Get emailed when PINS changes direction
Insider selling: $110,229,560 sold by 21 insiders (30d)
Est. revisions:
+3.4%
(2 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.6)
Factor Model
net +1.6 3.4 / 10
Est. Revisions
+0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0
RBC Cuts PINS Target by 55% on Failed Turnaround
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.
RBC Capital downgraded Pinterest from Outperform to Sector Perform on February 13, slashing its price target from $38 to $17 — a 55% haircut. The downgrade reflects disappointment with Q4 results and the company's failure to deliver financial upside from product cycle improvements and conversion rate optimization efforts. Tariffs also weighed on Q4 performance, adding macro headwinds to operational challenges.
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.
Evidence
7d ago
Insider sell by SILBERMANN BENJAMIN (PINS): $13,541,910
37d ago
3 Key Factors Driving Unusual Options Activity in Pinterest Stock: What to Watch Now
yahoo-finance
58d ago
Alphabet Stock Climbs as Friday's Trump Tariff Ruling Lifts Digital-Advertising Shares - Investopedia
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Fundamentals & Data ▾
Pinterest, Inc.
Communication Services · Internet Content & Information
Mkt Cap
$13B
P/E
33.8 fwd 9.5
Beta
0.88
52w Range
$13.84 - $39.93
Short Interest
89.0M 23.73%
Days to Cover
4.2 +130%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+14.5%
Insiders
selling
0B / 10S
EPS Estimate
$0.22
+3.4% 30d
2up / 0dn
Est. Dispersion
135%
9 analysts
Analyst Target
$23
$15 - $45
Options P/C
0.28
Insider Cluster
strong sell
0B / 6S
Fund Convergence
strong
Bridgewater, Citadel, Two Sigma, Renaissance, D.E. Shaw
Financials
Revenue
$1.3B +14% YoY
FCF
$380M
Gross Margin
83%
Op Margin
23%
Momentum:
accelerating
Top Holders
Bridgewater
$112M
Citadel
$96M
Two Sigma
$84M
Renaissance
$42M
D.E. Shaw
Recent Filings & Data
insider trade
119
net selling
· $110,229,560 sold
21 insiders · 119 transactions (30d)
Recent transactions
ACOSTA ANDREA · award
RAJARAM GOKUL · sell · $21,000
BROWN CLAUDE LEONARD · award
WALCOTT WANJIKU JUANITA · other
STEELMAN KECIA · award
DUCARD MALIK · sell · $50,584
DUCARD MALIK · sell · $60,031
DUCARD MALIK · sell · $155,162
BRAU DONNELLY JULIA · sell · $590,099
BRAU DONNELLY JULIA · award
MADRIGAL MATTHEW · award
WALCOTT WANJIKU JUANITA · award
ACOSTA ANDREA · sell · $93,963
WALCOTT WANJIKU JUANITA · other
WALCOTT WANJIKU JUANITA · sell · $1,990,909
SILBERMANN BENJAMIN · sell · $255
SILBERMANN BENJAMIN · other
BRAU DONNELLY JULIA · sell · $795,401
SILBERMANN BENJAMIN · sell · $3,558,117
SILBERMANN BENJAMIN · other
REUTER EMILY · award
SILBERMANN BENJAMIN · sell · $3,742,805
SILBERMANN BENJAMIN · sell · $3,582,352
SILBERMANN BENJAMIN · sell · $3,780,819
SILBERMANN BENJAMIN · sell · $3,677,903
ACOSTA ANDREA · sell · $131,427
SILBERMANN BENJAMIN · sell · $3,569,087
RAJARAM GOKUL · sell · $40,250
SILBERMANN BENJAMIN · sell · $3,584,272
SILBERMANN BENJAMIN · sell · $3,874,142
MADRIGAL MATTHEW · sell · $771,670
