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PIPINS

Pinterest, Inc.

$PINS·$12B·Internet Content & Information·Communication Services
$21.91-3.5%YTD-14.6%1Y-32.8%
Price updated 21h ago·X counts updated 6d ago
PIPINS
$PINSPinterest, Inc.
$21.91-3.52%309 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PINS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

309X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $PINS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Pinterest fell over 8% intraday after CEO Bill Ready reiterated near-term pressure from European regulations and an international business overhaul at Goldman Sachs. Sentiment leans cautious with traders watching for dip-buy conditions but no strong catalyst in view.

Read what X is saying about $PINS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PINS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Pinterest down 8% intraday after CEO Ready flagged European regulatory pressure — ad moat at a cheap price if execution holds.

Pinterest is the visual-discovery platform — pins, boards, and shopping with a growing ad business. The stock is down 26% YTD and consolidating below the 50-day MA after CEO Bill Ready's Goldman Sachs comments on European regulatory headwinds and international overhaul pressure.

  • The P&L is still accelerating: revenue grew 18% YoY to $1.18B last quarter at a 6% operating margin and 79% gross margin — the high gross margin reflects ad-business economics; the operating margin is still ramping but the trajectory is positive.
  • At 68x trailing earnings and 3.3x sales, the valuation reflects some growth optionality — Seeking Alpha's "Ad Moat at a Ridiculously Cheap Price" framing is the specific value case; bulls think the European regulatory headwinds are temporary.
  • Founder Silbermann converted and sold $877K at $18.72 — the founder stepping out at these levels is the honest counter-signal, consistent with the breaking-down tape bulls can't fully explain away.

Breaking-down holds unless Nov 3 earnings confirm MAU growth above 10% YoY and ad-revenue trajectory stays above 15% YoY. A soft MAU print, or any specific EU regulatory impact disclosure, is what seals the de-rating; a strong user-growth plus Shopify-partnership-attributed-revenue inflection is what could restart the move.

Agrees with X sentimentX bears correctly flagged the Bill Ready Goldman commentary driving the 8% intraday drop — European regulatory pressure plus international-overhaul framing is a specific guide-concern that lines up with the breaking-down tape, and dip-buy conditions require Nov 3 to confirm.

What to watch: Nov 3 earnings — MAU growth above 10% YoY, international revenue trajectory, ad-revenue growth above 15% YoY, and any specific EU regulatory impact. A soft MAU print or EU-regulatory-cost commentary is what seals the breaking-down.

On the calendar: 2026-11-03 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI-enhanced ad targeting continues to concentrate digital ad share in Google and Meta.

What this means for $PINS

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

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.5%YTD
+2.5%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 $0.49

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 27 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.9B$4.7B – $5.1B$2.02$1.89 – $2.4027
FY27$5.6B$5.5B – $5.7B$2.41$2.11 – $2.5527
FY28$6.2B$5.9B – $6.5B$2.74$2.02 – $3.6522
FY29$6.7B$6.5B – $6.9B$2.85$2.73 – $2.9614
FY30$7.3B$7.1B – $7.6B$3.50$3.35 – $3.6311

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.0.7×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.37%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.+4.2%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.+4.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 483.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% 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.β0.905-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

SellOct 14Benjamin SilbermannDirector46.9K sh$1.0MSellOct 13Benjamin SilbermannDirector46.9K sh$1.0MSellOct 7Benjamin SilbermannDirector46.9K sh$941KSellOct 6Benjamin SilbermannDirector46.9K sh$922KSellOct 5Gokul RajaramDirector1.1K sh$21KSellOct 5Brown Claude LeonardChief Business Officer12.2K sh$245KSellSep 30Benjamin SilbermannDirector46.9K sh$878KSellSep 29Benjamin SilbermannDirector46.9K sh$859KSellSep 24Brau Donnelly JuliaCFO29.5K sh$550KSellSep 23Walcott Wanjiku JuanitaChief Legal & Bus Affairs Ofc.14.1K sh$257K
1–10 of 43
+ 45 other (33 conversions · 11 inkinds · 1 award) 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

8-KMaterial agreementOct 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KOfficer or director changeOct 58-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeOct 28-K — Item 5.02: Officer or director change
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
+ 11 other (8 13Gs · 2 10-Qs · 1 earnings 8-K) in window

Recent news

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

Pinterest (PINS) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·23h agoPinterest: CTC Expansion, AI Infrastructure Expansion, And Repurchases Signal Value; Buyseekingalpha.com·1d agoPinterest: Walled Garden And AI Growth Tailwinds, With Asset-Light Operationsseekingalpha.com·2d agoPinterest (PINS) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·3d agoPinterest Stock Flashing Sell Signal Right Nowschaeffersresearch.com·4d ago

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Voices on X · last 7 days

No standout posts about $PINS on X in the last 7 days.

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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