Meta vs Pinterest: The Better Stock For Long-Term Investors
The article compares Meta Platforms and Pinterest as long-term investments, concluding Meta is the stronger hold. Meta posted Q1 2026 revenue of $56.311 billion, up 33.08% year over year, with EPS of $10.44 and a 40.6% operating margin. Its ad business remains healthy, with ad impressions up 19% and price per ad up 12%, but the company is committing heavily to AI infrastructure, guiding 2026 capex to $125 billion–$145 billion. Pinterest also grew strongly, crossing $1.008 billion in quarterly revenue for the first time (+17.84%), but it still reported a GAAP net loss of $73.6 million and weaker margins. The market takeaway is that Meta combines scale, profitability, and AI-driven monetization better than Pinterest, while Pinterest remains a higher-risk turnaround story.