Pinterest jumps as Q1 revenue tops $1B and Q2 outlook points to mid-teens growth

Pinterest, Inc. (PINS) is up 19.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Pinterest’s first-quarter 2026 earnings release, which showed faster-than-expected revenue growth, expanding user scale, and an upbeat second-quarter revenue and profitability outlook. Investors also likely reacted positively to the company highlighting completed share repurchases and solid advertising monetization trends.

Details:

Pinterest reported Q1 2026 revenue of $1.008 billion, up 18% year over year (15% on a constant-currency basis), with global MAUs rising 11% to 631 million.

Management guided Q2 2026 revenue to $1.133 billion–$1.153 billion (implying 14%–16% year-over-year growth) and guided adjusted EBITDA to $256 million–$276 million.

Geographic performance was broad-based, with U.S./Canada revenue up 13%, Europe up 27%, and Rest of World up 59% in Q1.

The company said it completed a previously announced $2 billion of near-term share repurchases.

Sources:

SEC, Pinterest Investor Relations, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$PINS Insider Trading Activity

$PINS 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 has made 0 purchases and 2 sales selling 3,150 shares for an estimated $63,000.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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$PINS Hedge Fund Activity

We have seen 353 institutional investors add shares of $PINS stock to their portfolio, and 514 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
NINETY ONE UK LTD removed 7,411,185 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $135,921,132

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$PINS 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. You can access data on congressional stock trades through the Quiver Quantitative API.

$PINS Analyst Ratings

Wall Street analysts have issued reports on $PINS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Benchmark issued a "Buy" rating on 04/30/2026
UBS issued a "Buy" rating on 01/20/2026

To track analyst ratings and price targets for $PINS, check out Quiver Quantitative's $PINS forecast page.

$PINS Price Targets

Multiple analysts have issued price targets for $PINS recently. We have seen 23 analysts offer price targets for $PINS in the last 6 months, with a median target of $25.0.

Here are some recent targets:

Mark Zgutowicz from Benchmark set a target price of $33.0 on 04/30/2026
Stephen Ju from UBS set a target price of $29.0 on 04/21/2026
Alec Brondolo from Wells Fargo set a target price of $25.0 on 04/07/2026
Michael Morris from Guggenheim set a target price of $21.0 on 04/01/2026
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
Thomas Champion from Piper Sandler set a target price of $21.0 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.