FIGS (NYSE:FIGS) Stock Price Expected to Rise, Telsey Advisory Group Analyst Says

FIGS (NYSE:FIGS) had its target price increased by equities research analysts at Telsey Advisory Group from $9.00 to $15.00 in a note issued to investors on Friday. The brokerage presently has a “market perform” rating on the stock. Telsey Advisory Group’s price objective would indicate a potential upside of 19.05% from the company’s current price.

A number of other equities research analysts also recently issued reports on FIGS. The Goldman Sachs Group increased their price objective on FIGS from $5.50 to $7.50 and gave the stock a “sell” rating in a research report on Friday, January 30th. BTIG Research reiterated a “buy” rating and set a $15.00 target price on shares of FIGS in a research report on Friday. Barclays raised their price objective on shares of FIGS from $9.00 to $11.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 6th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of FIGS in a research note on Monday, December 29th. Finally, Wall Street Zen lowered shares of FIGS from a “strong-buy” rating to a “buy” rating in a report on Saturday, February 14th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $12.25.

FIGS Stock Up 15.0%

NYSE FIGS opened at $12.60 on Friday. FIGS has a 52 week low of $3.57 and a 52 week high of $12.66. The firm’s 50-day simple moving average is $11.33 and its two-hundred day simple moving average is $9.29. The company has a market cap of $2.07 billion, a PE ratio of 126.00 and a beta of 1.29.

FIGS (NYSE:FIGS) last issued its quarterly earnings data on Thursday, February 26th. The company reported $0.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.02 by $0.08. FIGS had a return on equity of 4.50% and a net margin of 3.03%.The business had revenue of $201.90 million for the quarter, compared to analysts’ expectations of $165.33 million. During the same quarter in the prior year, the firm posted $0.01 EPS. The firm’s quarterly revenue was up 33.0% on a year-over-year basis. As a group, equities research analysts anticipate that FIGS will post 0.01 EPS for the current year.

Insider Buying and Selling at FIGS

In other FIGS news, insider Heather L. Hasson sold 22,874 shares of FIGS stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $10.56, for a total value of $241,549.44. Following the completion of the sale, the insider owned 1,251,967 shares of the company’s stock, valued at approximately $13,220,771.52. The trade was a 1.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Sarah Oughtred sold 22,690 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $10.56, for a total transaction of $239,606.40. Following the completion of the transaction, the chief financial officer owned 821,500 shares in the company, valued at $8,675,040. The trade was a 2.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 105,813 shares of company stock worth $1,168,051. Company insiders own 29.44% of the company’s stock.

Institutional Investors Weigh In On FIGS

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Marshall Wace LLP grew its holdings in shares of FIGS by 66.2% in the fourth quarter. Marshall Wace LLP now owns 4,297,868 shares of the company’s stock worth $48,824,000 after purchasing an additional 1,712,610 shares during the last quarter. Bamco Inc. NY raised its holdings in shares of FIGS by 2.2% in the 2nd quarter. Bamco Inc. NY now owns 59,974,407 shares of the company’s stock valued at $338,256,000 after purchasing an additional 1,302,823 shares in the last quarter. BNP Paribas Financial Markets boosted its stake in shares of FIGS by 2,139.7% during the second quarter. BNP Paribas Financial Markets now owns 1,307,468 shares of the company’s stock valued at $7,374,000 after purchasing an additional 1,249,091 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in FIGS by 9.0% during the second quarter. Ameriprise Financial Inc. now owns 13,936,468 shares of the company’s stock valued at $78,602,000 after buying an additional 1,144,962 shares during the period. Finally, Squarepoint Ops LLC lifted its holdings in FIGS by 940.7% during the second quarter. Squarepoint Ops LLC now owns 924,092 shares of the company’s stock worth $5,212,000 after buying an additional 835,300 shares during the period. Hedge funds and other institutional investors own 92.21% of the company’s stock.

Key Headlines Impacting FIGS

Here are the key news stories impacting FIGS this week:

• Positive Sentiment: Q4 beat — FIGS reported $0.10 EPS vs. $0.02 consensus and revenue of $201.9M (+33% YoY), driven by higher ASPs and channel growth; this is the core catalyst for the rally. FIGS Q4 results and materials
• Positive Sentiment: Raised FY‑2026 revenue guide — management provided a revenue range roughly $694.2M–$706.8M (centered near $700M), materially above the prior street consensus (~$625.6M), and reiterated margin expansion plans. That guidance materially improves forward top‑line visibility. Figs targets $700M revenue in 2026
• Positive Sentiment: Execution and growth levers — management highlighted international expansion, retail openings and partnerships (including Olympic-related initiatives) as drivers of durable customer acquisition and wholesale/DTC mix improvement. These strategic moves support the raised outlook. FIGS Q4 2025 Earnings Call Highlights
• Positive Sentiment: Market reaction — coverage notes the stock hit a new 12‑month high on the results, reflecting investor enthusiasm for the beat + guide combo. FIGS sets new 12‑month high
• Neutral Sentiment: Analyst tone shifting — some sell‑side coverage calls the narrative “cautious yet constructive,” with models being updated to factor in stronger top‑line but still conservative margin timing. Monitor updated estimates and cadence in next quarters. Investment narrative shifting
• Negative Sentiment: Profitability & valuation remain watchpoints — despite revenue strength, trailing net margin is low (~3.0%) and ROE modest (~4.5%); the stock trades at a high PE (~126), so expectations are elevated and any execution slip could pressure shares. Zacks analysis of key metrics

FIGS Company Profile

FIGS, Inc operates as a direct-to-consumer designer and retailer of medical apparel and accessories. The company offers a range of products tailored to the needs of healthcare professionals, including scrub sets, lab coats, tops, bottoms, outerwear, footwear, and performance fabrics designed for comfort, durability, and antimicrobial protection. Through its e-commerce platform and a growing network of retail stores, FIGS provides customizable uniforms and accessories with a focus on innovative materials and functional design features such as four-way stretch fabrics, moisture-wicking technology, and multiple secure pockets.

Founded in 2013 by Heather Hasson and Trina Spear, FIGS set out to disrupt the traditional medical uniform market by emphasizing both form and function.