Pinterest (PINS) Stock Forecast & Price Target

Pinterest has demonstrated robust financial performance, with a 24% year-over-year increase in Adj. EBITDA totaling $306 million, slightly exceeding the company's own guidance metrics. The platform achieved 17% year-over-year sales growth in the third quarter, reaching $1,049 million, while monthly active users (MAUs) rose to 600 million, exceeding projections by approximately 10 million. Additionally, Pinterest's strategic utilization of AI to enhance ad-driven content is fostering sustained sales growth, positioning the company for further expansion in emerging verticals and supportive revenue forecasts for the coming quarter.

Pinterest's stock outlook is negatively affected by declining revenue growth in its primary North American market, with sequential growth numbers decreasing from 16% to 8% between the fourth quarter of 2024 and the estimated fourth quarter of 2025. The company's revised expectations for 4Q25 revenue indicate an increase of only 15.3% year-over-year, down from a prior estimate of 16%, coupled with a decrease in EBITDA margins from 41.9% to 40.9%. Additionally, broader macroeconomic uncertainties and a reduction in spending from Asia-based eCommerce players contribute to a challenging financial environment, resulting in a downward adjustment in total revenue forecasts for the full year.