Key Takeaways for Pinterest Stock as of September 2026
- Leadership Shock: Pinterest stock fell 6% Monday on CFO Julia Brau Donnelly’s abrupt resignation, arriving three weeks after a Q3 growth warning.
- Street Still Split: The 39 analysts TIKR tracks carry 17 buys, 2 outperforms and 20 holds after a year of downgrades, yet the $29 mean target still sits 34% above Monday’s $22 close.
- Model Sees Deep Value: TIKR values Pinterest stock at $45, implying 106% upside.
- Coverage Thins: Analyst coverage slipped from 38 price-target estimates a year ago to 36 today, even as targets rebuilt off their Q1 low near $23.
The Street still sees 34% upside after Monday’s slide. Check what’s next for Pinterest stock on TIKR for free →
Why Pinterest Stock Fell 6% on the CFO’s Sudden Exit
Pinterest (PINS) stock fell 6% on Monday, August 31, closing at $22 after Chief Financial Officer Julia Brau Donnelly’s resignation collided with a warning the company had already put on the table: advertising revenue growth is downshifting. Donnelly’s departure was disclosed after Friday’s close, and Monday’s session gave the market its first full day to price in what a finance chief leaving right now actually means.
Donnelly submitted her resignation on August 26 and will remain through October 30 to hand the books to Vikram Naidu, Pinterest’s vice president of finance and business operations since March 2024, who steps in as interim principal financial officer. He previously held finance leadership roles at Lyft and Verkada. CEO Bill Ready told employees in a memo that Donnelly’s “leadership helped support a period in which we delivered 11 consecutive quarters of double-digit revenue growth, significantly increased operating rigor and expanded margins to ensure the ongoing health of our business.” The praise landed awkwardly. Pinterest had just told the Street that streak is ending.
Earlier in August, Pinterest guided third-quarter revenue growth down to a 13% to 15% range, a step back from the 18% pace it posted in the second quarter. Management pointed to intensifying competition for digital ad dollars from larger rivals, Meta’s Instagram chief among them. A CFO exit landing three weeks after that kind of guidance cut reads differently than one landing in a quiet quarter, and investors treated it that way.
Monday’s session wasn’t kind to much of the market either. Oil prices jumped after renewed military strikes between the United States and Iran, and hawkish comments from Fed Chair Kevin Warsh at his first Jackson Hole address had already put rate cuts in doubt, pulling the Dow, S&P 500 and Nasdaq all lower. But Reuters singled Pinterest stock out by name in its stock-movers wrap, tying the decline directly to the finance chief’s exit rather than to the broader selloff. Shares had already slipped roughly 2% in premarket trading on Friday’s news before Monday’s fuller reaction set in.
The move leaves Pinterest stock trying to answer a governance question inside a business that is still growing and still generating cash. That gap between sentiment and substance is exactly what the Street’s targets and TIKR’s model take a position on next.
A CFO exit landing right after a growth downgrade rarely settles in one session. Track Pinterest stock’s next move on TIKR for free →
Pinterest Stock’s Analysts Stay Split as Targets Rebuild
TIKR tracks 39 analysts on Pinterest stock as of August 31, split between 17 buys, 2 outperforms and 20 holds, with no sells or underperforms on the board. The mean target sits at $29, 34% above Monday’s $22 close, and the high estimate reaches $42. That gap says the professional coverage isn’t treating Monday’s drop as a reason to walk away.
A year ago, in June 2025, Pinterest stock closed at $36 against a $41 mean target, and the rating book leaned far more bullish: 27 buys, 5 outperforms and just 8 holds. Both the stock and the target fell together through the back half of 2025 and into early 2026, bottoming near $18 and $23 respectively in March. Since then, price and target have both climbed, but the rating mix never recovered its old shape. Buys have been cut nearly in half and holds have swelled to 20, meaning the Street’s confidence in Pinterest stock rebuilt around price, not around conviction.
Coverage itself has thinned slightly, from 38 price-target estimates in mid-2025 to 36 now, a small but real signal that fewer desks want to stake a strong call on this name. Combined with Monday’s CFO news, that leaves a Street that still likes the math well enough to keep targets above $28 but has stopped rewarding Pinterest stock with buy ratings at the old rate.
TIKR Values Pinterest Stock at $45, Pricing In a Rebound
TIKR’s mid case model values Pinterest stock at $45 by December 2030, implying a 106% total return from the current price of $22, or 18% annualized over the next 4.3 years.
That annualized rate sits well above what most large-cap internet stocks are pricing in right now, and it says the model sees Monday’s drop as noise sitting on top of a business still worth more than the market currently pays for it.
The case leans on Naidu’s transition landing cleanly and Pinterest holding its 13% to 15% Q3 growth guidance, the same test the ratings mix in the Street Targets table is already watching. He inherits that job with the market paying close attention, and how he handles it through October will likely decide whether the gap between TIKR’s $45 target and today’s $22 price closes or widens.
Should You Invest in Pinterest, Inc.?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up Pinterest, Inc. stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
You can build a free watchlist to track Pinterest, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
