← Pinterest overview

Pinterest vs Kakaku.com: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Pinterest Inc (PINS)

Q3 2026
▼3▲1

Pinterest Q2 beats but ad pricing falls, CFO exits, stock down 36%

  • Strong Q2 user and revenue growth Pinterest's Q2 revenue rose 18% and monthly users hit 640 million, up 11%, beating estimates. The company also raised its full-year EBITDA margin outlook to about 30%, showing resilient engagement and cost control.

    This is the main positive force that supported the stock during the quarter.

  • Ad pricing weakness and slowing growth Ad pricing fell 5% year-over-year, and Q3 revenue growth is guided down to 13-15% amid rising competition from Instagram. This signals monetization challenges and a slowdown from Q2's 18% growth.

    This is a key negative driver that pressured the stock.

  • CFO departure adds uncertainty The sudden exit of Pinterest's CFO introduces execution risk and uncertainty about future financial strategy, weighing on investor confidence.

    This is a new negative event that contributed to the stock's decline.

  • Rising costs and regulatory headwinds European regulation is disrupting cross-border merchants, and rising AI/cloud costs, including a $4 billion AWS commitment, are pressuring profits. These factors add to concerns about future profitability.

    These are new cost and regulatory pressures that weighed on the stock.

August 2026
▼3

Pinterest's growth is slowing as costs and executive turnover weigh

  • Q2 loss and soft Q3 guidance Pinterest swung to a $46.7 million loss in Q2 and guided Q3 revenue growth to 13-15%, down from 18%. Slower growth and a loss make investors worry about execution and monetization, pushing the stock down.

    This is the core new financial result and outlook that directly drives the stock lower.

  • CFO departure adds uncertainty CFO Julia Brau Donnelly left in late August, with an interim replacement. A sudden CFO exit can signal internal issues and makes investors nervous about financial leadership, weighing on the stock.

    This is a new event that adds to negative sentiment and explains part of the recent price drop.

  • European regulation disrupts merchants CEO Bill Ready warned that European regulatory changes are hurting cross-border Asian merchants and forcing a go-to-market overhaul. This pressures near-term business and adds regulatory risk, pushing the stock down.

    This is a new warning from the CEO that directly explains the recent 9% share drop.

  • AI investments boost users but raise costs Pinterest hit 640 million users and beat Q2 estimates, but AI and cloud costs are rising, including a $4 billion AWS commitment. The user growth is positive, but higher spending pressures profits and the stock.

    This shows the positive user traction and the cost side that together shape the mixed outlook.

Latest
▼3

Pinterest's growth is slowing as costs and executive turnover weigh

  • Q2 loss and soft Q3 guidance Pinterest swung to a $46.7 million loss in Q2 and guided Q3 revenue growth to 13-15%, down from 18%. Slower growth and a loss make investors worry about execution and monetization, pushing the stock down.

    This is the core new financial result and outlook that directly drives the stock lower.

  • CFO departure adds uncertainty CFO Julia Brau Donnelly left in late August, with an interim replacement. A sudden CFO exit can signal internal issues and makes investors nervous about financial leadership, weighing on the stock.

    This is a new event that adds to negative sentiment and explains part of the recent price drop.

  • European regulation disrupts merchants CEO Bill Ready warned that European regulatory changes are hurting cross-border Asian merchants and forcing a go-to-market overhaul. This pressures near-term business and adds regulatory risk, pushing the stock down.

    This is a new warning from the CEO that directly explains the recent 9% share drop.

  • AI investments boost users but raise costs Pinterest hit 640 million users and beat Q2 estimates, but AI and cloud costs are rising, including a $4 billion AWS commitment. The user growth is positive, but higher spending pressures profits and the stock.

    This shows the positive user traction and the cost side that together shape the mixed outlook.

July 2026
▲2▼2

Pinterest's user growth shines but ad pricing and competition weigh on outlook

  • Ad pricing decline pressures revenue Pinterest's ad pricing fell 5% year-over-year, which means it earns less per ad shown. This directly hurts revenue growth and margins, making investors worried about future profitability. The stock has dropped 36% over the past year, partly due to this pricing weakness.

    This explains a key reason why Pinterest's stock is under pressure despite user growth.

  • Q3 revenue growth to slow sharply Pinterest guided Q3 revenue growth to 13-15%, down from 18% in Q2, citing rising competition from Meta's Instagram. This slowdown spooked investors, sending shares down 6-9% after the report. Slower growth means less future profit, which weighs on the stock price.

    This is the main new negative catalyst that drove the stock down this period.

  • Strong user growth and engagement Pinterest hit 640 million monthly active users, up 11% and its 12th straight quarter of record users. Revenue rose 18% to $1.18 billion, beating estimates. This shows the platform remains popular and can grow its audience, which supports long-term ad revenue potential.

    This is a key positive that provides a counterweight to the negative pricing and competition news.

