Pinterest (NYSE:PINS) Cut to “Hold” at Evercore ISI

Evercore ISI downgraded shares of Pinterest (NYSE:PINS) from an outperform rating to a hold rating in a report issued on Friday, Marketbeat Ratings reports. They currently have $25.00 price objective on the stock.

A number of other equities analysts also recently commented on the company. Wedbush dropped their price objective on Pinterest from $30.00 to $16.00 and set a “neutral” rating on the stock in a report on Friday. Oppenheimer decreased their target price on shares of Pinterest from $36.00 to $24.00 and set an “outperform” rating for the company in a research report on Friday. Roth Mkm dropped their price target on shares of Pinterest from $34.00 to $29.00 and set a “neutral” rating on the stock in a research note on Friday, January 30th. Morgan Stanley raised their price target on shares of Pinterest from $32.00 to $35.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. Finally, Barclays decreased their price objective on shares of Pinterest from $36.00 to $25.00 and set an “equal weight” rating for the company in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eighteen have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $26.31.

Pinterest Trading Down 16.9%

Shares of NYSE:PINS opened at $15.40 on Friday. The firm has a market cap of $10.41 billion, a price-to-earnings ratio of 25.25, a P/E/G ratio of 0.67 and a beta of 0.92. Pinterest has a 1 year low of $13.84 and a 1 year high of $39.93. The business has a fifty day simple moving average of $24.68 and a 200 day simple moving average of $29.87.

Pinterest (NYSE:PINS) last issued its earnings results on Thursday, February 12th. The company reported $0.67 EPS for the quarter, missing analysts’ consensus estimates of $0.68 by ($0.01). Pinterest had a net margin of 9.87% and a return on equity of 7.95%. The firm had revenue of $1.32 billion during the quarter, compared to analysts’ expectations of $1.33 billion. During the same quarter last year, the firm earned $0.56 EPS. The business’s revenue for the quarter was up 14.3% compared to the same quarter last year. On average, sell-side analysts forecast that Pinterest will post 0.6 EPS for the current year.

Insider Transactions at Pinterest

In related news, insider Malik Ducard sold 6,000 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 value of $155,160.00. Following the completion of the sale, the insider owned 699,773 shares in the company, valued at approximately $18,096,129.78. This trade represents a 0.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Donnelly Julia Brau sold 22,821 shares of Pinterest stock in a transaction dated 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 in the company, valued at approximately $13,973,657.88. This trade represents a 4.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 33,407 shares of company stock valued at $855,925 in the last ninety days. 7.11% of the stock is owned by company insiders.

Institutional Trading of Pinterest

Institutional investors and hedge funds have recently modified their holdings of the company. Vanguard Group Inc. lifted its position in Pinterest by 1.8% in the fourth quarter. Vanguard Group Inc. now owns 62,056,069 shares of the company’s stock worth $1,606,632,000 after purchasing an additional 1,069,646 shares during the period. Victory Capital Management Inc. raised its stake in shares of Pinterest by 30.5% in the 4th quarter. Victory Capital Management Inc. now owns 26,808,870 shares of the company’s stock valued at $694,082,000 after buying an additional 6,258,628 shares in the last quarter. State Street Corp raised its stake in shares of Pinterest by 52.6% in the 4th quarter. State Street Corp now owns 21,492,169 shares of the company’s stock valued at $556,432,000 after buying an additional 7,412,213 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of Pinterest by 10.7% during the 3rd quarter. Ameriprise Financial Inc. now owns 19,732,086 shares of the company’s stock worth $634,767,000 after acquiring an additional 1,913,668 shares during the period. Finally, Franklin Resources Inc. boosted its position in shares of Pinterest by 4.4% during the 2nd quarter. Franklin Resources Inc. now owns 16,862,033 shares of the company’s stock valued at $604,673,000 after acquiring an additional 718,105 shares in the last quarter. 88.81% of the stock is currently owned by institutional investors.

Trending Headlines about Pinterest

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

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.