Pinterest price target lowered to $25 from $40 at Stifel

Stifel lowered the firm’s price target on Pinterest (PINS) to $25 from $40 and keeps a Buy rating on the shares. Tariff pressures weighing on large retailer advertising spending hurt Q4 and this weakness is expected to persist into Q1, notes the analyst, who also points out that the company expects pressure on EBITDA margins in 2026, driven in part by the acquisition of the tvScientific business. Putting the near-term headwinds aside, there were “a few bright spots to point to for those willing to weather the storm,” the analyst added.