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PIPINS

Pinterest, Inc.

$PINS·$15B·Internet Content & Information·Communication Services
$21.23-0.1%1Y-42.2%
Mentions · last 7 days
2026-08-26: 2 posts2026-08-27: 11 posts2026-08-28: 19 posts2026-08-29: 9 posts2026-08-30: 4 posts2026-08-31: 58 posts2026-09-01: 12 posts127
Price updated 1h ago·X counts updated 4h ago
PIPINS
$PINSPinterest, Inc.
$21.23-0.09%127 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PINS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

Pinterest with growing ARPU but CFO Donnelly stepping down and co-founder Silbermann trimming — coiled name with fresh corporate churn.

Pinterest is the visual-discovery and inspiration platform — recipes, home decor, fashion, wedding planning — with a scaling advertising business and international expansion. The setup is a real-business name cooling on fresh corporate churn.

  • The core operating trajectory is holding: Q1 revenue grew 17.8% YoY to $1.01B at a 76% gross margin, Q2 revenue at $1.18B grew 18.2% YoY and beat consensus at $1.15B, and the sell side models FY26 revenue at ~$4.91B rising to ~$6.20B in 2028 — the ARPU-growth signal continues, though at a modest pace.
  • The corporate churn is the specific overhang: Pinterest finance chief Julia Donnelly is stepping down in October — a real CFO departure during a growth-modernization phase, plus separate 8-K executive-officer changes on August 5 and August 28; the Anthropic-style disruption-pricing observation ("Pricing In Disruption That Hasn't Yet Happened") captures the reflexive multiple compression.
  • The insider signal is loud with co-founder Silbermann trimming: co-founder Ben Silbermann sold combined ~$2.2M across August 25-26 after multiple C-Conversions, plus officer Madrigal's $635K F-InKind post-vest — combined ~$2.8M+ of insider sales from the co-founder plus executives is a real counter-tell into the ARPU-growth narrative.

The setup is a real-business social platform cooling on CFO-departure noise plus co-founder insider selling — the November 3 Q3 print is the referee, and the market needs continued 18%+ revenue growth plus updated ad-tier and international-monetization color. A clean beat with a named CFO successor and updated ARPU trajectory breaks cooling back into a bid; another cluster of Silbermann sales above $25 or a growth deceleration extends the cooling toward $20.

What to watch: The November 3 Q3 earnings — need continued 18%+ revenue growth, updated ad-tier and international-monetization color, and a named CFO successor. Another cluster of Silbermann sales above $25 or a growth deceleration extends the cooling toward $20; a clean beat with a named CFO successor and updated ARPU trajectory breaks cooling back into a bid.

On the calendar: 2026-11-03 — Q3 earnings

no sentiment data

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment5 posts analyzed · as of 2026-09-01

Sentiment is bearish on Pinterest as the stock breaks below a multi-month uptrend with selling pressure increasing, now around $21.58 with $20-21 flagged as the next area to watch. A widely-shared observation: when Julia joined Pinterest the stock was ~$23, and as she leaves it's still ~$23. Traders note there's no retail support and stronger sell orders than $SNAP. The Meta/PINS/ETSY/SNAP child-harm settlement is a small additional overhang.

Read the AI verdict + X sentiment for $PINS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Visual discovery and inspiration platform monetized through image-linked advertising, with strong commerce intent among its 500M+ monthly users.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $PINS.

Internet Content & Information · Communication Services

Digital advertising spend is recovering as macro visibility improves; AI-driven ad targeting improvements are lifting CPMs at the major platforms. Regulatory pressure (antitrust, data privacy) is the persistent overhang on the largest names.

What this means for $PINS

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Visual discovery and inspiration platform monetized through image-linked advertising, with strong commerce intent among .

