Internet Content & Information / Digital Advertising / Social Media
Strategic Profile
Pinterest is facing significant challenges following disappointing Q4 results and weak outlook for Q1, with reduced advertising demand due to tariff impacts and increased competition. For Q1 2026, Pinterest projects revenue between $951M-$971M (11-14% growth) and adjusted EBITDA of $166M-$186M, with long-term EBITDA margin targets of 30-34%.
Cyborg Score Rationale
Market cap has decreased by -54.32% in one year. However, consensus among 26 Wall Street analysts is to Buy PINS stock, with 38.46% recommending Strong Buy. The company faces near-term headwinds but maintains solid unit economics with strong profitability.
Top Insights
Stock declined 22% after Q4 earnings miss and weak forward guidance due to tariff impacts
Strong profitability metrics with 80% gross margin and 49% net profit margin
TTM revenue is $4.05B with 2024 revenue at $3.64B, up from $3.05B in 2023
Company employs 5,265 people
Named Competitors
Instagram — Social media and visual discovery
TikTok — Short-form video and discovery platform
Etsy — Marketplace for handmade and vintage goods
Google Lens — Visual search engine
Recent Developments
(February 2026) Q4 earnings miss and weak Q1 guidance; CEO attributes decline to tariff impacts and advertising demand reduction
(February 2026) Stock down 54% year-over-year; multiple analyst downgrades and price target cuts