell
$24.0K
Silbermann Benjamin
Director, 10% owner · 2026-10-21
Sell
$1.1M
Silbermann Benjamin
Director, 10% owner · 2026-10-20
Sell
$1.1M
Silbermann Benjamin
Director, 10% owner · 2026-10-14
Sell
$1.0M
Silbermann Benjamin
Director, 10% owner · 2026-10-13
Sell
$1.0M
Silbermann Benjamin
Director, 10% owner · 2026-10-07
Sell
$940.8K
Silbermann Benjamin
Director, 10% owner · 2026-10-06
Sell
$921.6K
Brown Claude Leonard
Chief Business Officer · 2026-10-05
Sell
$244.9K
Rajaram Gokul
Director · 2026-10-05
Sell
$21.0K
Silbermann Benjamin
Director, 10% owner · 2026-09-30
Sell
$877.6K
Silbermann Benjamin
Director, 10% owner · 2026-09-29
Sell
$859.4K
Brau Donnelly Julia
Chief Financial Officer · 2026-09-24
Sell
$549.8K

Stats refreshed 2026-10-27 18:04:22 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026