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Figma, Inc.
FIGTechnologyNYSEUS
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Figma's 139% retention rate is fueled by enterprise seat expansion and wider adoption, but slower hiring and spending cuts can test growth.
Figma beat estimates on the top and bottom lines in its first-quarter earnings report. Figma has been under pressure from threats of disruption.
Figma FIG shares have lost 27.4% year to date (YTD), underperforming the Zacks Internet - Software industry's decline of 6.2%.
History could be telling investors to buy Figma stock at these levels.
Short sellers are piling into a wide-ranging group of names, with the latest Benzinga Pro data showing elevated bearish positioning across 10 stocks spanning energy, crypto, AI and enterprise software.
Believes Figma is Significantly Undervalued Calls for Management to Sharpen Product Focus and Rationalize Costs in Line with Competitors Calls for Board to Examine Relationship with Anthropic Given Launch of Claude Design NEW YORK, May 28, 2026 /PRNewswire/ -- Findell Capital Management LLC, ("Findell Capital" or "Findell"), which beneficially owns shares of common stock of Figma, Inc. (NYSE: FIG) (the "Company" or "Figma"), today issued the following letter to the CEO and Board of Directors of Figma, as well as an accompanying report (see here). Findell believes that Figma has a strong moat that investors will come to appreciate over the coming months.
Figma has defied AI disruption fears, posting 46% YoY revenue growth and accelerating net dollar retention to 139%. Consensus estimates appear too conservative; I expect further upside as FIG transitions to a usage-based model and leverages AI tailwinds. FIG maintains a bulletproof balance sheet with $1.6 billion in cash and no debt, supporting continued investment and margin expansion.
Figma is upgraded to a buy after a Q1 beat and raised outlook, reversing prior caution. FIG demonstrates hypergrowth with 43% y/y revenue growth, targeting over $1.4 billion in revenue this year. Retention remains robust near 140% net expansion, aided by cross-selling and upmarket customer focus.
The headlines belong to AI and semiconductors right now. Chips are soaring, data center buildout stocks are making new highs, and the momentum crowd is firmly in control.
Ultimately, Wall Street's blanket punishment of the software sector has created a classic "baby out with the bathwater" scenario.
Figma stock is still down big on the year.
SpaceX is reportedly seeking a valuation of up to $2 trillion for its initial public offering.
When Anthropic released Claude Design in April, one assumption spread quickly through design and tech circles: a prompt-to-interface tool would make interface design platform Figma redundant. Product teams would describe what they wanted and skip the canvas entirely.
Figma shares rose after the creative software platform reported first-quarter results that beat expectations and raised its full-year forecast, with analysts saying the report eased concerns about AI-related disruption. Figma CEO Dylan Field joins Bloomberg's Caroline Hyde and Ed Ludlow on "Bloomberg Tech.
Figma, Inc. delivered strong Q1 results, with 46% YoY revenue growth and notable customer expansion, but FIG valuation remains demanding. Operational advances, AI monetization, and high net dollar retention (139%) support the bullish thesis, yet margin compression raises caution. Stock-based compensation and a negative GAAP operating margin (-41%) present ongoing FIG shareholder dilution and profitability concerns.
FIG jumps 12% after Q1 earnings and revenues beat estimates, fueled by seat expansion, AI adoption and stronger 2026 guidance.
Morgan Stanley lowered its price target on Figma (NYSE:FIG) to $38 from $44, maintaining an Equal Weight rating following the design software maker's first-quarter results.
Nu's AI scaling boosts revenue, Cerebras soars 68% on IPO, and more
Shares of Figma rose about 9% in premarket trading on Friday after the design software company raised its annual revenue forecast, signaling that growing adoption of its artificial intelligence tools is helping drive customer expansion and higher spending across its platform. The company said it now expects fiscal 2026 revenue between $1.4 billion and $1.4 billion, up from its earlier forecast of $1.4 billion to $1.4 billion.
Figma NYSE: FIG reported accelerating revenue growth in its fiscal first quarter of 2026, with management pointing to stronger seat expansion, enterprise adoption and early monetization of artificial intelligence features as key drivers.
Figma, Inc. (FIG) Q1 2026 Earnings Call Transcript
The headline numbers for Figma, Inc. (FIG) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Figma, Inc. (FIG) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.04 per share a year ago.
Figma raised its annual revenue forecast on Thursday, as growing adoption of its artificial intelligence tools helped convert more users to paid plans and grow the use of its design software across large corporate customers, sending its shares up 15% in extended trading.
SAN FRANCISCO--(BUSINESS WIRE)--Figma, Inc. (NYSE:FIG) announced financial results today for its first quarter ended March 31, 2026. “Q1 was an incredible quarter for Figma: revenue growth accelerated for the second consecutive quarter and customers are going bigger and broader with Figma than ever before,” said Figma co-founder and CEO Dylan Field. “When code is a commodity, design is the competitive edge—the craft, point of view, and human judgment that make a great product rise above the res.
Figma stock price has crashed and is hovering near its all-time low as concerns about its business growth and costs jump. After peaking at $142 following its initial public offering, FIG stock has tumbled to $21, erasing billions of dollars in value.
Figma (NYSE:FIG) has had a brutal first nine months as a public company.
FIG heads into Q1 earnings results with strong AI product traction, rising enterprise adoption and expanding international revenue growth.
Shares of the design software company are down more than 80% from their peak. The company's growth is still strong.
Cerebras is set to go public at a valuation of about $50 billion. Here are the bull and bear cases.
