Why Pinterest (PINS) Is Down 21.3% After Soft 2026 Outlook and Tariff-Hit Ad Demand – And What's Next

Simply Wall St.02-14

Pinterest, Inc. reported past full-year 2025 results showing revenue rising to US$4.22 billion from US$3.65 billion, while net income fell to US$416.86 million and diluted EPS dropped to US$0.61 as ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2611192860?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4300003-choice1-main-header/1585186588101","is_english":true,"pubTime":"2026-02-14 08:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2611192860","market":"nz","top_or_hot":-1,"title":"Why Pinterest (PINS) Is Down 21.3% After Soft 2026 Outlook and Tariff-Hit Ad Demand – And What's Next","media":"Simply Wall St.","content":"<div>\n<p>Pinterest, Inc. reported past full-year 2025 results showing revenue rising to US$4.22 billion from US$3.65 billion, while net income fell to US$416.86 million and diluted EPS dropped to US$0.61 as ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nyse-pins/pinterest/news/why-pinterest-pins-is-down-213-after-soft-2026-outlook-and-t\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Pinterest (PINS) Is Down 21.3% After Soft 2026 Outlook and Tariff-Hit Ad Demand – And What's Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Pinterest (PINS) Is Down 21.3% After Soft 2026 Outlook and Tariff-Hit Ad Demand – And What's Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-14 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/media/nyse-pins/pinterest/news/why-pinterest-pins-is-down-213-after-soft-2026-outlook-and-t><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pinterest, Inc. reported past full-year 2025 results showing revenue rising to US$4.22 billion from US$3.65 billion, while net income fell to US$416.86 million and diluted EPS dropped to US$0.61 as ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nyse-pins/pinterest/news/why-pinterest-pins-is-down-213-after-soft-2026-outlook-and-t\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z9P08.USD","symbol_name":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/media/nyse-pins/pinterest/news/why-pinterest-pins-is-down-213-after-soft-2026-outlook-and-t","article_id":"2611192860","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4300003-choice1-main-header/1585186588101"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/media/nyse-pins/pinterest/news/why-pinterest-pins-is-down-213-after-soft-2026-outlook-and-t","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611192860","pubTimestamp":1771030553,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Pinterest, Inc. reported past full-year 2025 results showing revenue rising to US$4.22 billion from US$3.65 billion, while net income fell to US$416.86 million and diluted EPS dropped to US$0.61 as the company also issued softer-than-anticipated first-quarter 2026 revenue guidance tied to weaker advertiser demand and tariff-related pressures.\nAlongside these results, Pinterest completed more than US$1.02 billion of share repurchases, filed a US$634.31 million employee stock offering shelf,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","PINS":"Pinterest, Inc.","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4548":"巴美列捷福持仓","BK4585":"ETF&股票定投概念","BK4508":"社交媒体","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","BK4077":"互动媒体与服务","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4551":"寇图资本持仓","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股"},"translate_title":"为什么Pinterest(PINS)在2026年前景疲软和广告需求受到关税打击后下跌21.3%-以及接下来会发生什么","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PINS":1.5},"content_text":"Pinterest, Inc. reported past full-year 2025 results showing revenue rising to US$4.22 billion from US$3.65 billion, while net income fell to US$416.86 million and diluted EPS dropped to US$0.61 as the company also issued softer-than-anticipated first-quarter 2026 revenue guidance tied to weaker advertiser demand and tariff-related pressures. Alongside these results, Pinterest completed more than US$1.02 billion of share repurchases, filed a US$634.31 million employee stock offering shelf, and added Ulta Beauty CEO Kecia Steelman to its board, highlighting a mix of capital returns, equity issuance, and governance changes amid strong user growth but challenged monetization. We’ll now examine how Pinterest’s softer revenue outlook and tariff-linked advertiser pullbacks affect the existing investment narrative around AI-driven growth. Explore 23 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.AdvertisementPinterest Investment Narrative RecapTo own Pinterest today, you need to believe its AI-driven visual discovery and shopping tools can translate strong user growth into improving ad monetization, even as competition for ad budgets intensifies. The latest results and softer Q1 2026 outlook put the near term ad demand recovery front and center as the key catalyst, while tariff-related pullbacks from large retail advertisers now look like the most immediate risk to that monetization story. The most relevant recent move here is Pinterest’s completion of more than US$1.02 billion of share repurchases, even as earnings declined and guidance softened. That buyback, alongside the new US$634.31 million employee stock offering shelf, leaves investors weighing the potential long term benefit of a smaller share count and talent incentives against near term pressure from weaker revenue guidance and the need to prove its AI and shopping investments can support better returns on those outlays. But while user growth looks solid, the recent tariff driven advertiser pullback is a risk investors should be aware of if... Read the full narrative on Pinterest (it's free!)Pinterest’s narrative projects $5.9 billion revenue and $1.0 billion earnings by 2028. This requires 14.6% yearly revenue growth but an earnings decrease of about $0.9 billion from $1.9 billion today.Uncover how Pinterest's forecasts yield a $36.05 fair value, a 134% upside to its current price.Exploring Other PerspectivesPINS 1-Year Stock Price Chart Some of the most optimistic analysts were once assuming Pinterest could lift revenue toward about US$7.1 billion and US$1.1 billion in earnings by 2028, helped by AI driven ad tools and international expansion, but the latest tariff hit to ad demand shows how quickly that upbeat story can be tested and why your own view may differ from theirs.Explore 19 other fair value estimates on Pinterest - why the stock might be worth just $27.01!Build Your Own Pinterest NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Pinterest research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.Our free Pinterest research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Pinterest's overall financial health at a glance.Contemplating Other Strategies?The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:Invest in the nuclear renaissance through our list of 85 elite nuclear energy infrastructure plays powering the global AI revolution.Uncover the next big thing with 28 elite penny stocks that balance risk and reward.Find 54 companies with promising cash flow potential yet trading below their fair value.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611192860","isCrawlerRequest":true}