Companies /Communication Services
Pinterest Inc - Class A
NYSE: PINS Internet Content & Information
$20.16
▼ $0.15 (−0.72%) today
Markets open · 3:09pm ET

Pinterest (PINS) Q3 2026 Earnings

Reported Oct 29, 2026, 4:07pm ET · SEC source
$0.46
Miss −5.23%
EPS · est. $0.49 Adjusted

Non-GAAP figure excludes share-based compensation of $288.2 million, restructuring charges of $4.1 million, payroll tax on share-based compensation of $5.6 million and amortization of acquired intangibles of $4.8 million; GAAP diluted EPS was $0.04.

$1.2B
Miss −2.63%
Revenue · est. $1.2B
1 quarter
Consecutive EPS misses

How Did PINS Stock React to Q3 2026 Earnings?

% change · around the report
−6%0+6%+12%Oct 29Oct 30report 4:07pm ETearnings−1.2%+4.5%
−6%0+6%+12%Oct 29Oct 30earnings−1.2%+4.5%
PINS +4.5%S&P 500 −1.2%
−6%0+6%+12%Oct 29Oct 30report 4:07pm ETearnings−1.9%+4.5%
−6%0+6%+12%Oct 29Oct 30earnings−1.9%+4.5%
PINS +4.5%NASDAQ −1.9%
0+7%+14%Oct 28Nov 3report 4:07pm ETearnings−1.5%+15.5%
0+7%+14%Oct 28Nov 3earnings−1.5%+15.5%
PINS +15.5%S&P 500 −1.5%
0+7%+14%Oct 28Nov 3report 4:07pm ETearnings−3.2%+15.5%
0+7%+14%Oct 28Nov 3earnings−3.2%+15.5%
PINS +15.5%NASDAQ −3.2%
−2.81%
Day of report
+4.91%
Next session

Did PINS Beat Earnings? Q3 2026 Results

No. Pinterest reported Q3 2026 earnings of $0.46 a share on Oct 29, 2026, missing the $0.49 consensus estimate by 5.2%. Revenue was $1.2B against a $1.2B estimate.

Pinterest delivered a disappointing third quarter of 2026, missing on both the top and bottom lines as slowing advertiser demand and mounting costs weighed on results. The visual discovery platform posted adjusted non-GAAP EPS of $0.46, falling short of the $0.49 consensus by 5.23%, while revenue of $1.17 billion grew 11.9% year over year but trailed the $1.21 billion estimate by 2.63%. The single most material drag on GAAP profitability was a surge in share-based compensation to $288.25 million, which contributed to GAAP net income collapsing 77% to $21.52 million and compressing the net margin to just 2% from 9% a year earlier. Monthly active users reached 661 million, up 10% year over year, though European monetization remained a pressure point, with ARPU declining 7% even as regional users grew. The legal scrutiny that has followed prior guidance misses adds a further overhang for investors. Looking ahead, Pinterest guided Q4 2026 revenue of $1.43 billion to $1.48 billion, implying 8% to 12% growth, with adjusted EBITDA expected between $538 million and $588 million.

Key Takeaways
  • Global MAUs up 10% to 661 million
  • U.S. and Canada ARPU up 10% to $8.38
  • Rest of World revenue up 24%, with MAUs up 13%
  • Adjusted EBITDA up 11% to $339.2 million with a 29% margin
  • Lower diluted share count lifted non-GAAP EPS to $0.46 from $0.38

“Pinterest reached an all-time high of 661 million monthly active users in Q3, with revenue growing 12% year over year.”

Pinterest CEO, on the earnings call

What Is Pinterest's Outlook?

For Q4 2026, Pinterest expects revenue of $1,425 million to $1,475 million, representing 8%–12% year-over-year growth. This assumes a modest foreign-exchange headwind based on current spot rates. Q4 2026 Adjusted EBITDA is expected to be $538 million to $588 million. Further outlook details are to be provided on the conference call.

PINS YoY Financials

Q3 2026 vs Q3 2025 · SEC filings Q3 2025 Q3 2026
$0$400.0M$800.0M$1.2B$1.0B$1.2BRevenue$58.5M$30.3MOperating Income$92.1M$21.5MNet Income
$0$400.0M$800.0M$1.2BRevenueOperating IncomeNet Income
PINS income statement, Q3 2026 versus Q3 2025
Metric Q3 2026 Q3 2025 Year over year
Revenue $1.2B $1.0B +11.9%
Operating Income $30.3M $58.5M −48.2%
Net Income $21.5M $92.1M −76.6%

PINS Revenue by Segment

U.S. and Canada$894.0M+14.0%
Europe$193.0M+0.0%
Rest of World$87.0M+24.0%

PINS Revenue by Geography

United States$894.0M+14.0%
North America
Europe$193.0M+0.0%
Rest of World$87.0M+24.0%

Figures from SEC filings and company reports. Not investment advice.