Earnings Edge

Earnings Edge

Recaps

Squeeze! Pinterest Actuals vs. Consensus

Consensus Expectation Benchmarking + Valuation Context

Consensus Media's avatar
Consensus Media
May 04, 2026
∙ Paid

We said this could happen if Pinterest delivered (15% short interest). Well they delivered, with significant upside up and down the P&L, healthy MAU and ARPU growth, and upside to forward estimates:

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Consensus Media · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture