Pinterest (PINS) Lags Q3 Earnings Estimates

Core Insights - Pinterest reported quarterly earnings of $0.38 per share, missing the Zacks Consensus Estimate of $0.40 per share, and showing a decrease from $0.40 per share a year ago, resulting in an earnings surprise of -5.00% [1] - The company generated revenues of $1.05 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.17%, and showing an increase from $898.37 million year-over-year [2] - Pinterest's stock has increased approximately 16.2% since the beginning of the year, slightly underperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.71 on revenues of $1.33 billion, and for the current fiscal year, it is $1.68 on revenues of $4.23 billion [7] - The estimate revisions trend for Pinterest was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Pinterest belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]