Pinterest reported revenue growth of 17% year-over-year in its most recent quarter, driven by the expansion of its AI-powered discovery shopping platform. The company’s visual search capabilities now recognize items in user-uploaded photos and deliver direct shopping links, boosting engagement and advertiser ROI. Performance+ tools have enabled advertisers to identify high-intent shoppers and optimize bidding strategies, contributing to a 25% increase in ad impressions across its platform over the past six months.

In a bid to extend its performance advertising capabilities into connected television, Pinterest will launch “Bring My Pinterest to Life,” an original shoppable series on Roku beginning in March. Viewers will be able to transition seamlessly from watching home-makeover content to purchasing featured products via Pinterest boards or directly with brand partners. This initiative follows Pinterest’s acquisition of tvScientific, positioning the company to offer outcome-based CTV campaigns and unify search, social and TV advertising metrics.

During the third quarter, Donoghue Forlines LLC established a new stake in Pinterest, acquiring 61,534 shares valued at approximately 1.98 million dollars. Smaller investors such as Revolve Wealth Partners and Integrated Wealth Concepts also added to their positions, while mass-market funds increased stakes by up to 46%. Concurrently, insiders sold 105,161 shares for proceeds totaling roughly 2.8 million dollars, representing a 7% insider ownership level. These moves reflect both growing institutional confidence and management’s portfolio rebalancing ahead of strategic investments.

Pinterest’s third-quarter results showed adjusted earnings per share of $0.38 and revenue of $1.05 billion, marking a 16.8% year-over-year increase in top-line performance. Net margin improved to 49%, and return on equity reached 8.2%. Analysts have maintained a moderate-buy consensus, citing consistent revenue acceleration, expanding ad products and robust gross margins near 80%. Price targets from major brokerages range narrowly, reflecting expectations that Pinterest’s continued investments in AI and CTV performance advertising will drive sustained growth.