Figs Announces Q3 Earnings Per Share of 5 Cents, Exceeding Consensus Estimate of 2 Cents
Q3 Revenue Performance: FIGS reported a Q3 revenue of $151.7 million, surpassing the consensus estimate of $142.46 million.
CEO's Statement: Trina Spear, CEO and Co-Founder, highlighted that the results exceeded internal expectations and marked the strongest revenue growth in two years.
Business Momentum: The company attributes its success to a strong product assortment and impactful brand moments, which have driven momentum in scrubwear and the U.S. business.
Long-term Outlook: FIGS believes that their strategic actions will enhance the fundamental drivers of their healthy business in the long run, reinforcing their position as leaders in the market.
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FIGS Inc Surpasses Q4 Expectations with Strong Earnings
- Strong Earnings Growth: FIGS Inc reported earnings of $0.10 per share for Q4, significantly exceeding the analyst estimate of $0.02 and improving from $0.01 a year earlier, indicating a substantial enhancement in profitability.
- Outstanding Revenue Performance: The company achieved revenue of $201.9 million, surpassing market expectations by over 22% and marking a 33% year-over-year increase, demonstrating broad-based growth across all business segments.
- Significant Net Income Increase: FIGS' net income rose to $18.5 million from $1.9 million a year prior, lifting the net income margin to 9.2%, reflecting successful operational efficiency and cost management.
- Positive Future Outlook: FIGS anticipates revenue growth of 10% to 12% year-over-year for 2026, with adjusted EBITDA margins projected between 12.7% and 12.9%, highlighting the company's long-term growth potential in serving healthcare professionals globally.
Key Wall Street Calls on Friday: Upgrades and Downgrades
- Core Stock Rating: Deutsche Bank reiterates its Buy rating on CoreWeave, lowering the price target from $140 to $125, indicating that the company faces uncertainties in its rapidly scaling financial model, which may impact investor confidence.
- Strong Airline Demand: TD Cowen upgrades Southwest Airlines from Hold to Buy with a target price of $66, anticipating strengthened airline demand in 2026, reflecting the potential for industry recovery.
- AI Software Leader: Rosenblatt initiates coverage of Palantir with a Buy rating and a $150 price target, believing the company holds a unique market position in AI with a sustainable growth trajectory, despite a 33% decline from its peak.
- Optimistic Financial Performance: Bank of America raises Dell's price target to $155, based on its broad product portfolio and AI-related growth potential, expecting higher margins in the coming years, although global economic slowdown poses some risks.
FIGS Reports 33% Revenue Growth to $201.9 Million in Q4 2025
- Significant Revenue Growth: FIGS reported net revenues of $201.9 million in Q4, marking a 33% year-over-year increase and surpassing $200 million for the first time in a single quarter, reflecting strong market performance and execution.
- Customer Base Expansion: The active customer count exceeded 2.9 million, with a 5% sequential and 9% year-over-year growth, which not only enhances market share but also lays a solid foundation for future revenue growth.
- Improved Profitability: Adjusted EBITDA reached $26.7 million with a 13.2% margin, exceeding the original target by over 200 basis points, indicating success in cost control and operational efficiency.
- Optimistic Future Outlook: Management expects fiscal 2026 net revenues to grow by 10% to 12% year-over-year, aiming for nearly $700 million, demonstrating confidence in sustained growth and market expansion.
FIGS Inc Sees Options Trading Volume Surge to 9,198 Contracts
- Active Options Trading: FIGS Inc's options trading volume surged to 9,198 contracts, representing approximately 919,800 shares, which is about 43.5% of its average daily trading volume of 2.1 million shares over the past month, indicating heightened market interest in the stock.
- High Demand Options: Among FIGS options, the $7.50 strike call option expiring on January 16, 2026, has seen a trading volume of 4,770 contracts, equivalent to approximately 477,000 shares, reflecting strong investor expectations for the stock's future appreciation.
