Pinterest Stock Drops 23.4% Following Company’s Pessimistic First Quarter Revenue Forecast
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy PINS?
Source: moomoo
- Share Price Decline: Pinterest shares have fallen by 23.4% following disappointing forecasts.
- First Quarter Revenue Impact: The company's revenue for the first quarter has been negatively affected by the downbeat outlook.
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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: 19.380
Low
24.90
Averages
35.46
High
44.00
Current: 19.380
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.
Billionaire Paul Singer Invests Additional $1 Billion in Pinterest
- Confidence Boost: Billionaire Paul Singer, through Elliott Investment Management, announced an additional $1 billion investment in Pinterest, reflecting strong confidence in the company's growth potential, especially given its currently attractive stock price.
- Share Repurchase Plan: Pinterest will utilize the $1 billion in convertible senior notes from Elliott for an accelerated share repurchase (ASR), alongside an additional $500 million buyback under a trading plan, raising total repurchase authorization to $3.5 billion to enhance shareholder value.
- Financial Metrics: Elliott's convertible notes will convert at $22.72 per share, a 30% premium to the stock price prior to the announcement, and will yield 1.75% annual interest, maturing in 2031, providing Pinterest with financial support to strengthen its market competitiveness.
- AI Strategic Transformation: Under CEO Bill Ready's leadership, Pinterest is actively integrating artificial intelligence to enhance platform functionality and drive online shopping experiences, achieving a 14% revenue growth in Q4 despite market challenges, indicating its potential in international markets.
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- Share Repurchase Plan: Pinterest will utilize Elliott's investment to execute an accelerated share repurchase (ASR) of $1 billion worth of shares, alongside an additional $500 million buyback under a trading plan, raising the total repurchase authorization to $3.5 billion.
- AI Technology Integration: Under CEO Bill Ready's leadership, Pinterest is actively leveraging artificial intelligence to enhance platform functionality, introducing multimodal search and personalized curation, which significantly improves user shopping experiences and drives revenue growth.
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Billionaire Paul Singer Invests Additional $1 Billion in Pinterest
- Confidence Boost: Billionaire Paul Singer, through Elliott Investment Management, announced an additional $1 billion investment in Pinterest, reflecting strong confidence in the company's growth potential, especially given its currently attractive stock price.
- Share Repurchase Plan: Pinterest will utilize the $1 billion in convertible senior notes from Elliott for an accelerated share repurchase (ASR), alongside an additional $500 million buyback under a trading plan, raising total repurchase authorization to $3.5 billion to enhance shareholder value.
- Financial Metrics: Elliott's convertible notes will convert at $22.72 per share, a 30% premium to the stock price prior to the announcement, and will yield 1.75% annual interest, maturing in 2031, providing Pinterest with financial support to strengthen its market competitiveness.
- AI Strategic Transformation: Under CEO Bill Ready's leadership, Pinterest is actively integrating artificial intelligence to enhance platform functionality and drive online shopping experiences, achieving a 14% revenue growth in Q4 despite market challenges, indicating its potential in international markets.
See More
UK Regulators Urge Stricter Child Safety Measures on Social Media
- Regulatory Call to Action: UK regulators Ofcom and the Information Commissioner's Office have written to social media platforms like YouTube and TikTok, demanding reports on child protection measures by April 30, highlighting that current self-declaration age verification methods are ineffective and fail to protect children adequately.
- Legislative Developments: Although UK lawmakers rejected a proposal for a blanket ban on social media for users under 16, the government has launched a consultation to gather opinions from parents and youth on social media use, indicating a growing concern for online child safety.
- International Trends: Following Australia's implementation of a comprehensive ban, several European countries, including Spain, France, and Denmark, are considering similar measures, reflecting a tightening global regulatory environment that could impact the operational strategies of tech companies.
