Rosenblatt Securities Cuts Pinterest (NYSE:PINS) Price Target to $20.00

Pinterest (NYSE:PINS) had its price target lowered by Rosenblatt Securities from $30.00 to $20.00 in a research note issued to investors on Friday morning,Benzinga reports. Rosenblatt Securities currently has a neutral rating on the stock.

A number of other analysts have also commented on the stock. Barclays cut their price objective on shares of Pinterest from $40.00 to $36.00 and set an “equal weight” rating on the stock in a research report on Wednesday, November 5th. Evercore ISI set a $25.00 price objective on Pinterest and gave the company an “in-line” rating in a report on Friday. UBS Group decreased their price target on Pinterest from $48.00 to $40.00 and set a “buy” rating for the company in a research note on Tuesday, January 20th. Citigroup downgraded Pinterest from a “buy” rating to a “neutral” rating and cut their price objective for the company from $38.00 to $19.00 in a report on Friday. Finally, Piper Sandler restated a “neutral” rating and set a $33.00 target price (down from $35.00) on shares of Pinterest in a report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eighteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $26.31.

Pinterest Stock Down 16.9%

Shares of PINS stock opened at $15.40 on Friday. Pinterest has a 12-month low of $13.84 and a 12-month high of $39.93. The firm has a market capitalization of $10.41 billion, a price-to-earnings ratio of 25.25, a price-to-earnings-growth ratio of 0.67 and a beta of 0.92. The firm has a fifty day moving average of $24.68 and a 200-day moving average of $29.87.

Pinterest (NYSE:PINS) last released 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). Pinterest had a net margin of 9.87% and a return on equity of 7.95%. The business had revenue of $1.32 billion for the quarter, compared to the consensus estimate of $1.33 billion. During the same quarter last year, the firm earned $0.56 EPS. The company’s revenue for the quarter was up 14.3% on a year-over-year basis. Research analysts expect that Pinterest will post 0.6 earnings per share for the current year.

Insider Transactions at Pinterest

In other Pinterest news, CFO Donnelly Julia Brau sold 22,821 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 $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. The trade was a 4.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Malik Ducard sold 6,000 shares of the stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $25.86, for a total transaction of $155,160.00. Following the transaction, the insider owned 699,773 shares in the company, valued at approximately $18,096,129.78. The trade was a 0.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 33,407 shares of company stock worth $855,925. 7.11% of the stock is owned by insiders.

Institutional Investors Weigh In On Pinterest

Several institutional investors and hedge funds have recently added to or reduced their stakes in PINS. Norges Bank bought a new position in shares of Pinterest in the 4th quarter valued at $357,945,000. Davis Selected Advisers acquired a new position in Pinterest during the 3rd quarter worth approximately $253,887,000. State Street Corp lifted its stake in 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 purchasing an additional 7,412,213 shares during the last quarter. Victory Capital Management Inc. lifted its stake in 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 purchasing an additional 6,258,628 shares during the last quarter. Finally, Balyasny Asset Management L.P. boosted its position in Pinterest by 1,138.8% in the second quarter. Balyasny Asset Management L.P. now owns 4,601,571 shares of the company’s stock valued at $165,012,000 after buying an additional 4,230,125 shares in the last quarter. 88.81% of the stock is currently owned by institutional investors.

Key Headlines 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.