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FIFIGS

FIGS, Inc.

$FIGS·$1.8B·Apparel - Manufacturers·Consumer Cyclical
$15.34-0.5%YTD-4.7%1Y+128.6%
Mentions · last 7 days
2026-08-22: 0 posts2026-08-23: 2 posts30-15%
Price updated 14h ago·X counts updated 9d ago
FIFIGS
$FIGSFIGS, Inc.
$15.34-0.52%30 posts-15%
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 $FIGS, 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 numbersAcceleratingAI verdict · as of 2026-09-01

The move is getting stronger, with heavier trading behind it.

Medical-apparel brand with growth reaccelerating from 6% to 28% and four straight EPS beats.

FIGS is a direct-to-consumer medical-apparel brand whose growth rate has genuinely reinflected, and the earnings line has followed with unusual consistency.

  • Q1 revenue is $159.9M with year-over-year growth of +28.0%, up from +5.8% and +8.2% two and three quarters back — the reacceleration is the whole story here.
  • EPS beat in all four of the last prints ($0.11 vs $0.067, $0.03 vs $0.01, $0.10 vs $0.02, $0.05 vs $0.02) — beat magnitudes of 60% to 5x, which means guidance has been consistently conservative.
  • Management raised the 2026 outlook in early August citing accelerating revenue growth and margins, and the customer base expanded with strengthening repeat engagement.
  • The stock is -4.7% year to date but +128.6% over the trailing twelve months, so the twelve-month recognition is done and the year-to-date flatness reflects a valuation debate, not a growth one.

The Q3 print on November 5 needs to hold growth near the recent +28% pace — the sell-side 2026 estimate of $0.26 EPS on $729M revenue is the bar the multiple currently rests on.

Agrees with X sentimentX chatter is bullish but purely technical — FIGS showing on breakout watchlists above the $15.22 pivot and compressed-chart scans, with one poster calling it a durable business — the take here agrees the setup is constructive but anchors it to the growth reacceleration rather than the chart.

What to watch: Whether Q3 revenue growth stays near +28%, gross-margin trajectory, and repeat-customer cohort economics behind the raised outlook.

On the calendar: 2026-11-05 Q3 2026 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-31

Bullish but thin. The conversation is almost entirely technical — FIGS shows up on breakout watchlists (above the $15.22 pivot), on compressed-chart scans, and in daily "stood out today" recaps as one of the non-tech names holding up. One poster calls it a "durable business, WAY better than Dick's Sporting Goods." There is no fundamental debate here, just chart setups.

Read the AI verdict + X sentiment for $FIGS

  • 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.

Direct-to-consumer premium scrubs and medical apparel brand targeting healthcare workers with fashion-forward designs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Manufacturers sits in its cycle right now — and what that implies for $FIGS.

Apparel - Manufacturers · Consumer Cyclical

Consumer discretionary softness and inventory normalization are the near-term headwinds; athleisure demand trends favor performance-focused brands over fashion-driven ones. China sourcing exposure — and tariff pass-through — is the cost-structure risk for the category.

What this means for $FIGS

Partial — consumer discretionary / retail performance tracks consumer spending trends; FIGS, Inc.

Industry benchmark

5-name peer basket
+29.9%YTD
+47.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
48.6How 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
6.8%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
6.4%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
2.0%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
3.0Same 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
9.7%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
66.1%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
0.1Total 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 6, 2026$0.11$0.07+63.6%
Q1 2026May 7, 2026$0.03$0.01+200.0%
Q4 2025Feb 26, 2026$0.10$0.02+400.0%
Q3 2025Nov 6, 2025$0.05$0.02+150.0%
Next earningsThu, Nov 5·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$159.9M+28.0%65.6%2.8%$0.04$-5.6M
Q4 FY25$201.9M+33.0%62.9%9.3%$0.11$58.1M
Q3 FY25$151.7M+8.2%69.9%6.4%$0.05$531K
Q2 FY25$152.6M+5.8%67.0%6.5%$0.04$-13.5M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$728.9M$726.2M – $732.5M$0.26$0.24 – $0.277
FY27$786.4M$759.6M – $805.5M$0.32$0.28 – $0.367
FY28$826.8M$806.4M – $847.2M$0.33$0.32 – $0.332
FY29$759.0M$743.3M – $771.3M$0.00$0.00 – $0.001

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.0.6×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.81%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.+29.2%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.+23.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 151.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.025-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

SellMay 4Sarah OughtredCFO23.6K sh$338KSellMay 4Heather L. HassonChair32.4K sh$464KSellApr 2Sarah OughtredCFO10.9K sh$157KSellApr 2Spear Catherine EvaCEO62.3K sh$900K
+ 13 other (8 awards · 5 inkinds) in window

See when $FIGS 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

8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

FIGS filed an 8-K (Item 2.02) reporting its financial results, filed 2026-08-06. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

FIGS, Inc. (FIGS) 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.

SC 13D/AActivist amendmentMay 12SC 13D/A
AI summary

Spear Catherine Eva filed an amended Schedule 13D on FIGS disclosing beneficial ownership (27,668,112.00 shares) as of 2026-05-12. The filer's stated intent is passive investment with no plan to influence control of the company.

SC 13D/AActivist amendmentMay 12SC 13D/A
AI summary

Hasson Heather L. filed an amended Schedule 13D on FIGS disclosing beneficial ownership (14,421,434.00 shares) as of 2026-05-12. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

FIGS reported period ending 2026-05-07 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 7 other (2 10-Qs · 2 13Gs · 2 proxys · 1 ARS) in window

Recent news

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

FIGS' Customer Base Expands as Repeat Engagement Strengthenszacks.com·12d agoWhy Figs (FIGS) Might be Well Poised for a Surgezacks.com·14d agoWall Street Analysts Predict a 26.35% Upside in Figs (FIGS): Here's What You Should Knowzacks.com·19d agoFIGS Raises 2026 Outlook as Revenue Growth and Margins Acceleratezacks.com·21d agoIs FIGS Stock a Buy as Growth Accelerates but Valuation Stays Rich?zacks.com·21d 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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