Pinterest Q4 Preview: Analysts Forecast $1.33B Revenue and $0.67 EPS

PINSPINS

Pinterest’s Q4 revenue rose 16.8% year-on-year to $1.05 billion, with 600 million monthly active users (+11.7%) and EBITDA above estimates, though Q1 revenue guidance lagged analysts. Analysts see Q4 revenue at $1.33 billion (15.3% growth) and EPS of $0.67, while shares are down 24.1% versus a $35.41 average target.

1. Last Quarter Financial Performance

Pinterest’s Q4 revenue reached $1.05 billion, up 16.8% year-on-year, with EBITDA surpassing analyst estimates. The company ended the quarter with 600 million monthly active users, marking an 11.7% increase over the prior year.

2. Analyst Projections for Next Quarter

Analysts project Q4 revenue of $1.33 billion, representing 15.3% growth year-on-year, and adjusted EPS of $0.67. These expectations reflect a deceleration from the 17.6% revenue increase recorded in the same quarter last year.

3. User Growth and Engagement

Monthly active users climbed to 600 million, boosting ad engagement across the platform. Year-on-year MAU growth of 11.7% underlines expanding user reach in a competitive landscape.

4. Stock Performance and Peer Comparison

Pinterest shares have declined 24.1% over the past month, trading well below the $35.41 average analyst target. In comparison, Reddit delivered 69.7% revenue growth and Meta posted 23.8%, setting performance benchmarks in the social networking sector.

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