Pinterest’s (PINS) “Neutral” Rating Reiterated at JPMorgan Chase & Co.

JPMorgan Chase & Co. reaffirmed their neutral rating on shares of Pinterest (NYSE:PINS) in a report issued on Friday morning, Marketbeat Ratings reports. The brokerage currently has a $20.00 target price on the stock, down from their previous target price of $36.00.

A number of other equities research analysts also recently weighed in on the company. Citigroup downgraded Pinterest from a “buy” rating to a “neutral” rating and dropped their price objective for the company from $38.00 to $19.00 in a research report on Friday. BMO Capital Markets decreased their price target on shares of Pinterest from $41.00 to $35.00 and set an “outperform” rating for the company in a research report on Wednesday, November 5th. Guggenheim cut their price objective on shares of Pinterest from $38.00 to $25.00 and set a “buy” rating on the stock in a research report on Friday. Barclays reduced their price objective on shares of Pinterest from $36.00 to $25.00 and set an “equal weight” rating for the company in a research note on Friday. 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 investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eighteen have issued a Hold rating to the stock. Based on data from MarketBeat, Pinterest has a consensus rating of “Moderate Buy” and a consensus target price of $26.31.

Pinterest Stock Down 16.9%

Shares of PINS stock 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 PEG ratio of 0.67 and a beta of 0.92. The company’s 50 day moving average is $24.68 and its 200 day moving average is $29.87. Pinterest has a 52-week low of $13.84 and a 52-week high of $39.93.

Pinterest (NYSE:PINS) last posted its earnings results on Thursday, February 12th. 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 7.95% and a net margin of 9.87%.The company had revenue of $1.32 billion for the quarter, compared to analysts’ expectations of $1.33 billion. During the same quarter in the prior year, the company earned $0.56 EPS. The firm’s quarterly revenue was up 14.3% on a year-over-year basis. Analysts anticipate that Pinterest will post 0.6 EPS for the current fiscal year.

Insider Activity at Pinterest

In other Pinterest news, insider Malik Ducard sold 2,293 shares of the firm’s stock in a transaction 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 approximately $15,335,825.22. This trade represents a 0.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Donnelly Julia Brau sold 22,821 shares of the business’s stock in a transaction on 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 in the company, valued at $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. In the last three months, 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

Hedge funds have recently added to or reduced their stakes in the business. FORA Capital LLC acquired a new stake in Pinterest during the 4th quarter worth about $4,151,000. CreativeOne Wealth LLC boosted its stake in shares of Pinterest by 60.8% in the fourth quarter. CreativeOne Wealth LLC now owns 56,560 shares of the company’s stock worth $1,464,000 after buying an additional 21,392 shares during the last quarter. The Manufacturers Life Insurance Company grew its holdings in Pinterest by 670.2% during the fourth quarter. The Manufacturers Life Insurance Company now owns 356,194 shares of the company’s stock worth $9,222,000 after acquiring an additional 309,948 shares during the period. Bridgewater Associates LP raised its position in Pinterest by 4.6% during the fourth quarter. Bridgewater Associates LP now owns 4,317,906 shares of the company’s stock valued at $111,791,000 after acquiring an additional 191,540 shares in the last quarter. Finally, Visionary Wealth Advisors acquired a new position in Pinterest in the fourth quarter valued at approximately $431,000. 88.81% of the stock is owned by hedge funds and other institutional investors.

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

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.