What smart money is saying about Pinterest Inc
6 funds in our archive have pitched Pinterest Inc — most recently Artisan U.S. Mid-Cap Value Strategy in December 2025.
Pinterest, Inc. operates as a visual discovery engine in the United States and internationally. The company's engine allows people to find inspiration for their lives, including recipes, style and home inspiration, DIY, and others; and provides video, product, and idea pins. It shows visual machine learning recommendations based on pinners taste and interests. The company was formerly known as Cold Brew Labs Inc. and changed its name to Pinterest, Inc. in April 2012. Pinterest, Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
Fund coverage · 6 theses
- Artisan U.S. Mid-Cap Value StrategyDecember 2025
Pinterest Inc is a social media platform with improving execution under new management, growing engagement, and ad tailwinds despite tariff and AI-related headwinds.
Read the full thesis - Lakehouse Global Growth FundJune 2025
Pinterest is a unique visual discovery platform with strong commercial intent and significant growth potential in advertising, bolstered by recent CEO leadership and innovative tools that enhance monetization strategies.
Read the full thesis - MillerMarch 2025
Pinterest is scaling shopping-focused ads and international monetization with big tech partnerships—offering profitable growth at a 35% discount to peers.
Read the full thesis - Miller ValueDecember 2024
Pinterest is a differentiated social media platform with significant growth potential, focusing on enhancing shopability and lower-funnel ads, resulting in increasing user engagement and promising early results in its capital allocation strategy.
Read the full thesis - Bristlemoon CapitalDecember 2024
Pinterest is facing decelerating revenue growth despite its initiatives to enhance lower-funnel ad products, leading to decreased confidence in its investment thesis.
Read the full thesis - AMG Renaissance Large Cap Growth FundDecember 2024
Pinterest (PINS) is a transformed shopping platform that leverages AI for enhanced user personalization and advertising, aiming for improved monetization and growth in new markets.
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