Pinterest’s (PINS) “Neutral” Rating Reiterated at Bank of America

Bank of America reaffirmed their neutral rating on shares of Pinterest (NYSE:PINS) in a research note published on Friday morning, MarketBeat reports. Bank of America currently has a $19.00 price target on the stock, down from their previous price target of $39.00.

Several other research analysts have also issued reports on the company. JPMorgan Chase & Co. reduced their price objective on Pinterest from $44.00 to $36.00 and set an “overweight” rating for the company in a research note on Wednesday, November 5th. Wedbush downgraded shares of Pinterest from an “outperform” rating to a “neutral” rating and reduced their price target for the company from $34.00 to $30.00 in a research report on Monday, December 8th. Wolfe Research set a $33.00 price target on shares of Pinterest and gave the company an “outperform” rating in a research note on Monday, January 5th. Roth Mkm dropped their price objective 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. Finally, Cantor Fitzgerald decreased their target price on shares of Pinterest from $40.00 to $34.00 and set an “overweight” rating for the company in a research report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eighteen have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $26.31.

Pinterest Stock Down 16.9%

Pinterest stock opened at $15.40 on Friday. The company has a market capitalization of $10.41 billion, a PE ratio of 25.25, a PEG ratio of 0.67 and a beta of 0.92. Pinterest has a 12-month low of $13.84 and a 12-month high of $39.93. The firm’s fifty day moving average is $24.68 and its 200 day moving average is $29.87.

Pinterest (NYSE:PINS) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.67 earnings per share for the quarter, missing the consensus estimate of $0.68 by ($0.01). The company had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.33 billion. Pinterest had a net margin of 9.87% and a return on equity of 7.95%. Pinterest’s revenue for the quarter was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.56 EPS. Sell-side analysts expect that Pinterest will post 0.6 EPS for the current fiscal year.

Insider Activity

In related news, CFO Donnelly Julia Brau sold 22,821 shares of the business’s 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 transaction, the chief financial officer directly owned 540,358 shares in the company, valued at approximately $13,973,657.88. The trade was a 4.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Malik Ducard sold 2,293 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $22.06, for a total transaction of $50,583.58. Following the completion of the sale, the insider owned 695,187 shares of the company’s stock, valued at approximately $15,335,825.22. This trade represents a 0.33% 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. 7.11% of the stock is currently owned by corporate insiders.

Institutional Trading of Pinterest

Hedge funds have recently bought and sold shares of the business. Revolve Wealth Partners LLC bought a new position in Pinterest in the 4th quarter valued at $252,000. Integrated Wealth Concepts LLC boosted its holdings in shares of Pinterest by 5.9% in the 1st quarter. Integrated Wealth Concepts LLC now owns 10,943 shares of the company’s stock worth $339,000 after buying an additional 607 shares during the last quarter. Empowered Funds LLC grew its position in Pinterest by 45.6% during the first quarter. Empowered Funds LLC now owns 15,168 shares of the company’s stock valued at $470,000 after buying an additional 4,748 shares during the period. Sivia Capital Partners LLC increased its holdings in Pinterest by 39.5% during the second quarter. Sivia Capital Partners LLC now owns 9,347 shares of the company’s stock worth $335,000 after buying an additional 2,649 shares during the last quarter. Finally, US Bancorp DE raised its position in Pinterest by 87.6% in the second quarter. US Bancorp DE now owns 40,596 shares of the company’s stock worth $1,456,000 after acquiring an additional 18,955 shares during the period. 88.81% of the stock is currently owned by institutional investors.

Key Stories Impacting 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

About Pinterest

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.