Overview

• Social media platform's Q4 revenue rose 14% yr/yr, slightly missing analyst expectations

• Company achieved record 619 mln global monthly active users, up 12% yr/yr

• Adjusted EBITDA for Q4 was ~$542 mln, missing analyst estimates

• Company is focused on transforming sales and go-to-market efforts to enhance monetization reflecting commercial intent on Pinterest

Outlook

• Pinterest expects Q1 2026 revenue between $951 mln and $971 mln

• Company anticipates Q1 2026 Adjusted EBITDA between $166 mln and $186 mln

• Pinterest sees foreign exchange tailwind of 3 points for Q1 2026

Result Drivers

• USER GROWTH - Pinterest reported a 12% increase in global monthly active users, reaching 619 million, attributed to strong engagement and innovations in visual search using AI

• REVENUE GROWTH - Q4 revenue grew 14% to $1.319 billion, driven by increased user engagement and platform innovations

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 29 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the online services peer group is "buy"

• Wall Street's median 12-month price target for Pinterest Inc is $35.00, about 83.3% above its February 11 closing price of $19.09

• The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw49wMnFa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)