Pinterest Inc. (NYSE: PINS) shares have come under scrutiny amid a fresh push into connected television and a key executive hire, even as the stock languishes at $25.91. The visual discovery platform announced a shoppable TV series with Roku Inc., dubbed “Bring My Pinterest to Life,” set to premiere in March 2026. This move follows Pinterest’s intent to acquire tvScientific, a connected TV ad platform, signaling aggressive expansion into larger screens. At the same time, the company named Claude (Lee) Brown as Chief Business Officer effective January 20, 2026, tasking him with global sales, content, operations, and ad product marketing.

The Roku partnership features six 22-minute episodes produced by B17 Entertainment, hosted by creators Drew Michael Scott, Caroline Vazzana, and Tay BeepBoop Nakamoto. Each installment traces an “inspiration to realization” journey, transforming user boards into real spaces with shoppable products from partners like Wayfair, eos, and Michaels. Viewers can save pins or shop directly, bridging Pinterest’s intent-driven content with TV commerce. Adweek highlighted the seamless path from watching to purchasing, while PYMNTS noted it as Pinterest’s delve into shoppable TV.

Brown’s appointment draws from his tenure as Chief Revenue Officer at DoorDash and BuzzFeed, plus roles at Spotify, Tumblr, Groupon, and Yahoo. Pinterest CEO Bill Ready praised the hires in a LinkedIn post, citing progress to 600 million monthly active users and an AI-powered shopping platform. TipRanks reported Brown’s oversight of sales and operations to bolster ad revenue.

Pinterest’s Bold Screen Expansion

The TV initiative builds on Pinterest’s video investments and tvScientific acquisition, integrating CTV into its Performance+ suite. “TvScientific’s outcome-based CTV platform will be integrated directly into Pinterest’s performance products,” a spokesperson told MediaCat UK. This follows pilots like shoppable recipes with Walmart, extending intent signals to TV. Roku’s platform, with its ad inventory, offers Pinterest access to 75 million users, per industry data.

Analysts view the series as a test for long-form video commerce. Chain Store Age detailed the shoppable format focusing on Pinterest boards, while Retail TouchPoints tied it to AI signals across screens. Brand integrations aim to drive measurable outcomes, countering ad market softness.

Recent X discussions underscore excitement, with users noting Pinterest’s Roku show post-tvScientific buy, where Roku had invested. Posts from Digital Commerce 360 highlight opportunities for featured brands.

Leadership Infusion for Revenue Growth

Brown joins alongside Claudine Cheever as CMO from Amazon, aiming to lift average revenue per user. Ready stated, “It’s an important moment for us as we continue to grow our business globally,” per BestMediaInfo. Brown’s Spotify stint doubled ad growth, fitting Pinterest’s performance pivot.

Pinterest’s SEC 8-K filing confirmed Brown’s role, emphasizing his revenue expertise amid competition from Meta and Alphabet. StockTitan detailed responsibilities covering programmatic and customer operations.

These changes precede Q4 2025 earnings on February 5, 2026, with focus on ARPU from AI visual search. Proprietary models boost engagement, per Simply Wall St.

Valuation Metrics Under the Microscope

Trading at $25.91, PINS implies a 41% discount to analyst targets and 29.8% below fair value of $36.93, based on revenue forecasts. Simply Wall St’s narrative quotes: “Ongoing advancements in AI driven visual search… should drive higher average revenue per user (ARPU) and lift both revenue and margins.” Yet, 90-day returns fell 23.73%, with one-year TSR down 21.25%.

Consensus targets $38.72, per StockAnalysis, with market cap at $18.65 billion. EV/EBITDA stands at 52.99, forward P/E 15.13. Risks include ad pricing pressure and home furnishings exposure, as noted by Simply Wall St.

Morgan Stanley’s Brian Nowak sees catalysts into 2026 despite macro woes, targeting $32. TipRanks forecasts 47% upside potential.

Risks and Market Pressures

Macro headwinds and AI disruption weigh on sentiment. Wedbush’s Scott Devitt rated Hold, citing balanced valuation without clear triggers. Rosenblatt’s Barton Crockett trimmed to $30, flagging chatbot risks.

Pinterest’s 500 million+ MAUs, mostly female, target home decor and fashion, attractive for advertisers. Morningstar calls it a niche player in digital ads, trading at a premium but with growth levers.

Institutional interest persists ahead of earnings, though momentum remains soft. X chatter links TV push to ad expansion, echoing broader CTV trends.

Strategic Path Forward

AI enhancements in search and curation deepen engagement, positioning Pinterest for higher ARPU. The Roku series tests TV monetization, potentially unlocking new ad dollars. With Brown’s sales acumen and tvScientific integration, Pinterest aims to compete in performance ads.

Upcoming earnings will gauge guidance amid de minimis exemption impacts on e-commerce ads. Analysts like Alpha Spread peg intrinsic value at $29.78, undervalued by 8% at recent prices.

For insiders, PINS offers high-beta optionality: AI shopping, CTV commerce, and leadership refresh versus macro and competitive risks. The stock’s flawless balance sheet supports maneuvers, per Simply Wall St.