← Getty Images overview

Getty Images vs Pinterest: why the prices moved differently

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

Getty Images Holdings Inc. (GETY)

Q2 2026
▲1▼1

Getty's OpenAI deal lifts stock, but Shutterstock merger collapse drags

  • OpenAI licensing deal Getty announced a multi-year deal to put its images inside ChatGPT's search and discovery. This opens a new way to earn money from its content and shifts the story from AI being a threat to AI being a paying customer. The stock jumped over 100% on the news.

    This is the biggest new positive force for GETY this period, directly driving demand and revenue potential.

  • Shutterstock merger called off Getty abandoned its $3.7 billion plan to buy rival Shutterstock after UK regulators demanded it sell Shutterstock's editorial division. The deal would have combined the two biggest players, giving more pricing power and cost savings. Without it, Getty remains smaller and faces tougher competition.

    This is a major new negative event that removes a key growth path and leaves Getty more vulnerable.

  • Strategic financing review Getty said it will hire a financial advisor to explore strategic financing alternatives. This could mean raising money, selling assets, or other moves to strengthen its balance sheet. It signals the company is looking for new ways to fund growth after the merger fell through, but details are unclear.

    This is a new development that could affect Getty's capital position and future plans, adding uncertainty.

June 2026
▲1▼1

Getty's OpenAI deal lifts stock, but Shutterstock merger collapse drags

  • OpenAI licensing deal Getty announced a multi-year deal to put its images inside ChatGPT's search and discovery. This opens a new way to earn money from its content and shifts the story from AI being a threat to AI being a paying customer. The stock jumped over 100% on the news.

    This is the biggest new positive force for GETY this period, directly driving demand and revenue potential.

  • Shutterstock merger called off Getty abandoned its $3.7 billion plan to buy rival Shutterstock after UK regulators demanded it sell Shutterstock's editorial division. The deal would have combined the two biggest players, giving more pricing power and cost savings. Without it, Getty remains smaller and faces tougher competition.

    This is a major new negative event that removes a key growth path and leaves Getty more vulnerable.

  • Strategic financing review Getty said it will hire a financial advisor to explore strategic financing alternatives. This could mean raising money, selling assets, or other moves to strengthen its balance sheet. It signals the company is looking for new ways to fund growth after the merger fell through, but details are unclear.

    This is a new development that could affect Getty's capital position and future plans, adding uncertainty.

Latest
▲1▼1

Getty's OpenAI deal lifts stock, but Shutterstock merger collapse drags

  • OpenAI licensing deal Getty announced a multi-year deal to put its images inside ChatGPT's search and discovery. This opens a new way to earn money from its content and shifts the story from AI being a threat to AI being a paying customer. The stock jumped over 100% on the news.

    This is the biggest new positive force for GETY this period, directly driving demand and revenue potential.

  • Shutterstock merger called off Getty abandoned its $3.7 billion plan to buy rival Shutterstock after UK regulators demanded it sell Shutterstock's editorial division. The deal would have combined the two biggest players, giving more pricing power and cost savings. Without it, Getty remains smaller and faces tougher competition.

    This is a major new negative event that removes a key growth path and leaves Getty more vulnerable.

  • Strategic financing review Getty said it will hire a financial advisor to explore strategic financing alternatives. This could mean raising money, selling assets, or other moves to strengthen its balance sheet. It signals the company is looking for new ways to fund growth after the merger fell through, but details are unclear.

    This is a new development that could affect Getty's capital position and future plans, adding uncertainty.

Pinterest Inc (PINS)

Q3 2026
▲2▼1

Pinterest's user growth and AI ad tools offset slowing revenue and CFO change

  • Strong user growth and margin outlook Pinterest's monthly active users rose 11% to 640 million, and revenue grew 18% in Q2 2026. The company also raised its full-year EBITDA margin outlook to about 30%, showing better cost control.

    This is the main positive fundamental driver for the stock this quarter.

  • Slowing revenue growth and falling ad prices Ad pricing fell 5% year-over-year, and Q3 revenue growth is guided to slow sharply to 13–15% due to rising competition from Meta's Instagram. Pinterest also swung to a $46.7 million Q2 loss.

    This explains the main negative pressure on the stock during the quarter.

  • CFO departure and swift replacement Pinterest's CFO left, creating uncertainty, but Amazon veteran James Dibbo was quickly named permanent CFO. This reduced leadership risk and helped steady investor confidence.

    Leadership changes are a key factor affecting investor sentiment this quarter.

  • New ad products and partnerships Pinterest launched Visual Search Ads and AI tools, and partnered with Zillow to expand advertiser reach. Analysts also view Pinterest as one of the cheapest social media stocks, with a forward P/E under 12.

    These initiatives and valuation support are new positive developments for the stock.

August 2026
▲2▼2

Pinterest's growth slows, costs rise, but cheap valuation and new products offer hope

  • Q2 loss and slowing Q3 guidance Pinterest swung to a $46.7 million loss in Q2 and guided Q3 revenue growth to 13–15%, down from 18% in Q2. This slowdown worries investors about future profits.

    This is a key negative factor that directly impacts investor sentiment and the stock price.

  • CFO exit and European regulation CFO Julia Donnelly's departure added uncertainty, and European regulation is disrupting Asian merchants. These issues create operational and compliance challenges.

    Leadership changes and regulatory hurdles are significant risks that can affect execution and growth.

  • Cheap valuation and new products Analysts view Pinterest as one of the cheapest social media stocks, with forward P/E under 12. New Visual Search Ads, AI tools, and a Zillow partnership expand advertiser reach.

    Attractive valuation and product innovation provide upside potential and support the stock.

  • New CFO appointment reduces risk Amazon veteran James Dibbo was swiftly appointed as permanent CFO, reducing leadership risk. This brings stability and experience to the finance team.

    A quick and credible CFO appointment alleviates concerns about management turnover.

Latest
▲2

Pinterest's cheap valuation and new ad tools offset CFO uncertainty

  • Pinterest looks undervalued after a rough stretch Several analysts call Pinterest one of the cheapest social media stocks, with a forward P/E under 12 versus peers near 20, and one fair-value estimate implying 18.8% upside. A low price can attract buyers if growth holds, pushing the stock up.

    This is the main new bullish force: multiple valuation-focused stories flag PINS as unusually cheap.

  • New ad products and partnerships expand reach Pinterest launched Visual Search Ads and AI tools like Pinterest Intelligence and Restyle, and partnered with Zillow to target home shoppers. These moves could bring in more advertisers and revenue, supporting the stock.

    These are concrete new growth initiatives that could improve monetization and advertiser demand.

  • CFO exit creates uncertainty, but a permanent replacement is named CFO Julia Donnelly's departure sent shares down 6.4% on fears about financial leadership. Pinterest then appointed James Dibbo, an Amazon ads finance veteran, as permanent CFO. The quick, credible hire reduces the risk of prolonged uncertainty.

    The CFO change was a major negative, but the new appointment is a fresh development that could calm investors.

▼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.