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
PositivePinterest delivered a strong Q2 2026 earnings beat (EPS 43¢ vs. 36¢ expected, revenue $1.18B vs. $1.15B) with record MAUs for 12 consecutive quarters and raised 2026 adjusted EBITDA margin guidance by 1 percentage point. However, the company swung to a $47M net loss (vs. $39M profit year-ago), issued in-line Q3 guidance citing World Cup and Prime Day timing headwinds, and expects EU weakness to persist through Q4, tempering upside momentum.
Red flags
- •Net loss swing of $85M+ year-over-year ($47M loss vs. $39M profit) despite revenue beat signals margin compression or operational headwinds not fully explained
- •Q3 guidance at consensus midpoint with FX headwinds and EU deterioration expected to persist into Q4, limiting near-term growth visibility
- •New Chief Accounting Officer hire effective Aug 26 amid net loss swing may signal internal controls or financial reporting attention needed
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| 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 | ↗ |
| Brown Claude Leonard | Chief Business Officer | SELL | 12K | $23.88 | $0.29M | 2026-08-11 | ↗ |
| Silbermann Benjamin | — | SELL | 47K | $23.88 | $1.12M | 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% | -1.7% vs SPY -3.5% abs | 2026-08-14 | ↗ |