In January 2026, reports emerged that OpenAI was considering acquiring Pinterest, aiming to merge ChatGPT’s AI capabilities with Pinterest’s extensive image library and commerce features. This potential partnership could enhance Pinterest’s position as an AI-driven visual discovery platform. Pinterest has been actively developing its own AI tools, including a Pinterest Assistant and creator-led shoppable content, to distinguish itself from traditional social networks and strengthen ad performance and monetization. However, the competition from firms like Meta and Google poses a risk to Pinterest’s unique offerings and margin stability. Current projections indicate Pinterest could achieve $5.9 billion in revenue and $1.0 billion in earnings by 2028, with a potential fair value of $36.93, reflecting a 36% upside from its current price. Investors are encouraged to explore diverse fair value estimates and consider the evolving AI landscape for informed investment decisions.
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