Morgan Stanley Boosts Pinterest (NYSE:PINS) Price Target to $30.00

Key Points

• Morgan Stanley raised its price target on Pinterest to $30 and maintained an "overweight" rating, implying roughly a 33% upside from the stock's current level.
• Pinterest beat Q1 expectations with about $1.01B in revenue (+18% Y/Y), adjusted EPS of $0.27, 631M MAUs (+11% Y/Y), guided Q2 revenue above consensus, and announced roughly $2B of share repurchases, driving recent stock gains.
• Street sentiment is mixed — the consensus is a "Hold" with an average price target near $26.97 (16 Buys, 18 Holds, 1 Sell) — while risks include pending securities‑class‑action solicitations and a reported GAAP net loss despite positive adjusted results.

Pinterest (NYSE:PINS - Get Free Report) had its price objective increased by analysts at Morgan Stanley from $27.00 to $30.00 in a research note issued on Tuesday,Benzinga reports. The brokerage currently has an "overweight" rating on the stock. Morgan Stanley's price objective would suggest a potential upside of 33.16% from the company's current price.

Several other analysts have also commented on PINS. Stifel Nicolaus increased their price objective on Pinterest from $25.00 to $27.00 and gave the company a "buy" rating in a report on Tuesday. Rosenblatt Securities increased their price objective on Pinterest from $20.00 to $24.00 and gave the company a "neutral" rating in a report on Tuesday. Cantor Fitzgerald set a $18.00 target price on Pinterest in a research note on Friday, February 13th. Loop Capital lowered Pinterest from a "buy" rating to a "hold" rating and reduced their target price for the stock from $45.00 to $18.00 in a research note on Friday, February 13th. Finally, Argus lowered Pinterest from a "buy" rating to a "hold" rating in a research note on Monday, March 2nd. Sixteen equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $26.97.

Pinterest Trading Up 8.1%

Shares of PINS traded up $1.68 during midday trading on Tuesday, hitting $22.53. 41,791,615 shares of the company's stock traded hands, compared to its average volume of 18,519,773. Pinterest has a 1 year low of $13.84 and a 1 year high of $39.93. The firm's fifty day moving average is $18.77 and its 200-day moving average is $23.51. The stock has a market capitalization of $14.98 billion, a price-to-earnings ratio of 37.19, a price-to-earnings-growth ratio of 1.36 and a beta of 0.93.

Pinterest (NYSE:PINS - Get Free Report) last issued its quarterly earnings data on Monday, May 4th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.22 by $0.05. Pinterest had a return on equity of 7.95% and a net margin of 9.87%.The firm had revenue of $1.01 billion during the quarter, compared to analyst estimates of $965.84 million. During the same quarter in the prior year, the business posted $0.23 EPS. The business's revenue for the quarter was up 17.8% compared to the same quarter last year. On average, equities research analysts anticipate that Pinterest will post 0.64 EPS for the current year.

Insiders Place Their Bets

In other Pinterest news, Director Gokul Rajaram sold 2,100 shares of the stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $20.00, for a total transaction of $42,000.00. Following the sale, the director directly owned 27,450 shares of the company's stock, valued at approximately $549,000. This trade represents a 7.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 8.09% of the company's stock.

Institutional Investors Weigh In On Pinterest

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Elevated Capital Advisors LLC acquired a new stake in Pinterest during the 4th quarter worth about $26,000. N.E.W. Advisory Services LLC grew its position in Pinterest by 505.7% during the 3rd quarter. N.E.W. Advisory Services LLC now owns 854 shares of the company's stock worth $27,000 after purchasing an additional 713 shares during the period. Atlantic Union Bankshares Corp grew its position in Pinterest by 3,839.1% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 906 shares of the company's stock worth $29,000 after purchasing an additional 883 shares during the period. Caitong International Asset Management Co. Ltd grew its position in Pinterest by 2,017.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,101 shares of the company's stock worth $29,000 after purchasing an additional 1,049 shares during the period. Finally, Addison Advisors LLC grew its position in Pinterest by 727.3% during the 4th quarter. Addison Advisors LLC now owns 1,365 shares of the company's stock worth $35,000 after purchasing an additional 1,200 shares during the period. 88.81% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Pinterest

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Q1 beat and upbeat guidance — Pinterest reported revenue of ~$1.01B (+18% Y/Y), adjusted EPS $0.27 (beat), 631M MAUs (11% Y/Y) and guided Q2 revenue above consensus; company announced ~ $2B of repurchases. Pinterest Announces First Quarter 2026 Results
• Positive Sentiment: AI and ad product traction — management and press coverage cite AI-powered visual search and Performance+ ad formats as drivers of stronger ad demand and improving margins, supporting revenue growth. Pinterest's Stock Is Soaring After Better-Than-Expected Earnings
• Positive Sentiment: Wall Street momentum — multiple firms raised price targets and ratings after the print (examples include UBS, Mizuho, Rosenblatt and others), signaling upgraded street sentiment. Pinterest Just Got a Wall Street Pile-On
• Positive Sentiment: Derivative and volume signals — unusually large call-option activity and elevated share volume suggest short-term bullish positioning by traders (heightened buying interest reinforces the rally).
• Neutral Sentiment: Mixed analyst stances — some firms raised targets but kept neutral ratings, so upside consensus is not unanimous; monitor revisions for sustainability.
• Negative Sentiment: Legal overhang — several law firms have filed or solicited investors for securities‑class‑action claims tied to prior disclosures; this creates potential litigation risk and distraction. Bronstein, Gewirtz & Grossman LLC Urges Pinterest Investors to Act
• Negative Sentiment: Accounting note — GAAP net loss was reported for the quarter despite positive adjusted metrics and EBITDA, which some investors may view as a caution on reported profitability. Pinterest Announces First Quarter 2026 Results

About Pinterest

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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