Pinterest shares plunge about 20% after Q4 revenue miss and weaker-than-expected outlook

Pinterest (PINS) is down 20.28% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied to a modest fourth-quarter revenue miss alongside first-quarter revenue guidance that came in below market expectations, overshadowing solid user growth. Investors also seemed to react to concerns that near-term advertising demand and the company’s product transition may pressure growth and profitability.

Details:

Pinterest reported Q4 revenue of about $1.32 billion, slightly below consensus expectations, with adjusted EPS around $0.67 (roughly in line to slightly below estimates).

For Q1 2026, the company guided revenue to roughly $951 million to $971 million, which implied a shortfall versus what the market had been modeling.

Global monthly active users rose to a record level around 619 million, but that metric did not offset worries about monetization and forward growth.

Recent workforce-reduction plans and increased investment in AI-driven features highlighted a strategic pivot that could take time to translate into revenue acceleration.

Sources:

Barron's

MarketWatch

Investing.com

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

Pinterest Insider Trading Activity

Pinterest insiders have traded $PINS stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.

Here’s a breakdown of recent trading of $PINS stock by insiders over the last 6 months:

BENJAMIN SILBERMANN has made 0 purchases and 15 sales selling 612,506 shares for an estimated $21,911,338.
WANJIKU JUANITA WALCOTT (Chief Legal & Bus Affairs Ofc.) sold 74,047 shares for an estimated $1,990,909
DONNELLY JULIA BRAU (Chief Financial Officer) has made 0 purchases and 2 sales selling 45,642 shares for an estimated $1,385,499.
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) has made 0 purchases and 2 sales selling 7,518 shares for an estimated $225,390.
GOKUL RAJARAM sold 1,150 shares for an estimated $40,250

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Pinterest Hedge Fund Activity

We have seen 419 institutional investors add shares of Pinterest stock to their portfolio, and 519 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
VICTORY CAPITAL MANAGEMENT INC added 6,258,628 shares (+30.5%) to their portfolio in Q4 2025, for an estimated $162,035,878

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

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 Analyst Ratings

Wall Street analysts have issued reports on $PINS in the last several months. We have seen 6 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
JP Morgan issued a "Overweight" rating on 11/05/2025
Mizuho issued a "Outperform" rating on 09/30/2025
Guggenheim issued a "Buy" rating on 09/02/2025

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 21 analysts offer price targets for $PINS in the last 6 months, with a median target of $35.0.

Here are some recent targets:

Barton Crockett from Rosenblatt set a target price of $20.0 on 02/13/2026
Michael Morris from Guggenheim 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
Justin Post from B of A Securities set a target price of $19.0 on 02/13/2026
Mark Zgutowicz from Benchmark set a target price of $34.0 on 02/11/2026
Justin Patterson from Keybanc set a target price of $35.0 on 02/03/2026
Rohit Kulkarni from Roth Capital set a target price of $29.0 on 01/30/2026

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.