每经AI快讯，2月13日，Pinterest股价跌23%，创2020年4月以来盘中最低水平。 ...

Core Viewpoint - Pinterest's shares dropped over 20% in premarket trading due to a quarterly revenue forecast impacted by large U.S. retailers reducing ad spending amid tariff-related uncertainties [1] Group 1: Company Performance - Pinterest cut under 15% of its workforce, which CFO Julia Donnelly indicated could disrupt near-term performance as the company restructures its go-to-market teams [2] - The stock is expected to open at its lowest level since April 2020, reflecting ongoing challenges in the advertising market [3] Group 2: Competitive Landscape - Meta reported strong momentum in e-commerce advertising, while TikTok has managed to maintain its presence in the U.S. despite legal challenges [3] - Google is enhancing its commerce capabilities with updates to its Gemini chatbot and AI search, increasing competition for digital ad budgets [4] - Analysts predict the emergence of AI-powered Pinterest alternatives from major players like Meta, OpenAI, and Amazon [4] Group 3: Market Valuation - Pinterest's stock trades at 9.49 times the estimated earnings for the next 12 months, compared to 9.42 for Snap, 29.99 for Reddit, and 21.41 for Meta [5] - If premarket losses persist, Pinterest could lose over $2 billion from its market value of $12.52 billion [4]

Group 1 - Pinterest's stock price fell 22% in pre-market trading to $14.51 after reporting fourth-quarter results that were below expectations [1] - Wedbush analysts noted that the company's valuation multiples will continue to be pressured due to a lack of recent catalysts [1] - The analysts highlighted that Pinterest has struggled to capitalize on growth plans, limiting its ability to elevate growth rates to the high teens [1] Group 2 - Wedbush maintained a neutral rating on Pinterest and lowered the price target from $30 to $16 [1] - The current valuation is considered more balanced compared to previous periods due to execution risks related to recent strategic shifts [1]

Core Insights - Pinterest's shares fell 22% in premarket trading due to disappointing fourth-quarter earnings attributed to tariff-related shocks [1] Financial Performance - Q4 revenue was reported at $1.32 billion, slightly below the LSEG consensus estimate of $1.33 billion [2] - Net income for the quarter decreased by 85%, dropping to $277 million from $1.85 billion the previous year [2] - Adjusted EBITDA was $541.5 million, falling short of the projected $550 million by analysts [2] Future Outlook - Pinterest anticipates first-quarter sales to range between $951 million and $971 million, which is below analysts' expectations of $980 million [3]

由于第四季度营收及未来指引不及市场预期，加之市场对其面临的人工智能（AI）颠覆风险的担忧日益加剧，Pinterest 股价在周五盘前交易中遭 遇重挫。 在公布最新财报之前，该公司股价在过去一年中已累计下跌 52%。这家视觉搜索与发现平台周四晚间公布的数据显示，第四季度营收录得 13.2 亿 美元，未能达到 Visible Alpha 调查分析师预期的 13.3 亿美元。Jefferies 分析师指出，公司对第一季度营收 9.51 亿至 9.71 亿美元的展望同样令市场 感到失望。截至发稿，Pinterest 股价在盘前交易中下跌 20%。 本周美股市场对任何显露 AI 颠覆迹象的公司均采取了严厉的抛售态度，Pinterest 此次业绩发布正值这一动荡时刻。投资者与分析师最主要的担忧 在于，AI 技术正在整合"发现"与"购买"这两个环节，可能消除对 Pinterest 这类中间平台的需求，而"发现"正是 Pinterest 的核心优势领域。 尽管公司首席执行官 Bill Ready 强调 AI 将是未来核心战略，并试图通过差异化定位来安抚市场，但分析师警告称，Pinterest 面临的 AI 风险并非 远期假设 ...

Core Viewpoint - Pinterest shares are experiencing a decline due to a disappointing revenue outlook and quarterly growth, raising concerns among analysts regarding potential disruptions from AI technologies [1] Group 1: Revenue Outlook - The company has provided a revenue outlook that has not met market expectations, contributing to the drop in share prices [1] - Analysts are particularly focused on the implications of AI advancements on Pinterest's business model and growth potential [1] Group 2: Quarterly Growth - The quarterly growth figures reported by the company were below expectations, further exacerbating investor concerns [1] - The combination of weak revenue outlook and subpar growth has led to increased scrutiny from analysts regarding the company's future performance [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Pinterest (PINS) reported $1.32 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 14.3%. EPS of $0.67 for the same period compares to $0.56 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.33 billion, representing a surprise of -0.73%. The company delivered an EPS surprise of +1.67%, with the consensus EPS estimate being $0.66.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

Core Viewpoint - Pomerantz Law Firm is investigating claims of potential securities fraud or unlawful business practices by Pinterest, Inc. and its officers or directors, following a significant restructuring announcement that impacted the company's stock price [1]. Group 1: Company Actions - On January 27, 2026, Pinterest announced a global restructuring plan that includes a workforce reduction affecting less than 15% of its employees and a reduction in office space [1]. - The company anticipates incurring pre-tax restructuring charges of approximately $35 million to $45 million, primarily related to cash expenditures [1]. - The restructuring aims to support transformation initiatives, including reallocating resources to AI-focused roles, prioritizing AI-powered products, and accelerating changes in sales and go-to-market strategies [1]. Group 2: Market Reaction - Following the announcement of the restructuring plan, Pinterest's stock price fell by $2.49 per share, or 9.61%, closing at $23.41 per share on January 27, 2026 [1].

Core 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]