PINS Earnings
Monday, May 04 2026
EPS Estimate
$0.22
$-0.02 – $0.27
Revenue Estimate
$969M
Current Price
$20.64
Our Position
bearishRBC Cuts PINS Target by 55% on Failed Turnaround
structured data
est. revisions rising
(+13.9pp / 30d)
This downgrade signals that management's strategic initiatives haven't translated into revenue or margin improvement. When a long-standing bull abandons conviction and cuts a target in half, it typically reflects a loss of confidence in near-term catalysts and suggests the market may reprice lower if consensus follows.
Watch: Monitor whether other analysts follow RBC's downgrade and reset expectations around next earnings. Watch for management commentary on the product roadmap and whether tariff headwinds persist into 2026 — either could accelerate further price target cuts.
Data Signal Summary
2 bullish
2 bearish
Estimates up +3%
Insider selling cluster
Put/call 0.0 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.7%
P/E Ratio
29.1
Est. Revisions (30d)
+3.4% 2up/0dn
Analyst Target (mean)
$23 $15–$45 +12%
Options P/C Ratio
0.04 2C/0P unusual
Est. Dispersion
135% 9 analysts
Insider Cluster
strong sell
Fund Convergence
strong Bridgewater, Citadel, Two Sigma, Renaissance, D.E. Shaw
Recent Activity
insider trades
119 transactions
Award
·
ACOSTA ANDREA (Officer)
·147,885 shares
Sell
·
RAJARAM GOKUL (Director)
·1,050 shares
·$21,000
Award
·
BROWN CLAUDE LEONARD (Officer)
·1,407,925 shares
Other
·
WALCOTT WANJIKU JUANITA (Officer)
·6,000 shares
Award
·
STEELMAN KECIA (Director)
·25,940 shares
114 more
Sell
·
DUCARD MALIK
·2,293 shr
·$50,584
Sell
·
DUCARD MALIK
·2,293 shr
·$60,031
Sell
·
DUCARD MALIK
·6,000 shr
·$155,162
Sell
·
BRAU DONNELLY JULIA
·22,821 shr
·$590,099
Award
·
BRAU DONNELLY JULIA
·278,404 shr
Award
·
MADRIGAL MATTHEW
·620,310 shr
Award
·
WALCOTT WANJIKU JUANITA
·199,536 shr
Sell
·
ACOSTA ANDREA
·3,759 shr
·$93,963
Other
·
WALCOTT WANJIKU JUANITA
·4,200 shr
Sell
·
WALCOTT WANJIKU JUANITA
·74,047 shr
·$1,990,909
Sell
·
SILBERMANN BENJAMIN
·8 shr
·$255
Other
·
SILBERMANN BENJAMIN
·8 shr
Sell
·
BRAU DONNELLY JULIA
·22,821 shr
·$795,401
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,558,117
Other
·
SILBERMANN BENJAMIN
·102,083 shr
Award
·
REUTER EMILY
·11,019 shr
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,742,805
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,582,352
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,780,819
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,677,903
Sell
·
ACOSTA ANDREA
·3,759 shr
·$131,427
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,569,087
Sell
·
RAJARAM GOKUL
·1,150 shr
·$40,250
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,584,272
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,874,142
Sell
·
MADRIGAL MATTHEW
·20,000 shr
·$771,670
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,676,014
Sell
·
RAJARAM GOKUL
·1,150 shr
·$42,412
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,623,669
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,614,613
Sell
·
WALCOTT WANJIKU JUANITA
·11,510 shr
·$410,681
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,673,716
Sell
·
BRAU DONNELLY JULIA
·29,606 shr
·$1,013,997
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,554,112
Sell
·
RAJARAM GOKUL
·1,150 shr
·$39,698
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,553,664
Sell
·
LEVINE JEREMY S
·6,274 shr
·$213,989
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,389,920
