Guggenheim Has Lowered Expectations for Pinterest (NYSE:PINS) Stock Price

Key Points

• Guggenheim cut its price target on Pinterest from $38 to $25 while keeping a "buy" rating, implying roughly a 35% upside from the stock's current price.
• Pinterest reported Q4 revenue of $1.32 billion (+14%) and a record 619 million MAUs with EPS of $0.67, but its Q1 revenue guidance of $951M–$971M came in below Street estimates and triggered a negative market reaction.
• Analyst sentiment is mixed but leans positive with a consensus "Moderate Buy" and an average price target of $34.03, while shares trade near their 52-week low (~$18.54) and a low valuation (PE ~6.4).

Pinterest (NYSE:PINS - Get Free Report) had its price target lowered by equities research analysts at Guggenheim from $38.00 to $25.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has a "buy" rating on the stock. Guggenheim's target price suggests a potential upside of 34.84% from the company's current price.

PINS has been the subject of several other reports. HSBC cut shares of Pinterest from a "buy" rating to a "hold" rating and set a $24.90 price objective for the company. in a report on Friday, January 30th. Royal Bank Of Canada reduced their price objective on shares of Pinterest from $45.00 to $38.00 and set an "outperform" rating for the company in a research note on Wednesday, November 5th. UBS Group dropped their price target on Pinterest from $48.00 to $40.00 and set a "buy" rating for the company in a research note on Tuesday, January 20th. Loop Capital downgraded Pinterest from a "buy" rating to a "hold" rating in a research report on Friday. Finally, Barclays set a $25.00 price objective on shares of Pinterest in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and fourteen have issued a Hold rating to the company. Based on data from MarketBeat.com, Pinterest currently has a consensus rating of "Moderate Buy" and an average price target of $34.03.

Pinterest Stock Performance

Shares of PINS opened at $18.54 on Friday. Pinterest has a fifty-two week low of $18.28 and a fifty-two week high of $39.93. The stock has a market cap of $12.52 billion, a PE ratio of 6.44, a price-to-earnings-growth ratio of 0.83 and a beta of 0.92. The firm's 50-day simple moving average is $24.91 and its two-hundred day simple moving average is $30.14.

Pinterest (NYSE:PINS - Get Free Report) last released its earnings results 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 8.20% and a net margin of 48.99%.The company had revenue of $1.32 billion during the quarter, compared to analysts' expectations of $1.33 billion. During the same period in the prior year, the company posted $0.56 earnings per share. The company's revenue was up 14.3% on a year-over-year basis. Equities research analysts predict that Pinterest will post 0.6 EPS for the current year.

Insider Buying and Selling at Pinterest

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 shares were sold at an average price of $25.86, for a total transaction of $590,151.06. Following the transaction, the chief financial officer 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Malik Ducard sold 2,293 shares of the company's stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $22.06, for a total transaction of $50,583.58. Following the completion of the sale, the insider directly owned 695,187 shares of the company's stock, valued at $15,335,825.22. The trade was a 0.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 33,407 shares of company stock valued at $855,925 over the last quarter. Company insiders own 7.06% of the company's stock.

Hedge Funds Weigh In On Pinterest

Several institutional investors have recently bought and sold shares of the business. Norges Bank purchased a new stake in Pinterest during the fourth quarter worth $357,945,000. Davis Selected Advisers bought a new position in shares of Pinterest in the 3rd quarter worth $253,887,000. Balyasny Asset Management L.P. lifted its stake in shares of Pinterest by 1,138.8% during the 2nd quarter. Balyasny Asset Management L.P. now owns 4,601,571 shares of the company's stock worth $165,012,000 after purchasing an additional 4,230,125 shares during the last quarter. Man Group plc boosted its position in Pinterest by 185.7% during the third quarter. Man Group plc now owns 4,983,427 shares of the company's stock valued at $160,317,000 after purchasing an additional 3,239,222 shares in the last quarter. Finally, Victory Capital Management Inc. grew its stake in Pinterest by 18.5% in the third quarter. Victory Capital Management Inc. now owns 20,550,242 shares of the company's stock valued at $685,899,000 after purchasing an additional 3,213,241 shares during the last quarter. 88.81% of the stock is owned by hedge funds and other institutional investors.

Pinterest News Roundup

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Q4 revenue grew 14% year-over-year to $1,319 million and global monthly active users (MAUs) hit a record 619 million, with GAAP net income of $277 million — evidence of user engagement and top-line momentum. Pinterest Announces Q4 and Full-Year 2025 Results
• Positive Sentiment: EPS was $0.67, up from $0.56 a year ago (some outlets noted it beat certain estimates), showing operating leverage vs. the prior year. Pinterest (PINS) Q4 Earnings Top Estimates
• Neutral Sentiment: Earnings call/transcript provides management color (growth vs. ad competition, product priorities) that investors will parse for cadence on monetization and margins. Review full transcript for nuance. Pinterest, Inc. (PINS) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: CEO highlighted product engagement (even comparing search volume to ChatGPT in press coverage) — a PR/positioning move that may help narrative but doesn’t directly move near-term ad revenue. Amid disappointing earnings, Pinterest claims it sees more searches than ChatGPT
• Neutral Sentiment: Benchmark trimmed its price target from $39 to $34 but maintained a buy rating — a modestly less bullish outlook but still supportive from that analyst. Analyst Price Target Change
• Negative Sentiment: Management guided Q1 revenue to $951M–$971M, below Street estimates; guidance and commentary that ad-dollar competition is intensifying triggered the largest negative market reaction. Pinterest forecasts downbeat revenue
• Negative Sentiment: News coverage flagged a drop in quarterly profit and an expectation that revenue growth will decelerate further, reinforcing near-term skepticism about ad market share gains. Pinterest Fourth-Quarter Profit Drops
• Negative Sentiment: A Pomerantz law firm investor investigation into Pinterest was announced, introducing potential legal/settlement risk that can weigh on sentiment. Pomerantz Law Firm Investigates Claims

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.

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