PINS
PinterestCNYSE / Media & Entertainment
Last Price
At close
2026-07-20
Current thesis
The bull case is that Q1 confirms Pinterest is sustaining double-digit user growth while finally pushing monetization harder: revenue exceeded $1 billion, Q2 guidance still implies mid-teens growth, and AI/performance ads are showing measurable adoption. That combination can justify a continued post-earnings re-rate if Q2 execution lands near the upper half of guide.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.1.
What can break
Cash and cash equivalents fell sharply quarter over quarter and the balance sheet now includes roughly $980 million of convertible notes, reflecting the aggressive capital return and Elliott-linked financing structure.
Momentum
48
Value
53
Sentiment
46
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $24.00 · Bull $27.00 · Bear $17.50
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-07 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $27.83
Why
Momentum48 · Δ7d +9.1
Value53 · Δ7d -0.1
Sentiment46 · Δ7d -6.6
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
48
26% active weight
Current posture
7d trendImproving
Δ7d
+9.1
Δ21d
+8.9
Value
53
39% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
+0.2
Sentiment
46
34% active weight
Current posture
7d trendSoftening
Δ7d
-6.6
Δ21d
-12.8
Why this grade
Composite grade C. Momentum 48.3 / Value 52.9 / Sentiment 45.9
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$12.78B
Beta
0.92
Shares Out
560.16M
P/E (TTM)
10.1
P/S (TTM)
4.41
P/FCF (TTM)
15.96
Rev YoY
+17.8%
EPS YoY
-996.1%
Gross Margin
+79.9%
Op Margin
+6.9%
Net Debt
-$2.21B
Current Ratio
4.23
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology