← Pinterest overview

Pinterest vs LY: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Pinterest Inc (PINS)

Q3 2026
▲2▼1

Pinterest's user growth and AI ad tools offset slowing revenue and CFO change

  • Strong user growth and margin outlook Pinterest's monthly active users rose 11% to 640 million, and revenue grew 18% in Q2 2026. The company also raised its full-year EBITDA margin outlook to about 30%, showing better cost control.

    This is the main positive fundamental driver for the stock this quarter.

  • Slowing revenue growth and falling ad prices Ad pricing fell 5% year-over-year, and Q3 revenue growth is guided to slow sharply to 13–15% due to rising competition from Meta's Instagram. Pinterest also swung to a $46.7 million Q2 loss.

    This explains the main negative pressure on the stock during the quarter.

  • CFO departure and swift replacement Pinterest's CFO left, creating uncertainty, but Amazon veteran James Dibbo was quickly named permanent CFO. This reduced leadership risk and helped steady investor confidence.

    Leadership changes are a key factor affecting investor sentiment this quarter.

  • New ad products and partnerships Pinterest launched Visual Search Ads and AI tools, and partnered with Zillow to expand advertiser reach. Analysts also view Pinterest as one of the cheapest social media stocks, with a forward P/E under 12.

    These initiatives and valuation support are new positive developments for the stock.

August 2026
▲2▼2

Pinterest's growth slows, costs rise, but cheap valuation and new products offer hope

  • Q2 loss and slowing Q3 guidance Pinterest swung to a $46.7 million loss in Q2 and guided Q3 revenue growth to 13–15%, down from 18% in Q2. This slowdown worries investors about future profits.

    This is a key negative factor that directly impacts investor sentiment and the stock price.

  • CFO exit and European regulation CFO Julia Donnelly's departure added uncertainty, and European regulation is disrupting Asian merchants. These issues create operational and compliance challenges.

    Leadership changes and regulatory hurdles are significant risks that can affect execution and growth.

  • Cheap valuation and new products Analysts view Pinterest as one of the cheapest social media stocks, with forward P/E under 12. New Visual Search Ads, AI tools, and a Zillow partnership expand advertiser reach.

    Attractive valuation and product innovation provide upside potential and support the stock.

  • New CFO appointment reduces risk Amazon veteran James Dibbo was swiftly appointed as permanent CFO, reducing leadership risk. This brings stability and experience to the finance team.

    A quick and credible CFO appointment alleviates concerns about management turnover.

Latest
▲2

Pinterest's cheap valuation and new ad tools offset CFO uncertainty

  • Pinterest looks undervalued after a rough stretch Several analysts call Pinterest one of the cheapest social media stocks, with a forward P/E under 12 versus peers near 20, and one fair-value estimate implying 18.8% upside. A low price can attract buyers if growth holds, pushing the stock up.

    This is the main new bullish force: multiple valuation-focused stories flag PINS as unusually cheap.

  • New ad products and partnerships expand reach Pinterest launched Visual Search Ads and AI tools like Pinterest Intelligence and Restyle, and partnered with Zillow to target home shoppers. These moves could bring in more advertisers and revenue, supporting the stock.

    These are concrete new growth initiatives that could improve monetization and advertiser demand.

  • CFO exit creates uncertainty, but a permanent replacement is named CFO Julia Donnelly's departure sent shares down 6.4% on fears about financial leadership. Pinterest then appointed James Dibbo, an Amazon ads finance veteran, as permanent CFO. The quick, credible hire reduces the risk of prolonged uncertainty.

    The CFO change was a major negative, but the new appointment is a fresh development that could calm investors.

▼3

Pinterest's growth is slowing as costs and executive turnover weigh

  • Q2 loss and soft Q3 guidance Pinterest swung to a $46.7 million loss in Q2 and guided Q3 revenue growth to 13-15%, down from 18%. Slower growth and a loss make investors worry about execution and monetization, pushing the stock down.

    This is the core new financial result and outlook that directly drives the stock lower.

  • CFO departure adds uncertainty CFO Julia Brau Donnelly left in late August, with an interim replacement. A sudden CFO exit can signal internal issues and makes investors nervous about financial leadership, weighing on the stock.

    This is a new event that adds to negative sentiment and explains part of the recent price drop.

  • European regulation disrupts merchants CEO Bill Ready warned that European regulatory changes are hurting cross-border Asian merchants and forcing a go-to-market overhaul. This pressures near-term business and adds regulatory risk, pushing the stock down.

    This is a new warning from the CEO that directly explains the recent 9% share drop.

