Figma Reports Q4 Earnings Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy FIG?
Source: seekingalpha
- Earnings Beat: Figma reported a Q4 non-GAAP EPS of $0.08, exceeding expectations by $0.02, demonstrating the company's resilience and profitability in a competitive graphic design market.
- Strong Revenue Growth: Q4 revenue reached $303.8 million, surpassing market expectations by $10.65 million, reflecting sustained customer demand and market acceptance of the company's products.
- Optimistic Outlook: For Q1 2026, revenue is projected between $315.0 million and $317.0 million, implying a 38% year-over-year growth at the midpoint, indicating strong confidence in future growth.
- Annual Revenue Forecast: The full-year 2026 revenue outlook ranges from $1.366 billion to $1.374 billion, suggesting a 30% year-over-year growth at the midpoint, highlighting the company's robust long-term growth strategy.
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Analyst Views on FIG
Wall Street analysts forecast FIG stock price to rise
9 Analyst Rating
3 Buy
6 Hold
0 Sell
Moderate Buy
Current: 23.100
Low
38.00
Averages
53.13
High
70.00
Current: 23.100
Low
38.00
Averages
53.13
High
70.00
About FIG
Figma, Inc. designs and develops platforms for people who build digital products together. The Company helps cross-functional teams align and build software more efficiently and ensure the advanced access and controls that large organizations require. Its products include Figma Design, Dev Mode, Figma Sites, Figma Make, Figma Draw, Figma Buzz, FigJam and Figma Slides. Figma Sites is a product that lets clients design a Website and directly publish it to the Web, with a custom URL. Figma Make is an AI-powered tool that turns a prompt into a fully functional prototype. Figma Buzz is a product for easily creating marketing assets (like social media assets and digital ads) at a scale that is consistent with brand or visual identity. Figma Draw provides a space for finer vector editing required when drawing detailed iconography and product illustrations. Figma Design combines powerful features with a collaborative workspace to help teams design and build better products together.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Figma, Inc. to Announce Q4 Earnings on February 18
- Earnings Announcement: Figma, Inc. is set to release its Q4 2023 earnings report on February 18 after market close, with consensus EPS estimated at $0.06 and revenue projected at $293.15 million, indicating investor interest in the company's financial performance.
- Earnings Estimate Changes: Over the past three months, Figma's EPS estimates have seen no upward revisions and one downward revision, reflecting a cautious market sentiment regarding the company's profitability, which could impact investor confidence and stock performance.
- Market Reaction: As the earnings report approaches, Figma's stock has surged by 10%, erasing some year-to-date losses, suggesting that investors are optimistic about the upcoming report, potentially signaling positive developments ahead.
- Strategic Partnership: Figma's collaboration with Anthropic aims to convert AI code into designs, showcasing the company's innovative capabilities in the graphic design space and its focus on new technologies, which may provide new growth momentum in the future.
See More
Figma Shares Surge 20% After Beating Earnings Expectations
- Strong Earnings Report: Figma's fourth-quarter adjusted earnings per share reached 8 cents, surpassing the market expectation of 7 cents, with revenue hitting $303.8 million, exceeding the anticipated $293.15 million, indicating robust market performance.
- Significant Revenue Growth: The company's revenue grew 40% year-over-year, despite a net loss of $226.6 million, highlighting the challenges and opportunities in its rapid expansion while maintaining considerable future growth potential.
- Optimistic Outlook: Management forecasts first-quarter revenue between $315 million and $317 million, representing a 38% increase year-over-year, exceeding analysts' expectations of $292 million, reflecting strong confidence in future performance.
- AI Product Push: Figma plans to implement monthly AI credit limits starting in March, which is expected to further boost revenue through AI adoption, while its collaboration with ServiceNow will facilitate design conversion for large enterprises, enhancing competitive positioning.
See More
Figma Reports Strong Q4 Earnings, Beats Estimates
- Earnings Beat: Figma reported Q4 earnings of $0.08 per share, surpassing the market estimate of $0.07, indicating sustained profitability and competitive strength in the design sector.
