PINS · Pinterest, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on PINS. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About PINS · Pinterest, Inc.
Pinterest, Inc. operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally. The company's platform allows people to find ideas, such as recipes, home and style inspiration, and others; and to search, save, and shop the ideas. It also provides various advertising products to help advertisers meet users; and ad auction that allows to serve ads to users at relevant moments while optimizing business outcomes for advertisers. The company was formerly known as Cold Brew Labs Inc. and changed its name to Pinterest, Inc. in April 2012. Pinterest, Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
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SELL (score -9) · 12-1 mom -47.3% · RSI 42.6 · below_both · -50.1% from high
Targets blend Wall Street consensus (35 analysts: low $21.00 / mean $27.75 / high $42.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Score is 4/100. Heavy insider selling, convertible dilution concerns, and deeply negative technicals (-41% momentum, below key DMAs) create a high-drawdown environment with no clear catalyst to offset. The dossier's income structure hints lack sufficient premium-to-risk asymmetry given the CEO's active distribution and unverified margin trajectory.
Score is 4/100. Heavy insider selling, convertible dilution concerns, and deeply negative technicals (-41% momentum, below key DMAs) create a high-drawdown environment with no clear catalyst to offset. The dossier's income structure hints lack sufficient premium-to-risk asymmetry given the CEO's active distribution and unverified margin trajectory.
The investigation was triggered by 4 Form 4 filings in the past 14 days, but careful reading of each transaction code reveals ALL are F-codes (RSU tax withholding settlements) and S-codes (Rule 10b5-1 pre-scheduled sales) — zero open-market P-code purchases. The CEO sold $3.9M via a 10b5-1 plan across four dates in June, and multiple directors have small scheduled sells. There are no genuine insider conviction buys to act on. Q1 FY26 EPS of $0.27 beat estimates by +24.7%, but the stock is down -41% YTD as high-multiple growth names de-rate amid macro headwinds. The stock at ~$19.50 sits near multi-year support zones with a forward P/E of 8.7x — cheap relative to internet sector peers — and IV in the 55-60% range creates an income premium. No asymmetric long thesis exists without insider buying; however, the combination of depressed valuation + elevated IV + technical compression makes a structured income strategy viable.