  • AI investments boost users but raise costs Pinterest hit 640 million users and beat Q2 estimates, but AI and cloud costs are rising, including a $4 billion AWS commitment. The user growth is positive, but higher spending pressures profits and the stock.

    This shows the positive user traction and the cost side that together shape the mixed outlook.

July 2026
▲2▼2

Pinterest's user growth shines but ad pricing and competition weigh on outlook

  • Ad pricing decline pressures revenue Pinterest's ad pricing fell 5% year-over-year, which means it earns less per ad shown. This directly hurts revenue growth and margins, making investors worried about future profitability. The stock has dropped 36% over the past year, partly due to this pricing weakness.

    This explains a key reason why Pinterest's stock is under pressure despite user growth.

  • Q3 revenue growth to slow sharply Pinterest guided Q3 revenue growth to 13-15%, down from 18% in Q2, citing rising competition from Meta's Instagram. This slowdown spooked investors, sending shares down 6-9% after the report. Slower growth means less future profit, which weighs on the stock price.

    This is the main new negative catalyst that drove the stock down this period.

  • Strong user growth and engagement Pinterest hit 640 million monthly active users, up 11% and its 12th straight quarter of record users. Revenue rose 18% to $1.18 billion, beating estimates. This shows the platform remains popular and can grow its audience, which supports long-term ad revenue potential.

    This is a key positive that provides a counterweight to the negative pricing and competition news.

  • Raised full-year EBITDA margin outlook Pinterest raised its full-year 2026 adjusted EBITDA margin expectation to about 30%, signaling better cost control and profitability. This gives investors confidence that the company can manage expenses even as revenue growth slows, which helps support the stock price.

    This is a new positive from the Q2 earnings that shows improving profitability.

▲2▼2

Pinterest's user growth shines but ad pricing and competition weigh on outlook

  • Ad pricing decline pressures revenue Pinterest's ad pricing fell 5% year-over-year, which means it earns less per ad shown. This directly hurts revenue growth and margins, making investors worried about future profitability. The stock has dropped 36% over the past year, partly due to this pricing weakness.

    This explains a key reason why Pinterest's stock is under pressure despite user growth.

  • Q3 revenue growth to slow sharply Pinterest guided Q3 revenue growth to 13-15%, down from 18% in Q2, citing rising competition from Meta's Instagram. This slowdown spooked investors, sending shares down 6-9% after the report. Slower growth means less future profit, which weighs on the stock price.

    This is the main new negative catalyst that drove the stock down this period.

  • Strong user growth and engagement Pinterest hit 640 million monthly active users, up 11% and its 12th straight quarter of record users. Revenue rose 18% to $1.18 billion, beating estimates. This shows the platform remains popular and can grow its audience, which supports long-term ad revenue potential.

    This is a key positive that provides a counterweight to the negative pricing and competition news.

  • Raised full-year EBITDA margin outlook Pinterest raised its full-year 2026 adjusted EBITDA margin expectation to about 30%, signaling better cost control and profitability. This gives investors confidence that the company can manage expenses even as revenue growth slows, which helps support the stock price.

    This is a new positive from the Q2 earnings that shows improving profitability.

Q2 2026
▼4

Pinterest's weak guidance and fund exits keep pressure on the stock

  • Fed signals rate cuts may reverse The Fed held rates steady and raised its year-end rate estimate, pushing the 2-year Treasury yield up. Higher rates reduce the value of future profits, which hurts ad-dependent stocks like Pinterest. Shares fell 2.9% on the news.

    This macro shift directly pressures Pinterest's valuation by raising the discount rate on future cash flows.

  • UAE bans social media for under-15s The UAE will bar children under 15 from social media, requiring age checks. This could shrink Pinterest's user base in that region and add compliance costs. Platforms have up to 12 months to comply.

    This new regulation threatens Pinterest's user growth and adds costs, weighing on the stock.

  • RiverPark fund exits Pinterest after 40% Q1 drop RiverPark Large Growth Fund sold its Pinterest stake after the stock fell 40% in Q1. The fund blamed weak Q4 2025 earnings and soft Q1 2026 guidance, plus a tariff-related ad pullback and 15% workforce cuts.

    A notable fund exit signals waning institutional confidence, adding selling pressure.

  • TimesSquare Capital exits on tariff-driven ad pullback TimesSquare Capital also exited Pinterest, citing slower Q4 results and cautious guidance. Retail advertisers cut spending due to tariffs, hurting Pinterest's ad revenue. The stock is down 38% over the past year.

    Another fund exit reinforces negative sentiment and highlights ongoing advertiser weakness.