- Significant Revenue Growth: The quarterly revenue reached $303.78 million, exceeding analyst consensus of $293.15 million and marking a 39.9% increase from $216.95 million in the same period last year, showcasing Figma's robust market performance and rising customer demand.
- Optimistic Outlook: Figma expects Q1 revenue between $315 million and $317 million, significantly above the analyst estimate of $291.9 million, reflecting the company's confidence in future growth.
- Stock Price Surge: Figma's stock rose 18.39% to $28.65 in after-hours trading on Wednesday, indicating a positive investor reaction to the company's performance and market optimism regarding its future prospects.
See More
Figma Q4 Results Exceed Expectations with AI Strategy
- Performance Exceeds Expectations: Figma reported an adjusted EPS of 8 cents for Q4, surpassing the 7 cents expected, with revenue of $303.8 million exceeding the $293.15 million forecast, indicating strong performance in the design software market.
- Significant Revenue Growth: The company's revenue grew 40% year-over-year, despite a net loss of $226.6 million, highlighting financial challenges amid rapid expansion, yet suggesting substantial future growth potential.
- AI Strategy Implementation: Starting in March, Figma will enforce monthly AI usage limits for different account types, allowing clients to pay based on usage or subscribe to AI credits, aiming to reduce user costs and enhance service efficiency through optimized computing infrastructure.
- Intensifying Market Competition: While Figma's Make tool saw a 70% increase in weekly active users during the quarter, CEO Dylan Field noted that the software market is becoming increasingly competitive, emphasizing the need for Figma to secure its position in the evolving AI product landscape.
See More
Figma Reports Q4 Earnings Beat Expectations
- Earnings Beat: Figma reported a Q4 non-GAAP EPS of $0.08, exceeding expectations by $0.02, demonstrating the company's resilience and profitability in a competitive graphic design market.
- Strong Revenue Growth: Q4 revenue reached $303.8 million, surpassing market expectations by $10.65 million, reflecting sustained customer demand and market acceptance of the company's products.
- Optimistic Outlook: For Q1 2026, revenue is projected between $315.0 million and $317.0 million, implying a 38% year-over-year growth at the midpoint, indicating strong confidence in future growth.
- Annual Revenue Forecast: The full-year 2026 revenue outlook ranges from $1.366 billion to $1.374 billion, suggesting a 30% year-over-year growth at the midpoint, highlighting the company's robust long-term growth strategy.
See More
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- Business Model Transformation: Navan has evolved from a traditional travel booking tool to a comprehensive enterprise spend platform, integrating travel, payments, and expense management, thereby enhancing cost control and operational efficiency for businesses, attracting increased attention from corporate clients.
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Figma, Inc. to Announce Q4 Earnings on February 18
- Earnings Announcement: Figma, Inc. is set to release its Q4 2023 earnings report on February 18 after market close, with consensus EPS estimated at $0.06 and revenue projected at $293.15 million, indicating investor interest in the company's financial performance.
- Earnings Estimate Changes: Over the past three months, Figma's EPS estimates have seen no upward revisions and one downward revision, reflecting a cautious market sentiment regarding the company's profitability, which could impact investor confidence and stock performance.
- Market Reaction: As the earnings report approaches, Figma's stock has surged by 10%, erasing some year-to-date losses, suggesting that investors are optimistic about the upcoming report, potentially signaling positive developments ahead.
- Strategic Partnership: Figma's collaboration with Anthropic aims to convert AI code into designs, showcasing the company's innovative capabilities in the graphic design space and its focus on new technologies, which may provide new growth momentum in the future.
See More
Figma Shares Surge 20% After Beating Earnings Expectations
- Strong Earnings Report: Figma's fourth-quarter adjusted earnings per share reached 8 cents, surpassing the market expectation of 7 cents, with revenue hitting $303.8 million, exceeding the anticipated $293.15 million, indicating robust market performance.
- Significant Revenue Growth: The company's revenue grew 40% year-over-year, despite a net loss of $226.6 million, highlighting the challenges and opportunities in its rapid expansion while maintaining considerable future growth potential.