- Technological Responses: Companies like Meta and TikTok are implementing AI and facial age estimation technologies to enhance age verification effectiveness, with Meta advocating for centralized age verification at the app store level to improve safety for teenage users.
See More
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- Nvidia's Growth Potential: Nvidia (NVDA) trades at a forward P/E of 22, yet reported a 73% revenue growth last quarter and forecasts accelerating future revenue, indicating a strong market leadership position, making it a stock to consider buying as AI infrastructure spending remains robust.
- Pinterest's Transformation Opportunity: Pinterest (PINS) achieved 14% revenue growth and 30% adjusted EPS growth despite challenges from reduced ad spending, with a forward P/E of just under 13, and backed by Elliott Investment Management, it shows potential for recovery in an improving ad environment.
- Salesforce's Market Positioning: Salesforce (CRM) trades at a forward P/E of over 15 and a forward P/S ratio of 4, projecting double-digit revenue growth through 2030, leveraging its CRM foundation and ambition to lead in AI, making it a compelling investment opportunity.
- AI-Driven Business Transformation: All three companies are leveraging AI for business transformation, with Nvidia enhancing its inference market position through the acquisition of Groq, Pinterest evolving into a shopping discovery platform, and Salesforce improving data management capabilities via Informatica acquisition, showcasing competitive advantages for future markets.
See More
Pinterest Gains Confidence from Elliott Investment Management's $1 Billion Stake Increase
- Investor Confidence Boost: Elliott Investment Management, led by billionaire Paul Singer, announced a $1 billion increase in its stake in Pinterest through convertible senior notes, reflecting strong confidence in the company's future prospects.
- Share Repurchase Plan: Pinterest will utilize Elliott's investment to execute an accelerated share repurchase (ASR) of $1 billion worth of shares, alongside an additional $500 million buyback under a trading plan, raising the total repurchase authorization to $3.5 billion.
- AI Technology Integration: Under CEO Bill Ready's leadership, Pinterest is actively leveraging artificial intelligence to enhance platform functionality, introducing multimodal search and personalized curation, which significantly improves user shopping experiences and drives revenue growth.
- Market Performance Analysis: Despite struggling stock performance with a market cap of approximately $13 billion, Pinterest has achieved a 14% revenue growth in international markets, and its forward P/E ratio is projected to be below 10 times, indicating strong investment potential.
See More
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- Leadership Transition: Bluesky CEO Jay Graber announced her resignation as CEO to become Chief Innovation Officer, focusing on innovation and product development to meet the company's scaling and execution needs.
- New Interim CEO: Toni Schneider, former CEO of Automattic and partner at True Ventures, has been appointed as the interim CEO of Bluesky, expected to bring extensive management experience to drive the company's growth.
- Significant User Growth: Bluesky's user base surged from 15.2 million in November 2024 to 42 million, indicating that the platform is attracting a growing number of users in a competitive social media landscape, although still far behind X and Threads.
- Platform Differentiation: Graber emphasized that Bluesky's open-source nature makes it
See More
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- Stock Price Surge: Circle Internet Group, Inc. (NYSE:CRCL) jumped 10.51% this week, indicating strong market confidence in its future performance, even as Mizuho analyst maintains a Neutral rating while raising the price target from $90 to $100, reflecting recognition of the company's potential.
- Strong Earnings Drive: Elbit Systems Ltd. (NASDAQ:ESLT) rose 15.11% this week, showcasing its sustained growth in the defense sector and robust market demand, which enhances investor confidence in its long-term investment value.
- Repurchase Program Incentive: Pinterest, Inc. (NYSE:PINS) gained 16.54% this week after announcing a $3.5 billion share repurchase program, with Elliott Investment Management investing $1 billion, demonstrating strong confidence in the company's future development.
- Analyst Optimism: LyondellBasell Industries NV (NYSE:LYB) soared 17.65% this week as multiple analysts raised their price forecasts for the stock, reflecting a positive outlook on its strong performance and future growth in the chemical industry.
See More
