Pinterest(US:PINS) ZACKS·2026-02-12 23:31Core Insights - Pinterest reported quarterly earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.66 per share, and up from $0.56 per share a year ago, representing an earnings surprise of +1.67% [1] - The company posted revenues of $1.32 billion for the quarter ended December 2025, which was below the Zacks Consensus Estimate by 0.73%, but an increase from $1.15 billion year-over-year [2] - Pinterest shares have declined approximately 26.3% year-to-date, contrasting with the S&P 500's gain of 1.4% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $982.03 million, and for the current fiscal year, it is $1.91 on revenues of $4.84 billion [7] - The estimate revisions trend for Pinterest was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Pinterest belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]