Pinterest (NYSE:PINS) Posts Quarterly Earnings Results, Misses Expectations By $0.01 EPS

Pinterest (NYSE:PINS) released its earnings results on Thursday. The company reported $0.67 earnings per share for the quarter, missing analysts’ consensus estimates of $0.68 by ($0.01), FiscalAI reports. Pinterest had a return on equity of 8.20% and a net margin of 48.99%.The firm had revenue of $1.32 billion for the quarter, compared to analyst estimates of $1.33 billion.

Pinterest Price Performance

PINS stock traded down $0.55 during midday trading on Thursday, reaching $18.54. 26,264,059 shares of the stock were exchanged, compared to its average volume of 15,104,121. Pinterest has a 52 week low of $18.28 and a 52 week high of $39.93. The company has a fifty day moving average price of $25.08 and a 200 day moving average price of $30.23. The stock has a market capitalization of $12.52 billion, a PE ratio of 6.44, a P/E/G ratio of 0.89 and a beta of 0.92.

Insider Activity

In related news, insider Malik Ducard sold 2,293 shares of the business’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 sale, the insider owned 695,187 shares of the company’s stock, valued at $15,335,825.22. The trade was a 0.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Donnelly Julia Brau sold 22,821 shares of the firm’s stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $25.86, for a total value of $590,151.06. Following the transaction, the chief financial officer directly owned 540,358 shares of the company’s stock, valued at approximately $13,973,657.88. This represents a 4.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 33,407 shares of company stock worth $855,925. Company insiders own 7.06% of the company’s stock.

Institutional Investors Weigh In On Pinterest

Institutional investors and hedge funds have recently made changes to their positions in the business. Revolve Wealth Partners LLC acquired a new position in shares of Pinterest during the fourth quarter worth approximately $252,000. Sivia Capital Partners LLC grew its position in Pinterest by 39.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 9,347 shares of the company’s stock valued at $335,000 after purchasing an additional 2,649 shares during the period. Integrated Wealth Concepts LLC increased its stake in Pinterest by 5.9% during the 1st quarter. Integrated Wealth Concepts LLC now owns 10,943 shares of the company’s stock valued at $339,000 after purchasing an additional 607 shares in the last quarter. Syon Capital LLC acquired a new position in Pinterest during the fourth quarter worth $291,000. Finally, Advisory Services Network LLC raised its holdings in Pinterest by 24.6% during the third quarter. Advisory Services Network LLC now owns 8,583 shares of the company’s stock worth $276,000 after buying an additional 1,697 shares during the last quarter. Institutional investors own 88.81% of the company’s stock.

Pinterest News Summary

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Reported user and revenue growth: Pinterest delivered 14% year‑over‑year Q4 revenue growth to $1.319B and global monthly active users rose 12% to 619M, showing healthy user engagement and topline momentum. BusinessWire: Q4 Results
• Positive Sentiment: Strong profitability metrics: Q4 GAAP net income was reported and the company posted a high net margin (~49% reported) and positive return on equity, which supports cash generation and margin resilience. See the company release and slide deck for detail. Press Release Slide Deck
• Neutral Sentiment: Analyst moves: Benchmark cut its price target from $39 to $34 but kept a “buy” rating, signaling confidence in longer‑term upside despite near‑term pressure. Benzinga
• Neutral Sentiment: Strategic hires and partnerships: Pinterest is adding retail expertise to its team, which may help monetize shopping intent over time but is not an immediate revenue driver. Yahoo Finance
• Negative Sentiment: Earnings and revenue slight miss: Q4 EPS of $0.67 missed consensus by $0.01 and revenue of $1.32B was a hair below estimates — a result that trimmed investor optimism. Press Release
• Negative Sentiment: Weak near‑term guidance: Management guided Q1 revenue to $951M–$971M, below analyst forecasts (~$980M), flagging tougher competition for ad dollars and prompting a sharp share selloff in after‑hours trading. CNBC: Earnings & Guidance Reuters: Guidance & Ad Competition
• Negative Sentiment: Ad market pressure and competition: Management emphasized ongoing challenges winning ad spend versus larger platforms; investors are treating that as a risk to near‑term revenue growth and multiples. Reuters

Wall Street Analyst Weigh In

A number of equities analysts have commented on the company. Evercore reissued an “outperform” rating on shares of Pinterest in a research note on Tuesday, January 27th. Mizuho set a $35.00 price objective on Pinterest in a research report on Tuesday, February 3rd. Barclays cut their price objective on Pinterest from $40.00 to $36.00 and set an “equal weight” rating for the company in a report on Wednesday, November 5th. Sanford C. Bernstein cut their target price on shares of Pinterest from $45.00 to $40.00 and set an “outperform” rating for the company in a research note on Wednesday, November 5th. Finally, Royal Bank Of Canada reduced their target price on shares of Pinterest from $45.00 to $38.00 and set an “outperform” rating for the company in a report on Wednesday, November 5th. One research 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’s stock. Based on data from MarketBeat.com, Pinterest currently has an average rating of “Moderate Buy” and an average target price of $36.78.

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.