Social commerce platform Pinterest (NYSE: PINS) will be reporting earnings this Tuesday after the bell. Here’s what to look for.
Pinterest beat analysts’ revenue expectations by 2.2% last quarter, reporting revenues of $998.2 million, up 16.9% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and revenue guidance for next quarter topping analysts’ expectations. It reported 578 million monthly active users, up 10.7% year on year.
Is Pinterest a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Pinterest’s revenue to grow 16.8% year on year to $1.05 billion, in line with the 17.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.42 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Pinterest has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.5% on average.
Looking at Pinterest’s peers in the consumer internet segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Reddit delivered year-on-year revenue growth of 67.9%, beating analysts’ expectations by 6.3%, and Meta reported revenues up 26.2%, topping estimates by 3.4%. Reddit traded up 7.5% following the results while Meta was down 11.4%.
Read our full analysis of Reddit’s results here and Meta’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the consumer internet stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. Pinterest is up 3.3% during the same time and is heading into earnings with an average analyst price target of $43.53 (compared to the current share price of $33.10).
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