Pinterest Experiences Strong ARPU Growth: Can the Momentum Persist?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 20 2025
0mins
Should l Buy PINS?
Source: NASDAQ.COM
Pinterest's Revenue Growth: Pinterest reported a global average revenue per user (ARPU) of $1.78 in Q3, up from $1.70 year-over-year, with significant increases in Europe (31%) and the Rest of World (44%). The company has 600 million active users, with Gen Z being the fastest-growing demographic.
AI Investments and User Engagement: The company has heavily invested in AI to enhance personalization and visual search capabilities, leading to a 44% increase in queries year-over-year. AI tools for advertisers have also been introduced to improve user targeting.
Competitive Landscape: Pinterest faces competition from Reddit and Snap, with Reddit's ARPU growing 41% and Snap's ARPU increasing 2% year-over-year. Despite its growth, Pinterest's stock has declined 12.8% over the past year, contrasting with the industry's overall growth of 4.9%.
Valuation and Earnings Outlook: Pinterest trades at a forward price-to-sales ratio of 3.62, below the industry average, and its earnings estimates for 2025 have decreased over the past 60 days, resulting in a Zacks Rank of #4 (Sell).
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Analyst Views on PINS
Wall Street analysts forecast PINS stock price to rise
17 Analyst Rating
14 Buy
3 Hold
0 Sell
Strong Buy
Current: 19.100
Low
24.90
Averages
35.46
High
44.00
Current: 19.100
Low
24.90
Averages
35.46
High
44.00
About PINS
Pinterest, Inc. (Pinterest) offers visual search and discovery platform. The Company’s primary service, Pinterest, can be accessed through its mobile application or the Web. People use Pinterest to find ideas. As they browse Pinterest content, Pins, they fine-tune their tastes and find the idea. Users interact with the platform in multi-session journeys to find inspiration, curate their latest look, plan their next project and shop from brands. It has approximately 553 million monthly active users across the world. Content on Pinterest comes from a variety of sources, including retailers, brands, creators, publishers and users. It acquires that content via a range of methods, including product catalog uploads, direct publishing, and user curation. Content formats include images that allow the user to click into an idea to learn more, videos that provide the steps of an idea, and products that brands and merchants upload from catalogs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Share Repurchase Plan: Pinterest plans to utilize this investment through a $1 billion accelerated share repurchase (ASR) agreement, which is expected to significantly enhance earnings per share and improve shareholder returns.
- New Repurchase Authorization: This repurchase initiative is part of a new $3.5 billion program authorized by the Board of Directors, indicating strong confidence in future cash flows and a commitment to shareholder value.
- Future Repurchase Outlook: Including the completed $473 million in repurchases, Pinterest anticipates approximately $2 billion in total share repurchases in the first half of 2026, further solidifying its position in the market.
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- Private Credit Concerns: Blackstone's Jon Gray defended the quality of loans from its main private credit fund, despite allowing investors to withdraw nearly 8% of their investments, which caused Blackstone shares to fall nearly 4%, reflecting growing market concerns about the health of the private credit sector.
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- Natural Gas Price Spike: European natural gas prices surged more than 22% to a three-year high after Qatar's Ras Laffan plant was targeted by an Iranian drone attack, posing significant risks to global liquefied natural gas supply and market stability.
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