Analyst Price Target Cut: Social media buzz intensified around Morgan Stanley's decision to lower Pinterest's price target to $27 from $35 while keeping an overweight rating. Investors debated whether this signals peaking growth in the visual discovery platform amid softening ad demand. The move underscored ongoing valuation pressures in the sector.
Peer Sector Selloff: Pinterest shares dropped 4% as traders linked the decline to turmoil at Meta and Snap, dragging down social media peers. Discussions highlighted short-term trading wins from swing positions in PINS, with some calling it a multi-bagger opportunity. Sentiment reflected wariness over correlated risks in digital advertising.
Ad-Tech Tailwinds: Positive notes emerged on a court dismissal of a boycott lawsuit against X, potentially lifting sentiment for ad-reliant names like Pinterest. Users viewed this as removing a legal overhang and supporting revenue prospects. Conversations balanced these upsides against recent analyst caution.
Note: This discussion summary was generated from an AI condensation of post data.
Pinterest Insider Trading Activity
Pinterest insiders have traded $PINS stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $PINS stock by insiders over the last 6 months:
- WANJIKU JUANITA WALCOTT (Chief Legal & Bus Affairs Ofc.) sold 74,047 shares for an estimated $1,990,909
- DONNELLY JULIA BRAU (Chief Financial Officer) sold 22,821 shares for an estimated $590,098
- MALIK DUCARD (Chief Content Officer) has made 0 purchases and 3 sales selling 10,586 shares for an estimated $265,776.
- ANDREA ACOSTA (Chief Accounting Officer) sold 3,759 shares for an estimated $93,962
- GOKUL RAJARAM sold 1,050 shares for an estimated $21,000
- BENJAMIN SILBERMANN sold 8 shares for an estimated $254
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Pinterest Revenue
Pinterest had revenues of $1.3B in Q4 2025. This is an increase of 14.32% from the same period in the prior year.
You can track PINS financials on Quiver Quantitative's PINS stock page.
Pinterest Congressional Stock Trading
Members of Congress have traded $PINS stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PINS stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 12/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Pinterest Hedge Fund Activity
We have seen 394 institutional investors add shares of Pinterest stock to their portfolio, and 577 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 27,099,326 shares (+70.5%) to their portfolio in Q4 2025, for an estimated $701,601,550
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 22,646,511 shares (-85.3%) from their portfolio in Q4 2025, for an estimated $586,318,169
- FRANKLIN RESOURCES INC removed 12,597,484 shares (-78.9%) from their portfolio in Q4 2025, for an estimated $326,148,860
- UBS GROUP AG added 8,174,687 shares (+124.6%) to their portfolio in Q4 2025, for an estimated $211,642,646
- BAILLIE GIFFORD & CO removed 7,800,244 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $201,948,317
- STATE STREET CORP added 7,412,213 shares (+52.6%) to their portfolio in Q4 2025, for an estimated $191,902,194
- MARSHALL WACE, LLP removed 6,468,358 shares (-98.0%) from their portfolio in Q4 2025, for an estimated $167,465,788
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Pinterest Analyst Ratings
Wall Street analysts have issued reports on $PINS in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 01/20/2026
- Benchmark issued a "Buy" rating on 11/05/2025
- BMO Capital issued a "Outperform" rating on 11/05/2025
- Mizuho issued a "Outperform" rating on 09/30/2025
To track analyst ratings and price targets for Pinterest, check out Quiver Quantitative's $PINS forecast page.
Pinterest Price Targets
Multiple analysts have issued price targets for $PINS recently. We have seen 26 analysts offer price targets for $PINS in the last 6 months, with a median target of $25.0.
Here are some recent targets:
- Brian Nowak from Morgan Stanley set a target price of $27.0 on 03/25/2026
- Barton Crockett from Rosenblatt set a target price of $20.0 on 03/04/2026
- Ken Gawrelski from Wells Fargo set a target price of $27.0 on 02/13/2026
- Jason Helfstein from Oppenheimer set a target price of $24.0 on 02/13/2026
- Scott Devitt from Wedbush set a target price of $16.0 on 02/13/2026
- Mark Mahaney from Evercore ISI Group set a target price of $25.0 on 02/13/2026
- Colin Sebastian from Baird set a target price of $20.0 on 02/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
