Pinterest rises as investors revisit growth, AI, and buyback story

2026-10-13

Investivoq PriceTracker

Pinterest (PINS) is up 4.4% today. Here is some analysis on what might have caused this price movement.

Analysis: An obvious company-specific catalyst for today’s move is hard to pin down, so this looks at least partly sentiment-driven. This could be because investors are rotating back into ad-supported social media names while Pinterest still has several supportive fundamentals in place, including strong recent growth, new ad products, and shareholder-friendly capital returns.

Details:

Pinterest announced on October 5 that James Dibbo, a longtime Amazon finance executive, will become chief financial officer later this month, giving investors a fresh leadership update during an already active year.

Its most recent quarterly update on August 4 showed 18% revenue growth and record users, reinforcing the view that engagement and monetization trends remain healthy.

Recent product and infrastructure announcements have also supported the growth narrative, including Visual Search Ads in September and a multiyear cloud and AI infrastructure expansion announced in June.

Earlier in 2026, Pinterest also disclosed a $1 billion strategic investment from Elliott and outlined roughly $2 billion of near-term share repurchases under a larger $3.5 billion authorization, which can help sentiment around the stock.

Sources:

Pinterest Investor Relations, SEC, 24/7 Wall St.

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$PINS Insider Trading Activity

$PINS insiders have traded $PINS stock on the open market 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 have been sales.

Here’s a breakdown of recent trading of $PINS stock by insiders over the last 6 months:

BENJAMIN SILBERMANN has made 0 purchases and 35 sales selling 1,593,750 shares for an estimated $33,752,237.
DONNELLY JULIA BRAU (Chief Financial Officer) sold 59,096 shares for an estimated $1,387,715
WANJIKU JUANITA WALCOTT (Chief Legal & Bus Affairs Ofc.) has made 0 purchases and 3 sales selling 55,648 shares for an estimated $1,095,363.
CLAUDE LEONARD BROWN (Chief Business Officer) has made 0 purchases and 2 sales selling 24,480 shares for an estimated $537,146.
GOKUL RAJARAM has made 0 purchases and 6 sales selling 7,350 shares for an estimated $154,066.

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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$PINS Hedge Fund Activity

We have seen 282 institutional investors add shares of $PINS stock to their portfolio, and 410 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

GOLDMAN SACHS GROUP INC removed 33,563,064 shares (-64.7%) from their portfolio in Q2 2026, for an estimated $705,831,235
AMERIPRISE FINANCIAL INC added 26,325,446 shares (+141.4%) to their portfolio in Q2 2026, for an estimated $553,624,129
BLACKROCK, INC. removed 16,709,928 shares (-26.1%) from their portfolio in Q2 2026, for an estimated $351,409,785
POINT72 ASSET MANAGEMENT, L.P. added 9,389,419 shares (+inf%) to their portfolio in Q2 2026, for an estimated $197,459,481
BALYASNY ASSET MANAGEMENT L.P. added 8,560,019 shares (+inf%) to their portfolio in Q2 2026, for an estimated $180,017,199
UBS GROUP AG added 7,965,912 shares (+49.7%) to their portfolio in Q2 2026, for an estimated $167,523,129
NORDEA INVESTMENT MANAGEMENT AB removed 5,727,385 shares (-93.9%) from their portfolio in Q2 2026, for an estimated $120,446,906

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

$PINS Congressional Stock Trading

Members of Congress have traded $PINS stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $PINS stock by members of Congress over the last 6 months:

REPRESENTATIVE CHRISTIAN MENEFEE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 08/07, 05/28.

To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

$PINS Analyst Ratings

Wall Street analysts have issued reports on $PINS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Benchmark issued a "Buy" rating on 04/30/2026

To track analyst ratings and price targets for $PINS, check out Investivoq's $PINS forecast page.

$PINS Price Targets

Multiple analysts have issued price targets for $PINS recently. We have seen 18 analysts offer price targets for $PINS in the last 6 months, with a median target of $27.0.

Here are some recent targets:

Wyatt Swanson from DA Davidson set a target price of $26.0 on 07/08/2026
Alec Brondolo from Wells Fargo set a target price of $30.0 on 07/07/2026
Michael Morris from Guggenheim set a target price of $24.0 on 06/15/2026
Mark Kelley from Stifel set a target price of $27.0 on 05/05/2026
Doug Anmuth from JP Morgan set a target price of $25.0 on 05/05/2026
John Blackledge from TD Cowen set a target price of $38.0 on 05/05/2026
Brian Nowak from Morgan Stanley set a target price of $30.0 on 05/05/2026

This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.