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FIFIG

Figma, Inc.

$FIG·$11B·Software - Application·Technology
$22.99+7.0%YTD-43.5%1Y-64.0%
Price updated 13h ago·X counts updated 4d ago
FIFIG
$FIGFigma, Inc.
$22.99+7.03%165 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FIG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

165X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FIG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 56% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

Sentiment on Figma is split — one voice recommends buying at $19 as one of "8 stocks worth holding in 2026," and a put-wheeler got assigned 500 shares at $21.25 net on puts (now wheeling covered calls). The pointed bear note is a flat "I think they are cooked for real, the CEO was an NFT PFP guy, good product for a while before AI." The chart is down 50% from highs, which is the whole discussion.

Read what X is saying about $FIG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FIG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Figma at 9% of 52-week range — collaborative design SaaS fighting AI-disruption narrative, operating margin still negative.

Figma is the collaborative browser-based design platform used by product-design teams for interfaces, prototyping, and specification. The stock is down 43% YTD and 9% of its 52-week range after a 57% TTM decline, below both moving averages on fundamental growth.

  • The P&L is strong on growth: revenue grew 46% YoY to $333M last quarter at a 80% gross margin and -126% operating margin — the gross-margin profile is premium-SaaS, but operating losses reflect active hiring and the IPO-year expense ramp.
  • At 9.1x sales for a 46% revenue grower with 80% gross margins, Figma is reasonably priced if the growth sustains; the AI-disruption narrative (Qualitate's AI disruption report flagging FIG alongside HUBS/NOW/TEAM/CRM) is the specific overhang.
  • Officer Mulligan sold $2.8M at $26 and Herb $37K at $26 — modest insider selling into weakness, which bulls interpret as scheduled 10b5-1 execution and bears as take-chips.

Breaking-down holds unless Nov 4 earnings re-accelerate net revenue retention above 125% and operating margin trajectory turns toward break-even. A soft NRR print, or any specific commentary on AI-design-tool competitive pressure, is what seals the de-rating; a specific AI-feature revenue monetization inflection is what could restart the move — but the pattern-break requires fundamentals to argue past the AI-disruption framing.

Agrees with X sentimentThe X mixed read is accurate — bulls at $19 as a buy and wheel-trader assigned at $21.25 net have the near-term support anchors; bears framing Figma as "cooked for real" with NFT-PFP-CEO background concerns and AI-disruption have the structural counter. Neither has conviction; the chart decides.

What to watch: Nov 4 earnings — net revenue retention above 125%, operating margin trajectory toward break-even, specific AI-feature revenue, and FY27 guide. A soft NRR print or widening operating loss is what seals the breaking-down.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $FIG

Partial — Browser-based collaborative UI design and prototyping platform used by product teams to build and hand off to developers.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.6B$0.29$0.26 – $0.3112
FY27$1.8B$1.8B – $1.9B$0.36$0.29 – $0.4312
FY28$2.3B$2.2B – $2.7B$0.48$0.46 – $0.509
FY29$2.7B$2.6B – $2.9B$0.56$0.54 – $0.624
FY30$3.2B$3.1B – $3.4B$0.43$0.41 – $0.484

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.1.2×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.13%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.-3.8%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.-3.6%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 today20.4% 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

SellOct 5Tyler HerbChief Accounting Officer1.4K sh$31KSellOct 5Brendan MulliganGeneral Counsel and Secretary20.7K sh$450KSellSep 3Brendan MulliganGeneral Counsel and Secretary109.1K sh$2.8MSellSep 3Tyler HerbChief Accounting Officer1.4K sh$37KSellAug 28Brendan MulliganGeneral Counsel and Secretary211.6K sh$6.3MSellAug 27Tyler HerbChief Accounting Officer2.0K sh$60KSellAug 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$837K
1–10 of 29
+ 43 other (23 inkinds · 10 others · 6 awards · 2 gifts · 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
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 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.

Better High-Growth Software Stock for 2026: Figma vs. ServiceNowfool.com·21h agoFigma vs. Palantir Technologies: Which Technology Stock Is a Better Buy in 2026?fool.com·23h agoFigma CFO says design platform willing to put margins on the line to boost AI demandreuters.com·1d agoFigma to Announce Third Quarter 2026 Financial Results on November 4, 2026businesswire.com·2d agoFigma vs. UiPath: What Revenue Growth Trends Tell Investors About These Tech Companiesfool.com·2d 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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