Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices involving Pinterest, Inc. and its officers or directors, following a significant restructuring announcement by the company [1][3]. 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 [3]. - The company anticipates incurring pre-tax restructuring charges of approximately $35 million to $45 million, primarily in cash-related expenditures [3]. - The restructuring aims to support transformation initiatives focused on reallocating resources to AI roles, prioritizing AI-powered products, and accelerating changes in sales and marketing strategies [3]. 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 [3].

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 - Investors with significant capital have adopted a bullish stance on Pinterest (NYSE:PINS), indicating potential upcoming developments [1] - The overall sentiment among large traders is evenly split, with 50% bullish and 50% bearish positions, highlighting mixed expectations [2] - Recent options activity shows that whales are targeting a price range for Pinterest between $14.0 and $22.0 over the past three months [3] Group 2 - The average open interest for Pinterest options is currently at 1,332.57, with total trading volume reaching 2,281.00, reflecting active trading interest [4] - In the last 30 days, five professional analysts have provided insights on Pinterest, establishing an average price target of $27.8 [5] - The current trading volume for Pinterest is 13,388,131, with a slight price increase of 0.1% to $15.44, suggesting potential oversold conditions [7]

Pinterest (PINS) shares closed more than 16% lower last Friday after the visual discovery firm reported a weaker-than-expected Q4 and issued disappointing guidance for the future. As investors reacted to an 85% year-over-year decline in net income, PINS’ relative strength index (14-day) crashed to about 16 only, indicating extremely oversold conditions. More News from Barchart Still, Citi analysts recommend unloading Pinterest stock that’s already now down some 45% versus its year-to-date high. www.ba ...

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Group 1 - Wedbush analyst Scott Devitt lowered the price target on Pinterest (PINS) to $16 from $30, maintaining a Neutral rating on the shares [1] - Pinterest reported Q4 results that were below expectations, indicating a potential concern for investors [1] - For the next quarter, Pinterest anticipates revenue growth of 12.5% year-over-year at the midpoint, which is below Street estimates by 230 basis points [1] Group 2 - The adjusted EBITDA guidance for Pinterest is set at $166 million to $186 million, which is below initial expectations by $29 million at the midpoint [1]

Core Viewpoint - Pinterest's stock experienced a significant decline of approximately 21% intra-day due to multiple brokerages downgrading the stock, driven by concerns over slowing advertising growth and a weaker revenue outlook [1] Group 1: Revenue Outlook - Pinterest projected first-quarter revenue between $951 million and $971 million, which is below the average analyst estimate of $980.1 million [2] - The revenue outlook indicates a contrast with stronger recent performances from competitors like Snap and Reddit [2] Group 2: Analyst Downgrades - Analysts at Evercore downgraded Pinterest's stock, citing a sustained deceleration in revenue growth and increasing competition from major platforms such as Google, Meta, and Reddit [3] - Bank of America also lowered its rating, noting that Pinterest's growth gap relative to the broader sector appears to be widening [4] Group 3: Competitive Pressures - The downgrades highlight potential risks from the possible return of TikTok in the U.S. market and the emergence of advertising tools from OpenAI [3] - Increased competition from AI-powered advertising tools at larger platforms could limit Pinterest's ability to secure additional advertising budgets [4] Group 4: Margin and Profit Growth - Bank of America suggested that Pinterest's margin expansion phase may have peaked, which could constrain profit growth moving forward [4]

U.S. equity markets extended their slide on Friday, February 13, 2026, as a deepening sell-off in the technology sector overshadowed a surprisingly cool inflation report. Despite data showing that price pressures are easing faster than economists anticipated, investor anxiety regarding the long-term profitability of artificial intelligence (AI) and a significant technical setback for the world’s largest company sent major indexes into the red for a second consecutive session.Major Market Indexes Performance ...

Core Viewpoint - Pinterest's stock is experiencing a significant decline due to the impact of tariffs on its business, which is not in the expected manner [1] Group 1 - The company reported that its business has been adversely affected by tariffs, leading to a drop in stock value [1] - The nature of the impact from tariffs is different from what analysts had anticipated, suggesting unexpected challenges in the company's operations [1]