PINS
INSIDER SELLPinterest, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralPinterest delivered a strong Q2 2026 earnings beat (EPS $0.43 vs. $0.36 consensus, revenue $1.18B vs. $1.15B) with record 640M MAUs and 18% YoY revenue growth, prompting analyst price target raises. However, the stock fell sharply post-earnings as investors weighed heavy AI investment spending against slowing guidance (Q3 revenue growth of 13-15% vs. 18% in Q2) and international headwinds, signaling investor skepticism despite operational outperformance.
Red flags
- •Significant post-earnings selloff despite earnings beat, indicating investor concern about forward outlook
- •Q3 guidance deceleration to 13-15% YoY growth vs. 18% in Q2, representing material slowdown
- •Elevated AI investment spending cited as concern by investors relative to returns
- •International growth challenges flagged as headwind
- •FX headwinds impacting guidance; World Cup and Amazon Prime Day timing impacts cited
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Silbermann Benjamin | — | SELL | 47K | $18.72 | $0.88M | 2026-09-30 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $18.33 | $0.86M | 2026-09-29 | ↗ |
| Brau Donnelly Julia | Chief Financial Officer | SELL | 30K | $18.61 | $0.55M | 2026-09-24 | ↗ |
| Walcott Wanjiku Juanita | Chief Legal & Bus Affairs Ofc. | SELL | 14K | $18.21 | $0.26M | 2026-09-23 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $18.21 | $0.85M | 2026-09-23 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $19.50 | $0.91M | 2026-09-22 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $18.64 | $0.87M | 2026-09-16 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $19.22 | $0.90M | 2026-09-15 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $20.04 | $0.94M | 2026-09-09 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $20.07 | $0.94M | 2026-09-08 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $21.63 | $1.01M | 2026-09-02 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $21.23 | $1.00M | 2026-09-02 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $23.57 | $1.10M | 2026-08-26 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $23.53 | $1.10M | 2026-08-25 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $23.11 | $1.08M | 2026-08-19 | ↗ |
| Rajaram Gokul | — | SELL | 1K | $23.03 | $0.02M | 2026-08-19 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $23.40 | $1.10M | 2026-08-18 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $23.23 | $1.09M | 2026-08-12 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $23.88 | $1.12M | 2026-08-11 | ↗ |
| Brown Claude Leonard | Chief Business Officer | SELL | 12K | $23.88 | $0.29M | 2026-08-11 | ↗ |
| Brau Donnelly Julia | Chief Financial Officer | SELL | 59K | $23.48 | $1.39M | 2026-08-07 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $22.57 | $1.06M | 2026-07-22 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $22.54 | $1.06M | 2026-07-21 | ↗ |
| Rajaram Gokul | — | SELL | 1K | $22.85 | $0.02M | 2026-07-15 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $23.03 | $1.08M | 2026-07-15 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $22.25 | $1.04M | 2026-07-14 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $22.22 | $1.04M | 2026-07-08 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $22.63 | $1.06M | 2026-07-07 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $21.64 | $1.01M | 2026-07-01 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $21.45 | $1.01M | 2026-06-30 | ↗ |
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Elliott Investment | SC 13G | NEW | 5.8% | -16.7% vs SPY -16.6% abs | 2026-08-14 | ↗ |