🏛️ Company factsSEC filings + FINRA official data
Annual revenue $4.2B · latest quarter up 18.2% YoY · profitable (FY net income $417M) · short activity below its recent average — bears covering.
FY revenue
$4.2B
2025-12
Latest Q YoY
+18.2%
FY net income
$417M
Diluted EPS
$0.62
Short volume
24.8%
20d avg 50.2% · shorts covering
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-08-14passive (13G)Elliott Investment Management L.P.
- 2026-08-14passive (13G)AMERIPRISE FINANCIAL INC
- 2026-08-10passive (13G)GOLDMAN SACHS GROUP INC
- 2026-07-31passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🎯 Market expectations
Expectation reliability Medium · 45/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026-$0.04 vs $0.04-200%
- Mar 2026-$0.03 vs -$0.030%
- Dec 2025$0.32 vs $0.39-17.95%
- Sep 2025$0.14 vs $0.140%
The takeaway
It has missed by -54.5% on average recently; expectations have been marked down repeatedly.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
2 direct · 24 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
As a platform with significant minor user base, Pinterest faces heightened regulatory scrutiny and compliance-cost risk.
Also named: META · SNAP · RBLX · AAPL · GOOGL
- #2▼1.14%2nd-orderMeta stock jumps as new personal AI agent Muse addresses a major investor concern3d ago
If Meta strengthens AI-driven personalization, smaller social platforms face pressure on engagement and ad efficiency
Also named: META · GOOGL · SNAP · NVDA · AVGO
As a fellow performance-advertising player, Meta's showing boosts confidence in Pinterest's ad pricing power
Also named: META · SNAP · GOOGL · NVDA · AVGO
Continued concentration in social advertising further weakens smaller platforms' pricing power with advertisers
Also named: META · GOOGL · AMZN · AAPL · SNAP
The CFO departure has already triggered the drop; management uncertainty and an interim arrangement dent execution confidence, but with fundamentals (accelerating revenue, profitability) intact, remaining downside is limited
Also named: SNAP
As an alternative social-ad channel, Pinterest could see a modest budget-reallocation benefit
Also named: META · GOOGL · SNAP · DV · IAS
Meta's AI-driven ad tooling upgrade intensifies customer-acquisition cost pressure on smaller social platforms.
Also named: META · GOOGL · MSFT · NVDA · AVGO · SNAP
- #8▼0.59%2nd-orderWhat could Meta's US settlement mean around the world – and what now for other claims against firm?16d ago
As a platform facing similar minor-safety regulatory scrutiny, the precedent could raise expected future legal costs
Also named: META · SNAP · GOOGL
- #9▼0.56%2nd-orderHe beat Big Tobacco. Will the same playbook work against Meta and social media?13d ago
As a content platform with significant young-user exposure, Pinterest falls within the broader industry scope of the litigation strategy
Also named: META · SNAP
- #10▼0.55%2nd-orderMeta Platforms Is Set to Steal Google's Advertsing Crown—What It Means for Investors4d ago
As a commerce-oriented social ad platform, Pinterest faces similar share erosion from Meta's AI ad tooling advantage.
Also named: META · SNAP · GOOGL · GOOG · YELP
The rest, archived by time · 16
🕰️ Price × news · engine report card
Drag to pan, scroll to zoom · real daily bars and volume
📜 Call history (newest first
117 engine calls on this stock — each with direction, magnitude and its verified outcome · sign up to view
Sign up · free 7-day trial →Impact chains · crowding · conviction engine · insider signals — free 7-day trial on signup.
Sign up · free 7-day trial →