Pinterest, Inc.
In the published model solve dated 2026-Q2, anchored at $22.75, Pinterest, Inc. (PINS) is priced for today's economics sustained for ~15.0 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed August 7, 2026 from SEC EDGAR filings.
• Pinterest reached 640 million monthly active users in the June 2026 quarter, an eleventh straight quarter of double-digit user growth, while revenue rose 18 percent to 1,179.7 million dollars [Source: Q2 2026 earnings release, August 4, 2026]. • The reported profit and the money the business actually generates are far apart, and stock compensation is the whole of the gap: 880.5 million dollars of it ran through the 2025 accounts against 1,284.3 million of operating inflows that year [Source: F
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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.
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.
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.
PINS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next 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.
PINS's latest 8-K filings: 2026-08-28 (items 5.02); 2026-08-07 (items 5.02); 2026-08-04 (items 2.02, 9.01); 2026-05-26 (items 5.07); 2026-05-04 (items 2.02, 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: August 7, 2026
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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.