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Pinterest Inc.
PINSCommunicationGenerated Sep 5, 2026, 01:00 PM UTC
PINS (Pinterest Inc.) analytical snapshot. Revenue grew +15.8% YoY to $4.22B. 5-year revenue CAGR +10.4%. Net margin at 9.87% (expanding ▲). Valuation could not be computed. Risk: Moderate. Macro: Risk-on · Supportive. Composite analytical score 14 (data confidence 64%). Descriptive analytics from public filings — not investment advice.
Price
$20.40
NYQ
Revenue (FY)
$4.22B
YoY +15.8%
Net margin
9.87%
▲ 13.30pp
Free cash flow
$1.25B
29.65% margin
Risk level
Moderate
Free SEC analysis
— computed from SEC filings, free to readFree previewRegulatory Analyst
Filings & Ownership
Regulatory Analyst
score 15Stable
80% conf
Latest quarterly report (10-Q) filed Aug 4, 2026. 7 recent 8-K material-event filings in the index. Recent insider Form 4s: 0 buy vs 0 sell transactions.
- Latest quarterly report (10-Q) filed Aug 4, 2026.
- 7 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference Pinterest Inc.; broad institutional reporting.
- Recent filers include Freshford Capital Management, LLC, Freshford Capital Management, LLC, Freshford Capital Management, LLC.
- 20 recent 13G passive institutional ownership notices.
Latest 10-K
—
Latest 10-Q
Aug 4, 2026
8-K (recent)
7
Insider net
—
0B/0S
13F filers
10k+
Activist 13D
0
Recent 13F institutional filers (SEC EDGAR full-text)
| Filer | Form | Filed |
|---|---|---|
| Freshford Capital Management, LLC | 13F-HR | Aug 14, 2025 |
| Freshford Capital Management, LLC | 13F-HR | May 14, 2025 |
| Freshford Capital Management, LLC | 13F-HR | Nov 14, 2025 |
| 1623 Capital LLC | 13F-HR | Nov 3, 2020 |
| MAPLELANE CAPITAL, LLC | 13F-HR | Nov 14, 2022 |
Recent 8-K material events
| Date | Form | Description |
|---|---|---|
| Aug 28, 2026 | 8-K | 8-K |
| Aug 7, 2026 | 8-K | 8-K |
| Aug 4, 2026 | 8-K | 8-K |
| May 26, 2026 | 8-K | 8-K |
| May 4, 2026 | 8-K | 8-K |
| Mar 5, 2026 | 8-K | 8-K |
| Mar 3, 2026 | 8-K | 8-K |
Free previewSEC Filing Analyst
SEC Filing Deep-Analysis
SEC Filing Analyst
score 2Stable
62% conf
2 positive signal(s), 1 watch item(s) detected from XBRL filing diff analysis. Strong cash conversion (OCF > NI) combined with growing deferred revenue provides high forward visibility. The business model appears to generate sustainable, recurring cash flows — a positive structural indicator.
- Operating cash flow exceeds net income: OCF is 3.08x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
- Deferred revenue growing — future revenue visibility: Deferred revenue grew +103.0% to $47.5M, providing forward revenue visibility. This is a positive leading indicator for subscription or contract-based businesses.
- NEW: Off-balance sheet arrangements: Off-balance sheet arrangements appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- Endogenous analysis: Strong cash conversion (OCF > NI) combined with growing deferred revenue provides high forward visibility. The business model appears to generate sustainable, recurring cash flows — a positive structural indicator.
- 12 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 1 new risk-language term(s) detected in filing text: Off-balance sheet arrangements.
