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PINS · Q3 2026

PINTEREST, INC.

Reported 2026-08-04
BEAT
48EarnIQ signal
↗

Confidence rising

Mild quarter-over-quarter shift

Pinterest delivers solid top-line growth and user expansion, supported by accelerating AI monetization.

  • ✓Guidance was none, with high specificity.
  • ✓Management tone registered as confident (85/100).
  • ✓EarnIQ detected 0 potential management deflections.
Headline–confidence gap

Headline confirmed

Management confidence reinforces the reported beat.

EPS: reported vs expected+18.1%$0.43 vs $0.36
Revenue: reported vs expected+0.7%$1.2B vs $1.2B
Guidance specificityHighChange not comparable
Market expectations supplied by Finnhub · Reported vs consensus estimate

AI is at the heart of our momentum and is a clear accelerant for our business.

Premium intelligence

The evidence behind the signal

Full report
Management language

Why confidence moved

“Our Q2 results reflect the scale and strength of our platform: more than $1.1 billion in revenue, growing 18%, and 640 million monthly active users, our 11th consecutive quarter of double digit user growth”
“AI is at the heart of our momentum and is a clear accelerant for our business.”
“Completed over $2 billion of share repurchases year-to-date at an average price of $18.17”
Guidance specificity
80/100

High specificity

For Q3 2026, Pinterest expects revenue to be in the range of $1,190 million to $1,210 million and Adjusted EBITDA to be $335 million to $355 million.

Pressure point
!

Foreign exchange headwinds impacting constant

0 potential deflections detected in management communication.

Narrative break

What changed

Deepened focus on AI-driven personalization and advertiser performance optimization.

Q&A evidence

Management responses

No material Q&A deflections were detected.

Key positives
  • Reached an all-time high of 640 million global monthly active users, marking 11 consecutive quarters of double-digit growth.
  • Delivered robust Q2 revenue of $1,180 million, up 18% year over year (17% on a constant currency basis).
  • Completed over $2 billion of share repurchases year-to-date demonstrating strong capital return.
Key risks
  • Foreign exchange headwinds impacting constant currency revenue growth and guidance.
  • Potential risks and challenges posed by the ongoing reliance on and development of artificial intelligence.
  • Uncertainties regarding general economic conditions, inflation, and tariffs affecting advertiser budgets.
Topic velocity

Language versus prior quarter

M&ANew
CostNew
ChinaNew
MarginNew
RecordNew
iPhoneNew
Signal composition

What drove the EarnIQ score

Tone+20
Eps Beat+0
Guidance+12
New Signal+8
Miss Penalty+0
Qoq Improvement+8
Deflection Penalty+0