PINTEREST, INC. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Pinterest reported Q2 2026 revenue of $1,180M (18% YoY growth), global MAUs of 640M (11% YoY growth, 11th consecutive quarter of double-digit user growth), and Adjusted EBITDA of $311M (26% margin). Year-to-date through Q2, the company completed $2.04B in share repurchases at an average price of $18.17/share, reducing share count from 664.5M to 565.5M shares. GAAP net loss was $47M; non-GAAP net income $249.5M. Q3 2026 guidance: revenue $1,190–1,210M (13–15% growth), Adjusted EBITDA $335–355M. Balance sheet shows convertible notes issuance of ~$981M net (new debt), offsetting prior cash position decline from $969M to $422M due to repurchases and acquisition of ~$447M.
Why this rating
Strong revenue/user growth and FCF (37% YoY increase) offset by GAAP loss, elevated share buybacks ($2B YTD on ~$18.7B market cap = 10.7% of market cap), and new convertible debt issuance. Positive fundamentals masked by capital allocation and margin pressure from restructuring; moderate impact relative to company size.
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