Core Insights - Pinterest reported a Q4 revenue of $1,319 million, marking a 14% increase year-over-year, and a full-year revenue of $4,222 million, up 16% year-over-year [1] - The company achieved an all-time high of 619 million global monthly active users (MAUs), reflecting a 12% year-over-year growth [1] - CEO Bill Ready emphasized the focus on innovation in visual search using AI and transforming sales efforts to enhance monetization [1] Financial Highlights - Q4 net cash provided by operating activities was $391 million, with a full-year total of $1,284 million [1] - Free cash flow for Q4 was $380 million, totaling $1,252 million for the year [1] - GAAP net income for Q4 was $277 million, with a full-year net income of $417 million, showing a significant decrease from the previous year [1] User Metrics - Global MAUs reached 619 million, a 12% increase from the previous year [1] - Average revenue per user (ARPU) globally was $2.16 for Q4, with a full-year ARPU of $7.21, reflecting a 2% and 4% increase year-over-year, respectively [1] - The U.S. and Canada contributed $979 million in revenue for Q4, a 9% increase, while Europe saw a 25% increase to $245 million [1] Guidance - For Q1 2026, Pinterest expects revenue between $951 million and $971 million, indicating an 11% to 14% growth year-over-year [1] - The guidance includes an anticipated foreign exchange impact of approximately 3 points of tailwind [1] Strategic Developments - The company is focused on enhancing its sales and go-to-market strategies to better reflect the commercial intent observed on its platform [1] - Pinterest is also expanding its advertising capabilities through the acquisition of tvScientific, a connected TV performance advertising platform [6]

Core Insights - Pinterest, Inc. is set to release its fourth-quarter earnings results on February 12, with analysts expecting earnings of 67 cents per share, an increase from 56 cents per share in the same period last year [1] - The consensus estimate for Pinterest's quarterly revenue is $1.33 billion, compared to $1.15 billion a year earlier [1] - Kecia Steelman has been appointed to Pinterest's board of directors as of February 9 [1] Stock Performance - Pinterest shares experienced a decline of 6.1%, closing at $19.09 on Wednesday [2] - Analysts' ratings and insights on Pinterest stock can be accessed on the Analyst Stock Ratings page, allowing users to sort by various criteria [2]

Core Insights - Pinterest Inc. is identified as one of the best beaten down growth stocks to buy now, despite recent challenges in its stock performance and target price adjustments by analysts [1][5]. Target Price Adjustments - KeyBanc reduced its target price for Pinterest from $40 to $35, a decrease of 12.5%, while maintaining an Overweight rating, citing falling valuation multiples as a key factor [1]. - Mizuho also cut its target price from $45 to $35, while keeping an Outperform rating, indicating that current challenges are already reflected in the stock price [2]. Restructuring Plan - Pinterest announced a global restructuring plan on January 26, which includes cutting 15% of its workforce over the next nine months, with initial restructuring costs estimated between $35 million and $45 million [3]. - BofA estimated that this restructuring could lead to annualized savings of $300 million and potentially boost EBITDA margins to the low-30s [4]. Stock Performance - Following the announcement of the restructuring plan, Pinterest's stock price fell by as much as 25.4% to $19.32, before slightly recovering to $19.60 [5]. - Despite the decline and recent target price cuts, analysts maintain a bullish outlook on Pinterest, with a median target price of $35.00, suggesting a potential upside of 78.57% [5].

Core Viewpoint - Pinterest, Inc. has appointed Kecia Steelman, President and CEO of Ulta Beauty, to its Board of Directors, effective February 16, 2026, highlighting her extensive experience in leading large-scale businesses and connecting consumers with brands [1] Group 1 - Kecia Steelman is recognized as a seasoned executive with a strong track record in growing global businesses [1] - The appointment is expected to enhance Pinterest's leadership team and strategic direction [1] - Bill Ready, CEO of Pinterest, emphasized Steelman's ability to build omnichannel experiences [1]

Core Insights - Pinterest, Inc. (PINS) is set to report its fourth-quarter 2025 results on February 12, 2026, with expectations of revenue growth driven by increased user engagement and new AI-powered advertising initiatives [2][10] - The company reported earnings of 38 cents per share in the last quarter, with a consensus estimate for the upcoming quarter's total revenues at $1.33 billion, up from $1.15 billion year-over-year [2][7] Group 1: User Engagement and AI Initiatives - Pinterest introduced Pinterest Assistant, a visual-first shopping and discovery tool that personalizes user experiences by learning from their activity [3] - New features were launched to allow users to control the amount of generative AI content in their feeds, aiming to enhance transparency and user choice [4] Group 2: Advertising Expansion - Pinterest has signed an agreement to acquire tvScientific, a company specializing in connected TV advertising, which will enable Pinterest to extend its advertising capabilities to television [5] Group 3: User Metrics and Financial Expectations - Estimated average revenue per user (ARPU) for the U.S. and Canada is projected at $9.15, while Europe's ARPU is estimated at $1.61 [6] - Monthly active users (MAUs) are expected to reach 106.1 million in the U.S. and Canada, 157.9 million in Europe, and 351.1 million in the rest of the world [6] Group 4: Earnings Predictions - The consensus estimate for adjusted earnings per share for the upcoming quarter is 66 cents, an increase from 56 cents reported in the previous year [7] - Pinterest's Earnings ESP is -3.64%, indicating a lower likelihood of an earnings beat this quarter, with a Zacks Rank of 3 [8][9]

