Pinterest is adding millions of new social media users while increasing engagement from existing users.

AI-generated source summary

The video provides a fundamental analysis of Pinterest (PINS) stock, referencing its second quarter earnings call transcript. It highlights that Pinterest ended the quarter with 578 million global monthly active users, up 11% year-over-year, adding roughly 50 million users. User growth from the US and Canada is noted as particularly valuable due to higher monetization potential. Global revenue increased 17% to $998 million, while the ad impression grew 55%. The management attributes a sequential acceleration in ad impressions and a corresponding decline in ad pricing to the growing mix shift from ad impressions. Intrinsic value using DCF model is 87.06, that is calculated from long term revenue grow and adding non-op assets, with a beta of 0.78. Adjusting the beta up to 1.25 decreases the value per share to 56.15.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   29 Aug 2025, 19:45 UTC

   The analyst published the original source item.

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   05 Nov 2025, 14:30 UTC

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   05 Nov 2025, 14:30 UTC

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4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

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5. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

6. Outcome tracking started

   02 Jul 2026, 02:13 UTC

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