Added to YB: 2026-02-18
Pitch date: 2026-02-14
PINS [bullish]
Pinterest, Inc.
+9.36%
current return
Author Info
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Company Info
Pinterest, Inc. operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally.
Market Cap
$10.9B
Pitch Price
$15.34
Price Target
30.00 (+79%)
Dividend
N/A
EV/EBITDA
22.38
P/E
26.85
EV/Sales
2.06
Sector
Interactive Media and Services
Category
value
Pinterest at Multi-Year Lows: Mispriced or Structural Decline?
PINS: Profitable ad platform w/ 619M MAUs (+12% YoY), $1.25B FCF (99% EBITDA conversion), $2.47B net cash, trading at 6x EV/FCF (~16% FCF yield) despite 16% revenue growth & 30% EBITDA margins. Bears cite monetization gaps (global ARPU $7 vs US $31), retailer exposure, sales org transition, AI threat. Bulls see asset-light model, intent-rich data moat, SMB/intl upside, accretive buybacks at depressed levels. Optionality from strategic interest (OpenAI rumored). Target $25-30 on execution stabilization.
Read full article (7 min)