Research Analysts Set Expectations for Pinterest Q1 Earnings

Pinterest, Inc. (NYSE:PINS) – Equities researchers at Zacks Research upped their Q1 2026 earnings estimates for shares of Pinterest in a report issued on Monday, February 2nd. Zacks Research analyst Team now anticipates that the company will post earnings per share of $0.04 for the quarter, up from their previous estimate of $0.03. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Pinterest’s current full-year earnings is $0.60 per share. Zacks Research also issued estimates for Pinterest’s Q2 2026 earnings at $0.12 EPS, Q3 2026 earnings at $0.18 EPS, Q4 2027 earnings at $0.33 EPS and FY2027 earnings at $1.00 EPS.

Pinterest (NYSE:PINS) last released its quarterly earnings data on Tuesday, November 4th. The company reported $0.38 earnings per share for the quarter, missing the consensus estimate of $0.42 by ($0.04). Pinterest had a return on equity of 8.20% and a net margin of 48.99%.The business had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.05 billion. During the same quarter in the previous year, the company posted $0.40 EPS. The business’s quarterly revenue was up 16.8% on a year-over-year basis.

Several other equities analysts have also recently weighed in on the stock. Benchmark dropped their price target on shares of Pinterest from $48.00 to $39.00 and set a “buy” rating on the stock in a research report on Wednesday, November 5th. BMO Capital Markets lowered their price objective on Pinterest from $41.00 to $35.00 and set an “outperform” rating for the company in a research note on Wednesday, November 5th. JPMorgan Chase & Co. cut their target price on Pinterest from $44.00 to $36.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 5th. Guggenheim lowered their price target on Pinterest from $44.00 to $38.00 and set a “buy” rating for the company in a research report on Wednesday, November 5th. Finally, Wells Fargo & Company cut their price objective on shares of Pinterest from $42.00 to $35.00 and set an “overweight” rating on the stock in a report on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $37.13.

Pinterest Price Performance

Shares of NYSE PINS opened at $20.77 on Tuesday. The company has a 50-day moving average price of $25.88 and a 200-day moving average price of $30.94. The stock has a market capitalization of $14.03 billion, a P/E ratio of 7.21, a P/E/G ratio of 1.01 and a beta of 0.92. Pinterest has a 1 year low of $20.11 and a 1 year high of $40.90.

Insider Buying and Selling

In other Pinterest news, insider Malik Ducard sold 2,293 shares of Pinterest stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $22.06, for a total value of $50,583.58. Following the sale, the insider owned 695,187 shares of the company’s stock, valued at approximately $15,335,825.22. The trade was a 0.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Wanjiku Juanita Walcott sold 74,047 shares of the stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $26.89, for a total transaction of $1,991,123.83. Following the transaction, the insider directly owned 301,214 shares of the company’s stock, valued at $8,099,644.46. This represents a 19.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 107,454 shares of company stock worth $2,847,049. Insiders own 7.11% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in PINS. Norges Bank bought a new position in Pinterest in the 2nd quarter worth approximately $477,853,000. Davis Selected Advisers purchased a new stake in shares of Pinterest during the third quarter worth $253,887,000. Balyasny Asset Management L.P. boosted its holdings in shares of Pinterest by 1,138.8% in the second quarter. Balyasny Asset Management L.P. now owns 4,601,571 shares of the company’s stock worth $165,012,000 after acquiring an additional 4,230,125 shares during the period. Man Group plc grew its position in shares of Pinterest by 185.7% in the third quarter. Man Group plc now owns 4,983,427 shares of the company’s stock valued at $160,317,000 after purchasing an additional 3,239,222 shares in the last quarter. Finally, Victory Capital Management Inc. raised its stake in shares of Pinterest by 18.5% during the 3rd quarter. Victory Capital Management Inc. now owns 20,550,242 shares of the company’s stock valued at $685,899,000 after purchasing an additional 3,213,241 shares during the period. Institutional investors own 88.81% of the company’s stock.

Key Stories Impacting Pinterest

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Analysts say PINS is deeply oversold and could rebound — MarketBeat highlights a consensus price target (~$37) and argues layoffs + AI refocus could pay off over time; this is the primary bullish argument on the stock. Analysts Love These 3 Stocks Trading Near 52-Week Lows—Here’s Why (MarketBeat)
• Neutral Sentiment: Zacks Research made small mixed changes to near‑term estimates (Q1 was nudged up slightly while other quarter and FY2027 estimates were trimmed) and maintains a “Hold” view — this tempers upside expectations even if longer‑term thesis remains intact.
• Negative Sentiment: CEO Bill Ready publicly rebuked and fired staff who built an internal layoff‑tracking tool, underscoring internal governance and morale risks as Pinterest executes a workforce reduction and office cuts. Pinterest CEO rebukes, fires ‘obstructionist’ employees who created tool to track layoffs (CNBC)
• Negative Sentiment: An investor class‑action / investor‑protection probe has been announced by Pomerantz LLP, which can increase legal risk, distract management and pressure the stock. INVESTOR ALERT: Pomerantz Investigates Claims on Behalf of Pinterest Investors (GlobeNewswire)
• Negative Sentiment: Stocks and analysts are reacting: PINS traded down more steeply than the market (reported decline this session), and HSBC/other outlets have cut the stock to “Hold,” reflecting weaker near‑term expectations. Pinterest (PINS) Falls More Steeply Than Broader Market (Zacks) Pinterest Cut to Hold at HSBC (AmericanBankingNews)

Pinterest Company Profile

Pinterest, Inc operates a visual discovery platform that helps users find inspiration and ideas for projects ranging from home design and fashion to cooking and travel. Users create and curate “Pins” — images or videos linked to content — organized on thematic boards. The service is available through its website and mobile applications and emphasizes personalized recommendations and visual search to surface relevant content based on user interests.

The company’s primary revenue model is advertising, offering promoted content formats that integrate into user feeds and search results.