Pinterest (NYSE:PINS) Lowered to Hold Rating by Robert W. Baird

Robert W. Baird lowered shares of Pinterest (NYSE:PINS) from a strong-buy rating to a hold rating in a research note released on Friday,Zacks.com reports.

Several other research analysts have also recently issued reports on the stock. Zacks Research upgraded shares of Pinterest from a “strong sell” rating to a “hold” rating in a report on Friday, January 30th. Loop Capital cut shares of Pinterest from a “buy” rating to a “hold” rating and reduced their price target for the company from $45.00 to $18.00 in a research report on Friday. Mizuho set a $35.00 price objective on shares of Pinterest in a research note on Tuesday, February 3rd. Evercore ISI set a $25.00 price objective on Pinterest and gave the stock an “in-line” rating in a report on Friday. Finally, Wolfe Research set a $33.00 target price on Pinterest and gave the company an “outperform” rating in a report on Monday, January 5th. One 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, Pinterest currently has a consensus rating of “Moderate Buy” and an average target price of $26.31.

Pinterest Stock Performance

PINS opened at $15.40 on Friday. Pinterest has a one year low of $13.84 and a one year high of $39.93. The company has a market cap of $10.41 billion, a P/E ratio of 25.25, a PEG ratio of 0.81 and a beta of 0.92. The business’s 50-day simple moving average is $24.68 and its 200-day simple moving average is $29.98.

Pinterest (NYSE:PINS) last posted its earnings results 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 business had revenue of $1.32 billion for the quarter, compared to analysts’ expectations of $1.33 billion. Pinterest had a return on equity of 7.93% and a net margin of 9.87%.Pinterest’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.56 EPS. As a group, analysts predict that Pinterest will post 0.6 earnings per share for the current fiscal year.

Insider Activity

In other Pinterest news, CFO Donnelly Julia Brau sold 22,821 shares of the company’s 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 $590,151.06. Following the completion of the sale, the chief financial officer directly owned 540,358 shares of the company’s stock, valued at $13,973,657.88. This represents a 4.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 value of $155,160.00. Following the sale, the insider directly owned 699,773 shares of the company’s stock, valued at $18,096,129.78. The trade was a 0.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 33,407 shares of company stock worth $855,925 in the last 90 days. 7.06% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Pinterest

Hedge funds and other institutional investors have recently bought and sold shares of the company. Golden State Wealth Management LLC lifted its stake in shares of Pinterest by 282.7% in the 2nd quarter. Golden State Wealth Management LLC now owns 685 shares of the company’s stock worth $25,000 after acquiring an additional 506 shares during the period. Elevated Capital Advisors LLC acquired a new position in shares of Pinterest during the fourth quarter worth about $26,000. N.E.W. Advisory Services LLC raised its holdings in Pinterest by 505.7% during the third quarter. N.E.W. Advisory Services LLC now owns 854 shares of the company’s stock worth $27,000 after purchasing an additional 713 shares in the last quarter. Atlantic Union Bankshares Corp lifted its position in Pinterest by 3,839.1% in the third quarter. Atlantic Union Bankshares Corp now owns 906 shares of the company’s stock valued at $29,000 after purchasing an additional 883 shares during the period. Finally, Caitong International Asset Management Co. Ltd lifted its position in Pinterest by 2,017.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 1,101 shares of the company’s stock valued at $29,000 after purchasing an additional 1,049 shares during the period. 88.81% of the stock is currently owned by hedge funds and other institutional investors.

Pinterest News Summary

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.