Pinterest Shares Slide 0.91% to 52-Week Low as Trading Volume Hits 18% of Average

Market Snapshot

Pinterest (PINS) closed with a 0.91% decline on October 30, 2025, trading at $34.23 per share during mid-day activity. The stock experienced a trading volume of 1.98 million shares, significantly below its 11.25 million average daily volume. With a market capitalization of $23.27 billion, the stock currently sits at a 52-week low of $23.68 and a 52-week high of $40.90. The 50-day and 200-day moving averages stand at $34.49 and $33.51, respectively, indicating a mixed technical outlook. The decline follows a broader pattern of underperformance, as the stock has not met analyst expectations in three of the past four quarters, including a 2.9% drop in early October.

Key Drivers

Earnings Expectations and Analyst Revisions

Pinterest is set to report Q3 2025 earnings on November 4, with analysts forecasting $0.42 per share and $1.0478 billion in revenue. However, the consensus EPS estimate has been revised downward by 3.07% over the past 30 days, reflecting growing skepticism about the company’s ability to meet expectations. The Zacks Earnings ESP model predicts a -5.68% deviation from the consensus, suggesting a potential miss. This downward revision contrasts with the company’s Q2 performance, where it posted $0.11 EPS—well below the $0.34 estimated—highlighting persistent operational challenges. Analysts have also adjusted price targets, with Wedbush raising its target to $44 and Barclays to $40, while Wall Street Zen cut its rating to “Hold.” The mixed signals underscore uncertainty about Pinterest’s revenue growth and cost management.

Insider Selling and Institutional Activity

Recent insider transactions have raised concerns about executive confidence. CFO Julia Brau sold 22,821 shares at $34.85, reducing her stake by 6.81%, while CAO Andrea Acosta sold 3,759 shares at $34.96, trimming her position by 2.33%. Collectively, insiders sold 640,236 shares worth $22.88 million over the past 90 days, a trend that often correlates with short-term stock underperformance. Institutional investors have also shown mixed signals: Rakuten Securities and Smartleaf Asset Management increased stakes by over 100%, but the Teacher Retirement System of Texas reduced its holdings by 13.4%. These movements reflect a cautious stance among long-term investors, despite Pinterest’s 7.06% insider ownership and 88.81% institutional ownership.

Analyst Outcomes and Market Sentiment

The stock’s recent volatility aligns with broader analyst sentiment, which remains divided. While Morgan Stanley upgraded Pinterest to “Overweight” with a $45 target, Benchmark raised its target to $48, and Wedbush to $44, others have tempered expectations. A “Moderate Buy” average rating from MarketBeat coexists with a 24 “Buy” and five “Hold” ratings, indicating a lack of consensus. The stock’s P/E ratio of 12.26 and PEG ratio of 1.48 suggest it is reasonably valued relative to growth, but the beta of 0.81 implies lower volatility compared to the market. However, the recent 2.9% decline, coupled with a 3.9% rebound in early October, highlights the stock’s susceptibility to earnings surprises and macroeconomic factors.

Revenue and User Metrics Outlook

Analysts project a 16.6% year-over-year revenue increase to $1.05 billion for Q3, driven by 11.1% growth in U.S. and Canada revenue to $798.57 million and 34.7% growth in Europe to $184.51 million. Monthly active users (MAUs) are expected to rise to 592 million globally, up from 537 million a year ago, with international MAUs expanding by 13.7%. Despite these metrics, the company’s net margin of 49.31% and ROE of 8.44% remain under pressure, as cost management and advertising spend efficiency are critical challenges. The 52.8% surge in “Rest of World” revenue to $64.98 million underscores diversification efforts but also highlights reliance on volatile international markets.

Earnings Call and Strategic Uncertainty

The upcoming November 4 earnings call will be pivotal for Pinterest’s near-term trajectory. Management’s guidance on user growth, ad pricing, and cost optimization will shape investor sentiment. A positive surprise could trigger a rebound, given the stock’s low P/E ratio and undervalued status relative to peers. Conversely, a miss or muted guidance may extend the decline, especially with the Zacks Rank #3 (Hold) and limited short-term catalysts. The absence of a clear strategic pivot, such as new product launches or partnerships, further complicates the outlook, leaving the stock vulnerable to broader market corrections and sector-specific headwinds in the social media and e-commerce space.