Pinterest (NYSE:PINS) Shares Gap Down After Earnings Miss

Pinterest, Inc. (NYSE:PINS) gapped down prior to trading on Friday after the company announced weaker than expected quarterly earnings. The stock had previously closed at $18.54, but opened at $14.33. Pinterest shares last traded at $14.8970, with a volume of 19,046,628 shares traded.

The company reported $0.67 earnings per share for the quarter, missing analysts’ consensus estimates of $0.68 by ($0.01). Pinterest had a return on equity of 7.93% and a net margin of 9.87%.The business had revenue of $1.32 billion for the quarter, compared to analysts’ expectations of $1.33 billion. During the same quarter in the previous year, the firm posted $0.56 EPS. Pinterest’s revenue was up 14.3% on a year-over-year basis.

Key Pinterest News

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Pins still growing users and revenue — Q4 revenue rose ~14% YoY and Monthly Active Users increased ~12% to ~619M; the company delivered GAAP profit for the quarter. Pinterest Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Balance-sheet strength and shareholder returns — analysts and commentators note a robust net-cash position and active buybacks, which supporters argue make the valuation attractive on a cash-adjusted basis. Pinterest: The Market Has Lost Its Mind, 25% Net Cash, Big Buybacks
• Neutral Sentiment: Mixed beats — adjusted EPS metrics topped some estimates even as headline EPS and revenue slightly missed consensus; interpretation depends on whether ad demand recovers. Pinterest (PINS) Q4 Earnings Top Estimates
• Negative Sentiment: Tariff-driven advertiser pullback — management said large U.S. retailers scaled back ad spend because of tariff-induced uncertainty; that directly drove a downbeat Q1 revenue outlook. Pinterest plunges as tariffs weigh on large customers’ ad spending
• Negative Sentiment: Weak guidance and slight misses — Q4 EPS was $0.67 vs. $0.68 consensus and revenue $1.32B vs. $1.33B; Q1 revenue guide of $951–971M came in below Street estimates, prompting heavy selling. Pinterest shares tank 20% on earnings miss, weak guidance
• Negative Sentiment: Analyst target cuts and downgrades — multiple firms trimmed price targets (and some ratings), reflecting concerns about ad competition (Meta) and near-term revenue momentum. Guggenheim price target lowered
• Negative Sentiment: Regulatory / legal watch — an investor investigation notice (Pomerantz) was filed post-results, adding an additional risk factor for holders. Pomerantz investor alert

Analysts Set New Price Targets

A number of brokerages have commented on PINS. The Goldman Sachs Group reaffirmed a “buy” rating and set a $23.00 price target on shares of Pinterest in a research report on Friday. Evercore ISI set a $25.00 price target on shares of Pinterest and gave the stock an “in-line” rating in a research report on Friday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Pinterest in a report on Monday, December 29th. Stifel Nicolaus cut their price objective on shares of Pinterest from $40.00 to $25.00 and set a “buy” rating on the stock in a research note on Friday. Finally, Mizuho set a $35.00 target price on shares of Pinterest in a research report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eighteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Pinterest presently has a consensus rating of “Moderate Buy” and an average target price of $26.31.

Insider Transactions at Pinterest

In other news, CFO Donnelly Julia Brau sold 22,821 shares of the stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $25.86, for a total transaction of $590,151.06. Following the sale, the chief financial officer directly owned 540,358 shares of the company’s stock, valued at $13,973,657.88. This represents a 4.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Malik Ducard sold 6,000 shares of Pinterest stock in a transaction dated Wednesday, December 24th. The shares were sold at an average price of $25.86, for a total value of $155,160.00. Following the completion of the transaction, the insider owned 699,773 shares of the company’s stock, valued at approximately $18,096,129.78. This represents a 0.85% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 33,407 shares of company stock valued at $855,925. Insiders own 7.06% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Golden State Wealth Management LLC boosted its holdings in Pinterest by 282.7% in the 2nd quarter. Golden State Wealth Management LLC now owns 685 shares of the company’s stock worth $25,000 after buying an additional 506 shares during the last quarter. N.E.W. Advisory Services LLC boosted its stake 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 worth $27,000 after acquiring an additional 713 shares during the last quarter. Atlantic Union Bankshares Corp increased its position in shares of 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 purchasing an additional 883 shares in the last quarter. Elevated Capital Advisors LLC acquired a new position in Pinterest in the 4th quarter valued at $26,000. Finally, Caitong International Asset Management Co. Ltd boosted its stake in Pinterest by 2,017.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,101 shares of the company’s stock worth $29,000 after purchasing an additional 1,049 shares during the last quarter. 88.81% of the stock is owned by institutional investors and hedge funds.

Pinterest Price Performance

The stock’s fifty day moving average price is $24.68 and its 200-day moving average price is $29.98. The firm has a market cap of $10.41 billion, a PE ratio of 25.25, a price-to-earnings-growth ratio of 0.81 and a beta of 0.92.

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.