Pinterest (NYSE:PINS) Sets New 1-Year Low After Analyst Downgrade

Pinterest, Inc. (NYSE:PINS)’s share price hit a new 52-week low during trading on Thursday after Benchmark lowered their price target on the stock from $39.00 to $34.00. Benchmark currently has a buy rating on the stock. Pinterest traded as low as $18.84 and last traded at $18.8770, with a volume of 2152945 shares changing hands. The stock had previously closed at $19.09.

A number of other equities research analysts have also recently weighed in on the company. Piper Sandler restated a “neutral” rating and set a $33.00 price objective (down from $35.00) on shares of Pinterest in a research note on Wednesday, November 5th. The Goldman Sachs Group dropped their target price on shares of Pinterest from $36.00 to $32.00 and set a “buy” rating on the stock in a research report on Tuesday, January 13th. Evercore reissued an “outperform” rating on shares of Pinterest in a research report on Tuesday, January 27th. Wolfe Research set a $33.00 price target on Pinterest and gave the stock an “outperform” rating in a research report on Monday, January 5th. Finally, Barclays dropped their price target on Pinterest from $40.00 to $36.00 and set an “equal weight” rating on the stock in a research note on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Pinterest has a consensus rating of “Moderate Buy” and a consensus target price of $36.78.

Insider Activity

In other Pinterest news, CFO Donnelly Julia Brau sold 22,821 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $25.86, for a total value of $590,151.06. Following the sale, the chief financial officer directly owned 540,358 shares of the company’s stock, valued at approximately $13,973,657.88. This trade represents a 4.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Malik Ducard sold 6,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $25.86, for a total value of $155,160.00. Following the transaction, the insider directly owned 699,773 shares of the company’s stock, valued at approximately $18,096,129.78. The trade was a 0.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 33,407 shares of company stock valued at $855,925. 7.06% of the stock is owned by company insiders.

Key Pinterest News

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Q4 top-line growth and user traction: Revenue rose ~14% to $1.319B and global MAUs reached a record ~619M (12% YoY), showing continued user engagement and revenue growth. Pinterest Announces Q4 and Full-Year Results
• Positive Sentiment: Small beat on one EPS consensus: Some outlets (Zacks) counted the quarter as a narrow EPS beat ($0.67 vs Zacks $0.66), and EPS improved year-over-year from $0.56. Pinterest Q4 Earnings Top Estimates
• Positive Sentiment: Analyst conviction remains: Benchmark trimmed its price target but kept a Buy rating, showing some analysts still see upside vs current levels. Benchmark price target update
• Neutral Sentiment: Earnings call and operator commentary are available for investor review — management emphasized product initiatives and AI/search positioning but must convince advertisers to spend more. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analysts and outlets are parsing key metrics (engagement, ARPU, ad load) to reconcile growth with margin and monetization trends. Key metrics analysis
• Negative Sentiment: Weak Q1 revenue guidance: Pinterest forecast Q1 revenue (~$951M–$971M) below Street expectations, flagging slower ad-dollar competition and prompting a sharp selloff. CNBC Q4 report Reuters: forecasts downbeat revenue
• Negative Sentiment: Headline results mixed: Some consensus metrics show a slight EPS miss vs broader Street consensus ($0.67 reported vs $0.68) and revenue roughly in line but marginally below some estimates — enough to alarm short-term traders. MarketBeat earnings summary
• Negative Sentiment: Profit down and outlook caution: Coverage (WSJ) notes Q4 profit decline and management warned revenue growth will slow, reinforcing a cautious near-term view for advertisers. WSJ: profit drops, slowdown expected
• Negative Sentiment: Investor litigation alert: Pomerantz launched an investigation into investor claims, adding legal risk and potential distraction. Pomerantz investor alert

Institutional Trading of Pinterest

Several large investors have recently bought and sold shares of the business. Golden State Wealth Management LLC grew its position in shares of Pinterest by 282.7% in the second quarter. Golden State Wealth Management LLC now owns 685 shares of the company’s stock valued at $25,000 after purchasing an additional 506 shares in the last quarter. N.E.W. Advisory Services LLC lifted its position in Pinterest by 505.7% during the third quarter. N.E.W. Advisory Services LLC now owns 854 shares of the company’s stock worth $27,000 after buying an additional 713 shares in the last quarter. Atlantic Union Bankshares Corp boosted its stake in Pinterest by 3,839.1% during the third quarter. Atlantic Union Bankshares Corp now owns 906 shares of the company’s stock worth $29,000 after buying an additional 883 shares during the last quarter. Elevated Capital Advisors LLC purchased a new stake in Pinterest in the 4th quarter valued at $26,000. Finally, Wellington Shields Capital Management LLC acquired a new stake in shares of Pinterest in the 2nd quarter worth $40,000. Hedge funds and other institutional investors own 88.81% of the company’s stock.

Pinterest Stock Performance

The business has a 50 day simple moving average of $24.91 and a 200-day simple moving average of $30.14. The firm has a market capitalization of $12.52 billion, a price-to-earnings ratio of 6.44, a P/E/G ratio of 0.83 and a beta of 0.92.

Pinterest (NYSE:PINS) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.67 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.68 by ($0.01). Pinterest had a net margin of 48.99% and a return on equity of 8.20%. The firm had revenue of $1.32 billion during the quarter, compared to analysts’ expectations of $1.33 billion. During the same period in the prior year, the company posted $0.56 EPS. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. Equities analysts predict that Pinterest, Inc. will post 0.6 earnings per share for the current fiscal year.

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.