Rosenblatt Reiterates Neutral Rating on Pinterest, Inc. (PINS) With $20 PT Amid Broader Software Weakness

Pinterest, Inc. (NYSE:PINS) is one of the 10 best low-priced AI stocks to buy now.

Trading under $50 and boasting strong analyst and hedge fund interest, Pinterest, Inc. (NYSE:PINS) secures a spot on our list of the 10 best low-priced AI stocks to buy now.

As of March 4, 2026, Pinterest, Inc. (NYSE:PINS) shares fell by about 25% so far in 2026, compared with a 2.60% decline in the Internet Content & Information industry, reflecting the company’s underperformance against its peers. The $21.00 consensus target suggests only a single-digit upside, with roughly half of the covering analysts remaining bullish.

On March 4, 2026, Rosenblatt reiterated its Neutral rating on Pinterest, Inc. (NYSE:PINS) with a $20 price target. The update followed a $1 billion convertible note investment from Elliott, alongside expanded buybacks. The investment firm noted that the company may potentially face challenges from large language models.

Following the fourth-quarter results, pressure intensified.

In mid-February, TD Cowen highlighted a 14% year-over-year revenue growth that just missed the consensus target amid tariff-driven retailer pullbacks. Meanwhile, Q1 revenue and EBITDA guidance fell short of expectations by 2% and 14% at the midpoint, while Q4 EBITDA fell short of projections by 2%.

TD Cowen lowered its price target from $44 to $36 while maintaining a Buy rating.

Pinterest, Inc. (NYSE:PINS) offers a visual discovery and pinboard platform that gives users a way to collect themed content based on their interests. It monetizes through digital advertising and invests in commerce integrations, including creator-driven interaction features.

While we acknowledge the potential of PINS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.