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Pinterest PINS

Pinterest scores good on business quality (6.8 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$21.40Oct 9, 2026
Business qualityGood
Next earningsNov 4, 2026
Insiders, 90 daysQuiet

Why it matters

  1. What Pinterest does

    Pinterest operates a visual discovery platform, monetizing user inspiration through digital advertising targeted at high-intent shoppers.

  2. What it does best

    Pinterest converts visual intent into commerce better than social peers, posting a gross margin of 79.5% that outpaces RDDT's 74.8%. This edge stems from proprietary visual search data that users voluntarily tag and curate over years.

  3. The main risk

    Monetization efficiency per user remains lower than broader social media rivals, capping margin expansion if ad load saturation hits before ARPU closes the gap with larger platforms.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin sits at 6.0% with an FCF margin of 83% of net income equivalents, expanding as high-margin ad formats scale and leverage fixed infrastructure.

MoatFair

A consumer-focused visual search moat locks in shoppers building persistent boards. Its gross margin sits in the top decile of its sector at 92nd percentile rank, limiting quick replication.

GrowthFast

Revenue grew 15.8% to $4.6B, maintaining solid momentum compared to prior annual acceleration across its user base.

Financial healthStrong

With zero debt and $2.5B in cash, the balance sheet is pristine. Free cash flow reached $1.3B, showing steady cash generation that is getting stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on PINS

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is PINS a good business?

Pinterest scores good on the Cluenex quality check (6.8 of 10), measured against its own industry. Profitability is weak, moat fair, growth fast and financial health strong.

Are insiders buying PINS?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does PINS report earnings?

Nov 4, 2026.

For members

See PINS today

  • Today's verdict on PINS, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Pinterest (PINS)”, https://cluenex.com/stocks/pins/, data as of Oct 10, 2026.