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FIFIGS

FIGS, Inc.

$FIGS·$1.7B·Apparel - Manufacturers·Consumer Cyclical
$10.32+3.8%YTD-12.7%1Y+76.1%
Mentions · last 7 days
2026-07-10: 37 posts2026-07-11: 57 posts2026-07-12: 34 posts2026-07-13: 75 posts2026-07-14: 67 posts2026-07-15: 105 posts2026-07-16: 89 posts468+28%
Price updated 5h ago·X counts updated 4h ago
FIFIGS
$FIGSFIGS, Inc.
$10.32+3.82%468 posts+28%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersWinding up for a moveAI verdict · as of 2026-07-15

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

FIGS has serially crushed EPS estimates (four straight 100-400% surprises) and grew Q1 revenue +28% yoy — the tape hasn't followed and 8/6 is the test.

FIGS is a $1.7B direct-to-consumer scrubs/healthcare-apparel name where the operating cadence is decisively strong but the stock is coiled below both moving averages. Shares at $9.72, down 14.6% YTD but up 61.5% over twelve months, sitting 0.34 through the 52-week range.

  • Q1 delivered $159.9M revenue (+28.0% yoy), 66% gross margin, EPS $0.038 — a 200% surprise vs consensus. Four-quarter EPS surprises: +200%, +400%, +150%, +100% — the beat cadence is decisive and lapping easier comps into the 2H.
  • Full-year consensus is $729M revenue and $0.26 EPS growing to $787M and $0.32 in 2027 — modest but consistent double-digit topline growth with real gross-margin protection.
  • Insider tape is F-InKind (RSU tax withholdings): 7/1 vests for co-founder Hasson (6,813 at $10.05), co-founder Spear (61,556 at $10.05), and officer Oughtred (22,197 at $10.05). No open-market sales — the founders are holding.
  • 7/13 Benzinga 'Squeeze Watch' placement is real technical overlay for a low-mid float name.
  • Structural: mid float (151M), beta 1.01, volume 0.62x 30-day norm, position 0.34 in 52w range. Quiet, coiled, no distribution.
  • X sample was empty for this window.

Next dated read is Q2 on 8/6 with consensus EPS $0.07. Continued mega-beat cadence + international expansion commentary + Nuuly-scale unit growth is what breaks the range; another modest print keeps the coil.

What to watch: Q2 print 8/6: EPS vs $0.07 (bar is deliberately low given the beat streak), international revenue growth, scrubs unit growth, and any capital-return announcement. Break above $12 (200-day) is the first technical validation.

On the calendar: 2026-08-06 — Q2 2026 earnings (consensus EPS $0.07)

no sentiment

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

No material change from last week — Ralph Lauren's China demand recovery and disciplined pricing power drive analyst upgrades while PVH's Calvin Klein and Tommy Hilfiger navigate a mixed global..

What this means for $FIGS

Neutral — Direct-to-consumer premium scrubs and medical apparel brand targeting healthcare workers with fashion-forward designs; the branded pricing power and China demand recovery does not materially affect this business's near-term earnings.

Industry benchmark

5-name peer basket
+28.2%YTD
+78.8%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
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%
Q2 2025Aug 7, 2025$0.04$0.02+100.0%
Next earningsThu, Aug 6·consensus EPS $0.07

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$729.2M$726.2M – $732.5M$0.26$0.24 – $0.277
FY27$786.6M$759.5M – $805.4M$0.32$0.28 – $0.367
FY28$826.8M$826.8M – $826.8M$0.33$0.32 – $0.332
FY29$759.0M$743.7M – $770.0M$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.1.1×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.39%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.-10.9%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.-11.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 151.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% 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.β1.015-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$900KSellMar 3Heather L. HassonChair556.3K sh$9.4MSellFeb 5Sarah OughtredCFO22.7K sh$240KSellFeb 5Heather L. HassonChair22.9K sh$242K
+ 15 other (10 awards · 4 inkinds · 1 exempt) 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
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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

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.

SC 13D/AActivist amendmentMar 3SC 13D/A
8-KPress release / Reg FDFeb 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 10 other (4 13Gs · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

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

FIGS Announces Date of Second Quarter 2026 Earnings Release, Conference Call and Webcastbusinesswire.com·10h agoFIGS' Higher Net Revenues Per Active Customer Shows Strong Engagementzacks.com·14h agoFigs (FIGS) Upgraded to Buy: What Does It Mean for the Stock?zacks.com·2d agoSqueeze Watch: 10 Stocks Bears Love to Hate Most Right Nowbenzinga.com·4d agoIs FIGS Stock a Buy After a Big Rally and Richer Valuation?zacks.com·17d ago

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Voices on X · last 7 days

No standout posts about $FIGS on X in the last 7 days.

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