June 2026
▼4

Pinterest's weak guidance and fund exits keep pressure on the stock

  • Fed signals rate cuts may reverse The Fed held rates steady and raised its year-end rate estimate, pushing the 2-year Treasury yield up. Higher rates reduce the value of future profits, which hurts ad-dependent stocks like Pinterest. Shares fell 2.9% on the news.

    This macro shift directly pressures Pinterest's valuation by raising the discount rate on future cash flows.

  • UAE bans social media for under-15s The UAE will bar children under 15 from social media, requiring age checks. This could shrink Pinterest's user base in that region and add compliance costs. Platforms have up to 12 months to comply.

    This new regulation threatens Pinterest's user growth and adds costs, weighing on the stock.

  • RiverPark fund exits Pinterest after 40% Q1 drop RiverPark Large Growth Fund sold its Pinterest stake after the stock fell 40% in Q1. The fund blamed weak Q4 2025 earnings and soft Q1 2026 guidance, plus a tariff-related ad pullback and 15% workforce cuts.

    A notable fund exit signals waning institutional confidence, adding selling pressure.

  • TimesSquare Capital exits on tariff-driven ad pullback TimesSquare Capital also exited Pinterest, citing slower Q4 results and cautious guidance. Retail advertisers cut spending due to tariffs, hurting Pinterest's ad revenue. The stock is down 38% over the past year.

    Another fund exit reinforces negative sentiment and highlights ongoing advertiser weakness.

▼4

Pinterest's weak guidance and fund exits keep pressure on the stock

  • Fed signals rate cuts may reverse The Fed held rates steady and raised its year-end rate estimate, pushing the 2-year Treasury yield up. Higher rates reduce the value of future profits, which hurts ad-dependent stocks like Pinterest. Shares fell 2.9% on the news.

    This macro shift directly pressures Pinterest's valuation by raising the discount rate on future cash flows.

  • UAE bans social media for under-15s The UAE will bar children under 15 from social media, requiring age checks. This could shrink Pinterest's user base in that region and add compliance costs. Platforms have up to 12 months to comply.

    This new regulation threatens Pinterest's user growth and adds costs, weighing on the stock.

  • RiverPark fund exits Pinterest after 40% Q1 drop RiverPark Large Growth Fund sold its Pinterest stake after the stock fell 40% in Q1. The fund blamed weak Q4 2025 earnings and soft Q1 2026 guidance, plus a tariff-related ad pullback and 15% workforce cuts.

    A notable fund exit signals waning institutional confidence, adding selling pressure.

  • TimesSquare Capital exits on tariff-driven ad pullback TimesSquare Capital also exited Pinterest, citing slower Q4 results and cautious guidance. Retail advertisers cut spending due to tariffs, hurting Pinterest's ad revenue. The stock is down 38% over the past year.

    Another fund exit reinforces negative sentiment and highlights ongoing advertiser weakness.

LY Corporation (4689.JP)

Q3 2026
▲3▼1

LY Corp Q3: Strong Earnings, PayPay Deal, But Kakaku.com Bid Battle

  • Strong Q1 earnings and raised guidance Q1 revenue rose 13.1% and profit 23.1%, with Media, Commerce, and fintech growing. Management expects to beat full-year guidance, signaling broad-based momentum.

    This is the core positive fundamental driver for the quarter.

  • PayPay–Seven & i alliance PayPay’s alliance with Seven & i links 75 million users to about 22,000 stores, supporting long-term growth in fintech and commerce.

    This strategic partnership expands PayPay’s reach and is a key growth catalyst.

  • LINE OpenChat redesign in Thailand LINE’s OpenChat redesign in Thailand lifted monthly users from 20 million to 24 million and usage sharply, boosting engagement and ad revenue potential.

    This shows successful product innovation driving user growth in a key market.

  • Kakaku.com bidding war raises costs LY’s Kakaku.com bid escalated from 3,384 yen to 3,720 yen amid competition from EQT, raising cash or debt needs and potentially diluting near-term returns. Oasis’s backing improves chances but implies paying more, and the bidding war remains unresolved.

    This is the main negative overhang, creating uncertainty and financial strain.

September 2026
▲2▼1

Kakaku.com bidding war escalates; LINE app engagement jumps

  • Kakaku.com bidding war pushes LY's offer higher EQT repeatedly raised its Kakaku.com offer, forcing LINE Yahoo to lift its own bid to 3,720 yen. Paying more for the same target means less value for LY shareholders, and the fight is still unresolved.

    The escalating bidding war is the main force moving LY's price this period.