These stocks have struggled but could see a recovery as more investors recognize their value proposition.
Anthropic's entrance into the design market has sparked concerns about Figma. ServiceNow is a victim of the "SaaSpocalypse.
Anthropic's new Mythos model showed the power of AI. Anthropic launched a direct competitor to Figma, Claude Design.
Investors can pick up shares in these companies at substantial discounts.
Figma Inc (NYSE:FIG) shares are trading lower on Thursday, extending its recent downtrend and showing notable underperformance relative to the broader market. The Nasdaq is down 0.43% and the S&P 500 is off 0.31%.
Anthropic released Claude Design, but Figma is still the preferred choice for professionals.
SAN FRANCISCO--(BUSINESS WIRE)--Figma, Inc. (NYSE: FIG), a leading design and product development platform, today announced that it will release its first quarter 2026 financial results after the U.S. financial markets close on Thursday, May 14, 2026. Figma will host a conference call to discuss its results and guidance at 2 p.m. PT / 5 p.m. ET the same day. Access to the live webcast of the call and related earnings materials will be available through the Investor Relations page on Figma's web.
Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of Figma, Inc. (NYSE: FIG) by 69.3% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 285,055 shares of the company's stock after purchasing an additional 116,681 shares during the period.
Mike Krieger, Anthropic's chief product officer, resigned from the board of interface design company Figma on April 14.
Figma's decline has probably left it with little further downside. Sea Limited investors appear to have overreacted to its challenges.
Figma, Inc. (NYSE: FIG - Get Free Report) shares reached a new 52-week low during trading on Wednesday. The stock traded as low as $17.65 and last traded at $18.4440, with a volume of 23612386 shares changing hands. The stock had previously closed at $19.18. Wall Street Analyst Weigh In FIG has been the topic
Figma, Inc. (FIG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Figma, Inc. (NYSE: FIG - Get Free Report)'s share price was down 5.1% on Friday. The company traded as low as $17.86 and last traded at $18.1120. Approximately 4,473,565 shares traded hands during trading, a decline of 68% from the average daily volume of 13,895,420 shares. The stock had previously closed at $19.08. Analysts Set
Shares of Figma, Inc. (NASDQ: FIG) are sinking Friday and reaching new lows for the most recent 52-week period.
Figma stock price has crashed to a record low since its initial public offering (IPO), shedding billions of dollars in value as its valuation has dropped from over $55 billion to nearly $10 billion. This article explains why the FIG stock may rebound soon.
Software-as-a-service stocks powered portfolios for a decade on predictable revenue and fat margins. Then AI arrived. Tools that write code, design interfaces, and automate workflows triggered the so-called SaaS-pocalypse in early 2026. The iShares Expanded Tech-Software Sector ETF (CBOE: IGV) has fallen 35% from its October peak, with even companies posting double-digit growth watching investors flee.... The SaaS-Pocalypse's Biggest Losers: Figma, Duolingo, and Monday.com Suffer Brutal Meltdowns
Fatpipe Inc/UT (NASDAQ: FATN - Get Free Report) and Figma (NYSE: FIG - Get Free Report) are both services companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, institutional ownership, risk, valuation, dividends and profitability. Profitability This table compares Fatpipe Inc/UT and Figma's net
American Express, KKR, and other financial stocks are trading at multi-year low valuations, and insider buying at KKR suggests the private credit panic may be overdone.
Figma shares fell 28% in March, adding to a brutal start of 2026 for its investors. AI disruption concerns weighed on Figma and other traditional SaaS stocks throughout the month.
Collaborative visual prototyping platform Figma is drawing a nice crowd of paying customers. It's also spending very heavily to do so, however, calling into question the actual appeal and marketability of its product.
FIG benefits from strong MCP server demand, boosting AI partnerships and workflow innovation as expanding features position the company for continued growth.
Autodesk stands out from Figma as AI-powered tools, proprietary data and rising earnings outlook outweigh FIG's margin pressure and steep stock slide.
Concerns about artificial intelligence (AI) diminishing the need for software have crippled Figma's stock. Figma helps people collaborate on design projects, and it has incorporated AI into its software.
Figma, Inc. has pulled back well below IPO levels, presenting a contrarian entry point as growth and guidance outperformed expectations. FIG delivered 40% YoY Q4 revenue growth and guided 30% for FY2025, with strong gross margins (86% Q4, 88% FY) and robust retention metrics. Adoption of AI features and a new seat-and-credit pricing model are driving expansion, with 75% of large customers now consuming AI credits weekly.
Figma (FIG 2.23%) stock is falling amid broad stock market declines and rising competition from artificial intelligence.
Cathie Wood added to her stakes in Figma, Arcturus Therapeutics, and 10x Genomics last week. Analysts see Figma's growth slowing dramatically in the next two years, but an 83% drop from last year's high makes it a compelling consideration.
Figma, Inc. (FIG) reported earnings 30 days ago. What's next for the stock?
Figma shares extended their decline this week as investor concerns over artificial intelligence competition intensified following the launch of a new design-focused product from Google. The stock dropped 8% on Wednesday and fell more than 4% on Thursday, taking its losses to about 35% for the year.
In a post on X, Logan Kilpatrick said Google's AI Studio roadmap for the coming weeks includes design mode, Figma integration, Google Workspace integration, better GitHub support, planning mode, immersive UI, agents, multiple chats per app, simplified deploys and G1 support.
Google launched an AI-design platform, pushing Figma shares down 11% in two days. Figma, which went public in July, reached an agreement last year to use more of Google's AI services.
