Figma, Inc. (NYSE:FIG) Receives $47.75 Consensus PT from Brokerages

Figma, Inc. (NYSE:FIG) has been assigned an average recommendation of “Hold” from the thirteen ratings firms that are covering the stock, MarketBeat Ratings reports. One 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 12 month price objective among brokers that have issued a report on the stock in the last year is $43.25.

Several analysts have weighed in on the company. Stifel Nicolaus lowered their price target on Figma from $40.00 to $30.00 and set a “hold” rating on the stock in a report on Thursday. The Goldman Sachs Group set a $35.00 target price on shares of Figma in a research note on Thursday. Morgan Stanley set a $44.00 price target on shares of Figma in a report on Thursday. JPMorgan Chase & Co. lowered their price objective on shares of Figma from $65.00 to $60.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. Finally, Barclays raised shares of Figma to a “neutral” rating in a report on Thursday, January 8th.

Insider Transactions at Figma

In other Figma news, CTO Kris Rasmussen sold 205,438 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $25.01, for a total value of $5,138,004.38. Following the completion of the sale, the chief technology officer directly owned 10,418,905 shares of the company’s stock, valued at $260,576,814.05. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Dylan Field sold 250,000 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $34.76, for a total value of $8,690,000.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,781,925 shares of company stock valued at $59,260,303 over the last quarter. Company insiders own 45.20% of the company’s stock.

Institutional Trading of Figma

A number of institutional investors have recently made changes to their positions in FIG. SC US Ttgp LTD. bought a new stake in Figma during the 3rd quarter valued at $1,310,305,000. ICONIQ Capital LLC purchased a new position in shares of Figma in the third quarter valued at about $1,108,879,000. a16z Capital Management L.L.C. bought a new position in shares of Figma during the third quarter valued at about $842,687,000. JPMorgan Chase & Co. boosted its holdings in shares of Figma by 119.4% during the fourth quarter. JPMorgan Chase & Co. now owns 6,643,939 shares of the company’s stock worth $248,284,000 after purchasing an additional 3,615,198 shares during the period. Finally, Baillie Gifford & Co. grew its stake in shares of Figma by 93.8% in the fourth quarter. Baillie Gifford & Co. now owns 5,763,613 shares of the company’s stock worth $215,386,000 after purchasing an additional 2,789,986 shares during the last quarter.

More Figma News

Here are the key news stories impacting Figma this week:

• Positive Sentiment: Q4 beat and raised outlook — Figma reported $303.8M in revenue (+40% YoY), beat EPS, and issued FY26 revenue guidance above Street estimates, which drove after‑hours buying and a strong short‑term rally. Figma shares climb on earnings beat, but analysts note that AI risk remains
• Positive Sentiment: AI partnership & monetization add upside — Management highlighted an Anthropic “Code to Canvas” integration and will begin enforcing AI credit limits / pay‑as‑you‑go pricing in March, positioning consumption revenue to lift ARPU as AI usage grows. Figma’s Anthropic Integration Could Flip the SaaSpocalypse Script
• Positive Sentiment: Strong retention and non‑designer adoption — Net dollar retention ~136%, growth in Figma Make (many users are non‑designers) and rising $100k+ customers point to stickiness and expanding TAM. Figma: Strong Results, Topping Expectations
• Positive Sentiment: Analyst / options flow supports momentum — Piper Sandler reaffirmed overweight with a $35 PT and unusual call buying showed speculative / institutional interest ahead of/after the print. Piper Sandler Reiterates Overweight Rating on Figma Inc (FIG)
• Neutral Sentiment: Management framing reduces AI scare but execution matters — Execs emphasized AI as a complement to employees, which calmed some fears but the market will watch adoption and monetization cadence. Figma stock is on the rise again. The software firm just gave a refreshingly human response to a question about AI
• Neutral Sentiment: Volatility & valuation disconnect — Despite strong results, FIG is still well below its IPO/peak levels and remains volatile; some analysts call the current entry point questionable given the market value vs. execution risk. Figma: Good Company, Good Q4, Questionable Entry Point
• Negative Sentiment: Margins, dilution and heavy spend remain worries — Several writeups flag lumpy operating margins, continued equity dilution and ongoing high R&D / S&M spend that could keep profitability choppy as growth is defended. Figma Suffers AI SaaS Success – Lumpy Margins And Equity Dilution Continue
• Negative Sentiment: Bear case / stock is still a risky entry — Commentary argues FIG is a risky investment at current multiples given macro sensitivity, competitive threats and the potential for AI to change costs/users over time. Figma: Risky Investment Proposition

Figma Trading Up 1.5%

Figma stock opened at $26.26 on Monday. Figma has a 1-year low of $19.85 and a 1-year high of $142.92. The firm has a market capitalization of $11.58 billion and a PE ratio of -8.42. The firm’s 50 day simple moving average is $30.93 and its 200 day simple moving average is $46.66.

Figma (NYSE:FIG) last issued its quarterly earnings data 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. The company had revenue of $303.78 million for the quarter. Figma had a negative return on equity of 97.03% and a negative net margin of 121.87%.The company’s revenue was up 40.1% compared to the same quarter last year.

About Figma

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.