Pinterest (PINS) reported $1.18 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 18.2%. EPS of $0.43 for the same period compares to $0.33 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.15 billion, representing a surprise of +2.39%. The company delivered an EPS surprise of +19.44%, with the consensus EPS estimate being $0.36.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Pinterest performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Monthly Active Users - Global: 640 versus 631 estimated by eight analysts on average. ARPU - Global: $1.86 versus the eight-analyst average estimate of $1.82. Monthly Active Users - Rest of World: 377 versus the six-analyst average estimate of 367. Monthly Active Users - U.S. and Canada: 106 compared to the 107 average estimate based on six analysts. Monthly Active Users - Europe: 157 versus 157 estimated by six analysts on average. ARPU - Rest of World: $0.23 compared to the $0.24 average estimate based on six analysts. ARPU - Europe: $1.35 compared to the $1.42 average estimate based on six analysts. ARPU - U.S. and Canada: $8.30 versus $7.86 estimated by six analysts on average. Geographic Revenue- U.S. and Canada: $880 million versus $837.38 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +18.1% change. Geographic Revenue- Rest of World: $87 million versus the six-analyst average estimate of $87.69 million. The reported number represents a year-over-year change of +38.1%. Geographic Revenue- Europe: $213 million versus $221.77 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +11.5% change.View all Key Company Metrics for Pinterest here>>>
Shares of Pinterest have returned +8.6% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Research Chief Names "Single Best Pick to Double"
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This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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Pinterest, Inc. (PINS): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).