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PINS

Pinterest, Inc.

At today's price, Pinterest, Inc. (PINS) is priced for +10.4% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+10.4% growth
Priced In
within-range

Key Takeaways

- At about $20 (as of June 27, 2026) the price sits at roughly 3 times revenue, which inverts to a business that grows the top line only about 1.6% a year yet eventually earns a 32% operating margin. The growth bar is low, but the margin bar is the whole bet: trailing operating margin is in the mid-single digits, so most of the value rests on a profitability expansion Pinterest has not yet demonstrated. - The balance sheet is the quiet strength. Net cash of about $318M, roughly $1.3B of liquid a

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Institutional ownership

686 institutional managers reported holding PINS in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 49%. 96 opened new positions that quarter. Held by BlackRock, Vanguard Group, Goldman Sachs, among others. On the short side, 73.2M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (3.5 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

PINS's share count is about flat over the past five years ($3.97B of repurchases, offset by issuance). It pays no dividend. Cash returned over the past three years: $3.47B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at PINS over the trailing three years. Absence is a fact about the company, not a signal. 20 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

PINS's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-02-3.9%-5.2%
2023-10-31+22.7%+21.2%
2024-02-09-9.7%-9.0%
2024-05-01+19.8%+6.5%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

PINS's latest 8-K filings: 2026-05-26 (items 5.07); 2026-05-04 (items 2.02, 5.02, 9.01); 2026-03-05 (items 1.01, 2.03, 3.02, 9.01); 2026-03-03 (items 1.01, 2.03, 3.02, 8.01, 9.01); 2026-02-18 (items 7.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: July 3, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.