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PINS.NYSE
Pinterest
Communication Services · Interactive Media & Services

Visual discovery platform helping people find inspiration and ideas for lifestyle projects through image-based social media.

HQ: United StatesListed: United States

Historical AI Forecasts

Audit every published iPulse AI forecast batch and immutable historical research document for Pinterest.

Historical AI Forecasts

Pinterest, Inc. (PINS.NYSE) AI FORECASTS & ADVISOR ANALYSIS

Read and compare the 12 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 28 November 2025Deep analysis 28 November 2025

PublisherRusslan Ramdowar
25 min readAudit All Past Forecasts

AI Advisor 1 AI

Independent Investor FrameworkAI Researcher

Model rating

Buy

5-Year Return Est.

+105.2%

PINS.NYSE does not currently pay dividends

1. Investment Thesis — Base Case

At the current price of $25.57, Pinterest represents an attractive risk-reward proposition characterized by steady, if unspectacular, compounding. The thesis rests on the successful execution of its 'monetization per user' strategy rather than explosive user growth. While MAU growth in the US has saturated, the integration of third-party demand (Amazon/Google) provides a durable floor for ad pricing and fill rates. We expect Pinterest to maintain revenue growth in the mid-to-high teens (15-18%) annually, driven by and improved shoppability features. The company's discipline in managing opex, established in 2024-2025, yields consistent expansion. The stock is likely to grind higher as earnings catch up to valuation, revisiting the $40-$50 range over the forecast period.