Revenue
$4.22B
+15.8% YoY
Operating income
$319.9M
+77.9% YoY
Net income
$416.9M
-77.6% YoY
Operating cash flow
$1.28B
+33.1% YoY
Capex
$32.4M
+31.6% YoY
Total assets
$5.49B
+2.8% YoY
Total liabilities
$746.9M
+26.3% YoY
Cash & equivalents
$969.3M
-14.7% YoY
Filing quality score
80/100
12 new disclosures
SEC XBRL metric changes (latest annual vs prior)
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $3.65B | $4.22B | $575.6M | +15.8% |
| Operating income | $179.8M | $319.9M | $140.1M | +77.9% |
| Net income | $1.86B | $416.9M | $-1.45B | -77.6% |
| Operating cash flow | $964.6M | $1.28B | $319.7M | +33.1% |
| Capex | $24.6M | $32.4M | $7.8M | +31.6% |
| Total assets | $5.34B | $5.49B | $149.5M | +2.8% |
| Total liabilities | $591.5M | $746.9M | $155.4M | +26.3% |
| Cash & equivalents | $1.14B | $969.3M | $-167.1M | -14.7% |
| Stockholders equity | $4.75B | $4.75B | $-5.9M | -0.1% |
| Accounts receivable | $893.4M | $997.8M | $104.4M | +11.7% |
| R&D expense | $1.24B | $1.43B | $186.9M | +15.1% |
XBRL disclosure changes (new vs dropped concepts)
| Type | Concepts |
|---|---|
| Added | ConvertibleDebtNoncurrent, DebtIssuanceCostsIncurredDuringNoncashOrPartialNoncashTransaction, FiniteLivedIntangibleAssetsAmortizationExpenseRemainderOfFiscalYear, Goodwill, GoodwillAcquiredDuringPeriod, IntangibleAssetsNetExcludingGoodwill, PaymentsForDerivativeInstrumentFinancingActivities, PaymentsToAcquireBusinessesNetOfCashAcquired, ProceedsFromConvertibleDebt, ProceedsFromPaymentsForOtherFinancingActivities |
| Removed | AccruedProfessionalFeesCurrent, AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment, AdvertisingExpense, AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedGainBeforeTax, AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedLossBeforeTax, AvailableForSaleDebtSecuritiesAmortizedCostBasis, CashAndCashEquivalentsFairValueDisclosure, ContractWithCustomerLiabilityCurrent, ContractualObligation, ContractualObligationDueAfterFifthYear |
Risk language in filing text (EDGAR full-text search)
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Impairment charge | medium | 5 | 2 | Ongoing |
| Restructuring | medium | 5 | 8 | Ongoing |
| Off-balance sheet arrangements | medium | 5 | 0 | NEW |
| Related party transactions | low | 2 | 1 | Ongoing |
Filing signal breakdown
Red flags: 0
Positive: 2
Watch: 1
Red flags
Positive
Watch
Free previewFundamentals Analyst
Fundamentals
Fundamentals Analyst
score 75Improving
80% conf
Revenue grew +15.8% YoY to $4.22B. 5-year revenue CAGR +10.4%. Net margin at 9.87% (expanding ▲).
- Revenue grew +15.8% YoY to $4.22B.
- 5-year revenue CAGR +10.4%.
- Net margin at 9.87% (expanding ▲).
- Return on equity 8.78%, ROA 7.59%, ROIC 6.74%.
- Gross margin 0.00%, operating margin 7.58%.
- Free cash flow margin 29.65% ($1.25B).
- Net income down ▼ +77.6% YoY.
- Asset turnover 0.89 — capital efficiency.
Revenue (FY)
$4.22B
YoY +15.8%
Net margin
9.87%
▲ 13.30pp
ROE
8.78%
ROA 7.59%
ROIC
6.74%
EPS (diluted)
$0.61
FY2025
Free cash flow
$1.25B
29.65% margin
Debt / equity
—
Cash $422.5M
Current ratio
3.81
Equity $2.89B
Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2024 | $3.65B | +19.3% | 0.00 | 4.93 | 51.07 | $940.0M | 39.19 |
| 2025 | $4.22B | +15.8% | 0.00 | 7.58 | 9.87 | $1.25B | 8.78 |
Quarterly revenue trend (last 6 quarters, SEC 10-Q)
| Quarter end | Revenue | YoY | QoQ | Net margin |
|---|---|---|---|---|
| Sep 30, 2024 | $898.4M | +17.7% | — | 3.40% |
| Mar 31, 2025 | $855.0M | +15.5% | -4.8% | 1.04% |
| Jun 30, 2025 | $998.2M | +16.9% | +16.8% | 3.88% |
| Sep 30, 2025 | $1.05B | +16.8% | +5.1% | 8.78% |
| Mar 31, 2026 | $1.01B | +17.8% | -4.0% | -7.30% |
| Jun 30, 2026 | $1.18B | +18.2% | +17.1% | -3.96% |
Sources:SEC EDGAR — Company Facts (XBRL)
+7 more years of history, charts & full breakdown Pro
Pro analysis — preview
— score, signals & key metrics shown; full reasoning lockedValuation
Valuation Analyst
score 0Stable
10% conf
Valuation could not be computed.
- Market price (Yahoo) or shares outstanding (SEC DEI) unavailable; multiples could not be computed.
ProFull breakdown & reasoning locked
Price & Technicals
Technical Analyst
score -60Deteriorating
85% conf
Price $20.40 — downtrend (below 200-DMA); 1-month momentum negative. RSI(14) 22.25 (oversold).
- Price $20.40 — downtrend (below 200-DMA); 1-month momentum negative.
Price
$20.40
NYQ
RSI(14)
22.25
50-DMA
$22.90
200-DMA
$21.93
Volatility (ann.)
