Pinterest Shares Plunge Amid Goldman Comments, Amazon's Lens Live Pressure

Tuesday, Sep 9, 2025 12:33 pm ET1min read

Pinterest shares fell after the company warned of slowing revenue growth and increased competition from Amazon's Lens Live during a Goldman Sachs conference. The warning snapped a multi-day winning streak for the stock.

Pinterest (NYSE: PINS) shares experienced a significant decline following the company's warning about slowing revenue growth and increased competition from Amazon's Lens Live during a Goldman Sachs conference. The warning ended a multi-day winning streak for the stock.

Pinterest's latest earnings report revealed that the company's revenue growth had slowed down, which was attributed to increased competition and changing consumer behavior. The company's stock price, which had been on an upward trajectory, dropped by 3.5% after the announcement.

In response to the slowdown, Pinterest warned investors that it expects revenue growth to decelerate in the coming quarters. The company's management attributed this slowdown to increased competition from companies like Amazon, which recently launched Lens Live, a real-time visual search tool that rivals Pinterest's own offerings Amazon Debuts Lens Live, A Real-Time Visual Search To Rival Google Lens, Pinterest[3].

Pinterest's stock has been under pressure due to the growing competition from Amazon and other tech giants. Amazon's Lens Live, which allows users to scan products in real-time and find matching items, has been seen as a direct challenge to Pinterest's visual search capabilities. This new feature from Amazon has the potential to attract more users and disrupt Pinterest's market share.

The company's stock has been affected by various analyst ratings and target price changes. While some analysts have maintained their "buy" or "overweight" ratings, others have downgraded their ratings to "hold" or "neutral," reflecting their concerns about the company's revenue growth and increased competition Pinterest (NYSE:PINS) Rating Lowered to Hold at Wall ...[1].

Pinterest's stock has also been influenced by insider activity and institutional holdings. Director Benjamin Silbermann sold a significant portion of his shares in the company, which may have contributed to the recent stock price decline Silbermann Benjamin sells Pinterest (PINS) shares worth $3.78 million[2].

Institutional investors and hedge funds have also been active in Pinterest's stock. Several institutions have increased their stakes in the company, while others have maintained their positions. However, the recent warnings about revenue growth and competition have led to some uncertainty among investors.

References:

Pinterest (NYSE:PINS) Rating Lowered to Hold at Wall ...[1] https://www.marketbeat.com/instant-alerts/pinterest-nysepins-rating-lowered-to-hold-at-wall-street-zen-2025-09-07/
Silbermann Benjamin sells Pinterest (PINS) shares worth $3.78 million[2] https://www.investing.com/news/insider-trading-news/silbermann-benjamin-sells-pinterest-pins-shares-worth-378-million-93CH-4225772
Amazon Debuts Lens Live, A Real-Time Visual Search To Rival Google Lens, Pinterest[3] https://www.benzinga.com/markets/tech/25/09/47466510/amazon-debuts-lens-live-a-real-time-visual-search-to-rival-google-lens-pinterest

Pinterest Shares Plunge Amid Goldman Comments, Amazon's Lens Live Pressure

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