Pinterest (NYSE:PINS) Downgraded to “Hold” Rating by Robert W. Baird

Pinterest (NYSE:PINS) was downgraded by equities research analysts at Robert W. Baird from a “strong-buy” rating to a “hold” rating in a note issued to investors on Friday,Zacks.com reports.

Several other analysts have also issued reports on the company. Oppenheimer lowered their target price on Pinterest from $36.00 to $24.00 and set an “outperform” rating on the stock in a research note on Friday. Piper Sandler restated a “neutral” rating and issued a $21.00 price objective (down from $33.00) on shares of Pinterest in a research note on Friday. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $20.00 price objective (down from $36.00) on shares of Pinterest in a report on Friday. Evercore ISI set a $25.00 target price on shares of Pinterest and gave the stock an “in-line” rating in a research note on Friday. Finally, Zacks Research upgraded shares of Pinterest from a “strong sell” rating to a “hold” rating in a research note on Friday, January 30th. One investment 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. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $26.31.

Pinterest Stock Performance

Shares of NYSE:PINS opened at $15.40 on Friday. The company has a market capitalization of $10.41 billion, a P/E ratio of 25.25, a price-to-earnings-growth ratio of 0.81 and a beta of 0.92. The company’s 50-day moving average is $24.68 and its 200 day moving average is $29.98. Pinterest has a fifty-two week low of $13.84 and a fifty-two week high of $39.93.

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

Insider Buying and Selling at Pinterest

In other news, CFO Donnelly Julia Brau sold 22,821 shares of the business’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 completion of the transaction, the chief financial officer owned 540,358 shares of the company’s stock, valued at approximately $13,973,657.88. The trade was a 4.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Malik Ducard sold 6,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $25.86, for a total transaction of $155,160.00. Following the completion of the sale, the insider directly owned 699,773 shares in the company, valued at $18,096,129.78. This represents a 0.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 33,407 shares of company stock valued at $855,925. Insiders own 7.06% of the company’s stock.

Hedge Funds Weigh In On Pinterest

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

Key Stories 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.