Pinterest (NYSE:PINS) Issues Quarterly Earnings Results

Pinterest (NYSE:PINS) announced its quarterly earnings data on Thursday. The company reported $0.67 EPS for the quarter, missing analysts’ consensus estimates of $0.68 by ($0.01), FiscalAI reports. The firm had revenue of $1.32 billion during the quarter, compared to analyst estimates of $1.33 billion. Pinterest had a net margin of 48.99% and a return on equity of 8.20%. The company’s revenue was up 14.3% on a year-over-year basis. During the same period last year, the business posted $0.56 EPS.

Here are the key takeaways from Pinterest’s conference call:

• Pinterest ended Q4 with 619 million MAUs (+12% YoY) and reported over 80 billion monthly searches and 1.7 billion outbound clicks, marking 10 consecutive quarters of record‑high users and rising per‑user engagement.
• Management said Q4 revenue of $1.319B (14% YoY) fell short of expectations due to tariff‑related pullbacks from large retailers, and Q1 revenue guidance of $951M–$971M assumes continued near‑term headwinds.
• Profitability and cash generation remain strong — Q4 Adjusted EBITDA was $542M (41% margin), full‑year free cash flow rose 33% to $1.25B with ~99% conversion, and the company repurchased $927M of shares in 2025.
• Pinterest is reorganizing its sales/go‑to‑market under new Chief Business Officer Lee Brown to accelerate growth with mid‑market, SMB and international advertisers, a multi‑quarter effort that management says may cause short‑term disruption but aims to broaden revenue mix.
• AI and product differentiation are core priorities — launches like OmniSage, Pin FM, the low‑cost Navigator I framework and the beta Pinterest Assistant have driven meaningful engagement lifts (e.g., +450 bps and +240 bps saves) and materially lower model costs.

Pinterest Stock Performance

NYSE:PINS opened at $18.54 on Friday. Pinterest has a 52 week low of $18.28 and a 52 week high of $39.93. The firm has a 50-day moving average price of $24.91 and a two-hundred day moving average price of $30.14. The firm has a market cap of $12.52 billion, a price-to-earnings ratio of 6.44, a price-to-earnings-growth ratio of 0.83 and a beta of 0.92.

Key Headlines Impacting Pinterest

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

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on PINS. Evercore reaffirmed an “outperform” rating on shares of Pinterest in a research note on Tuesday, January 27th. HSBC lowered shares of Pinterest from a “buy” rating to a “hold” rating and set a $24.90 target price on the stock. in a report on Friday, January 30th. Cantor Fitzgerald cut their price target on Pinterest from $40.00 to $34.00 and set an “overweight” rating for the company in a research note on Wednesday, November 5th. Wells Fargo & Company reissued an “overweight” rating on shares of Pinterest in a report on Friday. Finally, Barclays set a $25.00 price objective on Pinterest in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and fourteen have given a Hold rating to the company’s stock. According to MarketBeat, Pinterest presently has an average rating of “Moderate Buy” and a consensus price target of $33.51.

Insider Buying and Selling

In other news, CFO Donnelly Julia Brau sold 22,821 shares of the company’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $25.86, for a total value of $590,151.06. Following the completion of the transaction, the chief financial officer directly owned 540,358 shares of the company’s stock, valued at $13,973,657.88. This represents a 4.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Malik Ducard sold 6,000 shares of the stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $25.86, for a total value of $155,160.00. Following the sale, the insider directly owned 699,773 shares of the company’s stock, valued at $18,096,129.78. The trade was a 0.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 33,407 shares of company stock worth $855,925 in the last 90 days. Company insiders own 7.06% of the company’s stock.

Hedge Funds Weigh In On Pinterest

A number of hedge funds and other institutional investors have recently made changes to their positions in PINS. Man Group plc increased its holdings in Pinterest by 185.7% during the third quarter. Man Group plc now owns 4,983,427 shares of the company’s stock worth $160,317,000 after buying an additional 3,239,222 shares during the last quarter. Ameriprise Financial Inc. grew its position in shares of Pinterest by 15.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 17,818,418 shares of the company’s stock valued at $638,969,000 after acquiring an additional 2,319,964 shares during the period. AQR Capital Management LLC increased its stake in shares of Pinterest by 26.7% during the 3rd quarter. AQR Capital Management LLC now owns 6,216,779 shares of the company’s stock worth $199,994,000 after purchasing an additional 1,308,816 shares during the last quarter. Freestone Grove Partners LP raised its holdings in shares of Pinterest by 60.8% in the 3rd quarter. Freestone Grove Partners LP now owns 2,428,053 shares of the company’s stock worth $78,110,000 after purchasing an additional 917,908 shares during the period. Finally, Senvest Management LLC raised its holdings in shares of Pinterest by 35.1% in the 4th quarter. Senvest Management LLC now owns 3,419,581 shares of the company’s stock worth $88,533,000 after purchasing an additional 888,490 shares during the period. 88.81% of the stock is owned by hedge funds and other institutional investors.

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.