Pinterest Raises Q1 2026 Sales Guidance Following tvScientific Acquisition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy PINS?
Source: Benzinga
- Acquisition Impact: Following the completion of its acquisition of tvScientific, Pinterest plans to integrate its outcome-based CTV platform into its ad offerings, which is expected to enhance ad effectiveness and strengthen market competitiveness.
- Sales Guidance Increase: The company raised its Q1 2026 sales guidance from $951 million-$971 million to $958 million-$978 million, reflecting a partial-quarter contribution from the acquisition and demonstrating confidence in future growth.
- Earnings Report Performance: Although Q4 revenue was $1.32 billion, missing analyst estimates of $1.33 billion, it represented a 14% year-over-year increase, indicating potential for user growth with global monthly active users rising 12% to 619 million.
- User Revenue Metrics: Average revenue per user in Q3 was $2.16 globally and $9.41 in the U.S. and Canada, highlighting significant profitability in the North American market and the potential for further revenue enhancement overall.
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Analyst Views on PINS
Wall Street analysts forecast PINS stock price to rise
17 Analyst Rating
14 Buy
3 Hold
0 Sell
Strong Buy
Current: 19.030
Low
24.90
Averages
35.46
High
44.00
Current: 19.030
Low
24.90
Averages
35.46
High
44.00
About PINS
Pinterest, Inc. (Pinterest) offers visual search and discovery platform. The Company’s primary service, Pinterest, can be accessed through its mobile application or the Web. People use Pinterest to find ideas. As they browse Pinterest content, Pins, they fine-tune their tastes and find the idea. Users interact with the platform in multi-session journeys to find inspiration, curate their latest look, plan their next project and shop from brands. It has approximately 553 million monthly active users across the world. Content on Pinterest comes from a variety of sources, including retailers, brands, creators, publishers and users. It acquires that content via a range of methods, including product catalog uploads, direct publishing, and user curation. Content formats include images that allow the user to click into an idea to learn more, videos that provide the steps of an idea, and products that brands and merchants upload from catalogs.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Weak Revenue Growth: Snap's annualized revenue growth rate of 8.8% over the past three years starkly contrasts with Meta's 19.9%, raising investor concerns about Snap's future profitability and potentially prompting a shift to other investment opportunities.
- Stagnant User Growth: Although Snap reported a 5% increase in monthly active users to 956 million in Q1, the lack of significant improvement in average revenue per user indicates challenges in maintaining its growth stock status.
- Intensifying Competition: Snap faces fierce competition from social media giants like Instagram and TikTok, with users and advertisers increasingly gravitating towards these platforms, further eroding Snap's market share and profit outlook.
- Poor Financial Performance: Snap reported a net loss of $89 million in Q1, and while it anticipates Q2 revenue of $1.535 billion, reflecting a 14.6% year-over-year increase, the flat sequential growth suggests a lack of momentum in revenue generation.
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- Earnings Miss: Pinterest reported Q3 2025 revenue of $1.325 billion, falling short of the $1.34 billion consensus, resulting in a 21.8% stock drop to $25.75 on November 5, 2025, highlighting pressure from moderating ad spend.
- Restructuring Plan: On January 27, 2026, Pinterest announced a global restructuring plan affecting less than 15% of its workforce, with expected pre-tax charges of $35 million to $45 million, aimed at reallocating resources to AI roles, causing a 9.6% stock decline to $23.41.
- Q4 Financial Results: On February 12, 2026, Pinterest disclosed Q4 revenue of $1.32 billion, below the $1.33 billion estimate, and provided Q1 guidance below expectations, leading to a 16.8% drop in stock price to $15.42, indicating ongoing tariff-related challenges.
- Class Action Context: The class action lawsuit alleges that Pinterest misled investors by failing to disclose significant risks regarding declining advertising revenues, resulting in investor losses and reflecting a lack of transparency amid macroeconomic pressures.
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- Class Action Initiated: Bronstein, Gewirtz & Grossman, LLC has announced a class action lawsuit against Pinterest, aiming to recover damages for investors who purchased securities between February 7, 2025, and February 12, 2026, indicating strong investor dissatisfaction with the company's financial transparency.
- False Statement Allegations: The complaint alleges that Pinterest and its executives made false and misleading statements regarding advertising revenue and macroeconomic management, severely undermining investor confidence and potentially facing restructuring risks.
- Investor Rights Protection: Affected investors are encouraged to apply to be lead plaintiffs by May 29, 2026, highlighting the legal team's commitment to actively advocate for investor rights while emphasizing the no-cost nature of their services.
- Legal Team's Strength: Bronstein, Gewirtz & Grossman, LLC is a nationally recognized law firm that has recovered hundreds of millions for investors, showcasing its expertise and successful track record in securities fraud class actions.
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- Class Action Filed: Pomerantz LLP has initiated a class action lawsuit against Pinterest and certain executives in the Northern District of California, representing investors who purchased Pinterest securities between February 7, 2025, and February 12, 2026, seeking damages for violations of federal securities laws, highlighting investor concerns over the company's financial transparency.
- Financial Warning: Pinterest's Q3 2025 revenue guidance of $1.325 billion fell short of market expectations of $1.34 billion, leading to a 21.76% stock price drop on November 5, 2025, reflecting market apprehension regarding its advertising revenue outlook.
- Restructuring Plan Announced: On January 27, 2026, Pinterest revealed a global restructuring plan that includes a workforce reduction of up to 15% and anticipates incurring $35 million to $45 million in restructuring charges, aimed at transitioning to an AI-focused business model, further intensifying market concerns about its future profitability.
- Ongoing Performance Decline: In its February 12, 2026 earnings report, Pinterest disclosed quarterly revenue of $1.32 billion, below expectations, and provided Q1 2026 guidance that also missed consensus, resulting in a 16.83% stock price decline, indicating persistent pressure on advertising spending.
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- Legal Action Reminder: Faruq & Faruq LLP is investigating potential claims against Pinterest, specifically targeting investors who purchased or acquired securities between February 7, 2025, and February 12, 2026, urging them to seek lead plaintiff status in a federal securities class action by the May 29, 2026 deadline to protect their legal rights.
- Investor Contact Information: Securities Litigation Partner Josh Wilson encourages affected investors to reach out directly, providing two contact numbers: 877-247-4292 and 212-983-9330 (Ext. 1310), to discuss possible legal options and ensure timely access to necessary legal support.
- Class Action Background: The federal securities class action against Pinterest has been formally filed, with Faruq & Faruq reminding investors to stay informed about the case's progress to safeguard their rights, especially in light of potential losses.
- Investor Rights Protection: By contacting the law firm promptly, investors can better understand their legal rights and potential claims, allowing them to take proactive measures in the litigation process to protect their investment interests.
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- Class Action Notice: Rosen Law Firm reminds investors who purchased Pinterest securities between February 7, 2025, and February 12, 2026, to apply as lead plaintiffs by May 29, 2026, to participate in the class action and seek compensation.
- Lawsuit Background: The lawsuit alleges that Pinterest failed to disclose risks of reduced advertising revenues during the class period, leading to investor losses when the true situation was revealed, indicating potential restructuring for the company.
- Law Firm's Strength: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, demonstrating its successful track record and extensive experience in this field.
- Investor Selection Advice: Investors are advised to choose law firms with proven success in securities litigation to ensure effective legal support in class actions, avoiding firms that merely act as intermediaries.
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