Figma Inc. Class A Common Stock (FIG)
Figma stock is on the rise again. The software firm just gave a refreshingly human response to a question about AI
Figma's fourth-quarter earnings report arrived on Wednesday afternoon with a notable claim from one of its top executives: AI should “complement,” not replace, employees.
Figma: Good Company, Good Q4, Questionable Entry Point
Figma earns a Hold rating due to an unattractive risk/reward profile at its current $13B market cap. Q4 delivered 40% YoY revenue growth, 82% GAAP gross margin, and a 136% net dollar retention rate, but operating margins remain pressured. Guidance signals slowing top-line growth (~30% YoY) and declining non-GAAP operating margin, with heavy R&D and S&M spending to defend share.
Figma: Strong Results, Topping Expectations
Figma, Inc. is outperforming expectations and is setting ambitious forward revenue targets. The outperformance is disconnected from FIG stock's performance, which currently is over 30% down on a YTD basis. Consensus price targets imply upside potential of at least 25% from current trading levels.
Figma shares climb on earnings beat, but analysts note that AI risk remains
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.
Figma's Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
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 up 9% ahead of Wall Street open after strong results and AI monetisation plans
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's Anthropic Integration Could Flip the SaaSpocalypse Script
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 on Q4 results, Anthropic partnership and state of AI tech race
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
Figma, Inc. (FIG) Q4 2025 Earnings Call Transcript
Figma, Inc. (FIG) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
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 forecasts upbeat annual revenue on strong design momentum, shares rise
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 stock jumps 15% as company sees AI monetization accelerating growth
Figma's fourth-quarter results and quarterly guidance surpassed consensus. The company will start enforcing monthly limits on artificial intelligence use in March.
