Equity Profile

PINS

Pinterest, Inc.

Communication ServicesInteractive Media & Services$13.2B

Aug10Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$0.48

Revenue

Revenue growth reflects the company's ability to attract and retain users and advertisers, which is crucial for its business model.

$1.2B

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

PINS Q2-2026 Earnings Preview

Context

Company Snapshot

Pinterest, Inc. is 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 the interactive media and services industry, particularly as consumer spending shifts towards digital platforms and social media engagement.

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 of 918.18%, with an EPS of $0.27 compared to the expected loss. The stock reacted positively, gaining 3.12% the following day.

Management Promises & Guidance

Continued focus on user engagement and platform enhancements.
Commitment to improving advertising solutions for businesses.
Plans to expand international markets.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Pinterest's upcoming earnings, expecting the company to maintain its positive momentum with a consensus EPS of $0.48. However, there are concerns about user growth and advertising revenue sustainability.

Bull Case

If Pinterest exceeds EPS expectations and shows strong revenue growth, it could signal robust user engagement and effective monetization strategies, leading to a positive stock reaction.

Bear Case

If the company fails to meet EPS expectations or provides weak guidance on future growth, it could raise concerns about its competitive position and lead to a negative stock reaction.

Key Metrics to Watch

EPS

$0.48

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$1.2B

Revenue growth reflects the company's ability to attract and retain users and advertisers, which is crucial for its business model.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Pinterest's EPS exceed the consensus estimate of $0.48?

A beat on EPS would reinforce investor confidence in the company's profitability and growth trajectory.

What guidance will management provide regarding future revenue growth?

Future revenue guidance will be critical in assessing the company's ability to sustain growth and attract advertisers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Pinterest's ability to innovate and engage users, leading to stronger-than-expected revenue growth.

Supporting Evidence

Pinterest has consistently beaten EPS estimates, indicating strong operational performance.

Recent trends in digital advertising suggest increased spending on platforms like Pinterest.

User engagement metrics have shown improvement, which could translate into higher ad revenue.

Key Risk

If user engagement metrics show significant improvement, it could challenge the current consensus on revenue growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued growth against concerns about user engagement and advertising revenue.

Bull Confirmed If

EPS exceeding $0.48 with revenue growth showing strong user engagement.

Bear Confirmed If

EPS falling below $0.36 or revenue guidance indicating a slowdown in user growth.

Pre-Earnings Positioning

Options Market

Implied Move

±17.33%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders 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 the stock could rise by about 0.16% on average, confirming a positive outlook.

In-Line / Cautious

If results are in line but cautious commentary is given, the stock may see muted movement as investors reassess growth potential.

Miss

A miss on EPS could lead to a decline, with historical patterns suggesting a potential drop in stock price.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on user engagement metrics and growth strategies.
2Details on advertising revenue trends and new partnerships.
3Management's outlook on international market expansion.
4Insights into competitive positioning against other social media platforms.
5Any commentary on cost management and profitability initiatives.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Tempus AI, Inc.

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$0.48

Revenue

Revenue growth reflects the company's ability to attract and retain users and advertisers, which is crucial for its business model.

$1.2B

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

In Q1 2026, Pinterest reported an impressive earnings surprise of 918.18%, with an EPS of $0.27 compared to the expected loss. The stock reacted positively, gaining 3.12% the following day.

Management Promises & Guidance

Continued focus on user engagement and platform enhancements.
Commitment to improving advertising solutions for businesses.
Plans to expand international markets.

Expectations

Wall Street Expectations

Bull Case

If Pinterest exceeds EPS expectations and shows strong revenue growth, it could signal robust user engagement and effective monetization strategies, leading to a positive stock reaction.

Bear Case

If the company fails to meet EPS expectations or provides weak guidance on future growth, it could raise concerns about its competitive position and lead to a negative stock reaction.

Key Metrics to Watch

EPS

$0.48

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$1.2B

Revenue growth reflects the company's ability to attract and retain users and advertisers, which is crucial for its business model.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Pinterest's EPS exceed the consensus estimate of $0.48?

A beat on EPS would reinforce investor confidence in the company's profitability and growth trajectory.

What guidance will management provide regarding future revenue growth?

Future revenue guidance will be critical in assessing the company's ability to sustain growth and attract advertisers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Pinterest's ability to innovate and engage users, leading to stronger-than-expected revenue growth.

Supporting Evidence

Pinterest has consistently beaten EPS estimates, indicating strong operational performance.

Recent trends in digital advertising suggest increased spending on platforms like Pinterest.

User engagement metrics have shown improvement, which could translate into higher ad revenue.

Key Risk

If user engagement metrics show significant improvement, it could challenge the current consensus on revenue growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued growth against concerns about user engagement and advertising revenue.

Bull Confirmed If

EPS exceeding $0.48 with revenue growth showing strong user engagement.

Bear Confirmed If

EPS falling below $0.36 or revenue guidance indicating a slowdown in user growth.

Pre-Earnings Positioning

Options Market

Implied Move

±17.33%

Historical Avg

±1.5%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders 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 the stock could rise by about 0.16% on average, confirming a positive outlook.

In-Line / Cautious

If results are in line but cautious commentary is given, the stock may see muted movement as investors reassess growth potential.

Miss

A miss on EPS could lead to a decline, with historical patterns suggesting a potential drop in stock price.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on user engagement metrics and growth strategies.
2Details on advertising revenue trends and new partnerships.
3Management's outlook on international market expansion.
4Insights into competitive positioning against other social media platforms.
5Any commentary on cost management and profitability initiatives.