- Willdan Group Activity: Concurrently, Willdan Group Inc's options trading volume reached 1,193 contracts, representing about 119,300 shares, which also accounts for 43.5% of its average daily trading volume of 273,980 shares over the past month, showcasing the stock's market activity.
- Bullish Options Trend: The $110 strike call option for WLDN has recorded a trading volume of 256 contracts today, equivalent to approximately 25,600 shares, indicating that investors are optimistic about the stock's performance in the coming months.
Figs (FIGS) Shows Strong Momentum: Is It a Good Time to Invest?
Momentum Investing Overview: Momentum investing involves buying stocks that are trending upwards, with the expectation that they will continue to rise. The Zacks Momentum Style Score helps investors identify stocks with strong momentum indicators.
FIGS Performance Metrics: FIGS (FIGS) has a Momentum Style Score of B and a Zacks Rank of #1 (Strong Buy), showing significant price increases of 72.99% over the past quarter and 100.51% over the past year, outperforming the S&P 500.
Earnings Estimates and Volume: Recent earnings estimates for FIGS have improved, with five upward revisions in the last two months, boosting the consensus estimate from $0.06 to $0.11. The stock's average 20-day trading volume is 2,751,223 shares, indicating strong market interest.
Investment Recommendations: Investors are encouraged to consider FIGS as a promising stock for near-term gains, supported by its strong performance metrics and positive earnings revisions, alongside other Zacks expert stock picks that have historically shown high returns.
AI-Powered Personalization Boosts SFIX's Increasing AOV and RPAC in Early FY26
AOV Growth: Stitch Fix reported a 9.6% year-over-year increase in Average Order Value (AOV) for fiscal Q1 2026, marking nine consecutive quarters of growth, driven by larger basket sizes and a focus on high-demand categories like footwear and denim.
Revenue per Active Client: Revenue per active client (RPAC) rose 5.3% year-over-year to $559, reflecting increased client engagement and deeper wallet share rather than just customer acquisition.
AI and Personalization: The company's AI-powered tools, such as Stitch Fix Vision and the AI Style Assistant, enhance customer experience and decision-making, contributing to higher transaction values and loyalty.
Stock Performance and Valuation: Stitch Fix shares have increased by 30.4% year-to-date, while trading at a forward price-to-sales ratio of 0.56X, significantly lower than the industry average, and currently holds a Zacks Rank of #2 (Buy).
FIGS Inc Surpasses Q4 Expectations with Strong Earnings
- Strong Earnings Growth: FIGS Inc reported earnings of $0.10 per share for Q4, significantly exceeding the analyst estimate of $0.02 and improving from $0.01 a year earlier, indicating a substantial enhancement in profitability.
- Outstanding Revenue Performance: The company achieved revenue of $201.9 million, surpassing market expectations by over 22% and marking a 33% year-over-year increase, demonstrating broad-based growth across all business segments.
- Significant Net Income Increase: FIGS' net income rose to $18.5 million from $1.9 million a year prior, lifting the net income margin to 9.2%, reflecting successful operational efficiency and cost management.
- Positive Future Outlook: FIGS anticipates revenue growth of 10% to 12% year-over-year for 2026, with adjusted EBITDA margins projected between 12.7% and 12.9%, highlighting the company's long-term growth potential in serving healthcare professionals globally.
Key Wall Street Calls on Friday: Upgrades and Downgrades
- Core Stock Rating: Deutsche Bank reiterates its Buy rating on CoreWeave, lowering the price target from $140 to $125, indicating that the company faces uncertainties in its rapidly scaling financial model, which may impact investor confidence.
- Strong Airline Demand: TD Cowen upgrades Southwest Airlines from Hold to Buy with a target price of $66, anticipating strengthened airline demand in 2026, reflecting the potential for industry recovery.
- AI Software Leader: Rosenblatt initiates coverage of Palantir with a Buy rating and a $150 price target, believing the company holds a unique market position in AI with a sustainable growth trajectory, despite a 33% decline from its peak.
