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Pinterest shares slide as investors position ahead of earnings and absorb CFO transition

Investivoq PriceTracker

Pinterest (PINS) is down 5.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a mix of pre-earnings repositioning ahead of Pinterest’s October 29, 2026 third-quarter report and investor reaction to the company’s finance leadership transition, which took effect October 26. There does not appear to be a new negative operating update from the company today, so part of the selloff could be because traders are reducing risk before results.

Details:

  • Pinterest scheduled its third-quarter 2026 earnings release for Thursday, October 29, after the market closes, putting the stock in a higher-volatility window.
  • James Dibbo officially became chief financial officer on October 26, replacing Julia Brau Donnelly, who remains through October 30 in an advisory role to support the handoff.
  • Pinterest’s last reported quarter showed 18% revenue growth and record users, which raises the bar for the upcoming report and can make investors more sensitive to any uncertainty before earnings.
  • This could also be because traders are reacting to a generally cautious backdrop for growth stocks, even without a company-specific earnings warning or guidance cut today.
  • Sources:

    Pinterest Investor Relations, SEC, AP News

    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 Insider Trades

    $PINS insiders have traded $PINS stock on the open market 51 times in the past 6 months. Of those trades, 0 have been purchases and 51 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 39 sales selling 1,781,250 shares for an estimated $37,927,834.
    • 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 6,300 shares for an estimated $136,048.

    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 272 institutional investors add shares of $PINS stock to their portfolio, and 442 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.