)
Overview
<ul>
<li>Social media platform’s Q4 revenue rose 14% yr/yr, slightly missing analyst expectations</li>
<li>Company achieved record 619 mln global monthly active users, up 12% yr/yr</li>
<li>Adjusted EBITDA for Q4 was ~$542 mln, missing analyst estimates</li>
<li>Company is focused on transforming sales and go-to-market efforts to enhance monetization reflecting commercial intent on Pinterest</li>
</ul>
Outlook
<ul>
<li>Pinterest expects Q1 2026 revenue between $951 mln and $971 mln</li>
<li>Company anticipates Q1 2026 Adjusted EBITDA between $166 mln and $186 mln</li>
<li>Pinterest sees foreign exchange tailwind of 3 points for Q1 2026</li>
</ul>
Result Drivers
<ul>
<li>USER GROWTH - Pinterest reported a 12% increase in global monthly active users, reaching 619 million, attributed to strong engagement and innovations in visual search using AI</li>
<li>REVENUE GROWTH - Q4 revenue grew 14% to $1.319 billion, driven by increased user engagement and platform innovations</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Slight $1.32 $1.33
Revenue Miss* bln bln (30
Analysts
)
Q4 Miss $450.52 $481.02
Adjusted mln mln (14
Net Analysts
Income )
Q4 Net $277.07
Income mln
Q4 Miss $541.50 $547.56
Adjusted mln mln (29
EBITDA Analysts
)
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 29 “strong buy” or “buy”, 10 “hold” and 1 “sell” or “strong sell”</li>
<li>The average consensus recommendation for the online services peer group is “buy”</li>
<li>Wall Street’s median 12-month price target for Pinterest Inc is $35.00, about 83.3% above its February 11 closing price of $19.09</li>
<li>The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 16 three months ago</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

Pinterest Q4 revenue rises driven by increased user engagement and platform innovations