FFilingSight

Pinterest Inc. (PINS) 10-K Red Flags

Risk signals extracted deterministically from Pinterest Inc.’s SEC 10-K/10-Q XBRL filings — no LLM, every finding cites the underlying data.

Detected red flags (7)

  • Operating cash flow exceeds net income: OCF is 3.08x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
  • Deferred revenue growing — future revenue visibility: Deferred revenue grew +103.0% to $47.5M, providing forward revenue visibility. This is a positive leading indicator for subscription or contract-based businesses.
  • NEW: Off-balance sheet arrangements: Off-balance sheet arrangements appears in recent filings but not in the prior 24-month period. Monitor for materiality.
  • Endogenous analysis: Strong cash conversion (OCF > NI) combined with growing deferred revenue provides high forward visibility. The business model appears to generate sustainable, recurring cash flows — a positive structural indicator.
  • 12 new XBRL disclosure(s) in latest filing — expanding reporting scope.
  • 20 disclosure(s) dropped from prior year — reduced reporting granularity.
  • 1 new risk-language term(s) detected in filing text: Off-balance sheet arrangements.

Filings & ownership

  • Latest annual report (10-K) filed Feb 12, 2026.
  • Latest quarterly report (10-Q) filed Aug 4, 2026.
  • 11 recent 8-K material-event filings in the index.
  • Recent insider Form 4s: 0 buy vs 0 sell transactions.
  • ~10,000+ recent 13F-HR filings reference Pinterest Inc.; broad institutional reporting.
  • Recent filers include Freshford Capital Management, LLC, Freshford Capital Management, LLC, Freshford Capital Management, LLC.
  • 20 recent 13G passive institutional ownership notices.

Full PINS analyst report

Valuation (DCF & Graham), technicals, macro exposure, risk scorecard and 13F/13D ownership.

View full report →

Not investment advice. FilingSight is an automated analytical research tool, not a registered investment advisor. Ratings and scores are quantitative analytical classifications, not buy or sell recommendations. Nothing here is personalized to your circumstances. Investing involves risk of loss — consult a licensed professional. See full disclosures.