Pinterest Surges 3.47% Despite 326th-Ranked Trading Volume as Earnings and User Growth Fuel Optimism

Pinterest (PINS) closed on August 4, 2025, with a 3.47% increase, outperforming the S&P 500’s 0.6% gain over the past month. Trading volume fell 24.42% to $340 million, ranking 326th in market activity. Analysts project Q2 earnings of $0.34 per share, a 17.2% year-over-year rise, with revenue expected to hit $974.61 million, up 14.2%. Key metrics highlight geographic revenue growth, including a 38% surge in the “Rest of World” segment to $52.42 million and a 19.4% increase in Europe to $170.75 million.

Global monthly active users (MAUs) are forecast to reach 573 million, up from 522 million a year prior, with international MAUs rising 18.1% to 327 million. U.S. and Canada MAUs are expected to hit 102 million, a 4.1% increase. Analysts also note a 7.3% rise in average revenue per user (ARPU) in the U.S. and Canada to $7.37. These figures suggest robust user growth and monetization potential, though market analysts caution that earnings revisions over the past 30 days have only increased by 3.5%, reflecting cautious optimism.

Recent stock performance has outpaced broader market trends, with PINS up 34.72% year-to-date compared to the S&P 500’s 7.62%. Institutional ownership and liquidity trends remain key drivers, though the stock’s beta of 0.78 indicates lower volatility than the market. Analysts emphasize that while short-term momentum is positive, long-term outcomes will hinge on execution against these revenue and user growth targets.

The strategy of purchasing the top 500 stocks by daily trading volume and holding them for one day delivered a 166.71% return from 2022 to the present, outperforming the benchmark return of 29.18% by 137.53%. This underscores the role of liquidity concentration in short-term stock performance, particularly in volatile markets.