Core Insights - The technology sector experienced significant stock sell-offs related to artificial intelligence, but market sentiment may stabilize in the coming days [2] - The Super Bowl featured notable advertisements from tech companies, with Amazon's Alexa and Anthropic receiving praise, while Google's Gemini was criticized [2] Company Earnings Focus - This week, several mid-sized companies are set to report earnings, including Spotify, Lyft, Shopify, Coinbase, Pinterest, Instacart, and Airbnb, each with noteworthy highlights [2][3] - Spotify's advertising revenue has been declining, impacting overall revenue growth, despite management's previous optimism about accelerating ad business growth by 2025 [2][3] - Lyft's stock rose significantly last year, with a 50% increase, but has since dropped 15% this year, raising concerns about the impact of autonomous vehicles on the ride-hailing industry [3][9] - Pinterest has maintained a revenue growth rate of 16% to 17%, outperforming Snap, which has stagnated at around 10% [10] Earnings Expectations - Spotify is expected to report Q4 revenue of €4.522 billion, a 6.6% year-over-year increase, with earnings per share (EPS) of €2.77, up 57% [11] - Lyft is projected to report Q4 revenue of $1.754 billion, a 13% increase, but with EPS of $0.12, down 25% [11] - Instacart's expected Q4 revenue is $969.95 million, a 9.7% increase, with EPS of $0.51, down 3.7% [11] - Airbnb anticipates Q4 revenue of $2.71 billion, a 9.3% increase, with EPS of $0.66, down 9.6% [11] - Pinterest is expected to report Q4 revenue of $1.33 billion, a 15% increase, but with EPS of $0.43, down 84% [11]

Core Viewpoint - Pinterest, Inc. (NYSE:PINS) is identified as a stock with significant upside potential, despite mixed analyst opinions and recent operational challenges [1][7]. Analyst Sentiment - Over 70% of analysts covering Pinterest remain bullish, with a consensus upside potential of 59.10% as of February 2, 2026 [2]. - Roth Capital recently decreased its price target for Pinterest from $34 to $29 while maintaining a 'Neutral' rating, citing a strategic buying opportunity despite year-to-date weakness [3]. - HSBC downgraded Pinterest from 'Buy' to 'Hold', lowering its price target from $34.50 to $24.90, indicating a softer near-term outlook and concerns over competitive positioning [4]. Company Overview - Pinterest operates a photo-sharing platform that allows users to discover, curate, and manage themed image collections, combining social discovery with visual search for inspiration and idea sharing globally [5].

Group 1 - Layoff announcements in January reached 108,435, more than double the 49,795 cuts announced in January of the previous year, marking the highest January total since 2009 [6][2] - Companies' hiring plans were recorded at 5,306 in January, the lowest for the month since Challenger began tracking in 2009 [5] - The high number of layoffs indicates that employers are less optimistic about the economic outlook for 2026, with many plans set at the end of 2025 [3] Group 2 - The total number of job cuts for all of 2025 was logged at 1.2 million, despite a slowdown in December to the lowest monthly total since July 2024 [7] - Major companies like Amazon, UPS, and Pinterest have announced significant job cuts, citing the need to invest in artificial intelligence and adjust business plans amid uncertainty [2][6] - The government's layoff rate remains low by historical standards, but the hiring rate has also been described as meager [8]

Core Insights - Pinterest has laid off less than 15% of its workforce as part of a restructuring to focus on AI roles and products, which reflects a shift in power dynamics from employees to employers in corporate America [1][5] - The company fired two engineers who created a tool to track laid-off employees, violating privacy policies and highlighting the company's strict stance on information sharing [2][3] - CEO Bill Ready emphasized during a town hall meeting that employees should align with the company's direction or consider finding other jobs, indicating a more demanding corporate culture [4][6] Company Actions - Pinterest announced layoffs and a reduction in office space, reallocating resources towards AI initiatives [1] - The company confirmed the termination of two employees for improperly accessing confidential information to track layoffs [3] - CEO Ready's comments during the town hall meeting reflect a shift in corporate expectations, urging employees to adhere to the company's mission [4][6] Industry Trends - The current corporate environment shows a transition from job hopping to job hugging, with employees less likely to switch jobs compared to the Great Resignation period [5] - CEOs are increasingly demanding efficiency and measurable impact from employees, contrasting with previous focuses on broader goals [6] - The tone of leadership has shifted, with some CEOs requesting detailed lists of employee accomplishments [6]

Group 1 - Pinterest's stock fell by 1.5% following the dismissal of an engineer for violating company policies and privacy regulations [1] - The company announced a layoff plan affecting approximately 15% of its workforce, which translates to nearly 700 positions [1] - CEO Bill Ready stated that the company will "double down" on its AI-first strategy in an internal email [1]