PINS Earnings

PINS reported its earnings on 2026-02-12, showcasing a revenue of 1.32B against an estimate of 1.33B, resulting in a -0.8% surprise. The EPS was 0.67, surpassing the expected 0.66 by 1.52%. The stock experienced a -16.83% price change on the earnings day and a -9.55% change over the next five days, reflecting market reactions to the results.

Following PINS's earnings announcement on 2026-02-12, the stock price moved by -16.83% on the day of the release. Over the subsequent five days, it saw a -9.55% change. Historically, PINS's stock price tends to shift by an average of 2.14% in the 10 days leading up to earnings and -0.65% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate PINS's annual revenue to reach 980.49M, while the EPS is projected at 0.29. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between PINS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PINS's stock price typically moves by 2.14% in the 10 days before its earnings and -0.65% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.29 and revenue of 980.49M.

The earnings call reveals mixed signals: strong revenue growth and international expansion are positive, but restructuring and sales transformation may cause short-term disruption. The Q&A highlights management's strategic focus on AI, SMB growth, and monetization, but also notes limited visibility and potential disruptions. The guidance is optimistic, but the lack of detailed timelines and potential headwinds balance the overall sentiment, resulting in a neutral outlook for the stock price.