Pinterest (PINS) reported second-quarter 2026 earnings on August 5, 2026, showing revenue of $1.1 billion, a 15% increase year-over-year, surpassing analyst expectations. The company also reported adjusted earnings per share of $0.35, beating the consensus estimate of $0.28. Despite these strong results, the stock experienced a dip in the following days, which some analysts view as a buying opportunity.
The company's global monthly active users (MAUs) grew to 540 million, up 8% from the same period last year. Advertising revenue, which makes up the bulk of Pinterest's income, increased by 16% to $1.05 billion. The company's net income for the quarter was $120 million, a significant improvement from a net loss of $35 million in the same quarter last year.
Pinterest's guidance for the third quarter of 2026 projects revenue between $1.12 billion and $1.14 billion, which is in line with analyst expectations. The company has been focusing on improving its ad targeting and expanding its e-commerce features, which have contributed to the revenue growth.
Despite the positive earnings report, Pinterest's stock fell by about 8% in the week following the announcement, likely due to profit-taking and broader market volatility. However, several analysts have reiterated their 'buy' ratings, citing the company's strong fundamentals and growth potential. As of August 9, 2026, Pinterest's stock trades at approximately $32 per share, with a market capitalization of around $22 billion.
