As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at social networking stocks, starting with Pinterest (NYSE: PINS).
Businesses must meet their customers where they are, which over the past decade has come to mean on social networks. In 2020, users spent over 2.5 hours a day on social networks, a figure that has increased every year since measurement began. As a result, businesses continue to shift their advertising and marketing dollars online.
The 5 social networking stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3.4% while next quarter’s revenue guidance was 1.1% above.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 8.6% since the latest earnings results.
Pinterest (NYSE: PINS)
Created with the idea of virtually replacing paper catalogues, Pinterest (NYSE: PINS) is an online image and social discovery platform.
Pinterest reported revenues of $1.01 billion, up 17.8% year on year. This print exceeded analysts’ expectations by 4.4%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ EBITDA estimates and EBITDA guidance for next quarter topping analysts’ expectations.
Pinterest scored the highest guidance raise of the whole group. The company reported 631 million monthly active users, up 10.7% year on year. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 1.3% since reporting and currently trades at $20.58.
Best Q1: Reddit (NYSE: RDDT)
Founded in 2005 by two University of Virginia roommates, Reddit (NYSE: RDDT) facilitates user-generated content across niche communities (called subreddits) that discuss anything from stocks to dating and memes.
Reddit reported revenues of $663.4 million, up 69.1% year on year, outperforming analysts’ expectations by 8.8%. The business had a very strong quarter with an impressive beat of analysts’ EBITDA estimates and EBITDA guidance for next quarter topping analysts’ expectations.
Reddit achieved the biggest analyst estimate beat and fastest revenue growth among its peers. The company reported 53.5 million daily active users, up 6.8% year on year. The market seems happy with the results as the stock is up 15.1% since reporting. It currently trades at $169.40.
Is now the time to buy Reddit? Access our full analysis of the earnings results here, it’s free.
Weakest Q1: Meta (NASDAQ: META)
Famously founded by Mark Zuckerberg in his Harvard dorm, Meta Platforms (NASDAQ: META) operates a collection of the largest social networks in the world - Facebook, Instagram, WhatsApp, and Messenger, along with its metaverse focused Reality Labs.
Meta reported revenues of $56.31 billion, up 33.1% year on year, exceeding analysts’ expectations by 1.4%. Still, it was a mixed quarter due to its lackluster performance in other areas of the business.
Meta delivered the weakest guidance update in the group. The company reported 3.56 billion daily active users, up 3.8% year on year. As expected, the stock is down 14.1% since the results and currently trades at $574.54.
Read our full analysis of Meta’s results here.
Snap (NYSE: SNAP)
Founded by Stanford University students Evan Spiegel, Reggie Brown, and Bobby Murphy, and originally called Picaboo, Snapchat (NYSE: SNAP) is an image centric social media network.
Snap reported revenues of $1.53 billion, up 12.1% year on year. This number was in line with analysts’ expectations. It was a very strong quarter as it also put up an impressive beat of analysts’ EBITDA estimates.
Snap had the weakest performance against analyst estimates among its peers. The stock is down 21.6% since reporting and currently trades at $4.79.
Read our full, actionable report on Snap here, it’s free.
Yelp (NYSE: YELP)
Founded by PayPal alumni Jeremy Stoppelman and Russel Simmons, Yelp (NYSE: YELP) is an online platform that helps people discover local businesses through crowd-sourced reviews.
Yelp reported revenues of $361.5 million, flat year on year. This result surpassed analysts’ expectations by 2.2%. Overall, it was a strong quarter as it also logged a solid beat of analysts’ EBITDA estimates.
Yelp had the slowest revenue growth among its peers. The stock is down 20.9% since reporting and currently trades at $22.54.
Read our full, actionable report on Yelp here, it’s free.
Market Update
Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?
These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.
Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
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