How Parkev Tatevosian, CFA’s view on $PINS changed

2026-09-02Bullish
“My Top 10 Stocks to Buy Right Now in September”
PINS is an excellent buy; fair value $39 vs price $22 implies >78% upside, though facing Meta and macro headwinds.

The next stock I'll highlight as a top stock to buy is Pinterest where I calculated a fair value of $39 and the market price is $22. Given that difference, I've calculated an upside here of over 78% for Pinterest stock.

A couple of bullish factors is that the company is one of a few social media companies that's adding users from North America. Users from North America are the most lucrative with the highest average revenue per user.

Additionally, Pinterest is improving its recommendation systems which is increasing engagement from existing users.