Pinterest: Valuation Makes No Sense, Focus On International Momentum (Upgrade)

Pinterest: Valuation Makes No Sense, Focus On International Momentum (Upgrade) Nov. 24, 2025 3: 12 AM ETPinterest, Inc. (PINS) StockPINS Comments Summary Pinterest is now valued as a value stock despite strong revenue and earnings growth, a net cash balance sheet, and aggressive share repurchases. PINS trades at just 13x forward earnings, with double-digit growth expected, and pessimism appears overdone given its profitability and ongoing buybacks. While PINS underperforms Meta Platforms, international monetization and margin expansion offer upside, with 12%-18% annual returns projected over five years. I am upgrading PINS to a “strong buy” rating, citing conservative valuation, robust fundamentals, and potential for continued growth and shareholder returns. Black Friday Sale 2025: Get 20% Off Pinterest (PINS) is now priced as a value stock. That is surprising given the company’s continued strong top- and bottom-line growth. The company maintains a net cash balance sheet and is aggressively repurchasing stock. Sure, it may be underperforming the elephant in the room, but This article was written by 36. 37K Follower s Julian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an additional layer to the conventional margin of safety. Features include: exclusive access to Julian’s highest conviction picks, full stock research reports, real-time trade alerts, macro market analysis, individual industry reports, a filtered watchlist, and community chat with access to Julian 24/7. Learn more. Analyst’s Disclosure: I/we have a beneficial long position in the shares of PINS, META, AMZN, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Comments Recommended For You.
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