EarningsBull
Figma Q2 Revenue $370M Up 48% YoY, Third Consecutive Quarter of Accelerating Growth
Citi raises price target to $37 following Q2 earnings, corroborating accelerating growth
D1 -14.8% · +5d +9.9%
›4 waves of this story
- 2026-08-06 Revenue $370M beat, EPS $0.08 beat, FY guidance raised; stock fell after hours
- 2026-08-07 Q2 revenue $370M (+48% YoY), NDR 136%, raised FY outlook, but AI costs growing >2x sales, stock down ~15%
- 2026-08-08 Q2 call confirms accelerating revenue and first full quarter of AI credit monetization, adding detail to prior earnings event
- 2026-08-08 Citi raises price target to $37 following Q2 earnings, corroborating accelerating growth
EarningsBear
Figma Stock Plunges Post-Q2: AI Costs Outpace Revenue Growth
Q2 revenue $370M (+48% YoY), but AI costs growing >2x sales; shares down >14% premarket
D1 -1.5% · +5d -8.6%
›6 waves of this story
- 2026-07-15 Company sets official date for Q2 results, providing clarity to market
- 2026-07-29 Zacks notes growth expectations but lacks beat ingredients; report imminent
- 2026-08-01 Multiple sources confirm earnings date, market watches profit outlook amid AI competition
- 2026-08-02 Analysts estimate 30.4% NTM revenue growth; earnings due, market eyes guidance
- 2026-08-06 Q2 revenue $370M beat est.; EPS $0.08; FY26 revenue guidance raised to $1.47B
- 2026-08-07 Q2 revenue $370M (+48% YoY), but AI costs growing >2x sales; shares down >14% premarket
CapitalBear
Figma CTO Sells 261K Shares for $6.6M
Executed at weighted avg price on Jul 29; represents 3% of total holdings
D1 -14.8% · +5d +9.9%
Earnings
Earnings report
净美元留存率为136%，付费客户（ARR超过1万美元）同比增长34%，ARR超过10万美元的客户同比增长46%。
D1 +3.8% · +5d -15.6%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +3.8% · +5d -15.6%
内部人卖出Bear
Insider selling $16.6M (3)
D1 +1.6% · +5d +13.7%
CapitalBull
Entropy Technologies Buys New Stake of 107,071 Figma Shares
Institutional 13F filing reveals new stake, indicating capital movement
D1 +8.6% · +5d +8.6%
OtherBull
Figma rebounds from record low; unusual options activity noted
Stock rose from $16.80 low to $23.65; multiple traders hawkish; appears on unusual options list
D1 -1.5% · +5d -8.6%
AnalystBull
Figma Reaffirmed by Multiple Banks, Short Squeeze Lifts Stock
Citi & Wells Fargo bullish, Citizens discloses stake, high short interest
D1 +12.0% · +5d +1.6%
›2 waves of this story
- 2026-07-13 Q1 revenue reaccelerated to 46% YoY; Citi initiates Buy with $36 target on $25B AI opportunity
- 2026-07-14 Citi & Wells Fargo bullish, Citizens discloses stake, high short interest
OtherBear
Figma Down 33% From IPO, 85% From Highs Nearly a Year After Listing
Independent commentary notes steep decline, while quarterly revenue growth remains 46%, with mixed views
D1 +2.7% · +5d +5.2%
AnalystBull
BofA Reiterates Buy on Figma, Says It Wins, Not Loses, From AI
BofA's Tal Liani resumes coverage with Buy on Figma and Underperform on Adobe, contrasting AI impact on the two design platforms
D1 +3.7% · +5d -9.7%
›4 waves of this story
- 2026-06-17 Citi initiates with Buy and $36 PT, contrasting with current market cap
- 2026-06-25 Following Citi's initiation, multiple analysts reiterate Buy with $30 target, showing continued optimism.
- 2026-07-08 Analyst sees genAI as tailwind; hybrid pricing to drive monetization
- 2026-07-08 BofA's Tal Liani resumes coverage with Buy on Figma and Underperform on Adobe, contrasting AI impact on the two design platforms
Company
Figma announces partnerships with SpaceX, Anthropic, OpenAI; short interest at 30%
SpaceX partnership announced last Thursday, adding to existing deals with Anthropic and OpenAI; short interest elevated
D1 -1.2% · +5d +12.2%
CompanyBull
Figma listed among fastest-growing SaaS with 29% NTM revenue growth
Multiple independent sources rank Figma among high-growth software firms, indicating market position
D1 -3.0% · +5d -12.3%
CompanyBull
OpenAI announces website creation ecosystem with Figma among partners
Partnership with multiple web dev platforms could reshape AI-powered software development
D1 -6.2% · +5d -13.2%
AnalystBull
Activist Findell Issues Letter to Figma Board, Claims Undervaluation
Findell Capital's public letter and report urge sharper product focus and cost rationalization, drawing market attention.
D1 +8.7% · +5d -14.7%
Earnings
Figma Q1 Post-Earnings Analysis: AI Monetization and SaaS Resilience in Focus
Multiple independent sources analyze earnings from AI revenue mix, SaaS resilience, and Adobe share perspective
D1 +13.2% · +5d -0.9%
›3 waves of this story
- 2026-05-15 Revenue & EPS beat, NDR highest in 2 yrs
- 2026-05-16 Post-earnings rally; FY26 revenue guide raised to $1.422-1.428B; Thrive Capital disclosed ~$93M Q1 add
- 2026-05-16 Multiple independent sources analyze earnings from AI revenue mix, SaaS resilience, and Adobe share perspective
8-K filing
8-K: Item 2.02, Item 9.01
D1 +6.9% · +5d +6.7%
Earnings
Earnings report
Q1 2026 revenue reached $333 million, representing 46% year-over-year growth, accelerating from 40% in Q4 2025 and 38% in Q3 2025
D1 +6.9% · +5d +6.7%
