Zacks Research Brokers Lift Earnings Estimates for Pinterest

Pinterest, Inc. (NYSE:PINS) – Investment analysts at Zacks Research increased their FY2026 earnings estimates for shares of Pinterest in a note issued to investors on Monday, February 2nd. Zacks Research analyst Team now forecasts that the company will post earnings per share of $0.77 for the year, up from their previous estimate of $0.75. Zacks Research currently 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 Q4 2026 earnings at $0.42 EPS and Q3 2027 earnings at $0.28 EPS.

Pinterest (NYSE:PINS) last posted its quarterly earnings results on Tuesday, November 4th. The company reported $0.38 earnings per share (EPS) 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 firm had revenue of $1.05 billion for the quarter, compared to analysts’ expectations of $1.05 billion. During the same period in the prior year, the company earned $0.40 earnings per share. The company’s revenue for the quarter was up 16.8% on a year-over-year basis.

Several other analysts have also recently commented on PINS. BMO Capital Markets reduced their price target on Pinterest from $41.00 to $35.00 and set an “outperform” rating for the company in a report on Wednesday, November 5th. Cantor Fitzgerald reduced their target price on Pinterest from $40.00 to $34.00 and set an “overweight” rating for the company in a report on Wednesday, November 5th. Benchmark decreased their target price 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. Wells Fargo & Company cut their price target on shares of Pinterest from $42.00 to $35.00 and set an “overweight” rating for the company in a report on Wednesday, November 5th. Finally, Mizuho set a $35.00 price objective on shares of Pinterest in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $37.13.

Pinterest Trading Down 4.3%

Shares of PINS opened at $19.87 on Wednesday. The stock’s 50 day moving average is $25.77 and its two-hundred day moving average is $30.86. Pinterest has a twelve month low of $19.80 and a twelve month high of $40.90. The firm has a market capitalization of $13.42 billion, a PE ratio of 6.90, a P/E/G ratio of 0.95 and a beta of 0.92.

Insider Transactions at Pinterest

In other Pinterest news, insider Wanjiku Juanita Walcott sold 74,047 shares of Pinterest stock in a transaction dated 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 completion of the transaction, the insider owned 301,214 shares in the company, valued at approximately $8,099,644.46. The trade was a 19.73% 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, CFO Donnelly Julia Brau sold 22,821 shares of the stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $25.86, for a total transaction of $590,151.06. Following the completion of the sale, the chief financial officer owned 540,358 shares in the company, valued at $13,973,657.88. This represents a 4.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 107,454 shares of company stock valued at $2,847,049 in the last 90 days. 7.06% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Golden State Wealth Management LLC grew its holdings in Pinterest by 282.7% during the 2nd quarter. Golden State Wealth Management LLC now owns 685 shares of the company’s stock valued at $25,000 after buying an additional 506 shares during the last quarter. N.E.W. Advisory Services LLC lifted its position in shares of Pinterest by 505.7% in the third quarter. N.E.W. Advisory Services LLC now owns 854 shares of the company’s stock valued at $27,000 after acquiring an additional 713 shares in the last quarter. Atlantic Union Bankshares Corp lifted its position in shares of Pinterest by 3,839.1% in the third quarter. Atlantic Union Bankshares Corp now owns 906 shares of the company’s stock valued at $29,000 after acquiring an additional 883 shares in the last quarter. Elevated Capital Advisors LLC acquired a new stake in shares of Pinterest during the fourth quarter valued at $26,000. Finally, Wellington Shields Capital Management LLC purchased a new stake in Pinterest during the 2nd quarter worth about $40,000. 88.81% of the stock is currently owned by institutional investors and hedge funds.

More Pinterest News

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: MarketBeat and other commentators call PINS heavily oversold with a sizable upside to consensus targets (~$37) if the company combines cost cuts and AI product execution with user/revenue stability — this supports a rebound thesis. Analysts Love These 3 Stocks Trading Near 52-Week Lows—Here’s Why
• Neutral Sentiment: Zacks made mixed estimate moves (small raises to some near-term quarterly estimates and trims to others) but retains a “Hold” view — this tempers immediate upside expectations while acknowledging modest earnings improvements.
• Neutral Sentiment: Insider activity: Malik Ducard sold 2,293 shares in early February (small reduction in a large holding), a routine disclosure that may be read as neutral to mildly negative depending on investor interpretation. Malik Ducard Sells 2,293 Shares of Pinterest (InsiderTrades)
• Negative Sentiment: Operational/governance risk: CEO Bill Ready publicly rebuked and fired employees who built an internal layoff‑tracking tool as Pinterest executes ~15% workforce cuts to fund AI — a story that raises morale and oversight concerns. Pinterest CEO rebukes, fires ‘obstructionist’ employees who created tool to track layoffs (CNBC)
• Negative Sentiment: Legal risk: Pomerantz LLP opened an investor probe regarding Pinterest, a development that can create distraction, potential liability and short‑term share pressure. INVESTOR ALERT: Pomerantz Investigates Claims on Behalf of Pinterest Investors (GlobeNewswire)
• Negative Sentiment: Price and analyst momentum: PINS has extended a multi‑session losing streak, recently hit new 52‑week lows and has been cut to Hold by some houses; Zacks and other note the stock is falling more steeply than the market. Pinterest extended losing streak to seven sessions (Seeking Alpha) Pinterest Falls More Steeply Than Broader Market (Zacks)

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.