Equity Profile

PINS

PINTEREST INC A

Communication ServicesInteractive Media & Services$12.0B

May4Mon

Post-Earnings Recap

ReportedQ1-2026After Close4:06 PM EDT

Pinterest Beats on EPS, Stock Up 3.12%

Metric	Actual	Expected	Surprise
EPS	$0.27	$0.22	+918.18%
Revenue	—	$968M	—

management commentary, guidance changes, and full analysis available with Pro.

Pinterest Beats on EPS, Stock Up 3.12%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.27	$0.22	+918.18%
Revenue	—	$968M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Pinterest's strong earnings per share beat expectations significantly, leading to a positive stock reaction of 3.12%. However, the lack of revenue information leaves some uncertainty about overall performance. Investors may be encouraged by the EPS surprise but will likely await more details in future reports.

Company Snapshot

Pinterest, Inc. operates a visual discovery platform that allows users to find and save ideas for various projects and interests....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

$0.22

Revenue

Revenue growth reflects the company's ability to attract advertisers and monetize its platform effectively.

$968M

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

Original Pre-Earnings Preview

Context

Company Snapshot

Pinterest, Inc. operates a visual discovery platform that allows users to find and save ideas for various projects and interests. As part of the Communication Services sector, it plays a significant role in digital advertising and consumer engagement, especially as trends in online shopping and social media 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 the last quarter, Pinterest reported an EPS of $0.67, significantly beating expectations. However, the stock price fell by nearly 3% the following day, indicating potential market skepticism despite the strong earnings.

Management Promises & Guidance

Continued focus on enhancing user engagement.
Commitment to improving advertising solutions for businesses.
Plans to expand international presence.

Expectations

Wall Street Expectations

Analysts expect Pinterest to report strong earnings again, with a consensus EPS of $0.22 and revenue of $968 million. The company has a history of beating earnings estimates, which could set the stage for positive market reactions.

Bull Case

If Pinterest continues its trend of exceeding EPS estimates, it could signal strong operational momentum and attract more investors, leading to a potential stock price increase.

Bear Case

Conversely, if the company fails to meet even the lowered expectations, it may raise concerns about its growth prospects, leading to a negative reaction in the stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.22

EPS is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$968M

Revenue growth reflects the company's ability to attract advertisers and monetize its platform effectively.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Pinterest's EPS exceed the consensus estimate of $0.22?

Given the company's history of beating EPS estimates, this will be a critical indicator of its ongoing profitability and operational strength.

What revenue growth will Pinterest report compared to the consensus of $968 million?

Revenue growth is essential for understanding the company's ability to attract advertisers and sustain its business model.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Pinterest's ability to leverage its platform for increased advertising revenue, especially given its recent strong EPS surprises.

Supporting Evidence

Pinterest has consistently beaten EPS estimates, indicating stronger-than-expected profitability.

The options market is pricing a larger move than historical averages, suggesting potential for a significant surprise.

Insider selling activity, while notable, may not reflect broader market sentiment about the company's growth potential.

Key Risk

If Pinterest reports revenue below $959 million, it could undermine the bullish narrative surrounding its advertising effectiveness.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will indicate whether Pinterest can maintain its growth trajectory amid increasing competition.

Bull Confirmed If

EPS exceeding $0.22 with revenue surpassing $968 million would confirm a strong operational performance.

Bear Confirmed If

Any revenue below $959 million could signal trouble in attracting advertisers, confirming bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±14.58%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential move following the earnings report, indicating heightened uncertainty or anticipation among traders.

Options are pricing ±14.6% while PINS has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.4%

30d HV

37.6%

Calls (392K)P/C Ratio: 3.66Puts (664K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Communication Services

n=30

Fade rate: 7 of 23 (30%)

This setup has occurred 30 times across Communication Services in the last 2 years. 16 of 23 (70%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.8%, with a raw directional average of +0.9% (modestly positive historical bias).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$42,000.00

2,100 sh

1 insider

Net

$42,000.00

Net selling

Most Active Insiders· 1 open-market trade

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Pinterest beats expectations, history suggests the stock could rise, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations, the market may react cautiously, leading to a muted response.

Miss

A miss could lead to a significant drop in stock price, as history shows negative reactions following earnings misses.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

R-LAJulia LetlowRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on user engagement metrics and how they are impacting advertising revenue.
2Insights into international expansion efforts and their expected contributions to revenue.
3Management's commentary on competition and how Pinterest plans to differentiate itself.
4Details on new advertising solutions and their adoption rates by businesses.

See the full picture

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Company Snapshot

Pinterest, Inc. operates a visual discovery platform that allows users to find and save ideas for various projects and interests....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and is closely watched by investors.

$0.22

Revenue

Revenue growth reflects the company's ability to attract advertisers and monetize its platform effectively.

$968M

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

Original Pre-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

Continued focus on enhancing user engagement.
Commitment to improving advertising solutions for businesses.
Plans to expand international presence.

Expectations

Wall Street Expectations

Bull Case

If Pinterest continues its trend of exceeding EPS estimates, it could signal strong operational momentum and attract more investors, leading to a potential stock price increase.

Bear Case

Conversely, if the company fails to meet even the lowered expectations, it may raise concerns about its growth prospects, leading to a negative reaction in the stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.22

EPS is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$968M

Revenue growth reflects the company's ability to attract advertisers and monetize its platform effectively.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Pinterest's EPS exceed the consensus estimate of $0.22?

Given the company's history of beating EPS estimates, this will be a critical indicator of its ongoing profitability and operational strength.

What revenue growth will Pinterest report compared to the consensus of $968 million?

Revenue growth is essential for understanding the company's ability to attract advertisers and sustain its business model.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Pinterest's ability to leverage its platform for increased advertising revenue, especially given its recent strong EPS surprises.

Supporting Evidence

Pinterest has consistently beaten EPS estimates, indicating stronger-than-expected profitability.

The options market is pricing a larger move than historical averages, suggesting potential for a significant surprise.

Insider selling activity, while notable, may not reflect broader market sentiment about the company's growth potential.

Key Risk

If Pinterest reports revenue below $959 million, it could undermine the bullish narrative surrounding its advertising effectiveness.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will indicate whether Pinterest can maintain its growth trajectory amid increasing competition.

Bull Confirmed If

EPS exceeding $0.22 with revenue surpassing $968 million would confirm a strong operational performance.

Bear Confirmed If

Any revenue below $959 million could signal trouble in attracting advertisers, confirming bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±14.58%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential move following the earnings report, indicating heightened uncertainty or anticipation among traders.

Options are pricing ±14.6% while PINS has averaged ±1.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.4%

30d HV

37.6%

Calls (392K)P/C Ratio: 3.66Puts (664K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Communication Services

n=30

Fade rate: 7 of 23 (30%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$42,000.00

2,100 sh

1 insider

Net

$42,000.00

Net selling

Most Active Insiders· 1 open-market trade

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Pinterest beats expectations, history suggests the stock could rise, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations, the market may react cautiously, leading to a muted response.

Miss

A miss could lead to a significant drop in stock price, as history shows negative reactions following earnings misses.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·1 sell

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

R-LAJulia LetlowRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on user engagement metrics and how they are impacting advertising revenue.
2Insights into international expansion efforts and their expected contributions to revenue.
3Management's commentary on competition and how Pinterest plans to differentiate itself.
4Details on new advertising solutions and their adoption rates by businesses.