  • Raised full-year EBITDA margin outlook Pinterest raised its full-year 2026 adjusted EBITDA margin expectation to about 30%, signaling better cost control and profitability. This gives investors confidence that the company can manage expenses even as revenue growth slows, which helps support the stock price.

    This is a new positive from the Q2 earnings that shows improving profitability.

▲2▼2

Pinterest's user growth shines but ad pricing and competition weigh on outlook

  • Ad pricing decline pressures revenue Pinterest's ad pricing fell 5% year-over-year, which means it earns less per ad shown. This directly hurts revenue growth and margins, making investors worried about future profitability. The stock has dropped 36% over the past year, partly due to this pricing weakness.

    This explains a key reason why Pinterest's stock is under pressure despite user growth.

  • Q3 revenue growth to slow sharply Pinterest guided Q3 revenue growth to 13-15%, down from 18% in Q2, citing rising competition from Meta's Instagram. This slowdown spooked investors, sending shares down 6-9% after the report. Slower growth means less future profit, which weighs on the stock price.

    This is the main new negative catalyst that drove the stock down this period.

  • Strong user growth and engagement Pinterest hit 640 million monthly active users, up 11% and its 12th straight quarter of record users. Revenue rose 18% to $1.18 billion, beating estimates. This shows the platform remains popular and can grow its audience, which supports long-term ad revenue potential.

    This is a key positive that provides a counterweight to the negative pricing and competition news.

  • Raised full-year EBITDA margin outlook Pinterest raised its full-year 2026 adjusted EBITDA margin expectation to about 30%, signaling better cost control and profitability. This gives investors confidence that the company can manage expenses even as revenue growth slows, which helps support the stock price.

    This is a new positive from the Q2 earnings that shows improving profitability.

Q2 2026
▼4

Pinterest's weak guidance and fund exits keep pressure on the stock

  • Fed signals rate cuts may reverse The Fed held rates steady and raised its year-end rate estimate, pushing the 2-year Treasury yield up. Higher rates reduce the value of future profits, which hurts ad-dependent stocks like Pinterest. Shares fell 2.9% on the news.

    This macro shift directly pressures Pinterest's valuation by raising the discount rate on future cash flows.

  • UAE bans social media for under-15s The UAE will bar children under 15 from social media, requiring age checks. This could shrink Pinterest's user base in that region and add compliance costs. Platforms have up to 12 months to comply.

    This new regulation threatens Pinterest's user growth and adds costs, weighing on the stock.

  • RiverPark fund exits Pinterest after 40% Q1 drop RiverPark Large Growth Fund sold its Pinterest stake after the stock fell 40% in Q1. The fund blamed weak Q4 2025 earnings and soft Q1 2026 guidance, plus a tariff-related ad pullback and 15% workforce cuts.

    A notable fund exit signals waning institutional confidence, adding selling pressure.

  • TimesSquare Capital exits on tariff-driven ad pullback TimesSquare Capital also exited Pinterest, citing slower Q4 results and cautious guidance. Retail advertisers cut spending due to tariffs, hurting Pinterest's ad revenue. The stock is down 38% over the past year.

    Another fund exit reinforces negative sentiment and highlights ongoing advertiser weakness.

June 2026
▼4

Pinterest's weak guidance and fund exits keep pressure on the stock

  • Fed signals rate cuts may reverse The Fed held rates steady and raised its year-end rate estimate, pushing the 2-year Treasury yield up. Higher rates reduce the value of future profits, which hurts ad-dependent stocks like Pinterest. Shares fell 2.9% on the news.

    This macro shift directly pressures Pinterest's valuation by raising the discount rate on future cash flows.

  • UAE bans social media for under-15s The UAE will bar children under 15 from social media, requiring age checks. This could shrink Pinterest's user base in that region and add compliance costs. Platforms have up to 12 months to comply.

    This new regulation threatens Pinterest's user growth and adds costs, weighing on the stock.

  • RiverPark fund exits Pinterest after 40% Q1 drop RiverPark Large Growth Fund sold its Pinterest stake after the stock fell 40% in Q1. The fund blamed weak Q4 2025 earnings and soft Q1 2026 guidance, plus a tariff-related ad pullback and 15% workforce cuts.

    A notable fund exit signals waning institutional confidence, adding selling pressure.

  • TimesSquare Capital exits on tariff-driven ad pullback TimesSquare Capital also exited Pinterest, citing slower Q4 results and cautious guidance. Retail advertisers cut spending due to tariffs, hurting Pinterest's ad revenue. The stock is down 38% over the past year.

    Another fund exit reinforces negative sentiment and highlights ongoing advertiser weakness.

▼4

Pinterest's weak guidance and fund exits keep pressure on the stock

  • Fed signals rate cuts may reverse The Fed held rates steady and raised its year-end rate estimate, pushing the 2-year Treasury yield up. Higher rates reduce the value of future profits, which hurts ad-dependent stocks like Pinterest. Shares fell 2.9% on the news.

    This macro shift directly pressures Pinterest's valuation by raising the discount rate on future cash flows.

