Pinterest is expected to report Q1 2026 revenue of approximately $967.8 million (+13.2% YoY) and adjusted EPS of $0.22 (-4.3% YoY), with the stock currently trading at $20.22 against a consensus price target of $25.40. The primary focus for investors is the growth of Global Monthly Active Users (MAUs), which is estimated to reach 623 million for the quarter.
Wall Street is closely monitoring the company's ability to bridge its "monetization gap" by converting record-high engagement levels into faster revenue growth. Analysts are also looking for evidence that recent sales force restructuring and AI-powered ad products are effectively counteracting headwinds from large retailer ad pullbacks.