SILBERMANN BENJAMIN · sell · $3,676,014
RAJARAM GOKUL · sell · $42,412
SILBERMANN BENJAMIN · sell · $3,623,669
SILBERMANN BENJAMIN · sell · $3,614,613
WALCOTT WANJIKU JUANITA · sell · $410,681
SILBERMANN BENJAMIN · sell · $3,673,716
BRAU DONNELLY JULIA · sell · $1,013,997
SILBERMANN BENJAMIN · sell · $3,554,112
RAJARAM GOKUL · sell · $39,698
SILBERMANN BENJAMIN · sell · $3,553,664
LEVINE JEREMY S · sell · $213,989
SILBERMANN BENJAMIN · sell · $3,389,920
SILBERMANN BENJAMIN · sell · $3,212,601
COLEMAN SALAAM · award · $259,993
STEINBERG MARC · award · $259,993
SILBERMANN BENJAMIN · award · $259,993
WISHOM ANDREA M · award · $259,993
REYNOLDS FREDRIC G · award · $259,993
KILGORE LESLIE JEAN · award · $259,993
RAJARAM GOKUL · award · $259,993
BERGH CHARLES V · award · $259,993
LEVINE JEREMY S · award · $259,993
SCHENKEL SCOTT F · award · $259,993
SILBERMANN BENJAMIN · sell · $201,847
ACOSTA ANDREA · sell · $119,777
SILBERMANN BENJAMIN · sell · $3,280,215
RAJARAM GOKUL · sell · $36,766
SILBERMANN BENJAMIN · sell · $13,541,910
SILBERMANN BENJAMIN · other
RAJARAM GOKUL · sell · $31,050
BRAU DONNELLY JULIA · award
MADRIGAL MATTHEW · award
WALCOTT WANJIKU JUANITA · award
READY WILLIAM J · award
SILBERMANN BENJAMIN · sell · $3,192,592
WALCOTT WANJIKU JUANITA · sell · $395,044
SILBERMANN BENJAMIN · sell · $3,440,909
BRAU DONNELLY JULIA · sell · $1,004,951
SILBERMANN BENJAMIN · sell · $3,181,291
RAJARAM GOKUL · sell · $36,052
WALCOTT WANJIKU JUANITA · sell · $219,758
BRAU DONNELLY JULIA · sell · $1,322,801
LEVINE JEREMY S · sell · $1,717,351
ACOSTA ANDREA · sell · $140,891
BRAU DONNELLY JULIA · award
MADRIGAL MATTHEW · award
WALCOTT WANJIKU JUANITA · award
ACOSTA ANDREA · award
READY WILLIAM J · award
ACOSTA ANDREA · sell · $137,369
RAJARAM GOKUL · sell · $45,068
RAJARAM GOKUL · sell · $34,994
RAJARAM GOKUL · sell · $35,627
WALCOTT WANJIKU JUANITA · sell · $365,587
ACOSTA ANDREA · sell · $118,734
RAJARAM GOKUL · sell · $34,190
READY WILLIAM J · award
RAJARAM GOKUL · sell · $38,548
BRAU DONNELLY JULIA · sell · $990,868
RAJARAM GOKUL · sell · $33,810
ELLIS SABRINA · sell · $697,808
WALCOTT WANJIKU JUANITA · sell · $371,484
ACOSTA ANDREA · sell · $121,387
BRAU DONNELLY JULIA · sell · $1,343,887
ACOSTA ANDREA · sell · $115,380
ACOSTA ANDREA · sell · $168,796
ELLIS SABRINA · sell · $925,530
WALCOTT WANJIKU JUANITA · sell · $481,603
COLEMAN SALAAM · award · $259,995
STEINBERG MARC · award · $259,995
SILBERMANN BENJAMIN · award · $259,995
WISHOM ANDREA M · award · $259,995
REYNOLDS FREDRIC G · award · $259,995
KILGORE LESLIE JEAN · award · $259,995
RAJARAM GOKUL · award · $259,995
BERGH CHARLES V · award · $259,995
LEVINE JEREMY S · award · $259,995
SCHENKEL SCOTT F · award · $259,995
RAJARAM GOKUL · sell · $81,712
SHARP EVAN · sell · $8,028,159
SHARP EVAN · other
BERGH CHARLES V · award
RAJARAM GOKUL · sell · $64,480
READY WILLIAM J · award
WALCOTT WANJIKU JUANITA · award
BRAU DONNELLY JULIA · award
MADRIGAL MATTHEW · award
RAJARAM GOKUL · sell · $42,000
7 signals · latest 7d ago
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