Pinterest (NYSE:PINS) Cut to “Hold” at Jefferies Financial Group

Pinterest (NYSE:PINS) was downgraded by investment analysts at Jefferies Financial Group from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Friday, Zacks reports.

Several other research analysts have also recently weighed in on PINS. BMO Capital Markets restated an “outperform” rating on shares of Pinterest in a research note on Friday. KeyCorp dropped their price objective on Pinterest from $30.00 to $28.00 and set an “overweight” rating on the stock in a research report on Wednesday. Royal Bank Of Canada reduced their price objective on Pinterest from $25.00 to $22.00 and set a “sector perform” rating for the company in a report on Friday. Evercore set a $24.00 target price on Pinterest in a research report on Friday. Finally, Wedbush decreased their target price on Pinterest from $24.00 to $20.00 and set a “neutral” rating for the company in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nineteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $26.50.

Pinterest Stock Performance

Shares of PINS stock opened at $19.37 on Friday. Pinterest has a 12 month low of $13.84 and a 12 month high of $34.12. The stock has a market cap of $10.85 billion, a PE ratio of 77.47, a price-to-earnings-growth ratio of 1.42 and a beta of 0.90. The company has a current ratio of 3.81, a quick ratio of 3.81 and a debt-to-equity ratio of 0.34. The company’s fifty day moving average price is $20.64 and its 200-day moving average price is $20.79.

Pinterest (NYSE:PINS) last posted its quarterly earnings results on Thursday, October 29th. The company reported $0.46 earnings per share for the quarter, missing the consensus estimate of $0.49 by ($0.03). Pinterest had a return on equity of 6.39% and a net margin of 3.81%. The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.21 billion. During the same quarter in the previous year, the company earned $0.38 EPS. The business’s quarterly revenue was up 11.9% on a year-over-year basis. On average, equities analysts expect that Pinterest will post 0.53 EPS for the current fiscal year.

Insider Buying and Selling at Pinterest

In other Pinterest news, Director Benjamin Silbermann sold 93,750 shares of the stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $21.43, for a total transaction of $2,009,062.50. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Julia Donnelly sold 59,096 shares of the company’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $23.48, for a total value of $1,387,574.08. Following the transaction, the chief financial officer directly owned 817,409 shares in the company, valued at approximately $19,192,763.32. The trade was a 6.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 692,877 shares of company stock valued at $14,733,501 over the last ninety days. 8.09% of the stock is owned by insiders.

Institutional Investors Weigh In On Pinterest

Hedge funds and other institutional investors have recently made changes to their positions in the company. Renaissance Technologies LLC raised its position in shares of Pinterest by 271.1% in the first quarter. Renaissance Technologies LLC now owns 5,988,631 shares of the company’s stock worth $109,831,000 after acquiring an additional 4,375,000 shares during the period. Assenagon Asset Management S.A. grew its position in shares of Pinterest by 300.4% during the 3rd quarter. Assenagon Asset Management S.A. now owns 4,398,316 shares of the company’s stock valued at $83,084,000 after acquiring an additional 3,299,884 shares during the period. Amundi grew its position in shares of Pinterest by 38.3% during the 1st quarter. Amundi now owns 3,200,829 shares of the company’s stock valued at $58,703,000 after acquiring an additional 885,927 shares during the period. Bank of America Corp DE grew its position in shares of Pinterest by 15.4% during the 1st quarter. Bank of America Corp DE now owns 5,848,116 shares of the company’s stock valued at $107,254,000 after acquiring an additional 779,998 shares during the period. Finally, Boothe Investment Group Inc. purchased a new position in shares of Pinterest in the 1st quarter valued at about $11,856,000. Institutional investors and hedge funds own 88.81% of the company’s stock.

Key Stories Impacting Pinterest

Here are the key news stories impacting Pinterest this week:

• Positive Sentiment: Pinterest reported third-quarter revenue of $1.17 billion, up 11.9% year over year, while global monthly active users rose 10% to a record 661 million. The company also generated $339 million in adjusted EBITDA and $300 million in free cash flow. Pinterest Announces Third Quarter 2026 Results
• Positive Sentiment: KeyBanc maintained its Buy rating, while Wells Fargo and Cantor Fitzgerald retained Overweight ratings. Their revised targets of $23 imply potential upside from current trading levels, suggesting some analysts still view the selloff as excessive. KeyBanc Remains a Buy on Pinterest
• Neutral Sentiment: Unusually heavy put-option activity was reported, with traders buying approximately 17,657 puts—about 23% above typical daily volume. This indicates elevated hedging or bearish speculation but does not confirm the direction of future trading.
• Negative Sentiment: Pinterest missed third-quarter expectations: adjusted EPS was $0.46 versus a $0.49 consensus, and revenue of $1.17 billion fell short of estimates near $1.21 billion. Analysts attributed the miss to pressure on advertising growth. Pinterest Misses Q3 Earnings and Revenue Estimates
• Negative Sentiment: Fourth-quarter revenue guidance of approximately $1.45 billion was about 4.7% below Wall Street expectations, fueling concerns that Pinterest’s revenue growth is decelerating during the holiday period. Pinterest Sets Q4 Outlook Below Street View
• Negative Sentiment: Several firms cut their price targets: Wells Fargo lowered its target from $31 to $23, Barclays from $31 to $24, and Wedbush from $24 to $20; Wedbush also shifted to Neutral. The reductions reinforce concerns about weaker near-term growth and advertising momentum. Wells Fargo Lowers Pinterest Price Target

Pinterest Company Profile

Pinterest, Inc (NYSE: PINS) operates a visual discovery platform that helps people find ideas and inspiration for activities such as home improvement, cooking, fashion, travel and event planning. Users can discover, save and organize images and videos—known as Pins—on personalized boards and explore recommendations based on their interests.

The company also provides tools for businesses and creators to showcase products and content on the platform. Its advertising business includes promoted Pins and other advertising formats designed to help marketers reach users while they are discovering ideas, researching products and planning purchases.