Brokerages Set Figma, Inc. (NYSE:FIG) PT at $47.75

Figma, Inc. (NYSE:FIG) has been given a consensus rating of “Hold” by the thirteen ratings firms that are presently covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, eight have given a hold recommendation and four have assigned a buy recommendation to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $47.75.

A number of analysts recently weighed in on FIG shares. Wells Fargo & Company raised shares of Figma from an “equal weight” rating to an “overweight” rating and set a $52.00 price objective on the stock in a research report on Thursday, January 8th. Barclays raised Figma to a “neutral” rating in a research report on Thursday, January 8th. Morgan Stanley dropped their price target on Figma from $65.00 to $48.00 and set an “equal weight” rating on the stock in a research report on Thursday, January 15th. The Goldman Sachs Group initiated coverage on Figma in a report on Monday, January 12th. They issued a “neutral” rating and a $40.00 price objective for the company. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Figma in a research note on Monday, December 29th.

More Figma News

Here are the key news stories impacting Figma this week:

• Positive Sentiment: Q4 beat — Figma reported revenue of $303.8M (up ~40% YoY) and GAAP EPS of $0.08 versus consensus (loss) estimates, showing an acceleration in growth that beat Wall Street expectations. Figma press release
• Positive Sentiment: Raised guidance — Management issued above-consensus revenue guidance for Q1 ($315–317M vs. ~$293M est.) and FY2026 (~$1.366–1.374B vs. ~$1.3B est.), signaling confidence that AI-driven adoption and enterprise expansion continue to accelerate. Figma forecasts upbeat annual revenue
• Positive Sentiment: Strong engagement and enterprise traction — Net dollar retention rose to ~136%, customers with >$100k ARR grew ~46% YoY, and international revenue now >50% of total — signs of sticky, scalable enterprise demand. MarketBeat company overview
• Positive Sentiment: Anthropic partnership — New “Code to Canvas” integration with Anthropic (Claude Code) positions Figma as the visual endpoint for AI-generated interfaces, expanding use beyond designers into developer workflows. This supports the thesis that AI amplifies Figma’s platform rather than displaces it. Figma partners with Anthropic
• Positive Sentiment: Monetization catalyst — Figma will start enforcing monthly AI-credit limits and offer pay-as-you-go for heavy AI users in March, a shift toward hybrid seat + consumption revenue that could boost revenue per user as AI usage scales. CNBC earnings coverage
• Neutral Sentiment: Market reaction — Shares rallied strongly in extended trading and the stock traded higher on the news as investors reassessed the “SaaSpocalypse” concern. Reuters: Figma forecasts
• Negative Sentiment: GAAP profitability quirks — Despite positive non‑GAAP operating margins (~14%) and adjusted free cash flow (~$38.5M), GAAP net margin was deeply negative in the quarter (reported large net loss metrics), which may keep cautious investors focused on accounting/one‑time items. MarketBeat earnings report
• Negative Sentiment: Recent stock weakness drivers remain — Prior sell-off was amplified by sector fears about AI disrupting SaaS and sizeable insider selling after IPO lock‑up expirations; those sentiment pressures could reappear despite the beat-and-raise. MarketBeat analysis

Figma Stock Performance

NYSE FIG opened at $24.23 on Monday. The business’s 50 day moving average price is $31.38 and its 200-day moving average price is $47.25. Figma has a fifty-two week low of $19.85 and a fifty-two week high of $142.92. The company has a market cap of $10.08 billion and a P/E ratio of -9.04.

Figma (NYSE:FIG) last issued its quarterly earnings results on Wednesday, February 18th. The company reported $0.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.20) by $0.28. Figma had a negative return on equity of 84.34% and a negative net margin of 99.32%.The company had revenue of $303.78 million during the quarter. The business’s revenue was up 40.1% compared to the same quarter last year.

Insider Transactions at Figma

In related news, CRO Shaunt Voskanian sold 3,828 shares of Figma stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $24.86, for a total transaction of $95,164.08. Following the transaction, the executive directly owned 1,588,735 shares of the company’s stock, valued at $39,495,952.10. This trade represents a 0.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CAO Tyler Herb sold 2,232 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $24.86, for a total value of $55,487.52. Following the sale, the chief accounting officer directly owned 195,926 shares in the company, valued at $4,870,720.36. This trade represents a 1.13% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,781,925 shares of company stock worth $59,260,303. Insiders own 45.20% of the company’s stock.

Hedge Funds Weigh In On Figma

Several institutional investors and hedge funds have recently added to or reduced their stakes in FIG. Gladstone Capital Management LLP lifted its position in shares of Figma by 2.9% during the fourth quarter. Gladstone Capital Management LLP now owns 17,081 shares of the company’s stock valued at $638,000 after buying an additional 481 shares during the last quarter. Whittier Trust Co. of Nevada Inc. purchased a new stake in Figma during the third quarter valued at approximately $26,000. NewEdge Advisors LLC acquired a new stake in Figma in the third quarter valued at approximately $26,000. Wilmington Savings Fund Society FSB purchased a new position in Figma in the third quarter worth $27,000. Finally, Charles Schwab Investment Management Inc. increased its position in shares of Figma by 3.8% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 15,212 shares of the company’s stock worth $568,000 after purchasing an additional 559 shares in the last quarter.

Figma Company Profile

Figma is a San Francisco–based software company that offers a web-based platform for interface design, prototyping and collaboration. Its flagship product, Figma, enables teams to create and refine user interfaces, vector graphics and design systems directly in a browser, eliminating the need for local installations. The platform’s real-time collaboration features allow multiple stakeholders—designers, developers and product managers—to edit and comment simultaneously, streamlining workflows and reducing version control issues.

In addition to its core design tool, Figma provides FigJam, a digital whiteboarding solution that facilitates brainstorming sessions, wireframing and diagramming.