Historical prices and published forecast

Historical prices and published forecastObserved prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.8.1729.9151.6573.3895.12Nov 2020May 2023Nov 2025May 2028Nov 2030Forecast starts
  • Observed price
  • Published advisor forecast
Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.
View chart values
Historical prices and published forecast — published chart values
SeriesDateValue (USD)
Observed price2020-11-2365.8
Observed price2020-12-1771.0
Observed price2021-01-0267.0
Observed price2021-01-1071.8
Observed price2021-01-2669.2
Observed price2021-02-1187.0
Observed price2021-02-1587.9
Observed price2021-03-0764.4
Observed price2021-03-2769.2
Observed price2021-04-0886.0
Observed price2021-04-1284.0
Observed price2021-05-0659.2
Observed price2021-05-1458.0
Observed price2021-05-3064.8
Observed price2021-06-0765.4
Observed price2021-07-0179.9
Observed price2021-07-0580.0
Observed price2021-07-1769.6
Observed price2021-08-0658.8
Observed price2021-08-1854.1
Observed price2021-09-0356.6
Observed price2021-09-1953.3
Observed price2021-10-0550.0
Observed price2021-10-2161.4
Observed price2021-10-2550.7
Observed price2021-11-0244.4
Observed price2021-11-2243.1
Observed price2021-12-1634.9
Observed price2021-12-2437.3
Observed price2022-01-0932.6
Observed price2022-01-1732.0
Observed price2022-02-1025.6
Observed price2022-02-2626.5
Observed price2022-03-0623.5
Observed price2022-03-1422.4
Observed price2022-04-0326.5
Observed price2022-04-1123.3
Observed price2022-04-2718.67
Observed price2022-05-2122.8
Observed price2022-05-2518.90
Observed price2022-06-1417.19
Observed price2022-06-2621.0
Observed price2022-07-2021.3
Observed price2022-07-2418.08
Observed price2022-08-0119.99
Observed price2022-08-2524.0
Observed price2022-09-0222.1
Observed price2022-09-1025.6
Observed price2022-10-0825.0
Observed price2022-10-1622.1
Observed price2022-10-2824.9
Observed price2022-11-0921.3
Observed price2022-12-0722.7
Observed price2022-12-1525.2
Observed price2022-12-2723.4
Observed price2023-01-1226.4
Observed price2023-02-0527.8
Observed price2023-02-0924.7
Observed price2023-02-1724.4
Observed price2023-03-0526.6
Observed price2023-03-1323.7
Observed price2023-04-0628.3
Observed price2023-04-1428.6
Observed price2023-05-0420.8
Observed price2023-05-1221.4
Observed price2023-05-2824.3
Observed price2023-06-0923.9
Observed price2023-06-2927.6
Observed price2023-07-1929.8
Observed price2023-07-2726.9
Observed price2023-07-3129.0
Observed price2023-08-1225.9
Observed price2023-09-0528.8
Observed price2023-09-1725.5
Observed price2023-10-0325.9
Observed price2023-10-1128.5
Observed price2023-10-2724.4
Observed price2023-11-0831.4
Observed price2023-11-2431.7
Observed price2023-12-1437.0
Observed price2024-01-0335.9
Observed price2024-01-1137.7
Observed price2024-01-1536.9
Observed price2024-02-0840.7
Observed price2024-02-2035.1
Observed price2024-03-0336.4
Observed price2024-03-1933.9
Observed price2024-03-3135.2
Observed price2024-04-2032.5
Observed price2024-05-0240.5
Observed price2024-05-1842.7
Observed price2024-05-3041.4
Observed price2024-06-0341.2
Observed price2024-06-2744.1
Observed price2024-07-0543.5
Observed price2024-07-2537.9
Observed price2024-07-2937.4
Observed price2024-08-0628.9
Observed price2024-08-3032.0
Observed price2024-09-1528.9
Observed price2024-09-2330.5
Observed price2024-10-1334.0
Observed price2024-11-0633.8
Observed price2024-11-1429.4
Observed price2024-11-1829.0
Observed price2024-12-0832.8
Observed price2024-12-2829.4
Observed price2025-01-0531.9
Observed price2025-01-1330.4
Observed price2025-02-0633.6
Observed price2025-02-1039.6
Observed price2025-03-0634.5
Observed price2025-03-2233.0
Observed price2025-04-0327.5
Observed price2025-04-1126.4
Observed price2025-04-1924.7
Observed price2025-05-0527.5
Observed price2025-05-1332.9
Observed price2025-06-0231.9
Observed price2025-06-2635.1
Observed price2025-07-1235.6
Observed price2025-07-2037.7
Observed price2025-08-0538.9
Observed price2025-08-0934.8
Observed price2025-09-0637.9
Observed price2025-09-1035.3
Observed price2025-09-2235.3
Observed price2025-10-1231.6
Observed price2025-10-2434.0
Observed price2025-11-0525.8
Observed price2025-11-2125.0
Observed price2025-12-0327.4
Observed price2025-12-1525.8
Observed price2026-01-0826.8
Observed price2026-01-1226.8
Observed price2026-02-0519.32
Observed price2026-02-0920.1
Observed price2026-02-1315.42
Observed price2026-03-0919.65
Observed price2026-03-2917.93
Observed price2026-04-1017.62
Observed price2026-04-2220.6
Observed price2026-05-0821.3
Observed price2026-05-2018.81
Observed price2026-06-0921.9
Observed price2026-06-2519.48
Observed price2026-06-2921.9
Observed price2026-07-1523.7
Observed price2026-08-0425.6
Observed price2026-08-1222.9
Observed price2026-08-2423.5
Observed price2026-09-0918.28
Observed price2026-09-1618.65
Observed price2026-09-1718.31
Observed price2026-09-1818.60
Published advisor forecast2025-11-2625.6
Published advisor forecast2026-05-2728.4
Published advisor forecast2026-11-2731.8
Published advisor forecast2027-05-2734.5
Published advisor forecast2027-11-2737.2
Published advisor forecast2028-05-2740.1
Published advisor forecast2028-11-2742.8
Published advisor forecast2029-05-2745.0
Published advisor forecast2029-11-2747.6
Published advisor forecast2030-05-2749.8
Published advisor forecast2030-11-2752.5

2. Scenarios & Signals

Bull case

Pinterest successfully transitions from a visual discovery engine to a primary e-commerce destination, leveraging its 'high-intent' user base. The maturation of third-party partnerships with Amazon and Google solves previous monetization gaps, driving North American toward $12-$15 and International significantly higher. Superior implementation of AI-driven recommendation algorithms (increasing engagement via 'Shuffles' and video) successfully counters competition from TikTok and Instagram. As margins expand toward 30% due to operational leverage and automated ad-serving, the market re-rates PINS closer to e-commerce multiples rather than social media multiples. In this scenario, Pinterest becomes the de facto 'mall of the internet', justifying a market cap exceeding $60 billion.

Bear case

Pinterest fails to break out of its niche status, with user growth plateauing in North America and stalling internationally. The Amazon and Google partnerships prove to be deflationary for PINS' own direct-sales ad pricing, turning the platform into a low-margin traffic hose for larger tech giants rather than a standalone premium ad ecosystem. Engagement metrics deteriorate as Gen Z users migrate entirely to short-form video platforms, rendering Pinterest's static image format obsolete. In a recessionary environment, discretionary ad spend on 'experimental' platforms like Pinterest is cut first. Valuation compresses to low single-digit revenue multiples as the company struggles to maintain profitability, potentially drifting toward $10-$15 per share.

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