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Pinterest (PINS) Stock Analysis

Communication Services Updated September 06, 2026
$20.41
52W $13.84 – $38.57
57/100
$12.98B
58.3
0.89
AI Committee Verdict
Watch
57/100
Conviction: High · 83% agreement · 6 analysts
+20.8%
-11.7%
1.78:1
High

Is PINS Bullish or Bearish?

Mixed. Innellis AI committee rates Pinterest Inc. (PINS) Watch with a composite score of 57/100 , based on 6 analysts with 83% agreement. Last updated September 06, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +2.80 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -17.20 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • P/E of 46.4 is expensive by classic value standards — Value
  • EPS declining -91.6% YoY despite any revenue growth — Growth
  • Price structure making lower highs and lower lows — Technical
  • RSI at 20 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price structure (HH_HL) contradicts the downtrend -- mixed signals — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 06, 2026
Overall Committee Score
57/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 70%
of 55 Communication Services peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 46.4 is expensive by classic value standards
Growth Analyst neutral
57 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -91.6% YoY despite any revenue growth
Technical Analyst neutral
41 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 19.5% signals elevated volatility
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2704.43)
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Investment Thesis Evolution

Committee score moved marginally from 57.2 to 57.2.

Analyst-level changes:
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-09-05 to 2026-09-06 (1 day apart).

Technical Analysis

RSI (14)
19.5
Oversold
MACD Histogram
-0.361
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Hh Hl
Support
$18.02
Resistance
$24.66
Bollinger %B
-0.04
Below Lower Band
Price vs Moving Averages
EMA 9
$21.72 Below
EMA 21
$22.46 Below
EMA 50
$22.49 Below
EMA 200
$23.34 Below

Fundamental Analysis

Valuation
53
Growth
73
Profitability
62
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 58.3×
P/B Ratio 4.23×
PEG Ratio -0.66
Dividend Yield 0.00%
52W High $38.57
52W Low $13.84
Quality & Growth
ROE 878.5%
ROA 756.4%
Gross Margin 7947.3%
Operating Margin 595.5%
Revenue Growth YoY
Debt / Equity 0.41
AI Fundamental Assessment
P/E ratio of 58.3 (rich relative to a 15-40x range); Price-to-book of 4.2x; PEG ratio of -0.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 8.8%; Return on assets of 7.6%; Net margin of 5.5%; Gross margin of 79.5%; Current ratio of 3.81 (healthy short-term liquidity); Debt-to-equity of 0.41; Free cash flow per share is positive (2.66); Most recent quarter beat estimates by 18.1%; 2 consecutive earnings beats; EPS growth accelerating (-59.7% -> +59.3% QoQ); Average YoY EPS growth of 30.3%; Analyst estimates falling over recent quarters
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