- Optimistic Outlook: Management forecasts first-quarter revenue between $315 million and $317 million, representing a 38% increase year-over-year, exceeding analysts' expectations of $292 million, reflecting strong confidence in future performance.
- AI Product Push: Figma plans to implement monthly AI credit limits starting in March, which is expected to further boost revenue through AI adoption, while its collaboration with ServiceNow will facilitate design conversion for large enterprises, enhancing competitive positioning.
See More
Figma Reports Strong Q4 Earnings, Beats Estimates
- Earnings Beat: Figma reported Q4 earnings of $0.08 per share, surpassing the market estimate of $0.07, indicating sustained profitability and competitive strength in the design sector.
- Significant Revenue Growth: The quarterly revenue reached $303.78 million, exceeding analyst consensus of $293.15 million and marking a 39.9% increase from $216.95 million in the same period last year, showcasing Figma's robust market performance and rising customer demand.
- Optimistic Outlook: Figma expects Q1 revenue between $315 million and $317 million, significantly above the analyst estimate of $291.9 million, reflecting the company's confidence in future growth.
- Stock Price Surge: Figma's stock rose 18.39% to $28.65 in after-hours trading on Wednesday, indicating a positive investor reaction to the company's performance and market optimism regarding its future prospects.
See More
Figma Q4 Results Exceed Expectations with AI Strategy
- Performance Exceeds Expectations: Figma reported an adjusted EPS of 8 cents for Q4, surpassing the 7 cents expected, with revenue of $303.8 million exceeding the $293.15 million forecast, indicating strong performance in the design software market.
- Significant Revenue Growth: The company's revenue grew 40% year-over-year, despite a net loss of $226.6 million, highlighting financial challenges amid rapid expansion, yet suggesting substantial future growth potential.
- AI Strategy Implementation: Starting in March, Figma will enforce monthly AI usage limits for different account types, allowing clients to pay based on usage or subscribe to AI credits, aiming to reduce user costs and enhance service efficiency through optimized computing infrastructure.
- Intensifying Market Competition: While Figma's Make tool saw a 70% increase in weekly active users during the quarter, CEO Dylan Field noted that the software market is becoming increasingly competitive, emphasizing the need for Figma to secure its position in the evolving AI product landscape.
See More
Figma Reports Q4 Earnings Beat Expectations
- Earnings Beat: Figma reported a Q4 non-GAAP EPS of $0.08, exceeding expectations by $0.02, demonstrating the company's resilience and profitability in a competitive graphic design market.
- Strong Revenue Growth: Q4 revenue reached $303.8 million, surpassing market expectations by $10.65 million, reflecting sustained customer demand and market acceptance of the company's products.
- Optimistic Outlook: For Q1 2026, revenue is projected between $315.0 million and $317.0 million, implying a 38% year-over-year growth at the midpoint, indicating strong confidence in future growth.
- Annual Revenue Forecast: The full-year 2026 revenue outlook ranges from $1.366 billion to $1.374 billion, suggesting a 30% year-over-year growth at the midpoint, highlighting the company's robust long-term growth strategy.
See More
a16z Capital Management Acquires Navan Shares
- New Investment Highlight: According to the SEC filing dated February 17, 2026, a16z Capital Management acquired approximately 27 million shares of Navan in Q4 2025, with an estimated transaction value of $464.5 million, indicating strong confidence in Navan's future growth potential.
- Asset Allocation Shift: This acquisition positions Navan as 29.4% of a16z's reportable assets under management, reflecting its significant importance in the investment portfolio and potentially influencing future investment strategies.
- Market Performance Analysis: As of December 31, 2025, Navan's share price was $9.97, with a current market price of $10.23 and a market capitalization of $2.54 billion, showcasing market recognition of its technology-driven enterprise spend management platform.
- Business Model Transformation: Navan has evolved from a traditional travel booking tool to a comprehensive enterprise spend platform, integrating travel, payments, and expense management, thereby enhancing cost control and operational efficiency for businesses, attracting increased attention from corporate clients.
See More