- Optimistic Financial Performance: Bank of America raises Dell's price target to $155, based on its broad product portfolio and AI-related growth potential, expecting higher margins in the coming years, although global economic slowdown poses some risks.
FIGS Reports 33% Revenue Growth to $201.9 Million in Q4 2025
- Significant Revenue Growth: FIGS reported net revenues of $201.9 million in Q4, marking a 33% year-over-year increase and surpassing $200 million for the first time in a single quarter, reflecting strong market performance and execution.
- Customer Base Expansion: The active customer count exceeded 2.9 million, with a 5% sequential and 9% year-over-year growth, which not only enhances market share but also lays a solid foundation for future revenue growth.
- Improved Profitability: Adjusted EBITDA reached $26.7 million with a 13.2% margin, exceeding the original target by over 200 basis points, indicating success in cost control and operational efficiency.
- Optimistic Future Outlook: Management expects fiscal 2026 net revenues to grow by 10% to 12% year-over-year, aiming for nearly $700 million, demonstrating confidence in sustained growth and market expansion.
FIGS Inc Sees Options Trading Volume Surge to 9,198 Contracts
- Active Options Trading: FIGS Inc's options trading volume surged to 9,198 contracts, representing approximately 919,800 shares, which is about 43.5% of its average daily trading volume of 2.1 million shares over the past month, indicating heightened market interest in the stock.
- High Demand Options: Among FIGS options, the $7.50 strike call option expiring on January 16, 2026, has seen a trading volume of 4,770 contracts, equivalent to approximately 477,000 shares, reflecting strong investor expectations for the stock's future appreciation.
- Willdan Group Activity: Concurrently, Willdan Group Inc's options trading volume reached 1,193 contracts, representing about 119,300 shares, which also accounts for 43.5% of its average daily trading volume of 273,980 shares over the past month, showcasing the stock's market activity.
- Bullish Options Trend: The $110 strike call option for WLDN has recorded a trading volume of 256 contracts today, equivalent to approximately 25,600 shares, indicating that investors are optimistic about the stock's performance in the coming months.
Figs (FIGS) Shows Strong Momentum: Is It a Good Time to Invest?
Momentum Investing Overview: Momentum investing involves buying stocks that are trending upwards, with the expectation that they will continue to rise. The Zacks Momentum Style Score helps investors identify stocks with strong momentum indicators.
FIGS Performance Metrics: FIGS (FIGS) has a Momentum Style Score of B and a Zacks Rank of #1 (Strong Buy), showing significant price increases of 72.99% over the past quarter and 100.51% over the past year, outperforming the S&P 500.
Earnings Estimates and Volume: Recent earnings estimates for FIGS have improved, with five upward revisions in the last two months, boosting the consensus estimate from $0.06 to $0.11. The stock's average 20-day trading volume is 2,751,223 shares, indicating strong market interest.
Investment Recommendations: Investors are encouraged to consider FIGS as a promising stock for near-term gains, supported by its strong performance metrics and positive earnings revisions, alongside other Zacks expert stock picks that have historically shown high returns.
AI-Powered Personalization Boosts SFIX's Increasing AOV and RPAC in Early FY26
AOV Growth: Stitch Fix reported a 9.6% year-over-year increase in Average Order Value (AOV) for fiscal Q1 2026, marking nine consecutive quarters of growth, driven by larger basket sizes and a focus on high-demand categories like footwear and denim.
Revenue per Active Client: Revenue per active client (RPAC) rose 5.3% year-over-year to $559, reflecting increased client engagement and deeper wallet share rather than just customer acquisition.
AI and Personalization: The company's AI-powered tools, such as Stitch Fix Vision and the AI Style Assistant, enhance customer experience and decision-making, contributing to higher transaction values and loyalty.
Stock Performance and Valuation: Stitch Fix shares have increased by 30.4% year-to-date, while trading at a forward price-to-sales ratio of 0.56X, significantly lower than the industry average, and currently holds a Zacks Rank of #2 (Buy).
