Pinterest stock posts 12% Q3 revenue growth as Europe stalls

Published on 11/05/2026 at 04:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Pinterest stock faces weaker European monetization after the company reported record users and cautious fourth-quarter guidance. AI remains central to its strategy.

Growth meets international pressure

Pinterest reported record global monthly users while fourth-quarter revenue guidance pointed to slower growth.
European monetization weakened, with regional revenue flat and average revenue per user lower year over year.
The company is focusing on AI-powered discovery, performance advertising and international monetization.

PINS, US72352L1061, Illustration mit AI erstellt.

Pinterest reported third-quarter 2026 revenue of 1.174 billion US dollars, up 12 percent year over year, in results released on Thursday, October 29. The company also reached a record 661 million global monthly active users, according to Pinterest's earnings release.

Europe weighs on monetization

Revenue in the United States and Canada increased to 894 million US dollars, while Europe revenue was 193 million US dollars, unchanged from the year-earlier quarter. European average revenue per user fell to 1.21 US dollars from 1.31 US dollars, even as European monthly active users rose 7 percent to 161 million.

GAAP net income declined to 22 million US dollars from 92 million US dollars a year earlier. Adjusted EBITDA reached 339 million US dollars, with an adjusted EBITDA margin of 29 percent.

Fourth-quarter outlook stays cautious

Pinterest guided for fourth-quarter revenue of 1.425 billion to 1.475 billion US dollars, implying year-over-year growth of 8 percent to 12 percent. Adjusted EBITDA is expected to range from 538 million to 588 million US dollars. The outlook includes a modest foreign-exchange headwind based on current spot rates.

The real-time quote of Pinterest stock showed 18.95 euros on Lang & Schwarz at 11:00 p.m. CET on Wednesday, November 4.

Management said regulatory changes affecting the European de minimis exemption reduced spending by cross-border sellers. Pinterest is responding with stronger performance advertising, new international go-to-market efforts and AI-powered visual search and shopping tools.

Pinterest's platform and rivals

Pinterest operates a visual search and shopping platform where users discover ideas, find products and turn inspiration into action. Its Pinterest Intelligence system combines visual understanding and AI with searches, saves, Boards, Collages and clicks, while the company sells advertising to brands and retailers. Headquartered in San Francisco, Pinterest serves users globally through its website and mobile applications. The company competes with larger digital advertising and discovery platforms including Alphabet, Meta Platforms and Amazon, while maintaining a more specialized focus on visual discovery and shopping intent.