Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Pinterest To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Pinterest between February 7, 2025 and February 12, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, March 30, 2026 (GLOBE NEWSWIRE) -- ...

Pinterest stock is building positive momentum. Why is PINS stock trading higher?Roughly two weeks prior, Pinterest got capital commitment tied to a large buyback plan, possibly helping the stock continue to find bids even as major indices slide. Elliott's $1 Billion Commitment Fuels Pinterest's Capital PlanElliott Investment is set to invest by purchasing Pinterest's convertible senior notes with an initial conversion price of about $22.72 per Class A share, a 30% premium to the March 2, 2026, closing price ...

Core Viewpoint - Pinterest Inc is experiencing a positive market reaction following a $1 billion investment from Elliott Investment Management, which will be used for share repurchases from its $3.5 billion program [1] Group 1: Financial Performance - Pinterest shares rose 5.3% to $18.40 in pre-market trading after the announcement of the investment [1] - The stock had previously fallen to a nearly six-year low of $13.84 on February 13, following a revenue forecast that was below estimates for the first quarter [2] - The recent increase in share price may help reduce the stock's significant year-over-year deficit of 52.7% [2] Group 2: Analyst Sentiment - Analysts are divided on Pinterest stock, with 17 out of 35 brokerages recommending a "hold," indicating potential for bullish outlooks in the future [3] - The current Schaeffer's Volatility Index (SVI) for Pinterest is 53%, placing it in the 19th percentile of its annual range, suggesting low volatility expectations from near-term option traders [3] Group 3: Volatility Metrics - Pinterest's Schaeffer's Volatility Scorecard (SVS) is rated at 87 out of 100, indicating that the stock has historically exhibited higher volatility than what options pricing has suggested over the past year [4]

Core Viewpoint - Pinterest's stock has dropped over 40% this year following its fourth-quarter results, which were largely in line with expectations, and cautious guidance for the upcoming quarter [1] Financial Performance - For Q4, Pinterest's revenue increased by 14% year over year to $1.32 billion, aligning closely with the consensus estimate of $1.33 billion [3] - U.S. and Canadian revenue rose by 9% to $979 million, European revenue increased by 25% to $245 million, and revenue from the "rest of world" segment surged 64% to $96 million [3] - Adjusted EBITDA grew by 15% year over year to $541.5 million, while adjusted EPS climbed by 30% to $0.67, slightly below the consensus of $0.69 [6] User Metrics - Monthly active users (MAUs) grew by 12% to 619 million, with a 16% increase in "rest of world" users to 356 million and a 9% increase in European users to 158 million; U.S. and Canadian MAUs grew by 4% to 105 million [4] Revenue Per User - Global average revenue per user (ARPU) increased by 2% year over year to $2.16, with European ARPU rising by 15% to $1.59 and "rest of world" ARPU soaring 42% to $0.27; U.S. and Canadian ARPU increased by 4% to $9.41 [5] Future Guidance - For Q1, Pinterest projects revenue between $951 million and $971 million, indicating 11% to 14% year-over-year growth, with a 3% currency impact expected to slow organic growth; adjusted EBITDA is anticipated to be between $166 million and $186 million [7]

Group 1: Disruption by Generative AI - Generative AI, exemplified by ChatGPT, has rapidly evolved from a novelty to a productivity tool since its release in November 2022, significantly impacting workflows and analysis [1] - Similar to the effects of ridesharing on the taxi industry and streaming services on cable television, generative AI poses a threat to established businesses by potentially diverting revenue [2] Group 2: Vulnerable Companies - Wedbush Securities has identified Pinterest (PINS) and Maplebear (CART), which operates Instacart, as particularly vulnerable to the impact of ChatGPT, especially with OpenAI testing an advertising platform [3] - OpenAI's advertising initiative aims to maintain user trust while exploring monetization, which could lead to a loss of advertising revenue for Pinterest and Instacart [3] Group 3: Pinterest (PINS) Overview - Pinterest operates as a hybrid social media platform and advertising network, allowing users to post and organize photos, known as Pins, on their profiles [4] - Over the past year, Pinterest's stock has declined by 61%, contrasting with a 12% gain for the S&P 500, despite a revenue increase to $4.22 billion in 2025, up 16% year-over-year; however, net income plummeted by 78% from $1.86 billion to $416.8 million [5]

Core Viewpoint - Pinterest's stock has significantly declined by 22% following a disappointing Q1 revenue guidance, which fell short of analyst expectations, indicating underlying challenges despite a strong user base and revenue growth in Q4 [1] Group 1: Financial Performance - Pinterest reported Q4 revenue of $1.3 billion, a 14% year-over-year increase, but missed the $1.33 billion analyst consensus [1] - Monthly active users reached a record 619 million, up 12% year-over-year, marking the 10th consecutive quarter of growth [1] - Adjusted EBITDA was $542 million with a 41% margin, but net income dropped 85% to $277 million due to increased costs [1] Group 2: Revenue Guidance and Market Reaction - For Q1, Pinterest guided revenue between $951 million and $971 million, which is below the $981 million expected by analysts, reflecting an 11% to 14% growth [1] - The weak guidance led to at least seven firms downgrading Pinterest's stock ratings, with price targets reduced from the $38-$40 range to $19-$25 [1] Group 3: Advertising Challenges - Large retail advertisers have reduced spending on Pinterest due to tariff pressures and margin concerns, particularly in Europe where ad pricing fell by 19% despite a 41% increase in impressions [1] - Pinterest's visual discovery model struggles to compete with larger platforms like Meta, which offers superior targeting tools and a broader user base [1] Group 4: Valuation and Future Outlook - Pinterest's stock has decreased by approximately 53% over the past year, trading near six-year lows at around $14.50 per share [1] - Current valuations are low, with a trailing P/E of 5 and a forward P/E of 7, suggesting potential upside if growth resumes [1] - Management anticipates flat adjusted EBITDA margins at 30% for 2026, balancing investments with cost savings, but analysts express concerns over deteriorating fundamentals [1]

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]

Achieved 10 consecutive quarters of record high monthly active users, reaching 619 million globally, driven by AI-led features and strong Gen Z adoption. Attributed Q4 revenue underperformance to an exogenous shock from tariffs that disproportionately impacted ad spend from top retail advertisers, a cohort where Pinterest has higher exposure than peers. Positioned the platform as a fit-for-purpose visual search destination, processing over 80 billion monthly searches, the vast majority of which are vi ...

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 Insights - Cathie Wood, CEO of Ark Invest, is recognized for her focus on disruptive companies, although her investment track record has faced criticism for long-term shareholder value erosion [1] Group 1: Spotify - Spotify started 2025 strong but faced challenges in the second half due to weak guidance and CEO departure [3] - Despite competition, Spotify maintains a leading position in the music streaming market with significant global market share [4] - The company benefits from a network effect, where partnerships with record labels and artists attract more users, and its podcast strategy could enhance long-term growth and margins [5] - Spotify aims to reach one billion monthly active users by 2030 and sees potential for expanding paying members, with many current users on ad-supported plans [6] - The company is enhancing its platform through AI initiatives, making it an attractive buy after recent poor performance [6] Group 2: Pinterest - Pinterest encountered challenges in 2025, with financial results below expectations due to tariffs impacting ad demand [7] - The platform's ecosystem is expanding, with monthly active users increasing by 12% year over year to 600 million in Q3 [7] - Pinterest is improving its monetization, with average revenue per user (ARPU) increasing, particularly in international markets [8]