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TickerTalks›$FIG
FIFIG

Figma, Inc.

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$FIG·$10B·Software - Application·Technology
$23.50-1.5%YTD-38.2%1Y-79.7%
Mentions · last 7 days
2026-07-09: 119 posts2026-07-10: 132 posts2026-07-11: 40 posts2026-07-12: 165 posts2026-07-13: 332 posts2026-07-14: 358 posts2026-07-15: 305 posts1,471+41%
Price updated 10h ago·X counts updated 9h ago
FIFIG
$FIGFigma, Inc.
$23.50-1.51%1.5k posts+41%
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.

Broken storyWinding up for a moveAI verdict · as of 2026-07-16

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

Design category leader at 5% of 52-week range with 40% short interest and $1.5B in TTM losses — the coil is loaded.

Figma is the design-and-collaboration platform whose IPO tape has been a 82% drawdown from ATH despite continued revenue growth. The stock sits at 5% of the 52-week range with real short interest (~40%) and Silicon Valley investors publicly bidding the dip.

  • The core business is still growing fast: Q1 2026 revenue grew 46% YoY to $333M, gross margin held at 79%, though operating margin was -41% as SG&A + R&D spend remains ahead of revenue — the revenue trajectory is legitimate, but the cash burn ($1.5B TTM net losses) is the specific investor concern.
  • The tape is coiled at technical extreme: position at 5% of the 52-week range, ~40% short interest, and $11B market cap on 9x sales is genuinely oversold — any specific product-monetization catalyst could trigger the squeeze the technical crowd is watching.
  • Notable Silicon Valley buying is public and specific: All-In podcast host Jason bought ~$100K (0.1% of net worth) and other SV investors publicly bidding the dip, dark-pool orders increasing in postmarket, and the decade-long design-industry moat via Figma dominance is the underappreciated framing bulls point at.

The August 14 Q2 earnings are the near-term arbiter — Q2 revenue growth trajectory, gross-margin expansion (need move above 80%), and any specific FigJam or AI-workflow commentary extend the coiling setup. Continued cash burn without specific FY26 profitability guidance confirms the broken-story frame; a beat with margin trajectory improvement snaps the coil.

Agrees with X sentimentX is contrarian bullish, notes Figma -82% from ATH with ~40% short interest but $11B cap and $1.5B TTM losses, cites Silicon Valley investor buying (Jason ~$100K), and points to the decade-long design-industry moat. Mechanics support the broken-story + coiling read: Q1 revenue +46% YoY at 79% gross margin, but -41% operating margin and cash burn are the specific tension — the August 14 print has to show margin trajectory improvement.

What to watch: The August 14 Q2 earnings. Watch Q2 revenue growth trajectory, gross margin expansion above 80%, FigJam/AI-workflow monetization commentary, and any FY26 profitability guidance. Continued cash burn without profitability visibility confirms broken frame; margin trajectory improvement snaps the coil.

On the calendar: 2026-08-14 — Q2 earnings

X sentiment

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

Mixed sentiment⚠28 posts analyzed · as of 2026-07-15 · top-engagement diverged

Figma chatter is contrarian bullish - the company is now down 82% from ATH with ~40% short interest but a $11B market cap and $1.5B+ in TTM net losses. Notable buyers include All-In podcast host Jason (~$100k, 0.1% of net worth) and other Silicon Valley investors publicly bidding the dip. Dark-pool orders are increasing in postmarket, and bulls point to a decade-long design-industry moat via Figma's dominance. The bear thread is genuinely worried: the company still burns cash and the -74% IPO-price collapse is treated as fundamentally warranted. But short interest at multi-year highs plus insider buying makes this genuinely two-sided.

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

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $FIG

Neutral — Browser-based collaborative UI design and prototyping platform used by product teams to build and hand off to developers; limited exposure means the AI agent bifurcation — contract expansion vs. user substitution is not a near-term catalyst or headwind.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-11.8%YTD
-13.8%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
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%
Q2 2025Jul 28, 2025$0.18$0.08+122.5%
Next earningsFri, Aug 14·consensus EPS $0.04

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 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B$0.27$0.26 – $0.2910
FY27$1.8B$1.7B – $1.8B$0.34$0.30 – $0.3710
FY28$2.1B$2.1B – $2.1B$0.46$0.45 – $0.507
FY29$2.0B$1.9B – $2.1B$0.65$0.63 – $0.703

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.0.7×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.5%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.+12.0%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.-24.1%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 today21.1% 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.β1.415-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

SellJul 6Shaunt VoskanianChief Revenue Officer8.6K sh$178KSellJul 6Praveer MelwaniCFO30.5K sh$624KSellJun 3Shaunt VoskanianChief Revenue Officer87.5K sh$2.0MSellJun 3Praveer MelwaniCFO84.0K sh$1.9MSellMay 29Dylan FieldCEO174.4K sh$4.4MSellMay 19Brendan MulliganGeneral Counsel and Secretary18.7K sh$469KSellMay 19Kris RasmussenCTO327.0K sh$8.2MSellMay 18Daniel H. RimerDirector12.5K sh$304KSellMay 18Ventures Vi Index10% owner12.5K sh$304KSellMay 18Tyler HerbChief Accounting Officer669 sh$16K
1–10 of 16
+ 39 other (21 inkinds · 10 awards · 5 others · 2 conversions · 1 exempt) 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
Free, forever. No credit card.

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.

+ 9 other (2 earnings 8-Ks · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

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

Figma to Announce Second Quarter 2026 Financial Results on August 5, 2026businesswire.com·16h agoFigma stock forms a rare double-bottom pattern: is a rebound coming?invezz.com·2d agoSqueeze Watch: 10 Stocks Bears Love to Hate Most Right Nowbenzinga.com·3d agoWhy Figma Stock Jumped 11.9% Todayfool.com·3d agoWhy Figma Stock Lost 52% in the First Half of 2026fool.com·6d ago

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Voices on X · top 15 · last 7 days

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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