  • Oasis backs LINE Yahoo's higher bid Fund Oasis, a big Kakaku.com shareholder, said it will not sell to EQT below LINE Yahoo's 3,640 yen offer and called the higher price feasible. That raises the odds LY's consortium wins, though it also means paying more.

    A major shareholder's support materially changes the odds of LY's bid succeeding.

  • LINE OpenChat redesign lifts engagement Moving OpenChat to a more visible tab in Thailand raised monthly users from 20 million to 24 million and usage from 1.8 billion to 2.25 billion times a month. More time in LINE's app supports advertising and services revenue.

    This is the clearest new operating win for LY's core platform business.

Latest
▲2▼1

Kakaku.com bidding war escalates; LINE app engagement jumps

  • Kakaku.com bidding war pushes LY's offer higher EQT repeatedly raised its Kakaku.com offer, forcing LINE Yahoo to lift its own bid to 3,720 yen. Paying more for the same target means less value for LY shareholders, and the fight is still unresolved.

    The escalating bidding war is the main force moving LY's price this period.

  • Oasis backs LINE Yahoo's higher bid Fund Oasis, a big Kakaku.com shareholder, said it will not sell to EQT below LINE Yahoo's 3,640 yen offer and called the higher price feasible. That raises the odds LY's consortium wins, though it also means paying more.

    A major shareholder's support materially changes the odds of LY's bid succeeding.

  • LINE OpenChat redesign lifts engagement Moving OpenChat to a more visible tab in Thailand raised monthly users from 20 million to 24 million and usage from 1.8 billion to 2.25 billion times a month. More time in LINE's app supports advertising and services revenue.

    This is the clearest new operating win for LY's core platform business.

July 2026
▲3▼1

LY's Kakaku bid escalates as core profit and PayPay surge

  • LY outbids EQT for Kakaku.com with shareholder backing LY formally offered 3,384 yen per Kakaku.com share, topping EQT's 3,000 yen, and major holder Oasis agreed to tender its 19.52% stake. Winning Kakaku would add a profitable price-comparison and shopping site, lifting LY's growth story.

    The bidding war is the period's main new event and directly affects LY's acquisition prospects.

  • LY and Bain weigh even higher Kakaku bid LY and Bain are considering a fresh joint offer above EQT's 3,450 yen, and LY already raised its own price. Paying more raises the cash or debt needed and could dilute near-term returns, a real cost against the strategic benefit.

    Shows the counterweight: escalating price tags mean higher acquisition cost for LY.

  • Q1 revenue up 13.1%, profit up 23.1% LY reported quarterly revenue of 553.9 billion yen, up 13.1%, with adjusted EBITDA up 23.1% and margin at 28%. Media, Commerce and fintech all grew, and management said full-year guidance should be beaten, supporting the share price.

    Core earnings beat is the strongest fundamental driver for the stock this period.

  • PayPay allies with Seven & i to link payments and stores PayPay agreed a capital alliance with Seven & i, SoftBank and LY to connect its 75 million users with about 22,000 7-Eleven stores. This expands PayPay's reach into everyday shopping, a long-term growth driver for LY as a PayPay shareholder.

    New partnership extends PayPay's growth, a key value driver for LY.

▲3▼1

LY's Kakaku bid escalates as core profit and PayPay surge

  • LY outbids EQT for Kakaku.com with shareholder backing LY formally offered 3,384 yen per Kakaku.com share, topping EQT's 3,000 yen, and major holder Oasis agreed to tender its 19.52% stake. Winning Kakaku would add a profitable price-comparison and shopping site, lifting LY's growth story.

    The bidding war is the period's main new event and directly affects LY's acquisition prospects.

  • LY and Bain weigh even higher Kakaku bid LY and Bain are considering a fresh joint offer above EQT's 3,450 yen, and LY already raised its own price. Paying more raises the cash or debt needed and could dilute near-term returns, a real cost against the strategic benefit.

    Shows the counterweight: escalating price tags mean higher acquisition cost for LY.

  • Q1 revenue up 13.1%, profit up 23.1% LY reported quarterly revenue of 553.9 billion yen, up 13.1%, with adjusted EBITDA up 23.1% and margin at 28%. Media, Commerce and fintech all grew, and management said full-year guidance should be beaten, supporting the share price.

    Core earnings beat is the strongest fundamental driver for the stock this period.

  • PayPay allies with Seven & i to link payments and stores PayPay agreed a capital alliance with Seven & i, SoftBank and LY to connect its 75 million users with about 22,000 7-Eleven stores. This expands PayPay's reach into everyday shopping, a long-term growth driver for LY as a PayPay shareholder.

    New partnership extends PayPay's growth, a key value driver for LY.