53.91%
52w range
$13.84–$38.57
-47.1% from high
ProFull breakdown & reasoning locked
Macro & Rates
Macro Analyst
score 30Improving
80% conf
Risk-on · Supportive. Real GDP growth 1.50% (quarterly, as of Apr 1, 2026). CPI inflation +3.3% YoY. Fed funds rate 3.63%, 10Y Treasury 4.77%.
- Market regime: Risk-on · Supportive.
GDP growth
1.50%
CPI (YoY)
+3.3%
Fed funds
3.63%
10Y yield
4.77%
10Y−2Y
0.41pp
Unemployment
4.10%
ProFull breakdown & reasoning locked
Risk Scorecard
Risk Analyst
score -6Stable
83% conf
Composite risk Moderate. Liquidity current ratio 3.81 (adequate). Earnings stability: net-margin stdev 46.05pp over 9y.
- Composite risk: Moderate.
Risk level
Moderate
Debt / equity
—
Current ratio
3.81
Margin stdev
46.05pp
Cash / assets
8.88%
Liab / assets
39.20%
ProFull breakdown & reasoning locked
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Macro exposure
Cyclical / growth · High sensitivityMacro regime: Risk-on · Supportive. Pinterest Inc. is a cyclical / growth name (high macro sensitivity) — risk appetite favors cyclical/growth names.
Macro regime
Risk-on · Supportive
Yield curve
Normal
VIX
14.32
Fed funds
3.63%
CPI YoY
+3.3%
Analytical read
deterministic previewRevenue grew **+15.8%** YoY to $4.22B..
Risk
Moderate
Macro regime
Risk-on · Supportive
Macro exposure
Supportive
Descriptive analytics from public filings and macro data — not investment advice.
Peer comparison
Cyclical / growth groupHow PINS stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
| Company | Score | Macro |
|---|---|---|
| Intuit Inc. INTU | 35 | Supportive |
| CF Industries CF | 34 | Supportive |
| MercadoLibre Inc. MELI | 29 | Supportive |
| Shopify Inc. SHOP | 27 | Supportive |
| Alphabet Inc. GOOGL | 26 | Supportive |
| Newmont Corp. NEM | 24 | Supportive |
| Booking Holdings BKNG | 24 | Supportive |
| Uber Technologies UBER | 24 | Supportive |
| Salesforce Inc. CRM | 23 | Supportive |
| Meta Platforms Inc. META | 23 | Supportive |
| Okta Inc. OKTA | 18 | Supportive |
| Qualcomm Inc. QCOM | 18 | Supportive |
| Roku Inc. ROKU | 17 | Supportive |
| Netflix Inc. NFLX | 17 | Supportive |
| Comcast Corp. CMCSA | 17 | Supportive |
| Microsoft Corp. MSFT | 16 | Supportive |
| T-Mobile US Inc. TMUS | 16 | Supportive |
| Marvell Technology MRVL | 16 | Supportive |
| Workday Inc. WDAY | 15 | Supportive |
| Adobe Inc. ADBE | 14 | Supportive |
| Pinterest Inc. PINS● you | 14 | Supportive |
| Datadog Inc. DDOG | 14 | Supportive |
| Airbnb Inc. ABNB | 12 | Supportive |
| Dollar General Corp. DG | 12 | Supportive |
| NVIDIA Corp. NVDA | 11 | Supportive |
| Energy Transfer ET | 8 | Supportive |
| ConocoPhillips COP | 8 | Supportive |
| Oracle Corp. ORCL | 8 | Supportive |
| Spotify Technology SPOT | 8 | Supportive |
| Lam Research Corp. LRCX | 8 | Supportive |
| Cloudflare Inc. NET | 8 | Supportive |
| Delta Air Lines DAL | 7 | Supportive |
| Valero Energy VLO | 7 | Supportive |
| Ulta Beauty Inc. ULTA | 6 | Supportive |
| ASML Holding NV ASML | 6 | Supportive |
| Exxon Mobil Corp. XOM | 6 | Supportive |
| Amazon.com Inc. AMZN | 5 | Supportive |
| IBM Corp. IBM | 4 | Supportive |
| Eaton Corp. ETN | 4 | Supportive |
| Advanced Micro Devices AMD | 4 | Supportive |
| United Airlines Holdings UAL | 3 | Supportive |
| Chipotle Mexican Grill CMG | 3 | Supportive |
| GE Aerospace GE | 3 | Supportive |
| Snowflake Inc. SNOW | 2 | Supportive |
| Zscaler Inc. ZS | 2 | Supportive |
| Devon Energy DVN | 1 | Supportive |
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