社交平台Pinterest(PINS.US)夜盘大跌17.4%，报15.32美元。 消息面上，Pinterest公布，去年第四季度营收同比增长14%至13.2亿美元，略低于市场预期的13.3亿美 元；每股收益为0.67美元，符合市场预期。展望首季，公司预计调整后EBITDA将介于1.66亿至1.86亿美 元之间，低于市场预期的2.05亿美元。Pinterest高管表示，关税冲击持续对其顶级客户的广告支出造成 不成比例的影响。(格隆汇) ...

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 ...

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 ...

Pinterest第四季度调整后EBITDA为5.42亿美元，利润率为41%，而自由现金流达到3.8亿美 元，同比增长52%。 对于2026年第一季度，Pinterest预计收入在9.51亿美元至9.71亿美元之间，低于市场共识预期 的9.813亿美元。这一指引区间的中点（9.61亿美元）比分析师预期低约2%。 Pinterest首席执行官Bill Ready表示："我们在2025年实现了创纪录的42亿美元收入，同比增 长16%，并达到6.19亿月活跃用户，增长12%。用户数量达到历史新高，整体参与度持续增 长，我们平台上每月搜索量超过800亿次，我们继续通过人工智能在视觉搜索方面提供强大创 新。" 公司报告称，全球月活跃用户(MAUs)增至创纪录的6.19亿，较上年增长12%。全球平均每用户 收入(ARPU)增长2%，达到2.16美元。 Pinterest, Inc. (NYSE: PINS) 周四盘后交易中股价暴跌19%，此前这家社交媒体平台公布的第四季 度盈利和收入未能达到分析师预期，且第一季度指引低于市场共识预估。 公司第四季度收入为13.2亿美元，略低于分析师共识的13.3亿美元，不过这一数字同比增 ...

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].

Market Overview - US stock futures showed mixed signals following a broad market sell-off, with S&P 500 and Dow Jones Industrial Average futures near flatline, while Nasdaq 100 futures also remained little changed after significant selling pressure on tech stocks [1] - The market is reacting to a cooler-than-expected inflation reading, which is influencing expectations regarding Federal Reserve interest rate policies [1][2] Inflation Data - The Consumer Price Index (CPI) indicated a 0.2% increase in consumer prices for January compared to the previous month, and a 2.4% increase year-on-year, which was lower than economists' expectations [2][5] - The core CPI, excluding food and energy, rose by 0.3% month-on-month and 2.5% year-on-year, aligning with expectations [6] Federal Reserve Outlook - The inflation readings have shifted traders' outlook for potential rate cuts, now pricing in a 51% chance of at least one 25 basis-point cut by the June meeting, while the March meeting is expected to maintain current rates with less than 10% likelihood of a cut [7] Company Earnings and Stock Movements - Rivian's stock surged nearly 20% following a fourth-quarter earnings beat, with the company on track to deliver its R2 midsize model before summer [5][15] - Applied Materials saw its stock climb over 10% after beating Wall Street expectations, contributing to a year-to-date increase of 27% [4][16] - Pinterest shares fell about 20% due to a revenue forecast that fell short of analysts' estimates, raising concerns about AI risks to its platform [4][17] - DraftKings stock dropped 17% after missing analyst expectations for guidance, while Roku's stock rose 15% after beating fourth-quarter earnings estimates [8][9] AI Impact on Market Sentiment - Concerns about AI disruption have affected various sectors, including real estate and logistics, leading to a sell-off in tech stocks, particularly the "Magnificent Seven" megacaps [3] - Conversely, fears surrounding AI have benefited Asian stocks, particularly chipmakers, as global funds shift preference towards hardware producers with strong pricing power [11][12][13]

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]

Core Insights - Pinterest's CEO Bill Ready highlighted the platform's search volume, claiming it surpasses that of ChatGPT, with 80 billion searches per month compared to ChatGPT's 75 billion [1][2] - The company reported a revenue of $1.32 billion for Q4, slightly below the expected $1.33 billion, and earnings per share of 67 cents, missing the projected 69 cents [3] - Pinterest's first-quarter 2026 sales forecast is between $951 million to $971 million, which is below the expected $980 million [3] Financial Performance - Pinterest's Q4 revenue fell short of expectations, attributed to larger advertisers reducing spending, particularly in Europe, and a new furniture tariff affecting the home category [4] - Despite a 12% year-over-year increase in monthly active users to 619 million, exceeding Wall Street's forecast of 613 million, the company still missed earnings expectations [4] Market Position and Challenges - Pinterest is positioned as one of the largest search destinations globally, with over half of its searches being commercial in nature, compared to approximately 2% for ChatGPT [2] - The platform faces challenges in converting high user engagement into advertising revenue, as users typically visit Pinterest for planning rather than immediate purchasing [7] Strategic Initiatives - To adapt to the shift towards AI-powered shopping, Pinterest is focusing on enhancing its visual search, discovery, and personalization features to guide users to relevant products [8] - The company has partnered with Amazon to streamline the checkout process, indicating readiness to adapt to future AI-driven purchasing behaviors [9]

The social-media company recorded a profit of $277.1 million, and expects growth to decelerate further in the current quarter. ...