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+4.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
67.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.43$0.36+20.5%
Q1 2026May 4, 2026$0.27$0.22+22.7%
Q4 2025Feb 12, 2026$0.67$0.66+1.5%
Q3 2025Nov 4, 2025$0.38$0.42-8.7%
Next earningsTue, Nov 3·consensus EPS $0.48

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.2B+18.2%78.2%-4.7%$-0.08$581.6M
Q1 FY26$1.0B+17.8%76.3%-3.3%$-0.12$311.7M
Q4 FY25$1.3B+14.3%82.8%22.8%$0.41$380.4M
Q3 FY25$1.0B+16.8%79.8%5.6%$0.14$318.4M

Forward consensus

5-year forecast · up to 28 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.9B$4.7B – $5.0B$2.02$1.80 – $2.3928
FY27$5.6B$5.4B – $5.7B$2.41$2.08 – $2.6928
FY28$6.2B$5.9B – $6.5B$2.71$1.90 – $3.6422
FY29$6.7B$6.4B – $6.9B$2.75$2.63 – $2.8714
FY30$7.3B$7.1B – $7.5B$3.19$3.05 – $3.3211

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.30%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 472.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 26Benjamin SilbermannDirector46.9K sh$1.1MSellAug 25Benjamin SilbermannDirector46.9K sh$1.1MSellAug 19Benjamin SilbermannDirector46.9K sh$1.1MSellAug 19Gokul RajaramDirector1.1K sh$24KSellAug 18Benjamin SilbermannDirector46.9K sh$1.1MSellAug 12Benjamin SilbermannDirector46.9K sh$1.1MSellAug 11Brown Claude LeonardChief Business Officer12.2K sh$292KSellAug 11Benjamin SilbermannDirector46.9K sh$1.1MSellAug 7Brau Donnelly JuliaCFO59.1K sh$1.4MSellJul 22Benjamin SilbermannDirector46.9K sh$1.1M
1–10 of 26
+ 25 other (19 conversions · 6 inkinds) in window

See when $PINS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 283
AI summary

Renee Marie-Bentley Jewell filed an initial Form 3 as a newly appointed officer (Chief Accounting Officer) of Pinterest. As of the reporting date, Jewell held no shares of PINS common stock directly or indirectly. This is a routine insider registration filing required within 10 days of becoming a Section 16 reporting person. No open-market transactions occurred; the filing establishes the baseline for future Form 4 disclosures.

8-KOfficer or director changeAug 288-K — Item 5.02: Officer or director change
AI summary

Pinterest announced that CFO Julia Brau Donnelly will resign effective October 30, 2026, to pursue another opportunity; the Board accepted her resignation and Pinterest has launched an external search for a permanent replacement. Vikram Naidu, currently VP of Finance (age 40, with Pinterest since 2018), has been named Interim Principal Financial Officer effective upon Donnelly’s departure. No separation or consulting agreements were disclosed. The CFO departure adds near-term leadership uncertainty as Pinterest manages its ongoing monetization growth initiatives.

8-KOfficer or director changeAug 78-K — Item 5.02: Officer or director change
AI summary

Pinterest (PINS) filed an 8-K on August 8, 2026 (event date August 5) under Item 5.02, reporting a change in its officers or directors. The excerpt is the cover page; the specific officer identity and transition details are in the body. Pinterest is a visual content discovery and social commerce platform. Senior leadership changes at Pinterest are watched given the company's ongoing monetization expansion and e-commerce partnership strategy.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMay 48-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
+ 15 other (9 13Gs · 2 10-Qs · 2 proxys · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

3 Trending Stocks Suffering Steep Midday Slidesschaeffersresearch.com·2d agoStock Futures Held Hostage by Resurgent Oil Pricesschaeffersresearch.com·3d agoPinterest Falls 4% as CFO Resigns, Snap Inches Higher, Alphabet Holds Flat247wallst.com·3d agoPinterest Stock Drops as CFO Steps Down, Interim Successor Namedbenzinga.com·3d agoPinterest, Destiny Tech100 And Other Big Stocks Moving Lower In Monday's Pre-Market Sessionbenzinga.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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