When you hear “social media stock,” your brain probably jumps to Meta, X (formerly Twitter), or TikTok’s parent company. Pinterest? It’s not always top of mind.
But maybe it should be.
Because while the others are chasing trends, Pinterest is quietly building a money-making machine, and Wall Street is starting to pay attention.
Pinterest just had a very good quarter. We’re talking $855 million in revenue (up 16% YoY), 570 million monthly active users (up 10%), and a big thumbs-up from analysts who think there’s a lot more room to grow.
The company’s making all the right moves, and not just from a product perspective. It’s evolving into a full-on e-commerce discovery engine.
AI, Shoppable Pins, and Gen Z Love
Pinterest isn’t just a mood board anymore.
They’ve rolled out a ton of new features powered by AI and machine learning.
This is hyper-personalized recommendations, visual search tools that actually work, and shoppable pins that let you buy stuff without leaving the app.
And here’s the kicker: Gen Z is into it. CEO Bill Ready said it best: “Pinterest is where people come to shop, not scroll.”
That matters, because people who show up ready to buy are gold for advertisers.
But Is the Stock Really a Buy?
Honestly? Yes.
Investors are circling this stock because it is trading at a discount compared to competitors like Meta and Snap, and it has got cash to burn (over $2.5B in the bank).
It is doing $600M worth of stock buybacks this year (a big vote of confidence), and it is still early in its e-commerce journey.
According to Citi, Pinterest could grow earnings by 24% annually and has one of the lowest PEG ratios in the space.
Translation? You’re getting growth and value. Rare combo.
Pinterest ≠ Instagram, and That’s a Good Thing
While other platforms chase short-form video and viral trends, Pinterest is playing a long game.
Most content on Pinterest doesn’t vanish after 24 hours. In fact, a single Pin can stay relevant for over a year. That gives advertisers better ROI and gives Pinterest users a reason to keep coming back for inspiration and planning, whether it’s outfits, wedding ideas, or kitchen remodels.
It’s kind of like a visual search engine meets a shopping cart, and that’s exactly what makes it valuable.
Pinterest might not be as flashy as TikTok or as dominant as Meta, but it’s carved out a profitable, feel-good niche.
People use Pinterest with intention. They’re planning a trip, a birthday, a home upgrade. That mindset? It’s way more monetizable than someone doom-scrolling for dopamine.
As Ready puts it: “We’re not trying to steal attention. We’re helping people take action.”
If You’re Looking for a “Quiet Giant,” This Might Be It
Pinterest is one of those stocks that flies under the radar, until it doesn’t.
If you want to invest in the future of visual commerce, AI-driven discovery, and a platform with a positive user vibe, it might be time to look past the Metas of the world.
Don’t sleep on Pinterest. This pin might just be worth sticking with.