Pinterest has shifted from a social inspiration platform to an AI-powered shopping destination, reporting 17% year-over-year revenue growth in its most recent quarter. The company’s visual search technology can identify products within user-uploaded images and direct shoppers to purchase links, while its Performance+ advertising suite helps brands improve targeting and bid more aggressively on high-intent users. With a forward price-to-earnings ratio near 12.5 and gross margins approaching 80%, Pinterest positions itself as a cost-efficient growth stock leveraging proprietary machine-learning models to increase user engagement and advertiser ROI.

In March, Pinterest will launch “Bring My Pinterest to Life,” an original shoppable TV series on Roku. Each episode features hosts collaborating with Pinterest users to materialize ideas from their boards into real-world spaces. Viewers can seamlessly transition from watching the show to shopping featured products via Pinterest’s platform or direct brand sites. This initiative follows Pinterest’s acquisition of CTV performance ad platform tvScientific, enabling advertisers to buy connected-TV campaigns on a pay-by-outcome basis and measure TV ad impact using Pinterest’s performance metrics.

During the third quarter, Donoghue Forlines LLC acquired over 61,500 shares of Pinterest, representing a $2 million investment, while Revolve Wealth Partners and Empowered Funds added stakes valued at $252,000 and $470,000, respectively. Institutional ownership now stands at roughly 89% of outstanding shares. Conversely, insiders have reduced positions, with one executive selling approximately 74,000 shares for just under $2 million. Over the past three months, insider sales totaled 105,000 shares worth $2.8 million. Despite these sales, analysts maintain a consensus “Moderate Buy” rating based on Pinterest’s expanding ad product suite and accelerating revenue trajectory.

In the latest fiscal quarter, Pinterest posted revenue of $1.05 billion, up 16.8% year-over-year, and delivered $0.38 in earnings per share, narrowly missing consensus estimates by $0.04. The company reported a net margin of 49% and a return on equity of 8.2%, underpinned by high gross margins and operational leverage in its ad business. Analysts forecast Pinterest will earn $0.60 per share in the current fiscal year. With its market capitalization near $18 billion and a price-to-earnings-growth ratio of 1.23, investors are watching closely to see if new ad formats and CTV capabilities will drive the next leg of growth.