Pinterest Appoints Ulta CEO Kecia Steelman to Board
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 09 2026
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Should l Buy PINS?
Source: Newsfilter
Pinterest's stock fell 3.01% and hit a 52-week low amid broader market weakness, with the Nasdaq-100 down 1.02% and the S&P 500 down 0.45%.
The company announced the appointment of Kecia Steelman, CEO of Ulta Beauty, to its Board of Directors, effective February 16, 2026. This strategic leadership adjustment aims to enhance brand-consumer connections and support Pinterest's business transformation. Steelman's extensive retail experience is expected to drive Pinterest's leadership in visual discovery and AI-powered shopping, particularly among Gen Z users.
This leadership change comes at a critical time for Pinterest, as it seeks to strengthen its market position amidst increasing competition and evolving consumer preferences. Investors will be watching closely to see how Steelman's expertise influences the company's strategic direction.
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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: 15.510
Low
24.90
Averages
35.46
High
44.00
Current: 15.510
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.
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See More
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- User Growth: Monthly Active Users (MAUs) increased by 12% to 619 million, with a notable 16% rise in 'rest of world' users to 356 million, indicating sustained global appeal, particularly in emerging markets.
- Profitability Improvement: Adjusted EBITDA grew 15% year-over-year to $541.5 million, while adjusted EPS surged 30% to $0.67, slightly below the $0.69 consensus, reflecting the company's efforts in cost control and profitability enhancement.
- Future Outlook: Pinterest projects Q1 revenue between $951 million and $971 million, representing 11% to 14% year-over-year growth, but anticipates slower organic growth due to currency impacts, indicating a cautious stance in an uncertain environment.
See More
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- 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.
See More
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- Disappointing Earnings Report: On February 12, 2026, Pinterest reported its Q4 2025 results, with management expressing dissatisfaction over revenue performance, indicating it does not reflect the company's potential, leading to a significant stock price drop.
- Stock Price Reaction: Following the earnings report, Pinterest's stock fell by $3.12, or 16.83%, closing at $15.42 per share, which directly impacts the value of investors' holdings.
- Management Changes: The company announced organizational changes and a sales and go-to-market transformation to address external shocks and improve future performance, reflecting management's dissatisfaction with current results and strategic adjustments.
See More
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- Concentration Changes: The number of holdings decreased to 39, reflecting a concentrated investment in information technology, consumer discretionary, and communication sectors, particularly with Amazon (AMZN) increasing its allocation to 1.47 million shares, up 59% year-over-year, valued at nearly $340 million, signaling continued optimism in the e-commerce sector.
- New Investments and Exits: New additions in 2025 include Meta Platforms (META) and UnitedHealth Group (UNH), while the fund completely exited stakes in Uber (UBER) and MGM (MGM), demonstrating a focus on emerging markets and a cautious approach to risk assets.
- Alibaba Stake Reduction: Eminence Capital reduced its stake in Alibaba (BABA) from 1.74 million shares to 825,700 shares, a 53% decrease, reflecting a cautious outlook on the company's future prospects, which may affect its strategic positioning in the Chinese market.
See More
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- Ad Spending Pressure: In its Q4 report, Pinterest warned that ad spending by large retailers is expected to be curtailed due to tariffs, with the impact anticipated to be more pronounced in the current quarter, potentially leading to sluggish revenue growth.
- Intensified Competition: Analysts noted that Pinterest is likely to struggle for advertising dollars in the foreseeable future due to fierce competition from AI giants Meta and Google, even as the company's shares remain flat in premarket trading.
See More
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- Portfolio Changes: Glenview Capital disclosed its divestment of holdings in PayPal, Pinterest, Marvell Technology, and Alight during Q4, indicating a potential loss of confidence in these stocks which may impact their future performance.
- Position Reductions: The hedge fund reduced its stake in United Airlines from 582,000 shares to 511,000 shares and cut its Expedia holdings from 360,000 shares to 322,000 shares, reflecting a cautious outlook on the airline and travel sectors.
- New Positions: During the quarter, Glenview opened new positions in Genius Sports and Six Flags Entertainment, acquiring 2.03 million shares and 1.12 million shares respectively, suggesting optimism about their growth potential.
- Increased Stakes: The firm also raised its holdings in Lionsgate Studios from 5 million shares to 7.51 million shares and in Global Payments from 5.14 million shares to 5.92 million shares, indicating strong confidence in their future performance.
See More
