Figma, Inc. (NYSE:FIG) Given Average Rating of “Hold” by Brokerages

Figma, Inc. (NYSE:FIG) has earned a consensus rating of “Hold” from the thirteen analysts that are presently covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, eight have given a hold rating and four have given a buy rating to the company. The average 1-year target price among brokers that have updated their coverage on the stock in the last year is $43.25.

Several equities analysts recently weighed in on the company. Morgan Stanley set a $44.00 price objective on Figma in a research report on Thursday. Royal Bank Of Canada reduced their price objective on Figma from $38.00 to $31.00 and set a “sector perform” rating for the company in a research report on Thursday. Barclays upgraded shares of Figma to a “neutral” rating in a research note on Thursday, January 8th. Piper Sandler restated an “overweight” rating and issued a $35.00 price target on shares of Figma in a research report on Thursday. Finally, JPMorgan Chase & Co. dropped their price objective on shares of Figma from $65.00 to $60.00 and set a “neutral” rating on the stock in a report on Thursday, November 6th.

Key Stories Impacting Figma

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

Insider Buying and Selling at Figma

In other Figma news, CTO Kris Rasmussen sold 205,438 shares of Figma stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $25.01, for a total transaction of $5,138,004.38. Following the sale, the chief technology officer owned 10,418,905 shares in the company, 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 filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Praveer Melwani sold 16,247 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 transaction of $403,900.42. Following the completion of the transaction, the chief financial officer owned 1,550,298 shares of the company’s stock, valued at approximately $38,540,408.28. This represents a 1.04% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,469,425 shares of company stock valued at $48,397,803 in the last quarter.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Compound Planning Inc. acquired a new stake in Figma during the fourth quarter valued at approximately $34,057,000. Mercer Global Advisors Inc. ADV lifted its position in shares of Figma by 766.8% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 66,191 shares of the company’s stock worth $2,474,000 after buying an additional 58,555 shares during the period. Beacon Pointe Advisors LLC lifted its position in shares of Figma by 301.7% during the 4th quarter. Beacon Pointe Advisors LLC now owns 34,086 shares of the company’s stock worth $1,274,000 after buying an additional 25,600 shares during the period. NewEdge Advisors LLC boosted its stake in Figma by 1,783.6% in the 4th quarter. NewEdge Advisors LLC now owns 9,531 shares of the company’s stock valued at $356,000 after buying an additional 9,025 shares in the last quarter. Finally, Empowered Funds LLC acquired a new position in Figma during the fourth quarter worth $4,133,000.

Figma Stock Performance

Shares of FIG stock opened at $26.26 on Monday. The company has a market capitalization of $11.58 billion and a price-to-earnings ratio of -8.42. The stock’s 50 day simple moving average is $30.93 and its 200 day simple moving average is $46.13. Figma has a twelve month low of $19.85 and a twelve month high of $142.92.

Figma (NYSE:FIG) last released its quarterly earnings results on Wednesday, February 18th. The company reported $0.08 EPS for the quarter, beating analysts’ consensus estimates of ($0.20) by $0.28. The company had revenue of $303.78 million for the quarter. Figma had a negative net margin of 121.87% and a negative return on equity of 97.03%. Figma’s revenue for the quarter was up 40.1% compared to the same quarter last year.

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.