Pinterest (NYSE:PINS) Receives “Neutral” Rating from Bank of America

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

Several other brokerages have also commented on PINS. Guggenheim dropped their price target on shares of Pinterest from $44.00 to $38.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. Mizuho set a $35.00 price objective on Pinterest in a report on Tuesday, February 3rd. Royal Bank Of Canada cut their target price on Pinterest from $45.00 to $38.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 5th. Piper Sandler reissued a “neutral” rating and issued a $33.00 price target (down previously from $35.00) on shares of Pinterest in a research note on Wednesday, November 5th. Finally, Cantor Fitzgerald lowered their price target on Pinterest from $40.00 to $34.00 and set an “overweight” rating on the stock in a report on Wednesday, November 5th. One equities research 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 company’s stock. According to MarketBeat.com, Pinterest currently has an average rating of “Moderate Buy” and a consensus price target of $26.31.

Pinterest Price Performance

Shares of NYSE PINS opened at $15.40 on Friday. The firm has a market capitalization of $10.41 billion, a PE ratio of 25.25, a P/E/G ratio of 0.81 and a beta of 0.92. Pinterest has a 1-year low of $13.84 and a 1-year high of $39.93. The business’s fifty day moving average price is $24.68 and its two-hundred day moving average price is $29.98.

Pinterest (NYSE:PINS) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.67 EPS for the quarter, missing the consensus estimate of $0.68 by ($0.01). Pinterest had a return on equity of 7.93% and a net margin of 9.87%.The firm had revenue of $1.32 billion for the quarter, compared to the consensus estimate of $1.33 billion. During the same quarter in the prior year, the company posted $0.56 EPS. The firm’s revenue was up 14.3% on a year-over-year basis. Equities research analysts expect that Pinterest will post 0.6 earnings per share for the current fiscal year.

Insider Transactions at Pinterest

In other news, insider Malik Ducard sold 6,000 shares of Pinterest stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $25.86, for a total value of $155,160.00. Following the transaction, the insider owned 699,773 shares of the company’s stock, valued at $18,096,129.78. The trade was a 0.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Donnelly Julia Brau sold 22,821 shares of the business’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 owned 540,358 shares in the company, valued at $13,973,657.88. The trade was a 4.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 33,407 shares of company stock worth $855,925. 7.06% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in shares of Pinterest during the 4th quarter valued at $357,945,000. Davis Selected Advisers purchased a new stake in shares of Pinterest during the third quarter valued at $253,887,000. State Street Corp boosted its position in shares of 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 period. Victory Capital Management Inc. increased 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 worth $694,082,000 after purchasing an additional 6,258,628 shares in the last quarter. Finally, Balyasny Asset Management L.P. raised its holdings in Pinterest by 1,138.8% during the 2nd quarter. Balyasny Asset Management L.P. now owns 4,601,571 shares of the company’s stock worth $165,012,000 after buying an additional 4,230,125 shares during the period. Institutional investors and hedge funds own 88.81% of the company’s stock.

Trending Headlines about 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.