Benchmark Issues Pessimistic Forecast for Pinterest (NYSE:PINS) Stock Price

Pinterest (NYSE:PINS) had its price target reduced by analysts at Benchmark from $39.00 to $34.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Benchmark’s target price would suggest a potential upside of 83.39% from the company’s previous close.

PINS has been the topic of a number of other reports. Wolfe Research set a $33.00 price objective on shares of Pinterest and gave the company an “outperform” rating in a research note on Monday, January 5th. HSBC lowered Pinterest from a “buy” rating to a “hold” rating and set a $24.90 price target on the stock. in a research report on Friday, January 30th. Sanford C. Bernstein dropped their price objective on Pinterest from $45.00 to $40.00 and set an “outperform” rating for the company in a report on Wednesday, November 5th. Morgan Stanley increased their target price on Pinterest from $32.00 to $35.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Finally, The Goldman Sachs Group reduced their target price on Pinterest from $36.00 to $32.00 and set a “buy” rating on the stock in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $36.78.

Pinterest Trading Down 2.9%

Shares of NYSE:PINS opened at $18.54 on Wednesday. Pinterest has a 1-year low of $18.28 and a 1-year high of $39.93. The stock has a market capitalization of $12.52 billion, a P/E ratio of 6.44, a P/E/G ratio of 0.83 and a beta of 0.92. The business has a 50-day moving average price of $24.91 and a two-hundred day moving average price of $30.14.

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

Insider Transactions at Pinterest

In other news, CFO Donnelly Julia Brau sold 22,821 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $25.86, for a total transaction of $590,151.06. Following the sale, the chief financial officer owned 540,358 shares of the company’s stock, valued at $13,973,657.88. This trade represents a 4.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Malik Ducard sold 2,293 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $22.06, for a total value of $50,583.58. Following the completion of the transaction, the insider owned 695,187 shares of the company’s stock, valued at $15,335,825.22. This represents a 0.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 33,407 shares of company stock worth $855,925. 7.06% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Pinterest

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Revolve Wealth Partners LLC acquired a new position in Pinterest in the 4th quarter worth $252,000. Integrated Wealth Concepts LLC boosted its position in shares of Pinterest by 5.9% during the first 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 period. Empowered Funds LLC boosted its position in shares of Pinterest by 45.6% during the first quarter. Empowered Funds LLC now owns 15,168 shares of the company’s stock worth $470,000 after buying an additional 4,748 shares during the period. Sivia Capital Partners LLC grew its holdings in shares of 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 in the last quarter. Finally, US Bancorp DE raised its position in Pinterest by 87.6% in the 2nd quarter. US Bancorp DE now owns 40,596 shares of the company’s stock valued at $1,456,000 after buying an additional 18,955 shares during the last quarter. 88.81% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Pinterest

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

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.