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,212,601
Award
·
COLEMAN SALAAM
·8,414 shr
·$259,993
Award
·
STEINBERG MARC
·8,414 shr
·$259,993
Award
·
SILBERMANN BENJAMIN
·8,414 shr
·$259,993
Award
·
WISHOM ANDREA M
·8,414 shr
·$259,993
Award
·
REYNOLDS FREDRIC G
·8,414 shr
·$259,993
Award
·
KILGORE LESLIE JEAN
·8,414 shr
·$259,993
Award
·
RAJARAM GOKUL
·8,414 shr
·$259,993
Award
·
BERGH CHARLES V
·8,414 shr
·$259,993
Award
·
LEVINE JEREMY S
·8,414 shr
·$259,993
Award
·
SCHENKEL SCOTT F
·8,414 shr
·$259,993
Sell
·
SILBERMANN BENJAMIN
·6,274 shr
·$201,847
Sell
·
ACOSTA ANDREA
·3,759 shr
·$119,777
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,280,215
Sell
·
RAJARAM GOKUL
·1,150 shr
·$36,766
Sell
·
SILBERMANN BENJAMIN
·408,332 shr
·$13,541,910
Other
·
SILBERMANN BENJAMIN
·408,332 shr
Sell
·
RAJARAM GOKUL
·1,150 shr
·$31,050
Award
·
BRAU DONNELLY JULIA
·261,954 shr
Award
·
MADRIGAL MATTHEW
·92,237 shr
Award
·
WALCOTT WANJIKU JUANITA
·188,165 shr
Award
·
READY WILLIAM J
·354,192 shr
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,192,592
Sell
·
WALCOTT WANJIKU JUANITA
·12,253 shr
·$395,044
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,440,909
Sell
·
BRAU DONNELLY JULIA
·29,605 shr
·$1,004,951
Sell
·
SILBERMANN BENJAMIN
·102,083 shr
·$3,181,291
Sell
·
RAJARAM GOKUL
·1,150 shr
·$36,052
Sell
·
WALCOTT WANJIKU JUANITA
·6,690 shr
·$219,758
Sell
·
BRAU DONNELLY JULIA
·38,596 shr
·$1,322,801
Sell
·
LEVINE JEREMY S
·50,535 shr
·$1,717,351
Sell
·
ACOSTA ANDREA
·3,941 shr
·$140,891
Award
·
BRAU DONNELLY JULIA
·18,618 shr
Award
·
MADRIGAL MATTHEW
·6,635 shr
Award
·
WALCOTT WANJIKU JUANITA
·18,618 shr
Award
·
ACOSTA ANDREA
·8,716 shr
Award
·
READY WILLIAM J
·23,272 shr
Sell
·
ACOSTA ANDREA
·3,667 shr
·$137,369
Sell
·
RAJARAM GOKUL
·1,150 shr
·$45,068
Sell
·
RAJARAM GOKUL
·1,150 shr
·$34,994
Sell
·
RAJARAM GOKUL
·1,150 shr
·$35,627
Sell
·
WALCOTT WANJIKU JUANITA
·11,862 shr
·$365,587
Sell
·
ACOSTA ANDREA
·3,845 shr
·$118,734
Sell
·
RAJARAM GOKUL
·1,150 shr
·$34,190
Award
·
READY WILLIAM J
·189,036 shr
Sell
·
RAJARAM GOKUL
·1,150 shr
·$38,548
Sell
·
BRAU DONNELLY JULIA
·30,280 shr
·$990,868
Sell
·
RAJARAM GOKUL
·1,150 shr
·$33,810
Sell
·
ELLIS SABRINA
·22,337 shr
·$697,808
Sell
·
WALCOTT WANJIKU JUANITA
·11,767 shr
·$371,484
Sell
·
ACOSTA ANDREA
·3,845 shr
·$121,387
Sell
·
BRAU DONNELLY JULIA
·30,280 shr
·$1,343,887
Sell
·
ACOSTA ANDREA
·2,564 shr
·$115,380
Sell
·
ACOSTA ANDREA
·3,845 shr
·$168,796
Sell
·
ELLIS SABRINA
·22,345 shr
·$925,530
Sell
·
WALCOTT WANJIKU JUANITA
·11,627 shr
·$481,603
Award
·
COLEMAN SALAAM
·6,274 shr
·$259,995
Award
·
STEINBERG MARC
·6,274 shr
·$259,995
Award
·
SILBERMANN BENJAMIN
·6,274 shr
·$259,995
Award
·
WISHOM ANDREA M
·6,274 shr
·$259,995
Award
·
REYNOLDS FREDRIC G
·6,274 shr
·$259,995
Award
·
KILGORE LESLIE JEAN
·6,274 shr
·$259,995
Award
·
RAJARAM GOKUL
·6,274 shr
·$259,995
Award
·
BERGH CHARLES V
·6,274 shr
·$259,995
Award
·
LEVINE JEREMY S
·6,274 shr
·$259,995
Award
·
SCHENKEL SCOTT F
·6,274 shr
·$259,995
Sell
·
RAJARAM GOKUL
·1,934 shr
·$81,712
Sell
·
SHARP EVAN
·191,714 shr
·$8,028,159
Other
·
SHARP EVAN
·191,714 shr
Award
·
BERGH CHARLES V
·9,378 shr
Sell
·
RAJARAM GOKUL
·1,934 shr
·$64,480
Award
·
READY WILLIAM J
·656,456 shr
Award
·
WALCOTT WANJIKU JUANITA
·291,781 shr
Award
·
BRAU DONNELLY JULIA
·408,028 shr
Award
·
MADRIGAL MATTHEW
·678,885 shr
Sell
·
RAJARAM GOKUL
·2,100 shr
·$42,000
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