Updated
Updated · The Motley Fool · Aug 8
Pinterest Grows Q2 Revenue 18% to $1.19 Billion as Q3 Outlook Caps Stock Rebound
Updated
Updated · The Motley Fool · Aug 8

Pinterest Grows Q2 Revenue 18% to $1.19 Billion as Q3 Outlook Caps Stock Rebound

3 articles · Updated · The Motley Fool · Aug 8

Summary

  • Pinterest posted 18% Q2 revenue growth, 11% more monthly active users at 640 million, and adjusted EPS up 30% to $0.43, beating consensus even as the stock slipped on its outlook.
  • Q3 guidance called for revenue of $1.19 billion to $1.21 billion, up 13% to 15%, a range investors viewed as cautious despite matching analyst estimates and Pinterest’s recent pattern of conservative forecasts.
  • Ad impressions rose 16% and ad prices edged up 1%, while adjusted EBITDA increased 24% to $311.3 million; U.S. and Canada revenue climbed 18% to $800 million and rest-of-world revenue jumped 38% to $87 million.
  • The user base expansion was led by rest-of-world MAUs, up 15% to 377 million, while global ARPU rose 7% to $1.86 and U.S.-Canada ARPU gained 14% to $8.30.
  • With the shares down about 10% in 2026 and 40% over the past year, the results reinforce the debate over whether Pinterest’s steady mid-teens growth and improving ad tools are being undervalued.

Insights

Could Pinterest's cheaper ad rates and new AI tools secretly make it a more profitable marketing bet than Meta this quarter?
Despite record user growth and AI-driven ad success, why is Wall Street severely punishing Pinterest's stock in 2026?