  • UAE bans social media for under-15s The UAE will bar children under 15 from social media, requiring age checks. This could shrink Pinterest's user base in that region and add compliance costs. Platforms have up to 12 months to comply.

    This new regulation threatens Pinterest's user growth and adds costs, weighing on the stock.

  • RiverPark fund exits Pinterest after 40% Q1 drop RiverPark Large Growth Fund sold its Pinterest stake after the stock fell 40% in Q1. The fund blamed weak Q4 2025 earnings and soft Q1 2026 guidance, plus a tariff-related ad pullback and 15% workforce cuts.

    A notable fund exit signals waning institutional confidence, adding selling pressure.

  • TimesSquare Capital exits on tariff-driven ad pullback TimesSquare Capital also exited Pinterest, citing slower Q4 results and cautious guidance. Retail advertisers cut spending due to tariffs, hurting Pinterest's ad revenue. The stock is down 38% over the past year.

    Another fund exit reinforces negative sentiment and highlights ongoing advertiser weakness.

Kakaku.com, Inc. (2371.JP)

Q3 2026
▲4

Bidding war for Kakaku.com intensifies with higher offers

  • Oasis backs LINE Yahoo/Bain bid Major shareholder Oasis, with a 19.52% stake, agreed to tender all its shares in the LINE Yahoo-Bain offer at up to 3,500 yen. This support makes a competing deal more likely, pushing the stock up as investors see a higher payout.

    This is a new event that increases the probability of a higher bid, directly lifting the stock.

  • EQT raises offer to 3,450 yen EQT increased its tender offer price from 3,000 to 3,450 yen and extended the deadline to August 3. This higher bid raises the floor for shareholders and signals a competitive process, supporting the stock price.

    A new higher offer from EQT directly raises the expected acquisition price, a positive for the stock.

  • Bain and LY consider even higher bid Bain Capital and LY Corp. are weighing a fresh joint offer that could exceed EQT's 3,450 yen. News of a potential higher bid drove shares up nearly 60% this year, as investors anticipate a bidding war.

    This new development suggests further price escalation, boosting investor optimism.

  • EQT raises offer again to 3,570 yen EQT lifted its tender offer price a second time to 3,570 yen and extended the deadline to August 27. This latest increase in the bidding war continues to push the stock higher as shareholders expect even more.

    The newest higher bid directly raises the potential payout, a clear positive for the stock.

July 2026
▲4

Bidding war for Kakaku.com intensifies with higher offers

  • Oasis backs LINE Yahoo/Bain bid Major shareholder Oasis, with a 19.52% stake, agreed to tender all its shares in the LINE Yahoo-Bain offer at up to 3,500 yen. This support makes a competing deal more likely, pushing the stock up as investors see a higher payout.

    This is a new event that increases the probability of a higher bid, directly lifting the stock.

  • EQT raises offer to 3,450 yen EQT increased its tender offer price from 3,000 to 3,450 yen and extended the deadline to August 3. This higher bid raises the floor for shareholders and signals a competitive process, supporting the stock price.

    A new higher offer from EQT directly raises the expected acquisition price, a positive for the stock.

  • Bain and LY consider even higher bid Bain Capital and LY Corp. are weighing a fresh joint offer that could exceed EQT's 3,450 yen. News of a potential higher bid drove shares up nearly 60% this year, as investors anticipate a bidding war.

    This new development suggests further price escalation, boosting investor optimism.

  • EQT raises offer again to 3,570 yen EQT lifted its tender offer price a second time to 3,570 yen and extended the deadline to August 27. This latest increase in the bidding war continues to push the stock higher as shareholders expect even more.

    The newest higher bid directly raises the potential payout, a clear positive for the stock.

Latest
▲4

Bidding war for Kakaku.com intensifies with higher offers

  • Oasis backs LINE Yahoo/Bain bid Major shareholder Oasis, with a 19.52% stake, agreed to tender all its shares in the LINE Yahoo-Bain offer at up to 3,500 yen. This support makes a competing deal more likely, pushing the stock up as investors see a higher payout.

    This is a new event that increases the probability of a higher bid, directly lifting the stock.

  • EQT raises offer to 3,450 yen EQT increased its tender offer price from 3,000 to 3,450 yen and extended the deadline to August 3. This higher bid raises the floor for shareholders and signals a competitive process, supporting the stock price.

    A new higher offer from EQT directly raises the expected acquisition price, a positive for the stock.

  • Bain and LY consider even higher bid Bain Capital and LY Corp. are weighing a fresh joint offer that could exceed EQT's 3,450 yen. News of a potential higher bid drove shares up nearly 60% this year, as investors anticipate a bidding war.

    This new development suggests further price escalation, boosting investor optimism.

  • EQT raises offer again to 3,570 yen EQT lifted its tender offer price a second time to 3,570 yen and extended the deadline to August 27. This latest increase in the bidding war continues to push the stock higher as shareholders expect even more.

    The newest higher bid directly raises the potential payout, a clear positive for the stock.

© 2026 MarketIVWhy