Benchmark Cuts Pinterest (NYSE:PINS) Price Target to $34.00

Pinterest (NYSE:PINS) had its target price lowered by Benchmark from $39.00 to $34.00 in a research note issued to investors on Wednesday morning,Benzinga reports. Benchmark currently has a buy rating on the stock.

A number of other equities research analysts also recently issued reports on PINS. Citigroup reiterated a “buy” rating on shares of Pinterest in a research report on Wednesday, November 5th. Rosenblatt Securities reiterated a “neutral” rating and set a $30.00 target price (down from $49.00) on shares of Pinterest in a research report on Wednesday, November 5th. The Goldman Sachs Group dropped their price target on Pinterest from $36.00 to $32.00 and set a “buy” rating for the company in a research report on Tuesday, January 13th. Wolfe Research set a $33.00 price target on Pinterest and gave the stock an “outperform” rating in a research note on Monday, January 5th. Finally, Evercore reiterated an “outperform” rating on shares of Pinterest in a research report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eighteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $26.31.

Pinterest Price Performance

PINS stock opened at $15.40 on Wednesday. The company has a fifty day moving average price of $24.68 and a 200 day moving average price of $29.98. Pinterest has a 12 month low of $13.84 and a 12 month high of $39.93. The company has a market cap of $10.41 billion, a price-to-earnings ratio of 25.25, a price-to-earnings-growth ratio of 0.81 and a beta of 0.92.

Pinterest (NYSE:PINS) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.67 EPS for the quarter, missing analysts’ consensus estimates 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 analysts’ expectations of $1.33 billion. During the same quarter in the previous year, the company posted $0.56 EPS. The firm’s quarterly revenue was up 14.3% compared to the same quarter last year. As a group, analysts anticipate that Pinterest will post 0.6 earnings per share for the current year.

Insider Activity

In other Pinterest news, CFO Donnelly Julia Brau sold 22,821 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $25.86, for a total value of $590,151.06. Following the sale, the chief financial officer directly owned 540,358 shares of the company’s stock, valued at approximately $13,973,657.88. This trade represents a 4.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Malik Ducard sold 6,000 shares of the business’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 owned 699,773 shares of the company’s stock, valued at approximately $18,096,129.78. The trade was a 0.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 33,407 shares of company stock worth $855,925 over the last quarter. 7.06% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Pinterest

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

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

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.