🔴 PINS is trading 22% down today on Q4 revenue miss and weak guidance

PINS is trading at $14.40 (-22%) amid a sharp selloff following its Q4 revenue miss and weak Q1 guidance.

• Revenue came in at $1.32B versus $1.33B expected, with Q1 guidance of $951M-$971M missing the $981M consensus.
• Analysts at Evercore ISI, BofA, and Loop Capital issued downgrades, citing deteriorating fundamentals, decelerating growth, and AI competition risks from Google and Meta.
• Multiple firms also highlighted potential tariff impacts on advertising spend and rising competitive pressures as key headwinds.