Shares of Figma popped after it reported fourth-quarter results that beat analysts' expectations and issued strong guidance. Figma's revenue grew 40% year over year to $303.8 million during the period.
FIG tops Q4 estimates as revenues jump 40% Y/Y to $303.7 million, boosts 2026 outlook to up to $1.374 billion amid strong customer expansion.
Figma shares were up 9% ahead of the opening bell in New York on Thursday after the design software company beat analyst expectations on earnings and revenue and issued guidance well above forecasts. After Wall Street's close on Wednesday, the company reported fourth-quarter revenue of $303.8 million, up 40% year on year, against analyst expectations of $293.15 million, while adjusted earnings per share of 8 cents edged past the 7 cents forecast.
Figma NYSE: FIG delivered a fiscal fourth-quarter performance that not only beat expectations but also challenged a prevailing market fear. For months, a narrative dubbed the "SaaSpocalypse" has weighed on software stocks.
Figma CEO Dylan Field joins 'Squawk Box' to discuss the company's quarterly earnings results, Anthropic partnership, state of the AI tech race, and more.
Figma, Inc. (FIG) Q4 2025 Earnings Call Transcript
The headline numbers for Figma, Inc. (FIG) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Figma forecast annual revenue above Wall Street expectations on Wednesday, as the design software maker anticipates robust demand and bets on its efforts to expand its user base, sending its shares up around 15% in extended trading.
Figma's fourth-quarter results and quarterly guidance surpassed consensus. The company will start enforcing monthly limits on artificial intelligence use in March.
FIG gears up for Q4 results as AI product launches and rapid customer growth drive revenues toward $293 million, but rising costs may pressure margins.
Figma shares have fallen 58% since the last quarterly report, compressing valuation to an EV/S of 9.4x, despite hyper revenue growth (38% year on year last quarter) and market leadership. Recent AI-driven product launches, notably Figma Make, and a shift to usage-based pricing are expected to drive revenue acceleration and expand the addressable market. Concerns over Anthropic Claude Cowork competition are overstated; Figma's collaboration moat and integration with AI partners underpin its sustained growth potential.
AI stocks look set to keep gaining. Figma is now trading near its IPO price.