Wolfe Research Maintains Buy Rating for Pinterest with $43.00 Price Target

Wolfe Research analyst Shweta Khajuria maintained a Buy rating on Pinterest with a price target of $43.00. The company has a Strong Buy analyst consensus with a price target consensus of $43.79, a 31.54% upside from current levels. Pinterest has a one-year high of $40.90 and a one-year low of $23.68, with an average volume of 10.61M. Corporate insider sentiment is negative, with an increase in insiders selling shares in June 2025.

Wolfe Research analyst Shweta Khajuria maintained a Buy rating on Pinterest (PINS) with a price target of $43.00. The company has a Strong Buy analyst consensus, with a price target consensus of $43.79, representing a 31.54% upside from current levels. Pinterest has seen a one-year high of $40.90 and a one-year low of $23.68, with an average trading volume of 10.61 million shares. Corporate insider sentiment is negative, as indicated by an increase in insiders selling shares in June 2025 [1].

Pinterest's recent financial performance has been robust. The company reported a 16.9% year-over-year increase in second-quarter revenue, surpassing consensus estimates by 2%. EBITDA also exceeded expectations, beating consensus by approximately 8%. Several firms have since adjusted their price targets for Pinterest. TD Cowen raised its price target to $44 while maintaining a Buy rating, and Rosenblatt Securities increased its target to $49, also keeping a Buy rating. JPMorgan (NYSE:JPM) raised its price target to $44, reflecting a 10% increase from its previous valuation, and maintained an Overweight rating [2].

Investing.com's CFRA raised its price target on Pinterest Inc (NYSE:PINS) to $43.00 from $38.00 while maintaining a Strong Buy rating. CFRA noted that despite a sell-off in Pinterest shares following second-quarter results and third-quarter guidance, the firm believes the fundamental investment story remains unchanged [2].

Pinterest's strategic focus on AI-powered monetization tools and a user base increasingly dominated by young, high-intent shoppers positions it as a long-term growth story. The company invested $1.24 billion in AI to boost ad efficiency, achieving 32% higher campaign performance for brands like Macy's and Walgreens. Gen Z now constitutes over 50% of Pinterest's 578 million global monthly active users (MAUs), driving visual commerce growth through AI-powered tools like Pinterest Lens [3].

Analysts are bullish on Pinterest's trajectory. Bank of America upgraded its 2025 revenue forecast to $4.2 billion and EBITDA to $1.3 billion, citing AI-driven monetization and Gen Z growth. Goldman Sachs maintained a Buy rating with a $43 price target, while J.P. Morgan upgraded the stock to Overweight. The 30 Wall Street analysts covering PINS assigned a “Moderate Buy” consensus, with an average 12-month price target of $41.19—10.62% above its current price [3].

While macroeconomic headwinds and AI infrastructure costs pose challenges, Pinterest's strategic advantages mitigate these risks. Its Rest of the World (RoW) segment saw a 65% revenue surge in Q2 2025, driven by localized AI tools and hyper-personalized recommendations. The company's balance sheet is robust, with $1.14 billion in cash and a current ratio of 8.41x. Strategic partnerships, such as its collaboration with Instacart, enhance its AI models by integrating first-party shopping data, enabling closed-loop measurement and improving advertiser ROI [3].

References:
[1] https://www.theglobeandmail.com/investing/markets/stocks/PINS/pressreleases/34030330/pinterest-pins-receives-a-buy-from-wolfe-research/
[2] https://in.investing.com/news/analyst-ratings/cfra-raises-pinterest-stock-price-target-to-43-on-ai-capabilities-93CH-4954659
[3] https://www.ainvest.com/news/pinterest-ai-driven-monetization-gen-engagement-catalyst-sustained-double-digit-growth-2508/