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FIFIG

Figma, Inc.

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$FIG·$12B·Software - Application·Technology
$28.82-5.9%YTD-28.6%1Y-59.6%
Mentions · last 7 days
2026-08-21: 86 posts2026-08-22: 14 posts288+5%
Price updated 14m ago·X counts updated 9d ago
FIFIG
$FIGFigma, Inc.
$28.82-5.88%288 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FIG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Figma breaking out on the AI-tailwind pivot after months of accumulation — the design-software category is finally re-rating up.

Figma is the leading collaborative design software (Fortune-500 embedded in 95% of enterprises) — the browser-based Photoshop-plus-collaboration platform that had been priced as an AI-disruption casualty. The setup just pivoted.

  • The revenue trajectory backs the setup: Q1 revenue grew 46% YoY to $333M at a 79% gross margin, Q2 EPS beat at $0.08 vs $0.041 consensus (nearly double), and the sell side models revenue climbing to ~$1.44B this year and ~$1.76B in 2027 — a business growing above 40% at Rule-of-40 score of 62%.
  • The AI-disruption thesis just flipped: the tape narrative shifted from "AI will destroy this" to "AI is a tailwind for design software" following the Figma AI-agent rollout, and today's +12% spike on that read alongside Atlassian's +8% rally shows the whole category is repricing — analyst notes acknowledge "institutions are quietly loading up" while public ratings hold at Hold.
  • The insider J-Other filings are the specific tell: multiple director filings show Andrew Reed (Sequoia rep) and Index Ventures VI reclassifying ~6-7M shares between fund vehicles — these are not open-market sales, but they're the kind of Bookend housekeeping that happens ahead of a strategic event, and CEO Dylan Field made a 1.25M-share Gift on August 17.

The setup is a real-business quality software compounder breaking out on a specific AI-tailwind repricing — the November 4 Q3 print is the referee, and the market needs continued 40%+ revenue growth plus updated AI-agent monetization color. A clean beat with visible AI-agent contribution breaks the coil up past the Wall Street $30 target; a growth deceleration below 40% or a soft-take rate cools the tape from the fresh breakout.

Agrees with X sentimentThe bullish X read on the base breakout above $28, stage-1-to-stage-2 setup, Rule-of-40 score of 62%, 95% of Fortune 500 usage, dark-pool accumulation over months, and Jason Calacanis's July "mispriced" call up 43% is factually consistent with the filings and the tape action. The AI-agent tailwind reframe is real (+12% on the day), and the analyst-wall-of-holds-vs-institutional-loading-up asymmetry is exactly the kind of set-up preceding sell-side upgrades.

What to watch: The November 4 Q3 earnings — need continued 40%+ revenue growth, updated AI-agent monetization color, and reiterated FY guide. A growth deceleration below 40% or a soft-take-rate cools the tape from the fresh breakout; a clean beat with visible AI-agent contribution breaks the coil up past the Wall Street $30 target.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment37 posts analyzed · as of 2026-08-30

Bulls are having a moment as Figma clears a stage-2 base and posters call the SaaSpocalypse fears overdone. Options desks flag the Freedom Radar $28 calls trading up 200% from the peak, longtime buyers below $18 point to a 43% run since a well-known investor's July call, and analysts rank it third among software Rule-of-40 names. Notes of profit-taking exist but the loud camp is buying breakouts.

Read the AI verdict + X sentiment for $FIG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Browser-based collaborative UI design and prototyping platform used by product teams to build and hand off to developers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $FIG.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $FIG

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Browser-based collaborative UI design and prototyping platform used by product teams to build and hand off to developers.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-7.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-96.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-126%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-101%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.08$0.04+95.0%
Q1 2026May 14, 2026$0.10$0.06+57.9%
Q4 2025Feb 18, 2026$0.08$0.07+14.3%
Q3 2025Nov 5, 2025$0.10$0.05+119.5%
Next earningsWed, Nov 4·consensus EPS $0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$333.4M+46.1%79.4%-41.2%$-0.27$88.6M
Q4 FY25$303.8M+40.0%82.1%-64.4%$-0.44$39.2M
Q3 FY25$274.2M+38.0%69.4%-415%$-2.23$49.0M
Q2 FY25$249.6M+40.9%88.8%0.8%$0.00$60.6M

Forward consensus

4-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B$0.27$0.24 – $0.3111
FY27$1.8B$1.7B – $1.8B$0.34$0.28 – $0.3911
FY28$2.1B$2.0B – $2.6B$0.46$0.45 – $0.478
FY29$2.0B$1.9B – $2.2B$0.65$0.62 – $0.757

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+23.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 71.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today26.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 21Tyler HerbChief Accounting Officer1.8K sh$50KSellAug 10Daniel H. RimerDirector12.5K sh$317KSellAug 10Ventures Vi Index10% owner12.5K sh$317KSellAug 5Shaunt VoskanianChief Revenue Officer30.0K sh$837KSellAug 4Tyler HerbChief Accounting Officer709 sh$18KSellAug 4Shaunt VoskanianChief Revenue Officer12.8K sh$342KSellAug 4Kris RasmussenCTO196.4K sh$5.0MSellAug 4Praveer MelwaniCFO40.0K sh$1.1MSellAug 3Tyler HerbChief Accounting Officer1.5K sh$40KSellJul 29Praveer MelwaniCFO381.3K sh$9.6M
1–10 of 24
+ 43 other (20 inkinds · 10 others · 10 awards · 1 gift · 1 exempt · 1 conversion) in window

See when $FIG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 11SC 13D/A
AI summary

Dylan Field (Figma co-founder and CEO) filed an amended SC 13D (Amendment No. 2) on Figma, Inc. as of June 9, 2026. Field beneficially owns 78,923,217 shares (~15.0% of Figma's total), comprising 62,696,933 shares with sole voting power and 16,226,284 with shared voting power; the holding includes direct shares, family trusts, and an irrevocable proxy over shares held by co-founder Evan Wallace. Class B shares carry super-voting rights and are convertible to Class A at the holder's election. The amendment updates Field's beneficial ownership schedule in advance of Figma's anticipated public market debut, reflecting routine reporting as the company's registration process advances.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

FIG (FIG) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KOfficer or director changeApr 158-K — Item 5.02: Officer or director change
AI summary

FIG disclosed a personnel change (8-K Item 5.02, dated 2026-04-15). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Figma stock just crossed a crucial price: is the bull run starting?invezz.com·3d agoAnalysts Have a Wall of Holds on Figma, UiPath and GitLab but Institutions Are Quietly Loading Up247wallst.com·3d agoFigma Stock Price Prediction: Wall Street's $30 Target May Be Too Low247wallst.com·4d agoFigma Spikes 12% as AI Turns From Threat to Tailwind for Design Software, Atlassian Rallies 8%247wallst.com·4d agoFigma to Participate in Fireside Chat at the Goldman Sachs Communacopia + Technology Conferencebusinesswire.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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